Investment readiness ( Investor pitch ) for a PE firm based out of UAE

The client, a UAE-based PE firm, was keen on preparing an investment memo for an apple farming project in India.

‌Problem Statement
The client was looking to establish a thriving apple orchard business in India by deploying innovative farming techniques. The engagement entailed:

  • ‌‌Laying out the business opportunity at hand
  • ‌‌‌‌Articulating market opportunity, challenges, and client’s competitive advantage
  • Deep dive into financial case comprising IRR, payback period, and projections

Action Taken

  • ‌Opportunity analysis and as-is assessment of apple business in India
  • Outlined the High-Density Planting (HDP) process and its key benefits
  • Designed different business models for farmer’s benefits
  • ‌‌‌Highlighted strengths, strategy, and target area for client’s positioning in India
  • ‌‌‌Showcased client’s track record in farming and value chain across geographies
  • ‌‌Suggested on growth plans and site selection to mitigate risks
  • Estimation of the total future requirement of the financing and fund infusion schedule
  • Modeled out revenues and costs to evaluate IRR, payback period, revenue potential, and investment projections

Deliverable

  • ‌Developed the investor pitch highlighting industrial overview, client’s positioning, go-to-market strategy, and socio-economic impact
  • ‌Financial projections and investment requirements for leveraging opportunities in India’s apple farming industry