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Private Markets

Suit your growth with

Offering
Process

OFFERINGS

Our unhindered
universe of offerings

For the ones with bigger ambitions of rapid growth, we bring a foray of alternative investments to the table while balancing risk, and deep consideration of personal goals and capacities.

Deal sourcing and syndication

Source companies funded by marquee investors, partner with reputed managers

Exclusive access to clients

Same rights as institutional investors

Portfolio Monitoring

Appraise risk

Manage Sector and Stage wise Exposure

Suggest ideal portfolio allocation

Monitor existing investments

Family office consortium

Creating a group of like-minded family office investors

High quality deal-flow, incentives to invest as a group – economics, confidentiality

Focus on flexibility, speed and strategic value

Waterfield Analytics

Peer Fund Benchmarking for all major Indian PE/VC funds

Fund Manager track record benchmarking

Proprietary data collected directly from fund managers

Fund of Funds

Invest into select top quartile funds, leveraging Waterfield’s analytics capabilities

Enable clients to have access to co-investments and preferential rights

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OUR PROCESS

Building portfolios with a pioneering process

Identifying opportunities

Parameters are scrupulously analysed; like ticket size of investments, stage of investing, identifying not just the right sectors but also the establishments within them, and co-investment opportunities through existing VC networks or other family offices.

Critical due diligence

Internal, as well as external due diligence, is undertaken with in-depth consultations with legal teams, fund managers and other experts.

Robust Structuring

We work with clients to tailor the investment structure, with due attention to their capacity and appetite; whether it be setting up a separate fund or vehicle, incubating an accelerator or creating a fund with other likeminded individuals in a specific space.

Relentless Monitoring

We review the investments on a quarterly basis. We make sure we cover every inch of the ground from external valuations of the company to activities related to exits.

Case Study

The legacies we build

Our bespoke services to bring your authentic vision to life.

Pharmaceuticals

Promoter family of a listed pharmaceutical company

This case study pertains to a listed company in the pharma space. The business is run by a third-generation family member. The firm has a professional management team, business interests across the globe and members of the family are amongst the top billionaires in India.

Coming Soon

Information Technology

Promoter of a listed IT Company

This case study pertains to the Promoter of a listed company in the Information Technology space. The Promoter is a first-generation entrepreneur, who has come into significant wealth over the past twenty-five years.

Coming Soon

Consumer Appliances

Single Family Office

This case study pertains to a Single-Family Office whose assets have been generated through the Promoter holdings of the family in one of India’ largest consumer appliance companies that was founded by the principal of the family office. The brand was sold to a foreign company in its entirety. Out of the proceeds received from the exit of the Company, the family carved out three portions of capital for the following:

Deployment in new group company businesses
Financial portfolio
Unlisted investments

Coming Soon

Pharmaceuticals

Large Listed Rubber Chemicals Family

This case study pertains to the various issues that arose for the Promoter of a large, listed rubber chemicals company after a family business separation. As a part of the family settlement, the Promoter needed to obtain access to a substantial amount of funds.

With many multi-layer entities being split between the family, the Promoter also needed to re-structure his various holdings / interests to simplify operations and be able to access the wealth in a tax-efficient manner.

Coming Soon

FMCG

Single Family Office

This case study pertains to an ultra-high net worth family that has diverse businesses in the FMCG space. The family was in need to bring all its affairs under one roof and hence leveraged Waterfield’s expertise to set up a single-family office. Our team was responsible for executing the set-up, incorporating a family constitution and put in place a succession plan.

Coming Soon

Vault

Your access to
rich insights

From experienced partners at the forefront of
today's financial trends and beyond.

Fund of Funds

Gains of many,
under the distinction of

One

Explore Fund of Funds

Your legacy awaits

Suit your growth with

Our unhindered
universe of offerings

Building portfolios with a pioneering process

The legacies we build

Your access to
rich insights

Gains of many,
under the distinction of

Your legacy awaits

Your legacy awaits

Our unhindered universe of offerings

Building portfolios with a pioneering process

The legacies we build

Your access to rich insights

Gains of many, under the distinction of

Your legacy awaits

Our unhindered
universe of offerings

Your access to
rich insights

Gains of many,
under the distinction of