Strategy & Transformation

Participants will learn how to categorize the AI portfolio monitoring tool landscape, use AI to aggregate and normalize financial data across portfolio companies with different ERPs, detect leading-indicator anomalies before they hit the P&L, and generate GenAI-assisted board packs and LP commentary that hold up to committee and investor scrutiny.

Analyze India’s aviation growth to shape global expansion and competitive strategy.

Assess climate technologies to guide energy strategy and investment decisions in India.

Apply pricing and reimbursement strategies to support market access and improve lifecycle financial performance

Participants will learn how to manage the leadership and organizational transition that follows a PE ownership change — retaining key talent, communicating change without triggering flight risk, building trust between incoming Operating Partners and existing management, and navigating founder/promoter-to-professional-management transitions specific to Indian mid-market deals.

How to structure term sheets and definitive agreements, bridge valuation gaps through earn-outs and ratchets, negotiate governance and minority protection rights, and navigate promoter dynamics specific to Indian family-owned and founder-led businesses — building the mechanics and negotiation judgment needed to close deals on favorable terms

How to design and execute commercial due diligence workstreams across sector-specific playbooks (Healthcare SaaS, Manufacturing, Consumer & Retail), apply market-sizing and unit-economics frameworks to stress-test investment theses, run structured channel checks and expert calls, and use AI-assisted document review tools to accelerate diligence turnaround.