Portfolio
How many private holdings? Across how many entities? Who tracks them today?
A portfolio you cannot value, a follow-on you are unsure about, a holding you want to exit, a company that needs intervention, or an India mandate that needs someone on the ground. Tell us the situation; the first conversation is about the problem, not a product pitch.
How many private holdings? Across how many entities? Who tracks them today?
How do new deals reach the family and who challenges them before investment?
Have you tried to sell a private position? What happened?
Tell us enough to understand the problem. We use the information to route the conversation to the relevant VIV service; it is not a public deal submission.