Private equity and venture capital are among the most important sources of funding for companies with high growth potential. Such funding not only helps these businesses scale up, but also supports them with strategy, processes, expansion, market intelligence as well as mentorship at critical stages of their development. Company’ need right investment at right time to make it big and successful. Classic examples are Flipkart, Paytm, Byjus, Dream 11 & Ola.

India is one of the most attractive & emerging investment destinations for PE VC funds. That said, funds are increasingly becoming selective while making investment decisions and quality of business is a priority. Given the economic uncertainty, it is important to be abreast of the emerging issues across business sectors, growing expectations amongst the funds, and their impact on PE/VC deals.

On the other hand, a lot of effort goes in finding the right investor for a business or vice versa. When you do, it is important to have investment agreements that represents the interests of everyone involved. The investor would want to make sure its investment is protected, and the company will want to make sure that the funds are delivered smoothly and the founders have protected their stake in the venture. This makes writing a proper investment contract a critical first step in the business relationship. Clear & unambiguous investment agreement is very significant to establish a win-win situation for the parties involved in any PE, VC and M&A Deals.

VCCircle’s upcoming workshop will equip delegates decode Government policies, and their impact on commercial transactions; preparing potential sellers to handle M&A; preparing companies to raise funds or expand their companies, exit planning alternative potential exit routes. This program will also create a solid understanding of the documenting processes relating to PE/VC and M&A transactions, valuation considerations and deal making in the post-covid era; the future of tax on deals; key tax watch outs and mitigation strategies; identifying commercial issues and producing clear instructions to lawyers and executives involved.

It will also help in equipping with the technicalities involved in clear and well thought out term-sheet negotiation, proper deal structuring know-how to maximize returns and unambiguous deal documentation to avoid pitfalls and will enhance your deal-making skills that you can immediately put into practice.

Key Takeaways:

  • Grasp the logic and underlying principles of private equity financing - fund for business, strategic advice, information and assistance at critical stages of business cycle
  • Structuring and setting up fund investment vehicles
  • Prepare for raising fund - Business plan, due diligence, valuation and investment model
  • Fund Raising process – finding, selecting, negotiation, closing Investment deals and exit strategies
  • Modes of private equity financing – equity, venture capital, venture debt and mezzanine
  • Risk evaluation for PE Fund and drafting your investment agreements - financial risk, legal risk, commercial risk, ESG risk amongst others
  • Get the nuanced understanding and know-how on deal making environment and outlook
  • Learn structural elements of deal & key principals of effective negotiations
  • Key tax watch outs & mitigation strategies

Target Audience

  • Entrepreneurs & organizations looking to raise funds
  • CXOs, MDs, Directors and Senior Management
  • Executives involved in PE/VC and M&A Deals
  • CFOs, Financial Directors, Directors of Strategic Planning and Senior Finance Executives
  • Corporate/General/In-house Counsel/Company Secretaries
  • Investment Bankers, Professional Advisers, Law Firms & Consultants
  • Individual, Private and Institutional Investors
  • VPs & Managers from Legal Department
  • Investment/Fund Managers
  • Private Equity & Venture Capitalist


10:30 AM onwards
  • 10:30 AM – Onwards

    Welcome Address

  • 10:30 AM – 12:00 PM

    Fund Raising & Managing Liquidity: Deal Value considerations during crisis & the opportunity

    Topics covered:

    • Potential impact of Covid-19 on deal making environment
    • Managing liquidity and cash flows for corporates - key considerations
    • Getting ready for fund-raising / M&A & deal making process - how to accelerate and prepare to raise funds / M&A
    • Due diligence considerations, financial and commercial due diligence
    • Valuation considerations - valuation impact assessment
    • How to leverage & create the deal making opportunity in these times

    Trainer: Raja Lahiri, Partner, transaction advisory, leader - IPO advisory & national leader, TMT, Grant Thornton India

  • 12:00 PM – 1:30 PM

    Overview of documentation involved and key legal issues

    Topics covered:

    • Overview of the fund raising process from a legal perspective
    • Typical deal flow mechanics
    • Documentation – utility and key provisions
    • Term Sheets
    • Non-Disclosure / Confidentiality Agreements
    • Subscription agreements
    • Share purchase agreements
    • Shareholders’ agreements
    • Inter-se agreements
    • Employment contracts

    Trainer: Karan Kalra, Founder, Bombay Law Chambers

  • 1:30 PM – Onwards

    Day 1 Concludes

9:00 AM onwards
  • 9:00 AM – 10:30 AM

    TAX: PE / VC fundraising - Tax and Structuring issues in the current regime/circumstances

    Topics covered:

    • Structuring considerations on PE/VC investments including type of instruments,  return on investment, key tax and regulatory aspects, creating ratchet mechanism, exit considerations, with specific underlying reference to Covid-19 and the impact created thereof
    • Analysis of tax risks on deals including mitigation, tax indemnities/ insurance and other protection measures
    • Fund level structuring considerations for investments and exits

    Trainer: Samip Barlota, Partner, Price Waterhouse & Co LLP

  • 10:30 AM – 12:00 PM

    Investment Funds

    Topics covered:

    • Choosing the right investment vehicle – commercial, legal, regulatory and tax considerations
    • Setting up investment vehicles in India – core focus on AIFs
    • Setting up offshore investment vehicles to investment in India with focus on FDI and FVCI routes
    • Unified and co-investment fund structures  
    • Tax considerations

    Trainer: Divaspati Singh, Partner | Investment Funds, Private Equity, Corporate and Commercial, Khaitan & Co

  • 12:00 PM – 1:30 PM

    Significance of ESG, Sustainability and Impact in Fund Raising

    Topics covered:

    • Concept of ESG, Sustainability and impact?
    • Requirements of institutional investors, DFI’s, and private equity
    • How does one begin on the journey of ESG?
    • Value of ESG and Impact in fund raising
    • Due Diligence considerations
    • ESG Disclosure and its influence in Fund Raising
    • Significance of ESG in the post COVID era

    Trainer: Aniket Jalgaonkar, Climate Change Lead - APAC, AXA Climate

  • 1:30 PM – 2:30 PM

    PE/VC Fundraising - an investor's perspective

    Topics covered:

    • When should you fundraise?
    • Preparation and process
    • Fundraising strategy
    • Pitfalls and challenges

    Trainer: Anil Talreja, Partner, Deloitte India

  • 2:30 PM – Onwards

    Day 2 Concludes

8:55 AM onwards
  • 8:55 AM – 9:00 AM

    Welcome Address

  • 9:00 AM – 10:00 AM

    Getting a deal done - the art and science of deal negotiations

    Topics covered:

    • Negotiation as Science: Prepare, Listen, Learn, Observe, Inform
    • Negotiation as Art: Process, Listen, Communicate, Adapt, Connect
    • Dealing with biases
    • Creating and claiming value
    • Closing the deal

    Trainer: Imran Jafar, Managing Partner, Gaja Capital

  • 10:00 AM – 11:30 AM

    Deal making under the "new normal": Deal Value considerations & due diligence

    Topics covered:

    • Deal making environment and outlook
    • Key deal drivers and negotiation process
    • Due diligence considerations, financial and commercial due diligence
    • Valuation considerations – valuation impact assessment
    • Implications of the impact on the economy by covid
    • Case studies and learnings

    Trainer: Anil Talreja, Partner, Deloitte India

  • 11:30 AM – Onwards

    Day 3 Concludes

9:00 AM onwards
  • 9:00 AM – 10:30 AM

    Tax Structuring

    Topics covered:

    • Deal dynamics from a structuring perspective
    • Critical areas in definitive documents requiring tax inputs
    • Mitigating potential tax risks
    • Whats different in the Covid regime?
    • Recent issues and budget impact

    Trainer: Shashidhar Upinkudru, Partner, Price Waterhouse & Co LLP

  • 10:30 AM – 12:00 PM

    Legal Documentation: Understanding the nuances of investment documents and mastering the art of negotiations

    Topics covered:

    • Legal Due Diligence
    • Key considerations for the buy side and sell side
    • Challenges and limitations of a legal due diligence
    • Typical areas covered
    • Negotiation strategies

    Trainer: Karan Kalra, Founder, Bombay Law Chambers

  • 12:00 PM – 12:00 PM

    Course Concludes



Aniket Jalgaonkar

Climate Change Lead - APAC, AXA Climate

Anil Talreja

Partner, Deloitte India

Divaspati Singh

Partner | Investment Funds, Private Equity, Corporate and Commercial, Khaitan & Co

Imran Jafar

Managing Partner, Gaja Capital

Karan Kalra

Founder, Bombay Law Chambers

Raja Lahiri

Partner, transaction advisory, leader - IPO advisory & national leader, TMT, Grant Thornton India

Samip Barlota

Partner, Price Waterhouse & Co LLP

Shashidhar Upinkudru

Partner, Price Waterhouse & Co LLP

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