Portfolio Lens
Prioritise portfolio companies against mandate, readiness, ownership and value-creation fit.
- Working output
- Portfolio screen, decision gaps and next-step brief.
Our Expertise · Private Equity
Turn the India question into a portfolio decision.
For investors and operating teams deciding where an India capability can strengthen a portfolio company and where it cannot.
Discuss a portfolio screenThe portfolio decision
Screen the portfolio, define the company-specific case, and give the investment committee the evidence it needs.
- Where can India strengthen the value-creation plan?
- Which company has the mandate and leadership readiness?
- What evidence should reach the investment committee?
Diligence workstreams
Three lenses. One portfolio decision.
Agentic Readiness Audit
Assess whether operating data, workflows and leadership are ready for an agentic capability.
- Working output
- Readiness map, risk register and sequenced action plan.
Shared Services Centre
Frame which shared capabilities belong in India and the model required to own them.
- Working output
- Capability scope, operating choices and ownership path.
Decision tools
Turn the India question into a working decision.
View all decision tools ↗GCC UniverseScreen the location decision.
Open the universe ↗
Compare Indian cities on talent depth, cost, and AI/tech maturity, matched to the operating model you actually intend to run.
GCC ROI CalculatorModel the runway impact.
Open the calculator ↗
See the efficiency and cost case in numbers, before the board asks for them.
Latest decision material
Use the evidence before you choose the model.
Research framework · 6 min
Five reasons not to build an India GCC
A board-level screen for timing, ownership, leadership and mandate risk.
Open the framework ↗
Decision note · 8 min
Six decisions the board paper must resolve
Bring capability, structure, leadership, economics, governance and ownership into one decision.
Open the decision note ↗
Field note · 4 min
Define ownership before location
Why the intended end state should shape city, structure and operating choices.
Open the field note ↗Next portfolio decision
Pressure-test the India thesis before it becomes an operating commitment.
Bring the portfolio thesis, operating context and investment horizon. We will identify the evidence required before commitment.