MONTH : SEPTEMBER 2024

Promoting Intrapreneurship in Our Startups

 

At Malpani Ventures, we’re committed to fostering entrepreneurship and intrapreneurship within the startups we fund. We understand that startups are often strapped for cash, limiting their ability to offer employees opportunities to think and act like business owners. That’s why we are taking an unconventional approach by offering grants of Rs 1 lakh to selected employees within these startups.

This initiative is designed to spark innovation, promote engagement, and cultivate a sense of ownership among team members. Why Rs 1 lakh? Because we want to promote frugal innovation, and if you can’t accomplish something useful with Rs 1 lakh, you won’t be able to able to deploy Rs 1 crores sensibly either. For the ones who deliver results with this initial funding, we are happy to offer more money, to help them scale it up! 

 

Why Intrapreneurship Matters 

 Intrapreneurship is about empowering employees to think like entrepreneurs within the safety net of a startup. We believe that when employees are encouraged to act as business owners—generating ideas, solving problems, and taking initiative—everyone benefits: the employee, the startup, and the investor. 

 Often, employees are focused solely on their assigned tasks, leading to a narrow view of their role in the company. By encouraging intrapreneurship, we shift this mindset, allowing employees to see the big picture. This helps foster creativity, innovation, and long-term thinking, all essential for a startup’s growth. Employees who think like owners are more engaged, more likely to generate valuable ideas, and more invested in the company’s success. 

 

 

How the Grant Program Works 

 We partner closely with the founders of the startups we fund. The founders are in the best position to identify which employees show potential for intrapreneurship. These selected individuals are then invited to pitch their ideas to us for funding consideration. If their ideas align with the company’s vision and show growth potential, they receive a grant of Rs 1 lakh to explore and implement their projects. 

 

A Win-Win for All Stakeholders 

 This intrapreneurship grant creates a win-win situation at multiple levels: 

 

- For Employees: This is a zero-risk opportunity for employees to explore their interests, hone their skills, and showcase their leadership potential. They get financial backing to experiment and take ownership of their ideas without having to leave their current jobs. 

- For Startups: The CEO gains an extended team of intrapreneurs, enabling him or her to tap into more creative minds. Startups often struggle to incentivize employees beyond salary and equity, but this grant creates an entirely new dynamic. It helps founders identify those employees who are willing to take the initiative, think outside the box, and contribute more than their job description demands. 

- For Investors: For us, these are low-cost experiments. Not every idea will succeed, but the upside potential is enormous. If just one or two of these intrapreneurial experiments bear fruit, they can significantly accelerate the startup’s growth, creating a positive feedback loop for everyone involved. 

 

The Challenge and Opportunity for Founders 

 This model requires a confident and forward-thinking founder. Not every entrepreneur will be comfortable with giving employees the freedom to experiment, as it may lead to fears about losing control or employees leaving. However, we believe that founders should create opportunities within the startup that allow employees to grow, learn, and stay engaged rather than being afraid of attrition. 

By offering employees a safe space to experiment and expand their skill sets, founders can retain talent and avoid the stagnation that often drives good people away. It’s far better to provide a platform for growth and innovation within the startup than to lose valuable team members because they feel uninspired or underutilized. 

 

Conclusion: Intrapreneurship is the Future 

Intrapreneurship isn’t just a buzzword—it’s a powerful tool to fuel growth in a startup. By offering Rs 1 lakh grants to employees, we aim to encourage innovation, boost engagement, and create opportunities for growth at every level. This approach benefits everyone involved—the employees, the startup, and the investor. It’s time we started thinking bigger and investing in the potential within our teams. 

Narratives + Numbers

In startups, balancing narrative and numbers is crucial. Both aspects are interconnected and provide a comprehensive picture of a startup's potential. Founders focusing on both increase their chances of securing investments, building trust, and scaling successfully.


The Role of Narrative:

A strong narrative is often the first thing investors and customers encounter. It paints a vivid picture of why a startup exists and the problem it seeks to solve. An engaging narrative helps founders to:

  • Articulate their mission: Investors are often more interested in "why" a founder is pursuing an idea than just the business mechanics.
  • Differentiate from competitors: A clear narrative creates a unique identity. In markets filled with competition, the story makes the startup memorable.
  • Build relationships: Narratives help build trust. A founder’s story can instil confidence in their ability to execute the vision.

The Role of Numbers:

While a great narrative can capture attention, numbers validate it. Startups need to show evidence that their solution has traction, growth potential, and financial viability. Key elements that numbers highlight include:

  • Market opportunity: Data showing the size of the addressable market, customer acquisition rates, and target demographics is essential to show potential.
  • Growth metrics: Investors want to see hard numbers that show a startup is scaling. This includes customer base growth, revenue, churn rates, etc.
  • Financial health: Metrics such as profit margins, burn rate, runway, and unit economics give investors insights into the startup’s financial sustainability.

Why Both Are Essential

  1. Numbers without narrative lack purpose: If a startup presents great data but can’t articulate why they exist or why their solution matters, it’s difficult to inspire investors or customers.
  2. Narrative without numbers lacks credibility: On the flip side, a founder might have an inspiring vision, but without evidence, it’s just an idea.
  3. Convincing investors requires both: Most VCs or angel investors base their decisions on a combination of narrative that appeals to their emotions and numbers that provide logical assurance of the business's potential for success.
  4. Narrative and numbers evolve together: As a startup grows, the narrative should evolve to reflect new data and learnings. Similarly, the numbers should increasingly support any changes in the story.


How Founders Can Master Both

  1. Start with a strong personal story: Founders need to share their "why" early on. What led them to this problem, and why are they the best ones to solve it?
  2. Be transparent with data: Investors appreciate when founders are transparent about both strengths and weaknesses.
  3. Use data to support the narrative: For example, if a founder says they are solving a big problem, they should back it up with market research and customer feedback.
  4. Constantly refine both: As the startup grows, the founder’s pitch should evolve. New data will emerge, and the narrative should be updated to reflect these insights.

Implications

To attract capital, founders must develop coherent narratives about their firms, convey these narratives effectively to investors, and act consistently. To allocate capital well, they need to identify value drivers, track certain parameters to measure the unfolding narrative, and adapt to unforeseen events.

For investors, it's important to find companies with compelling narratives, convert these narratives into value, and avoid overpaying. Diversifying investments across multiple narratives and remaining open to changes is essential.

Who pays for Due Diligence?

The general partners (GPs) of the firm have a legal and ethical obligation to act in the best interests of the limited partners (LPs) or investors. This involves ensuring that the companies in which the fund invests adhere to financial, legal, and regulatory standards. Venture capitalists (VCs) typically carry out due diligence (DD) to meticulously examine and verify the accuracy of past performance and compliance data of potential investments. This process helps to mitigate risks and make informed investment decisions.

What is generally covered in DD:

Legal Due Diligence

  • DPIIT registrations
  • Compliance under Corporate Laws and Labour Laws
  • HR documentation - Founder/ Promoter contracts, Employee Contracts, Consultant Contracts
  • Customer documentation 
  • Intellectual Property - registrations, validity, status etc of trademark, domain names, IP (if any), etc
  • Litigation, if any

Financial and secretarial Due Diligence

  • P&L, BS, and Cash flow
  • Share Capital
  • Contingent Liabilities
  • Related Party Transactions
  • MIS, Internal Controls
  • Direct Tax & Indirect Tax
  • Secretarial compliance

 

In venture capital (VC) investments, the party responsible for paying due diligence costs can vary depending on the deal's terms and the relationship between the investor and the startup. Here’s an overview of common practices:

1. VC Firm (Investor) Pays

  • Standard Practice: In most cases, the VC firm covers the due diligence costs, as it’s part of their internal investment process. This includes legal, financial, and technical evaluations to assess the startup's viability.
  • The VC is the one deciding whether or not to invest, so it’s generally considered their responsibility to bear the cost of verifying the information provided by the startup.

2. Shared Costs (Negotiated)

  • Middle-Ground Approach: In some cases, particularly for later-stage or larger deals, the VC firm and the startup might negotiate to share due diligence costs, especially for extensive or specialized reports (e.g., environmental or IP audits).
  • Shared costs might be proposed when the startup already has strong relationships with investors or if the due diligence is unusually expensive.

3. Startup Pays (Most Common in India)

  • Early-Stage: With early-stage startups, the norm is that the startup covers due diligence costs. However, this is with the caveat that the VC invests in the startup. In some cases, the Investor can decline to cover the DD costs even if the investment does not go through.

4. Reimbursement after Investment

  • Reimbursement Clauses: Sometimes, the VC firm pays the costs upfront but includes a clause to reimburse those expenses once the investment is made. This ensures that the VC is not left out of pocket if the deal proceeds while the startup bears some responsibility if they receive funding.

 


In most cases, the VC firm assumes the costs, but this can be negotiated. The terms should always be clearly defined in the term sheet to avoid disputes.
To avoid disputes, we believe the best approach would be to establish a tripartite agreement involving the Investor, the startup, and the due diligence (DD) firm. This agreement would outline that if the investment is successful, the DD firm will receive payment from the funded startup, ensuring that the Investor is not financially burdened. Additionally, if the investment falls through for any reason, the venture capital (VC) fund will be responsible for compensating the DD firm for their due diligence services.

Hiring Alert! - Program Manager – Social Impact portfolio

Malpani Ventures is an early-stage investment firm that provides patient capital to frugal founders. Our portfolio includes businesses spanning education, healthcare, and software.

We realize that not all businesses solve problems that can provide outsized venture returns but are essential for society. We have a long-standing commitment to supporting impact-based startups backing entrepreneurs who are driving meaningful change. Over the years, we’ve helped scale innovative solutions that address key challenges like access to quality education, digital learning, and inclusive models for underserved communities.

We are now looking to hire a full-time manager who can oversee the impact portfolio.

Location: Mumbai, On-site role
Type: Full-time
Experience: 3 to 5 years - We are not fixated on education/ experience but want to work with someone passionate about working with founders In this field
Salary: Fair remuneration, commensurate with experience and responsibilities

Role Overview:

As the Program Manager, you will be at the forefront of supporting early-stage startups focused on social impact. We have a bunch of startups that we actively support. Apni Pathshala is our effort to increase digital literacy in the country,

We are planning to launch an incubator program to support and fund education-based startups.  You’ll manage the incubator program end-to-end, from the selection and onboarding of participants to providing hands-on guidance, mentoring, and facilitating access to resources. This is a unique opportunity for ex-founders/operators/consultants with a track record in the social impact space, particularly in education, who are ready to help the next generation of mission-driven entrepreneurs.

 

Key Responsibilities:

  • Startup Support: Provide strategic guidance and hands-on support to startups, helping them define and achieve key milestones across product development, fundraising, impact measurement, and scaling.
  • Stakeholder Engagement: Build and nurture relationships with key stakeholders, including investors, mentors, partners, and social impact networks.
  • Incubator Design & Management: Develop and execute the full cycle of the incubator program, including application processes, curriculum development, mentorship frameworks, and resource allocation.
  • Partnerships & Resources: Identify and secure partnerships, funding opportunities, and other resources to support the startups within the incubator.
  • Workshops & Events: Organize and facilitate workshops, demo days, networking events, and other activities that add value to the participating startups.
  • Team Collaboration: Work closely with internal teams, including marketing, communications, and operations, to promote the program and ensure seamless execution.

This would be a great fit If you are:

  • Founder/Entrepreneurial Experience: Ex-founders/Operators/Consultants with proven experience in building and scaling social impact initiatives in the education sector are strongly preferred.
  • Education Sector Expertise: Deep understanding of the challenges and opportunities within the education landscape, especially in underserved communities.
  • Program Management: Strong experience in designing and executing incubation, acceleration, or similar programs that support early-stage ventures.
  • Passion for Social Impact: A genuine commitment to driving change in the education sector, with a focus on innovation, inclusion, and sustainability.

 

          

Our Incubator is in the works...

Our next audacious plan is to launch an incubator to work with young companies and provide them with access to funding, our network and more to help build more sustainable businesses

We have designated office space of 1,500 sq. ft. in Kurla and intend to focus on ideas that look to solve the following:

o   Upskilling of youth

o   Increasing access to education: affordable or vernacular or socially inclusive

o   Learning aids to improve the quality of education


How to Apply:

Interested candidates are requested to carefully read through our website and available resources, to understand our philosophy and objectives.  Please send an email to pitch@malpaniventures.com with the subject line  “Social Impact Manager - [Your Name]." Include the following:

1.       Your updated resume including your links to your social media profiles, blogs, and other online platforms.

2.       A one-pager that explains your motivation for wanting to work at Malpani Ventures and how your skills align with the role.

3.       A one-pager on how you would run the social impact incubator

 

We appreciate your interest in joining our team. Kindly note that only applications that include all (3) of the above, will be considered for review by the team.

Join us in making a lasting impact and empowering the next generation of social entrepreneurs!

 

Understanding Exit Clauses

All Early-stage venture capitalists (VCs) typically operate within a fixed time frame, usually 8-10 years, to generate returns for their investors (known as Limited Partners). Similar to any investment, VCs need to exit their investments within a specific timeframe and meet their obligations to their investors according to the fund's lifecycle. Therefore, it's common practice to include exit rights as part of an investment term sheet.

 

What Are Exit Clauses?

Exit clauses are provisions in a venture capital agreement that outline the conditions under which an investor can exit their investment. They essentially dictate how and when an investor can sell their shares or otherwise liquidate their stake in the company. These clauses are designed to protect the investor's interests and ensure a structured way to realize returns on their investment.

 

Key Types of Exit Clauses

1. Drag-Along Rights

Drag-along rights enable majority shareholders (often the founders or a leading VC) to force minority shareholders to sell their shares if a third party offers to buy the company. This clause ensures that a potential buyer can acquire 100% of the company, making it more attractive and feasible for acquisition.

    • Impact on Startups: Founders need to be aware that drag-along rights can limit their control over who acquires the company. However, they can also facilitate smoother and more profitable exits by ensuring that all shares can be sold in a single transaction.
    • Impact on VC Funds: VCs benefit from drag-along rights as they prevent minority shareholders from blocking an acquisition, thereby potentially increasing the overall value of their investment.

2. Tag-Along Rights

Tag-along rights protect minority shareholders by allowing them to join in on the sale of shares if a majority shareholder decides to sell their stake. This ensures that minority investors have the opportunity to exit on the same terms as the majority.

    • Impact on Startups: Tag-along rights provide an additional layer of fairness and can help attract investors by ensuring they won’t be left in a position where they can't exit their investment if the majority shareholders decide to sell.
    • Impact on VC Funds: These rights give VCs the assurance that they can exit alongside major shareholders, which can make the investment more attractive and secure.

3. Liquidation Preferences

Liquidation preferences determine the order and amount of payouts to investors in the event of a liquidation (e.g., sale, merger, or bankruptcy). Common preferences include:

    • 1x Liquidation Preference: Investors get their initial investment amount back before any proceeds are distributed to common shareholders.
    • Participating Preferred: Investors receive their investment amount back plus a share of the remaining proceeds, often on a pro-rata basis.
    • Impact on Startups: Startups need to balance investor expectations with the potential dilution of founder and employee equity. Liquidation preferences can impact the total amount available to founders and employees in a liquidation event.
    • Impact on VC Funds: Liquidation preferences protect VCs by ensuring they recover their investment before any other payouts are made. This can significantly impact the returns for founders and early employees.

4. Redemption Rights
Redemption rights allow investors to force the company to buy back their shares after a certain period or under specific conditions. This clause provides investors with an exit mechanism if the company hasn’t gone public or been acquired within a specified time frame.

 

    • Impact on Startups: Redemption rights can put pressure on startups to buy back shares, which could impact their cash flow and financial stability. Startups need to plan accordingly to manage these potential future obligations.
    • Impact on VC Funds: Redemption rights offer a safety net for investors, ensuring they have a path to liquidity even if the company doesn’t achieve a public offering or acquisition.

 

Key Factors to Consider

When negotiating exit clauses, both entrepreneurs and investors should carefully evaluate several key factors:

  • Company Stage - Investors in late-stage companies usually want quicker exit rights compared to early-stage investors due to different risk profiles
  • Investment Amount - Investors making large investments often demand stronger exit rights than smaller investors. Larger stakes mean investors want more control over exiting.
  • Investor Goals - Different types of investors have varied motivations. Late-stage VC firms want large returns within 3-5 years before closing the fund. Angels may take a longer-term perspective. Strategic investors could have interests beyond just financial returns.


Founder’s perspective:

We think that at the Early stage, an exit clause is onerous for the founders. It's premature to establish an exit date and offer investors extra remedies when they are simply speculating on a very early-stage company. We feel Pre-seed investors should consider a timeline of 8-10 years given the stage they operate at. Whereas Post Series-A the standard of 5-7 years as the exit timeline is reasonable.


Strategies for Founders:


Extend your timeframe

Founders should consider extending timelines according to their vision for their business

Seeking involvement in exit decisions

Rather than complete blocking rights, consider fair middle grounds like rights of first refusal

 

 Negotiating Exit Clauses: Tips for Founders and VCs

  1. Align Interests: While VCs seek to protect their investment and secure returns, startups need to preserve their control and ensure they can build and scale without undue pressure.
  2. Flexibility: Negotiate flexible terms that allow for various exit scenarios.
  3. Clear Communication: Maintain open and transparent communication about exit strategies and expectations from the outset.
  4. Legal Advice: Both VCs and startups should engage experienced legal counsel to navigate and draft exit clauses.

 

Conclusion

Exit clauses are a fundamental aspect of venture capital agreements that can significantly impact both the startup’s growth trajectory and the investor’s return on investment. By understanding the various types of exit clauses and their implications, both startups and VC funds can better negotiate terms that protect their interests while fostering a productive and mutually beneficial relationship. As with all aspects of venture capital deals, clarity, alignment, and good legal guidance are key to crafting effective exit strategies.

 

References:

https://www.svb.com/startup-insights/vc-relations/Venture-Capital-Term-Sheets/

https://kayoneconsulting.com/vc-term-sheet-important-clauses/

https://treelife.in/legal/exit-rights-a-founders-perspective-detailed/

 

 

An intro to Account-Based Marketing (ABM)

We had the opportunity to learn about ABM last week, in a seminar that Chris Higgins conducted for our founder group focusing on the fundamentals of Account-based marketing (ABM). Chris has over 20 years of experience as a marketer at organizations such as Netcore Cloud, CleverTap, among others. We covered practical aspects of ABM in the seminar relevant to startups like:

•What is ABM - What type of ICP/GTM does it work for? 

• Step-by-step plan for running your first ABM campaign

•How to think about budgets for ABM campaigns?


In this blog, we will talk about some of these concepts that Chris was gracious enough to share with us in his insightful seminar. We will also share some nuggets from our conversation in the coming weeks,
Stay Tuned!

 

You can learn more about Chris & his work here:

What is Account-Based Marketing?

ABM is a highly focused business strategy in which a marketing team works closely with sales to identify key prospects or high-value accounts, creating personalized campaigns to engage each account individually. Rather than taking a one-size-fits-all approach, ABM treats each target account as a “market of one.”

The main Elements/Pillars of ABM include:

  1. Targeting the Right Accounts: The first step is to identify and prioritize the high-value accounts that are most likely to benefit from your product or service. This process often involves collaboration between marketing and sales to ensure alignment on which accounts have the greatest potential.
  2. Personalization at Scale: ABM involves crafting personalized marketing messages and content that resonate with each target account’s specific needs, pain points, and goals. This might include custom landing pages, personalized email campaigns, and tailored content that speaks directly to the decision-makers at each account.
  3. Alignment of Sales and Marketing: Successful ABM requires seamless collaboration between sales and marketing teams. Both teams work together to develop strategies, share insights, and refine approaches based on feedback from interactions with target accounts.

Benefits of ABM

  1. Higher Pipeline Growth & ROI: By focusing efforts on high-value accounts that are closer to your ICP, resources are used more effectively, leading to better conversion rates.
  2. Shorter Sales Cycles: With personalized content and a direct approach, ABM helps to accelerate the sales cycle. Decision-makers receive the information they need upfront, reducing the time spent on education and persuasion.
  3. Active Engagement: ABM provides a more personalized experience for the customer, showing that you understand their unique needs and challenges. This customer-centric approach builds stronger relationships and increases loyalty.
  4. Better Sales and Marketing Alignment: This alignment improves the overall strategy, as both teams work toward the same goals and share insights that enhance the customer journey.

ABM Tactics and Tools

  1. Account Selection: Use data-driven insights and predictive analytics to identify accounts that fit your ideal customer profile. This step is critical as it sets the foundation for all subsequent ABM efforts.
  2. Account Engagement: Develop a process to measure Account engagement by tracking website traffic, ad information, event information etc. Some examples: Factors.ai, Hockeystack
  3. Targeted Advertising: Leverage platforms like LinkedIn, Google Ads, and programmatic advertising to deliver personalized ads to decision-makers within your target accounts.
  4. Email Campaigns: Craft highly personalized email sequences that address the pain points and opportunities relevant to each account, driving engagement and nurturing the relationship.
  5. Analytics and Measurement: You can manage your ABM campaigns through simple tools like Google Sheets as well. Metrics like engagement rates, deal velocity, and account penetration help refine your strategy over time.

Challenges in ABM Implementation

  1. Changing ICP: Founders might struggle initially with ascertaining their ICP, which could lead to ABM not delivering results at times.
  2. Resource Intensive: ABM requires a significant investment of time and resources to create personalized content and coordinate efforts between sales and marketing.
  3. Scalability: While ABM is highly effective for high-value accounts, scaling these personalized efforts can be challenging, especially for businesses targeting a large number of accounts.
  4. Data Quality: ABM relies heavily on accurate data. Poor data quality can lead to targeting the wrong accounts, resulting in wasted effort and resources.


Conclusion

Account-Based Marketing is a strategic approach that aligns marketing and sales to drive meaningful engagement with high-value accounts. By focusing on quality over quantity, ABM enables businesses to build deeper relationships, shorten sales cycles, and achieve better ROI. In an increasingly competitive market, ABM provides the personalized, targeted approach that B2B companies need to stand out and win big.

 

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