For Investors & Funds
A practitioner read on Indian beverages.
I work with funds, family offices and corporate development teams looking at beverage and FMCG opportunities in India. Thesis pressure-tests, target diligence, post-investment readiness, sector primers.
What funds bring me
Four questions I hear most.
-
“Pressure-test our thesis.”
A category, a sub-segment, a pack format, a channel. We sit for an hour on the question of whether the thesis as written survives contact with how the Indian market actually behaves.
-
“Diligence on this target.”
A specific brand or business in the beverage / FMCG space. I read the data room, walk the market, and report back. Independent of the founder’s narrative.
-
“Post-investment readiness.”
You’ve invested. The 100-day plan needs an external read, or the operating team needs help framing the next twelve months. The Six Rights of Readiness™ are a clean way to do this.
-
“Give us a sector primer.”
A structured 90-minute briefing for a partner or investment committee on a category, channel or thesis. Used most often before deals close, before LP conversations, or before strategy offsites.
How a briefing or expert call works
Three formats.
- 01
Expert Call (30-60 min)
Direct call. Specific question or set of questions. Useful as a one-off, or as a recurring conversation across a thesis you’re working through.
- 02
Investor Industry Briefing (90 min)
A structured briefing for the investment team or IC. Tailored to the question — a category, a thesis, a target. Includes a short pre-read and a written follow-up note. Run as a single session or a small series.
- 03
Diligence Engagement
Scoped per-target. Typically 2-3 weeks. Includes data-room read, market visits where relevant, distributor and trade conversations, and a written diligence memo. Independent voice. Usable in IC.
Discuss an opportunity
Send a brief on what you’re looking at.
Two lines on the thesis, target or category — that’s enough to figure out whether a 30-minute call, a structured briefing or a deeper engagement is the right next step.
Your message is ready
Send it from your email.
Or just email hello@vikrammalik.co directly with the same details — works from anywhere.
Read first
Want to read before you book?
Four operator essays on the questions that come up most in fund conversations — readiness versus demand, cooler economics, the ₹10 pack architecture, and why national share doesn’t equal local readiness.