Strategy

Why We Do and What We Do
To understand us, it helps to understand our investors. At Strantia we seek funds solely from institutional investors: university endowments, pension funds, insurance companies and fund of funds. The managers of these funds typically allocate a small percentage of their overall investment portfolio to high risk/high return investments, and venture capital falls into that category.

How We Do
Strantia has a distinct approach to venture investing in opportunities. We are proactive, participating in the guidance of our companies through our relationships with the full management team. We are also very receptive to investment opportunities in market leaders with established syndicates. Inside our fund, we have invested in operating expertise to back up our investing professionals. The executives in our firm are available to our portfolio companies as well. Strantia makes an unusually thorough effort to understand the intricacies of an entrepreneur's business before making an investment decision, and that detailed approach to gaining knowledge typifies our guidance of portfolio companies once we've invested

Our Job
It is our job to return value to investors. Consequently, we look for opportunities with the potential to deliver significant returns to those investors.

We look for companies that can be big, that will have a big impact on their market and can deliver big returns. This is easy to say but hard to do. Over the past we have learned that there are a few markers for success that have worked for us.

Management Matters
Sometimes we find a truly market changing technology but without the management team that can drive the business to success. On occasion we meet exceptional business talent in wait for the right company. Our job is to bring talent and opportunity together and build companies that can become category leaders.
We are attracted to innovators, category creators and market leaders who can define and dominate large sectors. We like to see companies mine horizontal markets for long-term scalability, with identifiable near-term revenue opportunities in specific verticals or identifiable customer types. We are also open-minded critical thinkers and are enthusiastic about pioneer companies that launched too early for steady revenue from their markets but are seeing convergence of their idea, solution and market acceptance

There is No Formula
In general, we have a preference for early stage companies that are based close to our offices in Hyderabad and Gurgaon. That said, we have also invested in companies in other parts of India and, when the companies have held promise, we have invested in later-stage deals and buyouts.

We see promise in a many new technology fields including digital media, wireless networks, specialized energy and materials, consumer products and applications and digital home technologies and services.

Ultimately, we look for the entrepreneur who brings us something that can’t be pigeon holed, can’t be compared to a host of competitors and represents something truly new and truly market changing. Strantia seeks out proven technology and company builders who have a track record of creating products and companies that markets deem valuable. When possible, we like to see a management team comprised in part or wholly of people who have prior experience working together. In the absence of this kind of cohesive management team, we are attracted to powerful technology solution companies with a capable technologist around whom we can build a team of strong executive managers. Regardless of management team assets, we want to see a large market opportunity that can support a scalable company, along with a value-accumulating strategy and product roadmap that converts early risk into a defensible market position.