At Evergreen, we follow a disciplined, research-driven approach to investing in mid-market, growth-stage enterprises. We go beyond financial metrics, combining rigorous analysis with on-ground intelligence to identify businesses with scalable potential and ethical leadership.
Each investment is structured to align long-term interests, while our active engagement through governance, mentorship, and strategic support helps companies unlock their next phase of growth. With clear exit planning and conviction in our partnerships, we are committed to delivering sustainable value and superior returns for all stakeholders.
| Criteria | Details |
|---|---|
| Company Type | Emerging corporates, typically mid-market, high-growth |
| Sector Focus | Sector-agnostic; focus on resilient industries like manufacturing, infra, tech, and education |
| Promoter Profile | Experienced, coachable, ethical, long-term oriented |
| Stage of Business | Proven model needing growth capital to scale |
| Investment Ticket Size | ₹5 Cr per company, max 25% of fund corpus |
| Ownership Type | Significant minority stake with active involvement |
| Exit Routes | IPOs, secondary sales, promoter buyback, or strategic M&A |
We leverage our proprietary deal flow built through a strong network of entrepreneurs, advisors, and industry specialists. This allows us to identify unique, high-potential opportunities at an early stage.
Each opportunity undergoes a strict screening process. We assess market potential, leadership quality, and operational scalability to ensure only the most promising ventures move forward.
Our team conducts comprehensive financial, legal, and operational due diligence. This ensures that every investment rests on a solid foundation and minimizes risks for investors.
We design customized investment terms that align incentives between us, the entrepreneurs, and other stakeholders. Our structuring supports long-term growth milestones while safeguarding investor capital.
Post-investment, we engage closely with portfolio companies by providing governance support, strategic guidance, and performance reviews. Our active involvement helps accelerate growth and mitigate risks.
We pursue well-planned exit strategies such as IPOs, strategic sales, or buybacks. These are carefully timed over a five-to-seven-year horizon to deliver optimal returns to our investors.
SEBI Registration No. IN/AIF2/25-26/1847
Evergreen stands dedicated to discovering tomorrow's market leaders by partnering with growing enterprises ready for transformation.
Investment in Securities Market are subject to market risks. Read all related documents carefully before investing.
Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. The securities quoted are for illustration only and are not recommendatory
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