Introduction
Udyat Ventures is the Family Office of Udyat Group — a diversified global conglomerate working across power, water, smart city solutions, and several allied sectors. This article outlines the investment-focused roles, core responsibilities, and candidate requirements within Udyat Ventures, describing how the team evaluates startups, manages deal flow, prepares investment materials, and supports ongoing portfolio monitoring.
Investment evaluation and deal-flow responsibilities
Udyat Ventures evaluates early-stage startups across sectors by analyzing business models, traction, and scalability. The evaluation function connects sourcing, screening, and post-investment monitoring through the following activities:
- Startup assessment: Review business models, market fit, traction metrics, and scalability potential to determine investment suitability across sectors.
- Pitch participation: Join pitch meetings and contribute to internal discussions during deal evaluations to surface risks, opportunities, and alignment with strategic objectives.
- Sector and competitor research: Conduct deep-dive research to identify emerging opportunities, competitive landscapes, and macro trends that influence investment decisions.
- Investment materials: Prepare investment memos, research reports, and investment theses that document findings, rationale, and recommended actions for decision-makers.
- Due diligence support: Assist across financial, business, and operational due diligence to validate assumptions and uncover material issues prior to investment.
- Portfolio monitoring: Track portfolio performance and contribute to ongoing monitoring work to ensure investments meet performance expectations and to inform follow-on decisions.
- Operational support: Provide administrative and workflow support across the investment process to maintain efficiency and documentation integrity.
Operational documentation, market intelligence and required skills
Operational excellence and high-quality documentation underpin Udyat Ventures’ investment workflow. Core responsibilities and the candidate profile include:
- Database management: Maintain and update internal databases for deal flow, portfolio tracking, and market intelligence to ensure organized, accessible records.
- Investment drafting: Draft investment material including memos, theses, notes, and research reports that are structured and decision-ready.
- Market mapping and competitive landscaping: Conduct sector research, market mapping, and competitive landscaping for emerging industries to support deal sourcing and strategic positioning.
- Required skills and attributes:
- Strong interest in startups, venture capital, and technology-driven businesses;
- Excellent analytical and research skills with the ability to break down complex problems;
- Proficiency in MS Excel, PowerPoint, and basic financial analysis;
- Ability to create structured research reports, presentations, and investment memos;
- Strong written and verbal communication skills.
Conclusion
Udyat Ventures’ investment function blends rigorous startup evaluation, sector research, and disciplined documentation to support decision-making across the Family Office. Responsibilities span sourcing and pitch participation through due diligence and portfolio monitoring, supported by robust databases and investment materials. Candidates must combine strong analytical ability, communication skills, and proficiency in Excel and PowerPoint to contribute effectively within this workflow.
