Transforming Investment Strategies with Pitchfynd: A Case Study of Kohli Family Office

Overview of Kohli Family Office

Kohli Family Office, based in Delhi, India, is a legacy family office. They manage wealth across various sectors, including real estate, healthcare, and technology. Their typical deal flow involves reviewing 100 decks each quarter. The team consists of two principals, three analysts, and several external consultants.

Pre-SPS Challenges

Before implementing Pitchfynd's Smart Pitch System (SPS), Kohli Family Office faced significant challenges:

• High Analyst Costs: The annual cost for three analysts was $270,000.

• Consultant Fees: They spent around $60,000 per year on sector experts.

• Partner Time: Partners dedicated 15 hours a month to reviewing deals, costing $72,000 annually.

  
  

These expenses added up, creating a pressing need for a more efficient solution.

Implementation of Pitchfynd SPS

The adoption of Pitchfynd's SPS marked a turning point for Kohli Family Office. The system automatically tagged decks by sector and applied uniform benchmarks. Additionally, the market intelligence plug-in provided comparative insights, enhancing decision-making. Principals received concise one-page summaries directly, streamlining their workflow.

Post-SPS Workflow

After implementing Pitchfynd SPS, the workflow at Kohli Family Office transformed dramatically:

• Reduced Analyst Team: The analyst team was trimmed by 33%, resulting in annual savings of $90,000.

• Eliminated Consultant Dependency: The reliance on consultants was nearly eliminated, saving an additional $45,000 per year.

• Decreased Partner Time: Partner time was reduced by 70%, leading to savings of $50,400 annually.

  
  

This streamlined approach allowed the team to focus on higher-value tasks, enhancing overall productivity.

ROI Analysis

The return on investment (ROI) from Pitchfynd SPS was remarkable.

| Parameter | Before Pitchfynd | After Pitchfynd | Annual Savings |

|-------------------|------------------|------------------|-----------------|

| Analyst Cost | $270,000 | $180,000 | $90,000 |

| Consultant Fees | $60,000 | $15,000 | $45,000 |

| Partner Time | $72,000 | $21,600 | $50,400 |

| Tool Costs | $12,000 | $6,000 | $6,000 |

| Total Cost | $414,000 | $222,600 | $191,400 |

Final ROI: 3,300%

Cost Impact Visual

Conclusion

The implementation of Pitchfynd SPS has revolutionized the way Kohli Family Office operates. The substantial cost savings and efficiency gains demonstrate the power of AI-driven decision intelligence. By leveraging Pitchfynd, Kohli Family Office can now identify high-potential startups more effectively, maximizing returns and minimizing risks.

In today's fast-paced investment landscape, adopting innovative solutions like Pitchfynd is essential. It empowers investors to make data-driven decisions swiftly. If you're looking to enhance your investment strategy, consider exploring how Pitchfynd can transform your approach.

For more insights on how to optimize your investment processes, visit Pitchfynd.