We work with small businesses that are looking to start-up, scale-up or turn around.
We also offer financial advice and complete investment management for investors, domestic or foreign, who want to invest in the impact space. These investments intend to generate measurable social and environmental impact alongside a solid financial return. This is where our expertise lies, and our heart. We currently manage two Education Funds.
Backstory
Founded in 2013, CBA Capital is an Impact focused investment management firm. We focus on empowering young start-ups and work with them to make them sustainable. Apart from helping them scale-up, we ensure that they also make a positive impact on the society. Besides investing and monitoring the companies, we also strive to add value to the companies and work towards a timely and profitable exit. CBA works with companies that create shared values with its customers through development of new products/services but also creates value for other stakeholders like employees, suppliers and shareholders.
Investment Criteria
We invest in impact sector companies. While every deal is different, we broadly look for:
Sustainability: Ability to generate profits in the not too distant future
Scalability: A business model that supports rapid growth
Impact: Ability to generate social impact, particularly for the low-income segment
Top Management: Skills and past track record
Innovation: Competitive edge coming from a defensible innovation
Amit Ratanpal
Partner
Amit is responsible for origination efforts at ECF. He was a founder Director at Kaizen – the first education focused investment manager in India. Amit has 15 years of experience in investment management starting with ICICI Bank. Amit is a qualified Chartered Accountant and holds an Executive MBA degree from NMIMS.
Bhavesh Hemani
COO
Bhavesh brings 15 years of PQE with Private Equity funds as head of Funds and Finance. His areas of experience include fund management, deal execution, investor relations and financial management. Prior to joining CBA, Bhavesh was Director at Lok Capital. Bhavesh is a Chartered Accountant and becoming a CFA.
Geeta Goel
ICom Member
Geeta is the India CEO of Michael & Susan Dell Foundation. She manages the strategy and implementation of the foundation’s work in India in areas of Education and Family Economic Stability. In 2017, Business Today called Geeta one of India’s 30 Most Powerful Women in Impact. She is an alumni of the IIM (A) and Lady Shri Ram College (Delhi).
Gopalkrishna Kulkarni
ICom Member
Gopal is a serial entrepreneur, currently on his third venture. He has 25 years’ experience in operations and leadership positions in multinationals like GE and BP. Over the past 15 years he has set-up and run 4 enterprises. Currently managing a mid-budget hospitality company in an asset light model. He is an engineer/MBA from IIT/IIM.
Praveen Prasad
Investment Analyst
Praveen holds a Master’s Degree in Finance from Goa Institute of Management. Earlier, he has worked at Infosys and a start-up where he worked on software testing. At CBA he actively manages various portfolio companies.
Rimzhim Mathur
Investment Analyst
Rimzhim Mathur is an Investment Analyst at CBA, managing investments in the Education and Skilling sector companies. She hails from Delhi and holds an Integrated Diploma in Management from Indian Institute of Management, Indore. She has a keen interest in music and dance and holds a diploma in Kathak and Tabla.
S Viswanatha Prasad
ICom Member
Prasad founded Caspian Advisors (currently $150M AUM) in 2004. He has a demonstrated exit track record in the impact space in India. He serves on several ICom of impact funds around the World like Prospero Microfinance. Earlier Prasad was CEO of Basix, aleading MFI in India. Prasad holds a M.S. in Management Studies from BITS, Pilani.
Vishal Bharat
Founder & Director
Vishal is an advisor and investor in small businesses. He has more than 25 years of experience in financial services industry including impact investing and SME financing. He has experience in promoter management, business planning, financial planning and corporate governance.
India Education Investment Fund (IEIF)
CBA has set up India Educational Investment Fund, IEIF, with US based Michael & Susan Dell Foundation as a limited partner. The target sector for this fund is early stage for-profit companies focused on solutions for urban low income families in the education and skills development space.
Education Catalyst Fund (ECF)
CBA has set up Education Catalyst Fund, ECF, with the target sector of early stage for-profit companies focused on solutions in education, skills and adjacent spaces like sports management companies, health services companies associated with schools, child nutrition companies, etc.
Legal Details of the Fund:
1. Name of the IM: Corporate Business Advisors Private Limited
2. Name of the Fund: Education Catalyst Fund
3. SEBI AIF Registration Number: IN/AIF2/17-18/0322
4. SEBI Co-Investment Registration License: INP000008190
5. Official Website Link: www.cbacapital.in
6. Name of Principal Officer: Vishal Bharat
7. Email ID of Principal Officer: vishal@cbacapital.in
8. Name of Compliance Officer: Rekha Singh
9. Email ID of Compliance Officer: rekha@cbacapital.in
10. Grievance Redressal Email ID: admin@cbacapital.in
11. Smart ODR Link: https://smartodr.in/login
12. Score Portal Link: https://scores.sebi.gov.in/
GMC Portfolio Management
CBA manages the portfolio for Gray Matters Capital (GMC).
EDUCATION
Education is one of the biggest areas of impact investments in India, and it is a growing market. The number of affordable private schools offering education to children from low income families is increasing rapidly. The impact on society through education solutions is felt after a generation because of new capabilities, perspectives, exposures to the students touched by the investee solutions now.
SPORTS MANAGEMENT
Sport is regarded as one of the largest industries worldwide in terms of generating employment and revenue. Sports Education is important for the holistic development of an individual. Many professional sports management companies are coming up in India to boost this sector.
Investment Criteria
We invest in impact sector companies. While every deal is different, we broadly look for:
Sustainability: Ability to generate profits in the not too distant future
Scalability: A business model that supports rapid growth
Impact: Ability to generate social impact, particularly for the low-income segment
Top Management: Skills and past track record
Innovation: Competitive edge coming from a defensible innovation
CHILD HEALTHCARE
Health is still a neglected sector in the development process in India. Child health is equally important as child education. This is a growing area of impact investment and many organisations are developing products focused to improve the health infrastructure, skills development and quality of care.
SKILL DEVELOPMENT
The skills development segment and the livelihoods channels are working together to provide better employment opportunities to students and professionals. A lot of companies are coming up in this space with the objective of creating a workforce that has better skills and is equipped with better knowledge
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Address
CBA Capital Pvt Ltd
Munirka, New Delhi
HSR Layout, Bangalore
Anjuna, Goa
+91 98 2006 3711
