Investor Roadmap
A clear path from first conversation to realised return.
This page sets out exactly how an investment in LIVORA GROUPS progresses: the stages and indicative timelines, the documentation you receive at each step, how returns are generated and realised, and the reporting and protections that sit around your capital.
Investor Data Room Available on Request
The Roadmap
Stage by stage, with what you receive
Timelines are indicative and depend on the opportunity, structure and diligence scope.
Week 0–1
Enquiry & Introduction
You submit an expression of interest with your investor profile. The investment team responds with an introductory call and a group overview.
- Group overview
- Portfolio summary
- Introductory call
Week 1–2
Opportunity Selection
We align on whether you prefer group-level diversification or a single operating company, and on your preferred participation structure.
- Business pitch deck (PDF)
- Business plan summary
- Structure options
Week 2–3
Data Room Access
You create an investor account, request access and — once approved — receive time-limited access to verified documentation under confidentiality.
- NDA / confidentiality undertaking
- Verified financial pack
- Legal & compliance documents
Week 3–6
Due Diligence
Business, financial and legal diligence on the selected opportunity, with management access and written responses to your queries.
- Management Q&A
- Diligence response log
- Site / operations review
Week 6–7
Term Sheet
Commercial terms are agreed in a non-binding term sheet: instrument, amount, valuation basis, rights, and return mechanism.
- Term sheet
- Valuation basis note
- Rights summary
Week 7–10
Definitive Documentation
Legal documentation is executed and conditions precedent are satisfied before funds are called.
- Investment agreement
- Shareholders' agreement
- Board & statutory filings
Week 10–12
Funding & Deployment
Capital is drawn and deployed against the agreed use-of-funds plan, tracked milestone by milestone.
- Share certificate / instrument
- Use-of-funds tracker
- Deployment confirmation
Ongoing
Reporting, Value Creation & Exit
You receive ongoing reporting and governance participation until returns are realised through the agreed mechanism.
- Monthly MIS
- Quarterly investor review
- Exit / liquidity planning
Documentation
Every document you will hold
Nothing about your investment stays verbal. Each stage closes with documents in your hands.
Before diligence
- — Group overview and portfolio brief
- — Company pitch deck (PDF, 20 slides)
- — Business plan summary
- — Use-of-funds plan
- — Risk disclosure statement
Inside the data room
- — Incorporation and statutory records
- — Audited / management financial statements
- — Tax and compliance filings
- — Key contracts and IP records
- — Cap table and prior funding history
At closing
- — Term sheet
- — Investment / subscription agreement
- — Shareholders' agreement
- — Board resolutions and filings
- — Instrument or share certificate
After investment
- — Monthly management information report
- — Quarterly investor review call
- — Annual audited accounts
- — Milestone and use-of-funds tracking
- — Exit and liquidity updates
Returns
How a return is actually created
Your return mechanism is chosen at term-sheet stage and written into the definitive agreements. The mechanism is fixed in writing; the quantum depends on verified business performance.
Profit distribution
Where a business is cash-generative and the board declares a distribution, returns are paid as dividends in proportion to holding.
Horizon · Recurring, once profitable
Revenue or structured participation
An agreed share of revenue or a structured coupon, documented as a fixed formula with defined payment dates.
Horizon · Monthly / quarterly
Secondary sale
Sale of your holding to an incoming investor or to the group in a later round, subject to the transfer terms in your agreement.
Horizon · Typically 3–5 years
Strategic exit
Trade sale, strategic acquisition or a public listing of an operating company, with pro-rata participation for investors.
Horizon · Typically 5–7 years
Franchise / unit economics
For franchise-led businesses, returns come from unit-level operating surplus and franchise fee participation.
Horizon · From unit break-even
Group-level participation
A diversified holding across all operating companies, where returns blend distributions and portfolio-level realisations.
Horizon · Blended
Available participation structures
Per Business
Return position by portfolio company
Return quantum, valuation and unit economics are released only where verified by management — through the investor data room, never on a public page.
PROFINDER
- Stage
- Build & early scale
- Capital intensity
- Medium — technology and acquisition led
- Likely return route
- Growth in equity value, secondary sale or strategic exit
- Return figures & valuation
- AVAILABLE IN INVESTOR DATA ROOM
PETIFY INDIA
- Stage
- Build & early scale
- Capital intensity
- Medium
- Likely return route
- Growth in equity value, secondary sale or strategic exit
- Return figures & valuation
- AVAILABLE IN INVESTOR DATA ROOM
LIVORA CONSULTING
- Stage
- Operating & scale
- Capital intensity
- Low
- Likely return route
- Growth in equity value, secondary sale or strategic exit
- Return figures & valuation
- AVAILABLE IN INVESTOR DATA ROOM
BACCHAV
- Stage
- MVP / early build
- Capital intensity
- Medium — technology led
- Likely return route
- Growth in equity value, secondary sale or strategic exit
- Return figures & valuation
- AVAILABLE IN INVESTOR DATA ROOM
TUMBLE GYM
- Stage
- Operating & expansion
- Capital intensity
- High — centre build-out
- Likely return route
- Unit economics, distribution and later secondary or strategic exit
- Return figures & valuation
- AVAILABLE IN INVESTOR DATA ROOM
Reporting & Governance
What you receive after you invest
Monthly
Management information report: operations, deployment against use-of-funds, milestone status.
Quarterly
Investor review call with management, written business update and updated milestone tracker.
Annually
Audited accounts, governance report, strategy and liquidity outlook for the coming year.
Investor Protection
Why investors can rely on this process
Trust is built on disclosure discipline, not on optimistic numbers.
Risk
Read this before you proceed
All investments carry risk, including partial or total loss of capital. Early-stage and growth businesses can fail. Nothing on this website is an offer, solicitation, recommendation, projection of assured returns or a guarantee of any outcome. Any participation is subject to due diligence, applicable Indian law and definitive legal documentation. Please take independent legal, tax and financial advice.