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BU036726About Sapna's Profile & Investment Preferences
Sapna is an investor from Delhi. Sapna is a Partner in a company which was established in 1997 with a team of 35 and annual turnover of INR 6.00 Cr. Sapna is looking to invest in Financial Broker & Insurance Dealer, Software Development, Service & Support, IT (Other) etc in Mumbai, NCR, Vadodara and others.
PROFESSIONAL PROFILE
Partner from Delhi
Areas of Experience :
Our company was established in 1997 by a team of experienced software development and management professionals with one overriding purpose: to develop the most comprehensive, customizable, and user-friendly customer relationship management software solution in the world. Our Insurance CRM is the advanced technology CRM and lead commerce solution for the insurance industry enabling the IMOs/FMOs/MGAs, agents, and agencies to manage their customer data efficiently.
BUSINESS INFORMATION
Business Name :
Available on request
Established in :
1997
Turnover / Sales :
INR 6.00 Cr
Employees :
35
PREFERENCES
Transaction Deal
type:
Buy
Invest
Partner
Interested For:
Family business / Own Business
Preferred
Location
Investment Budget :
Up to INR 1.00 Cr
Investment Rationale :
Strategic Acquisition / Expansion
OTHER DETAILS ABOUT INVESTOR
Acquired / Invested in
other business in last 5 years :
No
Source of Financing :
Own Funding
Are you an Insurance Marketing Firm (IMF) looking for Technology & Investment?
Fuel your Business Growth Plans… Join us for Multi-fold Gains and your True Potential….
Ours is a US-based Software Organization specializing in Leads Commerce CRM Solutions. We are already helping thousands of Insurance Agents in the US achieve excellent Closing Ratios and Business Gains with our in-depth Sales Workflow. We are now looking to form win-win Relationships with IMFs Globally.
RECENT ACTIVITY
Opportunities Checked
Opportunities Contacted
₹10 to ₹200 Cr
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Preparing your business for sale or funding requires prior communication about your decision to employees, clients, vendors, service providers, and in some cases government regulators; compliance for financial reporting, legal, company secretarial, and taxation matters; engaging professionals/consultants for business sale or funding; estimating the valuation of the business; possible continuation of the promoter in the running of the business; timeline of exit; plan of capital utilization; presenting the business' competitive position in the industry; preparing collateral documents such as valuation report, investor memorandum, and teaser; and continuous communication with acquirers or investors.
To close any transaction deal smoothly, the business promoter needs to be well prepared with financial reports; on-boarded employees, clients, and suppliers for transition of business ownership; quick response to investors or acquirers' questions; maintain reasonable expectations about business valuations; accepting a transition period that is agreeable to the investor or the acquirer; creating a second-line of management for day-to-day business operations; resolve legal and compliance issues before funding; and focus on the larger objective of the deal.
If you have any queries or need help, our team is here for you! You can email us at [email protected]
Our Advisory team also provides advertisement support, buyer qualification, negotiation support, due diligence support, and overall transaction support. Contact our sales team for more details based on your requirements.
Our Advisory team also provides advertisement support, buyer qualification, negotiation support, due diligence support, and overall transaction support. Contact our sales team for more details based on your requirements.
