TaurusCap: Partners to Small & Mid-Sized Companies through Investment Banking & Wealth Management

CIO Vendor Mid-Market Segment, which constitutes the Mid & Small Sized Companies and Startups, is the growth engine of the Indian Economy. Every year we see many young and new entrepreneurs building their companies, raising capital from the market for growth and creating wealth. In this journey of value creation these entrepreneurs need fair and genuine advice which can help them in the long term, and if someone can partner with them in this journey it's even better.

TaurusCap is a mid-market and sector agnostic investment banking & wealth management advisory firm which is addressing this segment like a partner. Started in 2011 by Mahesh Kabra, who has been into the investment banking sector since the start of his career in 2003 working with Citibank & IDFC. While large investment banks are focused on large companies, mid-market has always been under served, especially in terms of quality of advice.

Many entrepreneurs have benefitted by finding a partner in TaurusCap, where they have taken advice from TaurusCap for fundraising for business, built a long-term relationship through equity participation by TaurusCap and personal wealth creation of the entrepreneur/founder through wealth management advisory by TaurusCap.

To cater to the business owners, they think like business owners, whether it is about raising capital for the business or managing personal capital (where TaurusCap's wealth management vertical specialises). When an entrepreneur exits a business or if the business is generating a lot of cash, a prudent investment strategy needs to be adopted to preserve and grow the capital.

"TaurusCap is focused on advisory services related to arranging, preserving and growing capital, Investment Banking vertical deals with arranging the capital, while the Wealth Management vertical takes care of preserving and growing capital" ­ Mahesh Kabra.

Helping MSME & Startups to Raise Funds
Entrepreneurs have a very few options to raise capital for the growth of the business. They can raise Debt Financing from Banks, NBFCs or HNIs, but it comes with its own terms like fixed time period to return the capital, return on capital through interest payment etc. There is a limit to which a business can sustain debt financing, so they have to look at raising Equity Capital. This is like bringing in a partner who believes in the business as much as the founder himself. Equity Financing can be taken from Private Equity Funds (or Venture Capital Funds in case of startups) or go public through an IPO and raise funds by getting listed on stock exchange. TaurusCap has advised companies and founders in this fundraising journey from start to end, and in most cases has become a partner by taking equity stake where they advised fund raising. This is a long-term partnership model that shows TaurusCap's commitment towards the relationship.
The MSME and Startups have great business ideas but lack funding, finding a right equity partner is very important and can be a defining moment for the company's future journey. TaurusCap has played a pivotal role for many such growth stories of entrepreneurs. The MSME and startups need funds ranging from US$1-20 million and TaurusCap assists them in the entire process.

Hand Holding the Clients in Value Creation Journey
During this journey of an entrepreneur / founder building their businesses, raising funds, growing their businesses and in some cases even exiting them, they create significant wealth at company as well as at personal level. TaurusCap's Wealth Management team understands this and continues to hand hold Entrepreneur in protecting and growing this wealth.

TaurusCap's Wealth Management team takes on a holistic approach and sources the right investment products which suit the investor profile and helps him/her achieve the investment objectives. They provide investment advisory services using an asset allocation strategy which benefits the investor across the market cycles. Focus always remains on SLR - Safety, Liquidity & Returns, and a right combination of the three is very important for future growth in wealth.

TaurusCap is always looking for long-term partnerships with their clients where they build a deep-er relationship through investment banking & nurture them through wealth management services. The company has raised multiple rounds of funding for its clients and in the next 2-5 years its plans to have an equity stake in 20-50 companies, managing their wealth.


Investment Banking specialises in arranging capital, while the Wealth Management focuses on preserving & growing capital


Mahesh Kabra, Founder & CEO, TaurusCap
Coming from a business family, one question always intrigued since young age ­ why some businesses are able to scale and most not. Journey to find that answer started with MBA, which lead to corporate career in Investment Banking leading to the discovery that other than Team & Execution, second most important factor in scaling businesses is FUNDING.

Case Study #1
Founders with great pedigree in the consumer sector were advised by TaurusCap in raising Early Growth Stage funding, where TaurusCap took sweat equity. Subsequently company has raised multiple rounds of funding with participation by larger investors and made some acquisitions. Com-pany has increased its sales by 10x in 3 years.

Case Study #2
TaurusCap advised a technology startup on fund-raising, post the seed round the startup was able to raise two more rounds of funding very quickly. Founders were able to generate some liquidity and were advised by TaurusCap in creating a long-term growth-oriented portfolio for wealth creation for founders.