Reporting line: Investment Committee/Board of Directors

The major responsibilities of CIM are:

Strategic Role

• Formulate Short term/long term goal for the company
• Raise fund as per the set goal; seek required support of BOD/Promoters/Financial Advisor
• Establish investment strategies that are best for the organization's goal
• Create deal flows of potential investment projects/investment deals
• Develop strategy to identify new sources of capital and/or relationships to meet the goal
• Build relationship with stakeholders in PE ecosystem including but not limited to banks, financial institutions, investors, regulators, industry leaders

Project Management Role

• Manage and coordinate functions of the Financial Advisor
• As decided by the BOD, represent in the board of the Investee Company
• Build required team to assist CEOs/Managers of the investee companies to achieve the investment objective
• Ensure proper co-ordination with CEOs and managers of each project for smooth project operation and achieve investment goal
• Assist and monitor the project company for required operating decisions
• Regularly update the Board and Promoters about the project progress
• Require and monitor to ensure good corporate governance and good business practices by the investee company
• Prepare the actual expense record of financial transactions while investing in the projects
• Ensure adequate financial and social impact monitoring of projects undertaken
• Ensure independent financial and compliance review of the investee company Reporting Role
• Ensure that investment performance is routinely assessed and that reports are prepared on a timely basis for the internal function and for investors
• Prepare and report projects performance in accordance to initial investment documents approved by the board
• Prepare and report the financial status of the Venture Fund and of the invested projects to the board on monthly basis

Operations Role

• Manage day to day operations of the company
• Conduct internal external financial audit of the company
• Conduct AGM of the Company and comply with applicable regulatory provisions

Marketing/Networking Role

• Have an active engagement with investors/DFIs/Entrepreneurs and scout new opportunities for the company
• Build strong relationship with potential investors and pitch investment proposals as and when needed
• Lead Branding and Marketing of the fund