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LEAD INVEST NxtGen

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Category AIF Category I
Company LEAD INVEST
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About Company

LEAD INVEST

Lead Invest (previously Lead Angels) is a pioneer in startup investing with a successful track record of nearly a decade. The fund is managed by professionals with deep expertise in investments, academics, and business, supported by a strong team focused on Investor Relations and Start-Ups & Portfolio Relations. It is known for its commitment to business ethics, compliance, and governance. The fund has invested in close to 100 startups to date and has a historic internal rate of return (IRR) of approximately 34%. All investments are made through a tax-neutral, SEBI-registered Category 1 AIF.

Fund Snapshot

Fund Name LeadInvest NxtGen
Category Category-I SEBI Registered AIF
Minimum Ticket Size INR 25 Lakhs
Target Cohort Size 7–10 companies per year
Investment Focus Revenue-generating, matured startups with institutional backing
Early Liquidity Capital returned at each exit
Fee Structure Only 1.5% annual management fee (capped at 5 years)
Hurdle Rate 15% per annum with 10% carry
Portfolio Type Sector-agnostic and diversified

Investment Strategy

Diversified Portfolio20% in the first institutional round, 50% with at least one prior institutional or angel round, 30% with both prior angel and institutional rounds.

Strategic Co-Investments80%+ alongside renowned Venture Funds; up to 20% in Pre-IPO and secondary deals where a primary is happening.

Investment PolicyAny changes must be approved by the Investment Committee

Fund Overview

LeadInvest NxtGen enables start-up investing in unlisted equity through a Category-1 Alternative Investment Fund (AIF). The platform offers a minimum ticket size of INR 25 lakhs, targeting an investment cohort of 7 to 10 start-ups in a year.

It provides co-investment opportunities alongside venture capital firms in revenue-generating, matured start-ups. The investment process includes due diligence by two committees—internal and external—ensuring a well-reviewed and selective approach.

LeadInvest NxtGen emphasizes structured and transparent investing in promising start-up ventures while negotiating better terms for its investors. Although start-up investing involves low liquidity and high risk, the platform highlights the potential for huge upside.

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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.

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APMI RegistrationAPRN00074
ARN NumberARN-171040
Important Disclosures & Risk Disclaimer

Investing Involves Risk This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve its objectives. Any forward-looking information and/or opinions contained in this document are based on the market information available at the time of publication and are subject to a number of known and unknown risks, uncertainties, assumptions as to future events and other factors that could cause the actual results to differ materially from those implied by the information set forth herein.

This information is confidential and is intended for only the person or entity to whom it was sent and in no circumstances may this material be shown, copied, transmitted, or otherwise given to any person other than the authorized recipient. The investments sector allocations and holdings are shown are based on the strategys model portfolio. The holdings shown do not represent all of the securities purchased, sold, or recommended for any particular expertsy client and in the aggregate may represent only a small percentage of an accounts portfolio holdings. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company.

Considerations. Securities are shown for illustrative purposes only and are not a solicitation to buy or sell any particular security or invest in a particular sector. ALTPORT may act as an intermediary who coordinates with either a discretionary investment manager or a non-discretionary model provider in a variety of separately managed accounts. Any performance information included herein represents the performance achieved by the various product manufacturers as a discretionary or non-discretionary investment manager with trade implementation responsibility for accounts included in a performance. We at ALTPORT does not guarantee any returns in the hand of investors not we take any sort of accountability of performance of the scheme.

The Company reserves the right to make modifications. The information is obtained from publicly available media or other sources believed to be reliable. Such information has not been independently verified and no guaranty, representation or warranty, express or implied, is made as to its accuracy, completeness or correctness. No representation or warranty, express or implied, is made as to the accuracy, completeness, or fairness of the information and opinions contained in this document. Alternations to this statement as may be required from time to time.

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