PTriton Investment AdvisorsExecutive Cockpit

Finance 360

The single financial pane of truth — P&L, quality of earnings, profitability, FP&A and acquisition-cohort economics.

Triton Investment Advisors · FY26 (modeled)
Top 20 Indian early-stage VC
18 employees · 0+ US sites · 1 countries
Executive read· the answer, then the moves

Margin is expanding, but ≈ $-5M of EBITDA still sits between today's 32.0% margin and the 16% exit target — held in unintegrated cohorts and SG&A. Convert synergy and add-backs into reported EBITDA before the buyer's diligence.

8 of 8 headline metrics improving vs prior · still off target: Fund Management Revenue ₹34Cr vs ₹40Cr, Revenue Growth 17.0% vs 20.0%, Gross Margin 54.0% vs 58.0%

Do now — ranked by urgency
  1. 1
    Lastaki Advisors credit exposureAct now
    Why it matters

    Move to credit hold pending paydown; reforecast ARR net of likely churn.

    What's driving it
    • Overdue AR
    • Signal: Alert
    FYI

    Distress filings + overdue AR; churn risk High on $6.4M account.

  2. 2
    Covenant headroom 0.9× (lev 4.6× vs 5.5×)Act now
    Why it matters

    Sets deal capacity and refinancing risk.

    What's driving it
    • Q1 (act)
    • Signal: Threshold
    FYI
    • Net-debt/EBITDA 4.6× against a 5.5× ceiling.
    • Owner: CFO · Treasury
  3. 3
    Close the margin gap to the 16% exit targetWatch
    Why it matters

    ≈ $-5M of EBITDA stands between 32.0% margin and the 16% target — the swing that re-rates the equity.

    What's driving it
    • Adj. EBITDA margin 32.0% vs 16% target
    • 4 of 7 cohorts below 80% synergy capture
    FYI
    • Revenue $34M; SG&A 18.0% of revenue
    • Each margin point ≈ $0M of EBITDA
  4. 4
    3 brands running DSO > 65 daysWatch
    Why it matters

    Targeted collections sprint on $0.9M; tighten milestone billing on ISC projects.

    What's driving it
    • DSO
    • Signal: Alert
    FYI

    ISC (67d), PagarBook (66d), Lastaki Advisors account (67d) lifting blended DSO.

💎 Fund Value Creation & ExitStep 4 of 7 · the P&L & quality of earningsEnterprise 360Cash 360All journeys
Fund Management Revenue
₹34Cr
▲ 17.2% vs priorTarget ₹40Cr
Revenue Growth
17.0%
▲ 41.7% vs priorTarget 20.0%
Gross Margin
54.0%
▲ 8.0% vs priorTarget 58.0%
Fund EBITDA
₹11Cr
▲ 22.2% vs priorTarget ₹13Cr
EBITDA Margin
32.0%
▲ 14.3% vs priorTarget 35.0%
Recurring Fee Income
₹28Cr
▲ 16.7% vs priorTarget ₹32Cr
Recurring Income Mix
82.0%
▲ 5.1% vs priorTarget 85.0%
Free Cash Flow
₹7Cr
▲ 40.0% vs priorTarget ₹9Cr
Exhibit 1

P&L bridge — revenue to EBITDA

How $785M of revenue converts to $116M adjusted EBITDA.

Exhibit 2

P&L at a glance

Revenue$34M100.0%
Cost of goods sold($16M)(46.0%)
Gross profit$18M54.0%
SG&A($6M)(18.0%)
Adjusted EBITDA$11M32.4%
Exhibit 3

Revenue & EBITDA

Exhibit 4

Revenue by business unit

Portfolio Management45%
Deal Sourcing & Evaluation35%
Fund Operations20%
Exhibit 5

Reported → Adjusted EBITDA

Diligence-grade add-back walk.

Exhibit 6

EBITDA — prior to current

Organic vs. acquisitive vs. price/mix vs. cost.

Exhibit 7

EBITDA margin

Exhibit 8

Revenue concentration

Planning

FP&A & productivity

Forecast discipline, synergy realization and productivity.

Budget Variance
6.0%
▼ 25.0% vs priorTarget 3.0%
Forecast Accuracy
87.0%
▲ 6.1% vs priorTarget 90.0%
Value Creation Realized
19.0%
▲ 26.7% vs priorTarget 25.0%
Revenue per Employee
₹1.89Cr
▲ 18.1% vs priorTarget ₹2.20Cr
SG&A Ratio
18.0%
▼ 10.0% vs priorTarget 15.0%
DPI (Distributions to Paid-In)
1
▲ 25.0% vs priorTarget 1
Exhibit 9

Acquisition cohort performance

EBITDA uplift and synergy realization by acquired brand.

BrandYearRevenueARREBITDA %SynergyStatus
Triton Fund-II2021$0.18M$0.06M0.050.07%92%Integrated
ScikIQ2021$0.12M$0.04M0.040.07%90%Integrated
Triton Fund-I2022$0.51M$0.28M0.060.09%88%Integrated
Bizom2023$0.31M$0.1M0.050.07%74%In progress
Camcom2024$0.22M$0.07M0.050.06%55%In progress
Recykal2024$0.2M$0.07M0.050.06%78%In progress
PagarBook2024$0.16M$0.05M0.040.05%40%Early