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CBS Investment Funds
Kumar Mani Andrey Menemshev
Pradeep Ramani Neeraj Kulkarni
Sophia Mighty
LEAN LAUNCHPAD with Steve Bl...
Columbia Business School
MOVIE
2
Columbia Business School
On Day 1
3
Money Mgmt
It Just Works
(Better than
2-20 fund or
Betterment etc)
“Hedge Fund”
* 0-25...
Columbia Business School
But on day 1 we were asked:
4
Do you know your
customer? Really?
Do you really
understand them an...
Columbia Business School
On Day 2
5
Money Mgmt
Current 2%-
20%
We are 0%-
25%
? Fin Analyst
(Recommend,
not
Manage)
Invest...
Columbia Business School
On Day 3
6
Scale (expenses)
1. Operate in GZ
until $50M
2. YZ when $100M
3. Establish corpus
to s...
Columbia Business School
By this time
● We had done a whole bunch of interviews
● We had done a whole bunch of presentatio...
Columbia Business School
On Day 4
8
We explained:
● We have been performing
well against the market for
the past 5 years (...
Columbia Business School
On Day 5
9
Money Mgmt
Current 2%-
20%
We are 0%-
25%
„Value
Investing‟
Investments
Portfolio
Risk...
Columbia Business School
And now
● We would like to invite you to learn more about us and invest with us
● Office hours
● ...
Columbia Business School
Those who inspired us, and showed us the way
11
And all of you!
Columbia Business School
For the curious
12
The movie is the true story of real life US chess
champion Josh Waitzkin.
He f...
Columbia Business School
THANK YOU!
13
Columbia Business School
APPENDIX
● Number of interviews: 12 + 10 + 11 + 13 + 16 + (14) scheduled = 76
● Key Hypotheses:
H...
Columbia Business School
REVENUE MODEL
$20M AUM (12%)
In 2/20,
Investor gets $1.52
With us (0/25)
Investor gets $2M
Our fe...
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Columbia Business School APPENDIX ● CBS Investment Funds Team10

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Columbia Business School
APPENDIX
● Number of interviews: 12 + 10 + 11 + 13 + 16 + (14) scheduled = 76
● Key Hypotheses:
H1 – HNW will directly invest (No, will invest after FA OK/s)
H2 – Everyone is just interested in money
● Insights:
(1) Everyone wants better money management
(2) Personal interactions, 1x1 Q&A is key to Get customers; returns necessary
to Keep customers
14

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