


Mezzanine Equity Pvt Ltd
5.1K posts

@mezza9_Equity
Partner - Alphabet Toys (No 1 Toy Manfacturer - To Be), Founder - Mezzanine Equity Pvt Ltd








Met this angel investor last year at an IIM-A event. We spoke briefly but it didn't worked at the time. Yesterday, I saw him again in our corporate park. And a stark memory resurfaced. Back then, he had said something very casually: I do background checks on all founders and their families before I write a cheque. It didn’t fully sit right with me. But I also know I can’t generalise from one conversation. Is this common practice for angel investors?




















RavelCare isn’t common — it’s Rare. High ROCE. High margins. High growth. Yet trading at PE ratio of just 16-18 A digital-first D2C brand with: • ~30% EBITDA margins • ROCE >30% • Strong PAT growth • Scalable, asset-light model High-growth BPC businesses at reasonable valuations do not stay ignored for long. A thread @mezza9_Equity @VineetArora09 @parakhshah07



Already warned around 150 levels #dsm #dsmfresh #zapp #zappfresh Anchor unlock coming in 2 days Without unlock only stock is down 15 percent, expecting 100-110 in next 3-4 days No buy sell reco