July 5, 2023

DAI-AM Invests in India’s First Listed Fintech Startup, UGro Capital

DAI Asset Management (“DAI-AM”) today announced a $7 million investment in UGro Capital, an India-based lending-tech startup that utilizes data science to provide credit solutions to underserved MSMEs. The investment seeks to enhance UGro’s capacity to offer financing to more small businesses in India, facilitating easier and more responsible access to funding.

Approximately 64 million MSMEs in India employ more than 110 million individuals (second to only the agricultural sector in population employed). Despite the sector’s importance, MSMEs in India currently face a massive credit gap, estimated to be around $530 billion.

Founded in 2018 as India’s first listed startup, UGro Capital provides secured and unsecured loans, machine finance, supply chain finance, and working capital loans to small businesses operating in the healthcare, education, chemicals, food processing, hospitality, electrical equipment, auto components, and engineering sectors. The company has pioneered the “Lending as a Service” model in India and effectively operationalized co-lending relationships with 10+ large public sector banks and large non-bank financial companies. Today UGro’s 1,700 employees serve more than 46,000 small businesses and maintain 95+ physical branches.

This is DAI-AM’s first investment in UGro.

DISCLOSURE INFORMATION

The information contained here has been provided by DAI Asset Management, LLC (“DAI-AM”) and no representation or warranty, expressed or implied is made by DAI-AM as to the accuracy or completeness of the information contained herein. Specific portfolio or pipeline companies discussed are for educational purposes only and do not represent all of the portfolio holdings and it should not be assumed that investments in the portfolio or pipeline company identified and discussed were or will be profitable. The companies profiled were selected based on their unique uses of technology in the context of social impact, with no reference to amount of profits or losses, realized or unrealized. The information presented on this page is for informational purposes only and is neither an offer to sell nor a solicitation of an offer to purchase an interest in any DAI-AM product (the “Funds”), and nothing herein should be construed as such. Any such offer or solicitation will be made only by means of delivery of a definitive private offering memorandum which contains a description of the significant risks involved in such an investment. Prospective investors should request a copy of the relevant Memorandum and review all offering materials carefully prior to making an investment.

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