BeyondIRR Company Profile

Background

BeyondIRR is a Mumbai-based B2B wealth-tech platform established in 2021. The company aims to empower investment specialists—including relationship managers, wealth managers, independent financial advisors (IFAs), registered investment advisors (RIAs), and mutual fund distributors (MFDs)—by providing technology-driven, insights-focused tools to enhance client advisory experiences. BeyondIRR's mission is to simplify investment decision-making and streamline client acquisition, engagement, and retention processes through innovative technology solutions.

Key Strategic Focus

BeyondIRR's strategic focus centers on delivering a comprehensive suite of solutions tailored to the financial industry's diverse needs. Their offerings include:

InvestGPT: A suite comprising MarketGPT for real-time market insights, ProductGPT for in-depth product information, and PortfolioGPT for actionable portfolio guidance.

Client Acquisition Tools: Features that provide access to consolidated mutual fund portfolios, enabling advisors to enhance client experience with detailed investment proposals and insightful analytics.

Client Engagement and Retention: Real-time market insights, product knowledge, and portfolio analysis tools designed to facilitate proactive client engagement and personalized guidance, ensuring long-term relationships.

Access to Unique Investment Opportunities: Provision of unique investment opportunities, such as unlisted shares and startup equity, supported by thorough due diligence conducted by their expert product team.

These solutions are designed to assist financial professionals in delivering superior client experiences, thereby driving business growth and scalability.

Financials and Funding

In April 2022, BeyondIRR secured seed funding from Rainmatter Capital, an initiative by Zerodha, and Sujeet Kumar, co-founder of Udaan. The funds are intended to expand the team and build a robust technology platform. The specific amount raised was not disclosed.

Technological Platform and Innovation

BeyondIRR distinguishes itself through its proprietary technological platforms and innovative solutions:

InvestGPT: A comprehensive suite that includes:

MarketGPT: Provides real-time market insights for informed decision-making.

ProductGPT: Offers in-depth product insights to enhance sales processes.

PortfolioGPT: Delivers actionable portfolio guidance by integrating market trends and investment strategies.

These tools empower financial professionals to address client queries promptly, articulate product benefits effectively, and offer tailored guidance aligned with individual client needs.

Leadership Team

BeyondIRR's leadership comprises seasoned professionals with extensive experience in the wealth management and technology sectors:

Parag Kasliwal: Co-Founder and Chief Executive Officer.

Hemant Jain: Co-Founder and Chief Technology Officer.

Deepesh Bhargava: Co-Founder and Chief Business Officer.

Anupreet Choudhary: Co-Founder and Chief Product Officer.

The founding team brings together deep insights into the investments and wealth management industry, with more than 40 years of collective work experience in building and running businesses for LGT Wealth, ICICI, Barclays, 360 One, and significant financial institutions in India.

Competitor Profile

Market Insights and Dynamics: The wealth-tech industry is experiencing significant growth, driven by increasing demand for digital solutions that enhance client advisory services. The market is characterized by rapid technological advancements and a shift towards personalized, data-driven investment strategies.

Competitor Analysis: BeyondIRR operates in a competitive landscape with several notable players:

Crunchbase: Provides intelligence on private companies, aiding investors and analysts in decision-making.

AlphaSense: A search engine designed for investment and corporate professionals to uncover critical data points.

Morningstar Direct: Offers portfolio management, performance reporting, and data research tools for financial advisors.

PitchBook: Delivers global private equity and venture capital data.

Koyfin: Provides financial analytics and data visualization tools for investment research.

These competitors offer various financial research and analytics tools, each with unique features catering to different aspects of wealth management and investment advisory services.

Strategic Collaborations and Partnerships

BeyondIRR has secured investments from prominent entities:

Rainmatter Capital: An initiative by Zerodha, providing strategic support and funding.

Sujeet Kumar: Co-founder of Udaan, contributing as an angel investor.

These partnerships are instrumental in strengthening BeyondIRR's market position and enhancing its innovation capacity.

Operational Insights

BeyondIRR's strategic considerations include:

Market Positioning: Focusing on delivering a superior client experience through technology-enabled and insights-driven solutions.

Competitive Advantages: Offering a comprehensive suite of tools that integrate real-time market insights, product knowledge, and portfolio analysis, distinguishing itself from competitors.

Scalability: Providing solutions that cater to both individual advisors and larger financial institutions, ensuring adaptability to various business needs.

Strategic Opportunities and Future Directions

BeyondIRR's strategic roadmap includes:

Product Enhancement: Continuously refining and expanding the InvestGPT suite to incorporate emerging technologies and address evolving client needs.

Market Expansion: Extending services to new geographical regions and client segments to broaden market reach.

Partnership Development: Establishing additional strategic alliances to enhance service offerings and drive innovation.

By leveraging its current strengths and focusing on these strategic areas, BeyondIRR aims to solidify its position as a leading wealth-tech platform in the financial services industry.