What We Do
Three engines. One platform.
NayaSetu deploys across three integrated engines — and every one runs on the same operating stack, so each deal makes the next one sharper.
We are the only platform that operates what it invests in. The brand doesn't just get a check — it gets sourcing, compliance, logistics, demand, and AI, the day the deal closes.
The Core Engine
License
We acquire exclusive license rights to proven global brands and operate them in-market across India, Southeast Asia, and the UAE — sourced through relationships, not auctions, and run on the platform end to end.
How We Approach It
One operating counterparty, not fragmented licensees.
Brand owners get a single platform that executes coherently across markets, instead of a dozen regional operators diluting the brand.
A repeatable underwriting template.
Each deal is underwritten to the same per-brand model — proven on home, toys, and apparel — then phased: marketplace pilot → D2C + franchise-operated stores → flagship + B2B.
Private label and a sourcing flywheel.
Targeting 60%+ private label by Year 5, turning each market into a sourcing hub that exports back through Asmara.
The team wrote this model.
Tim Ouellette scaled Converse internationally from $120M to $1.4B on exactly this licensing-and-distribution structure.
In the Portfolio
Toys "R" Us + Babies "R" Us India
Term SheetCombined master license via WHP Global, operated through RJ Corp's ~50K modern-trade doors.
Bed Bath & Beyond India
The base-case template — full entry proposal + omnichannel roadmap; India as an export sourcing hub.
Wel Home + Christy
WelspunTwo-brand lifestyle and hospitality expansion across retail and B2B.
One Stop Fashions
InditexDedicated, self-funded off-price retail — POS-controlled, piece-level traceability.
The Accelerant
Co-Invest
We are the operating partner to private equity — taking secondary positions in PE-owned consumer brands that need liquidity, and giving the sponsor both capital and a credible international scale path.
How We Approach It
We solve the DPI problem.
With holds stretching past six years, sponsors need distributions. A secondary co-invest gives them liquidity on their timeline — 74% of LPs now rank DPI as their #1 re-up criterion.
Capital plus a path, not just capital.
Most secondary buyers are financial. We hand the sponsor a proven operating route to scale the asset cross-border into India, SEA, and the Middle East.
One relationship compounds.
Each brand runs on the OS and feeds the data loop; a single sponsor relationship turns into repeat, pre-vetted deal flow.
~300–500 bps of EBITDA upside
is available from supply-chain consolidation alone when a brand moves onto the platform.
In the Portfolio
Elevate Beauty
L CattertonStructured minority stake in a multi-brand beauty platform — DPI for the sponsor, a proven beauty IP platform to scale into India.
Sponsor relationships
Active across leading consumer sponsors including L Catterton, Advent, and Bain — the origination layer for repeat co-invests.
The differentiator
"The only investor that operates what it invests in" — so the brand actually scales after the check clears.
The Asymmetric Bet
Build
We take direct positions in founder-owned brand IP outside PE portfolios — where international expansion through the platform unlocks value the founder could never reach alone.
How We Approach It
Operator, not passive investor.
We enter as a hands-on partner — giving a brand physical presence, cross-border supply, and a rebuilt tech stack, not just a term sheet.
Capability before capital.
We open with what the platform brings — sourcing, working capital, international reach, AI — then structure economics around it. Founders respond to capability.
Founder-aligned structures.
Retention and earn-outs are designed to align long-term economics with integration success, not to constrain the founders who built the asset.
Low inventory risk, fast learning.
Drop-ship and curation models keep capital light while the data loop sharpens every product decision.
In the Portfolio
Garmentory
ActiveOperator-led recapitalization of a 1,300+ boutique marketplace — sourcing, working capital, and an Alaiy-rebuilt tech stack.
The Altomoda
LivePremium fashion platform — drop-ship + curation, India-first then US, now tying into Garmentory's boutique network.
VYKO
Partnership to acquire and scale high-potential Irish and European luxury brands.
Alaiy OS
LiveThe AI command center that runs the portfolio — and the model for an India tech & ecommerce capability center.
The Approach
How a deal runs on NayaSetu.
Whichever engine sources it, every opportunity moves through the same disciplined path — and the last step feeds the first.
Source
Through relationships — brand owners, sponsors, and operating partners bring deals to us. We don't compete in broad auctions.
Structure
License, co-invest, or direct — in a dedicated per-deal vehicle, underwritten to pencil on both fund returns and operator upside.
Activate
The brand goes live on the OS — sourcing, compliance & IOR, logistics, demand creation, and AI deploy together.
Compound
Every transaction feeds the data loop, making the platform sharper — and the next deal stronger.
One platform underneath all three.
See the operating system that makes licensing, co-investment, and direct brand IP run as one engine.