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[@VijayT1609](/creator/twitter/VijayT1609)
"How a Deal gets killed in AI Age in X easy steps 1/ Financial Sponsor ( VC/ PE fund) looking to invest did DD on a AI health care company 2/Built a prototype in X weeks to test with customers 3/ Prototype performed BETTER than the actual product 4/ DEAL KILLED"  
[X Link](https://x.com/VijayT1609/status/1983007366535647723) [@VijayT1609](/creator/x/VijayT1609) 2025-10-28T03:06Z 13.6K followers, 33.5K engagements


"21% ROCE- Things you do to win the Investment Banking Mandate XX% ROCE XX% ROE- some hopium for a utility business for a XX% ROE Say Rs XXX of Capital employed assume 60-40 D/E Cost of Debt is XX% - XX - XX% of XX =21-6=15 /40 XX% ROE"  
[X Link](https://x.com/VijayT1609/status/1982091039658868758) [@VijayT1609](/creator/x/VijayT1609) 2025-10-25T14:25Z 13.4K followers, 1486 engagements


"Quick 🧵🧵 on how we helped investors save $10++mn There was this famous EB5 project which was raising $90mn Was a Platinum plated RC- Raised already $65mn+ delta was $XX mn to fund they reached us to see if our customers would be interested Given the pedigree of customers we have (investment from our customers would given them strong endorsement as we have some of India) After spending X weeks tens of thousands of $$$ GLG expert calls We gave an AVOID rating for this project Simple reason their appraisal report padded up the value by more than XX% There were enough self dealings with the"  
[X Link](https://x.com/VijayT1609/status/1972274976783778223) [@VijayT1609](/creator/x/VijayT1609) 2025-09-28T12:19Z 13.6K followers, 1369 engagements


"@kalapian_ Love the business and the founders just dont like the 18X sales"  
[X Link](https://x.com/VijayT1609/status/1983040264428982639) [@VijayT1609](/creator/x/VijayT1609) 2025-10-28T05:16Z 13.6K followers, 5915 engagements


"I ve been suggesting my kids to go as Anthropic and Chatgpt & scare people with Job losses Proposal got rejected at the discussion stage and per them I lost like 1000 aura points :)"  
[X Link](https://x.com/VijayT1609/status/1983198296144523485) [@VijayT1609](/creator/x/VijayT1609) 2025-10-28T15:44Z 13.6K followers, 3451 engagements


"Few things 1/ Apart from Huge capex industries (O&G Telecom) RIL has been just okayish in new age industries Retail- also ran Digital Services- also ran Jio Finance- nothing happened I can bet that Swiggy Zomato will O/P Reliance any day More importantly kind of interesting what bets Mukesh Bhai is taking even when he wins ( unlikely) he is going to add what $10B to MC- how doest that move the needle Let's see what the market does tomorrow"  
[X Link](https://x.com/VijayT1609/status/1980639497936138527) [@VijayT1609](/creator/x/VijayT1609) 2025-10-21T14:17Z 13.4K followers, 22.1K engagements


"Messages like this from customers make the endless XXX schedule for weeks together worth it❤❤ EB5 is a stressful process and given the literal cycle top 80%++ of projects out there are literally Garbage out there Like exit assumptions at 1/ $3mn/hotel room 2/$12mn/ bed for hospital (maybe gold plated beds) 3/ Exit cap rates at XXX% (lesser than treasuries) 4/ Botched up Appraisal reports by friendly appraisers + Sad part investors ( who are primarily sharp AF software engineers) buy in to the crap coz of FOMO + glitzy marketing Our job is to peel the layers do forensic diligence build our"  
[X Link](https://x.com/VijayT1609/status/1981553342196146335) [@VijayT1609](/creator/x/VijayT1609) 2025-10-24T02:48Z 13.4K followers, 2737 engagements


"Proof that if ur rich people will take everything u say at face value even if it makes zero sense Financial modeling is the most commoditized job in IB so $150K/hour or $300K per year is fair What is not commoditized is the art of deal making in M&A/ IPO which 1/ managing emotions of the sellers and buyers 2/massaging their egos 3/ building the FOMO 4/ zillion calls to manage all the Bull shit in between and finally bringing the deal home that only true closers can do That AI can / will never be able to do and for this u pay like 3-5% of deal value which is still less considering the value"  
[X Link](https://x.com/VijayT1609/status/1981940082866057652) [@VijayT1609](/creator/x/VijayT1609) 2025-10-25T04:25Z 13.4K followers, 13.3K engagements


"What a 🤡🤡 act by @ilavanyajain Completely harmless DM shooting his shot & u name and shame him- for what - XX likes and $X Guys who are sending cold DM's dont let clowns like him discourage you shoot your shot you are just one DM away from something life changing"  
[X Link](https://x.com/VijayT1609/status/1982403940894564847) [@VijayT1609](/creator/x/VijayT1609) 2025-10-26T11:08Z 13.4K followers, 23.1K engagements


"That settles this the most Bangalore Recruiting OG has spoken $10mn in X years is AMAZING + Ability to pulling XX cr ( cash + cash like RSUs I guess) is even more amazing What an outcome for everyone this is what value creation looks like not just for founders but the entire ecosystem Kudos Meesho team"  
[X Link](https://x.com/VijayT1609/status/1982508159332938050) [@VijayT1609](/creator/x/VijayT1609) 2025-10-26T18:02Z 13.4K followers, 32.6K engagements


"LensKart IPO- Whether to apply or not Super detailed DD thread🧵 India Revenue - 3154 Cr (58%) 2500 Store Global Revenue - 2273 Cr (42%) XXX Store Implied Valuation of Rs 70000 cr / $8B International business was basically Owndays acquisition in 2022 for a the price of a chewing gum $400mn- say that compounded at XX% IRR thats worth $800mn now tops India business is then worth $XXX B on revenues of $400mn Basically 18X P/S for a company which sells eye wear Also see Warby Parker on how well it compounded since IPO Thank you for your attention"  
[X Link](https://x.com/VijayT1609/status/1983024219685355578) [@VijayT1609](/creator/x/VijayT1609) 2025-10-28T04:13Z 13.4K followers, XXX engagements


"My Lenksart IPO post blew up Well meaning veterans/ founders DMed me about why take a ding on LK For starters I have no axe to grind no sell side on stocks no subscription to sell. Also I've got nothing against LK & it's not a ding on LK but the utter garbage valuation its being sold at + lies being peddled by the brokerage houses to get investment banking mandates If my post dissuaded even XX investors from not applying to LK then my job is done These new age founders while preaching about corporate governance/ playing the long game in podcasts have used Public markets as their personal ATM"  
[X Link](https://x.com/VijayT1609/status/1983872060259532951) [@VijayT1609](/creator/x/VijayT1609) 2025-10-30T12:22Z 13.6K followers, 95.3K engagements


"EY running the deal My ex boss- Ajay Arora who heads the IB practice is killing it here So so good to see that EY is giving the bulge bracket I banks run for their money Customers who used to work with EY work with us coz we are right sized neither too big like Bulge bracket or small like boutique banks this is the same approach we want to bring in too as we build India's Best Wealth and Global Mobility Platform"  
[X Link](https://x.com/VijayT1609/status/1981178167487541342) [@VijayT1609](/creator/x/VijayT1609) 2025-10-23T01:57Z 13.6K followers, 40.9K engagements


"All FIRE and Indian politicians do note He was the PM of UK( no less) Son-in-law of wealthiest families in India He has now X jobs 1/ MSFT 2/ Anthropic 3/GS and 4/ Times and earns honest $ FIRE- Whats your excuse to stop working India politicians- Have some shame and earn honest $ once in lifetime"  
[X Link](https://x.com/VijayT1609/status/1981327641446609098) [@VijayT1609](/creator/x/VijayT1609) 2025-10-23T11:51Z 13.6K followers, 39K engagements


"LensKart IPO- Whether to apply or not Super detailed DD thread🧵 India Revenue - 3154 Cr (58%) 2500 Store Global Revenue - 2273 Cr (42%) XXX Store Implied Valuation of Rs 70000 cr / $8B International business was basically Owndays acquisition in 2022 for a the price of a chewing gum $400mn- say that compounded at XX% IRR thats worth $800mn now tops India business is then worth $XXX B on revenues of $400mn Basically 18X P/S for a company which sells eye wear Also see Warby Parker on how well it compounded since IPO Now you know what to do thank you for your attention"  
[X Link](https://x.com/VijayT1609/status/1983024943555105190) [@VijayT1609](/creator/x/VijayT1609) 2025-10-28T04:16Z 13.6K followers, 62.5K engagements


"So many in the same boat people trusted him and believed some sort of value capture will happen from $NOW to $FRSH Not only $FRSH books were massaged revenues pre-booked + Every CXO Cashed out + checked out as if nothing mattered Worst of all the podcasts which talks about nonsense like first Indian SaaS company for Nasdaq listing when in fact he made it 100x more tougher for Indian companies to list in $NDX"  
[X Link](https://x.com/VijayT1609/status/1983883710114992554) [@VijayT1609](/creator/x/VijayT1609) 2025-10-30T13:08Z 13.6K followers, 8102 engagements