AltG — Pioneer of the Intelligence Buyout™

IBOIntelligenceBuyout.

Acquire the Business.

Add Intelligence.

Multiply Cash Flows.

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The Structural Shift

AI broke the cost
structure of every firm.

In 1937, Ronald Coase asked:

Why do firms exist?
Because coordination is expensive.

AI just broke that cost structure.

Throughput explodes.

Margins move.

Cash-flow businesses become programmable.

The Pace of Change Is Accelerating

Industrial Era Static firms,
high fixed costs
Digital Era Platform firms,
strong network effects
AI Era Autonomous firms,
near-zero marginal cost

Each era compresses time-to-disruption. In the AI era, incumbents have months — not decades — to adapt.

Catching The Big Wave Early

The Big Opportunity.
The IBO Trade.

The real opportunity is rewriting existing businesses.

Take a profitable company. Inject intelligence.
Turn static cash flow into dynamic output.

That is where the next generation of capital will be made.
The real shift is happening inside operating companies.

Many Indian businesses that looked "linear" are about to become exponential operators.

Their valuation models assume slow scaling.
AI just changed the scaling curve.

"Why play in the major leagues when you can hit a home run in the minor leagues every single time?"
— Poornima Vardhan & Taponeel Mukherjee, Co-Founders, AltG

A New Asset Class Is Born

The numbers
define the IBO.

10×
Cash Flow Multiplier
The IBO's core return thesis. AI-redesigned profit functions on a fixed cost base produce asymmetric cash flow expansion.
60%
Avg. Asset Utilisation
Across Indian mid-cap industrials before AI deployment. A fixed asset base waiting to be reprogrammed.
$2T
Latent Value
Estimated underpriced asset base in India's listed universe. Unlisted physical businesses extend this further.
$15T
Total TAM
The Intelligence Buyout opportunity across India's physical economy. A market AltG invented the category to address.

Why Now

Companies Are
Mispriced in India Today.

Traditional DCF models price firms on historical cost structures.

AI rewrites the cost curve — but markets haven't repriced yet.

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This gap is the alpha opportunity AltG is built to capture.

Traditional Valuation vs. AI-Era True Value

Traditional Valuation
AI-Era True Value
Asset Utilisation
38
82
Revenue Per Employee
42
74
Margin Potential
34
66
Network Value
28
90

Leadership

The people who
invented the IBO.

Poornima Vardhan and Taponeel Mukherjee, Co-Founders AltG

Co-Founder & Principal

Poornima Vardhan

Wharton MBA (Joseph Wharton Scholar) · LSE MSc Operational Research · St. Stephen's, Delhi

Financial engineering rigour meets 15 years of building and restructuring operating businesses across India. India's first D2C brand. Two regional airlines. A luxury fashion restructuring. $350M in cross-border M&A advisory at UBS New York.

"Winning By Design."

Co-Founder & Principal

Taponeel Mukherjee

INSEAD MBA · LSE MSc Finance & Economics · Northwestern BA Economics

Taponeel is a renowned economist and former macro trader with over 20 years of experience in global markets. His career spans UBS and Citigroup across London, Zurich, and Tokyo. At just 24, he generated his first million during the 2008 Lehman Brothers bankruptcy. He established UBS's second-most profitable Yen short-end rates trading desk, generating $450M, and led the bank's most profitable short-end rates business, yielding over $3B.

"Find your edge."

The story is being told.

As Featured In

AltG

The Intelligence
Buyout.
The time
is now.

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