Invite-only · Convened by Uniqus

The Operating Partner
Forum

A first-of-its-kind, closed community for Operating Partners of India's leading PE and VC funds. This is a platform to share best practices, drive thought leadership, and strengthen the finance and operating capabilities of portfolio companies.

0
Operating Partners
across India's PE/VC ecosystem
0
Marquee PE/VC funds
Bi‑monthly
Meeting cadence
In-person/Virtual
The Charter

Why the Forum exists

Sharing Best Practices
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Exchange insights on portfolio management, operational improvement, governance, and finance transformation with external consultants and industry bodies.
Thought Leadership
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A think-tank for Operating Partners on the most pressing issues like market trends, operational challenges, and innovation across portfolio companies.
Industry Collaboration
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Foster relationships across funds, portfolio companies, associations, and global counterparts to accelerate India's integration into the world economy.
Cadence
Bi-monthly sessions held in person and virtually.
Confidentiality
All discussions are held in strict confidence. No recordings, no press, since trust and integrity are paramount to the Forum.
Membership
By invitation only, to Operating Partners and CFOs who actively engage with portfolio companies.
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Members Directory

The community

Operating Partners, portfolio-operations leaders and CFOs from across India's leading PE/VC ecosystem.

Directory is confidential and maintained for Forum members only. Attendance reflects the Inaugural session (Jan 2025) and Second Forum (Jun 2025).

Events

Upcoming and past sessions

July 2026
30
5:00 PM IST · Virtual
Upcoming · First Virtual Session

Reading India's Economic Dashboard

We will be decoding India's economic dashboard, unpacking what dollar movements, global uncertainty, sectoral shifts, and margin dynamics mean for corporate India and for the portfolios you steward. A panel of economists from leading investment banks will guide the discussion, sharing the views that shape institutional thinking on currency, rates, and the sectors poised to lead the next cycle.

This is also a milestone moment for the Forum. For the first time, OPF is going fully virtual. We hope the added convenience makes it easier to join, engage, and take part in the conversation from wherever you are.

Past sessions
04
Fourth Forum · 1 April 2026

AI in Finance – Practical Use Cases

The session focused on the practical application of AI across finance functions, highlighting how organizations are beginning to embed AI tools and capabilities within their finance operating models.

Past Speakers
NADr. Naveen Agnihotri · Founder, Plainflow NMNitin Motwani · Operating Partner JSJogendra Singh · President Finance, Hero Enterprise SSShashikant Shenoy · Partner, Uniqus
03
Third Forum · 16 October 2025

Beyond Capital: The Leadership Playbook to Hiring & Retaining CFOs in PE/VC-Backed Companies

The session brought out insights on what it takes to hire, empower, and retain the right CFO in high-growth companies. It explored leadership alignment, cultural fit, strategic partnership, and long-term retention — the key elements that truly differentiate companies.

Past Speakers
DMDhirendra Mahyavanshi · Founder, TurtleMint AMAlok Misra · ex-General Atlantic VKVinita Katara · Russell Reynolds Associates
02
Second Forum · 19 June 2025 · Mumbai

Elevating the Finance Function of Portfolio Companies to a Strategic Role: Aligning People, Process & Technology

A moderated panel of investors and operators on what great finance functions look like in PE/VC-backed companies.

Past Speakers
RBRamesh Bafna · CEO, Zepto VRVijai Raghavan · EQT AMAlok Misra · ex-General Atlantic
01
Inaugural Forum · 27 January 2025 · Central Mumbai

Navigating the IPO Journey

The inaugural session saw more than 20 PE/VC leaders from across India share their perspectives, including ways to successfully navigate the challenges of the IPO journey.

Past Speakers
JKJamil Khatri · Co-Founder, Uniqus RKRaghuram K · Partner, Uniqus YAYash J Ashar · Cyril Amarchand Mangaldas AMAlok Misra · ex-General Atlantic
Gallery
Knowledge Library

Uniqus publications

Uniqus's proprietary research on IPOs, capital markets, PE/VC and financial reporting.

NewsletterJuly 2026

India IPO Insights

Monthly tracker of IPO activity, filings and market trends across India's capital markets.

Download PDF  ↗
Early ImpressionsApril 2026

Raising the Bar on Private Capital

A Uniqus perspective on how private capital can raise standards across governance, finance and operations.

Download PDF  ↗
Uniqus and IVCAMarch 2026

IPO and Capital Markets Outlook

From capital formation to value discovery — Uniqus and IVCA's flagship perspective on India's capital markets in 2026.

Download PDF  ↗

Explore more at uniqus.com/publications ↗