I have been tracking this company since last 1 to 1.5 years. In their conversations and otherwise, they seem to be striking all the right chords - sector focus, leveraging technology, co lending, backed by PEs, professional management, etc. One needs to see how they deliver - even discounting Covid in between, their actual business performance has been a bit shaky.
Disc - invested sine 1 to 1.5 years
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