Tracxn Technologies

Hi,

Thanks Harshit for initiating this thread.

I have few questions. Requesting you or other informed members in the group to thrown some light upon.

1. Any idea why FIIs and DIIs have been selling during last 2 quarters? Together they have reduced holding by ~15% in 1 year. Even promoters have sold ~1%.

2. Is it correct to assume that Fed interest rate cuts would result in some increase in PE / VC funding and therefore may benefit this counter?

3. If Tracxn are taking price hikes per account, are competitors doing the same? Is there a point where the cost vs quality curve turns against Traxcn? Is cost effectiveness a permanent moat?

4. Does Tracxn have a moat when it comes to gathering information about Indian start-ups?

5. How much of the start-up friendly and favorable Government policies in fostering a culture of entrepreneurship real and how much of it is narrative? Any insights or data or articles on this would be welcome.

Thank you!

Disc: Hold a small tracking position.