I spent years at Citigroup and Morgan Stanley watching the same scene play out: we'd done the work, we knew the company — and the mandate went to a rival who'd started the conversation three months earlier, and arrived with an angle we'd have found if we'd had the time.
Being early opens the door. Depth and ideas win the room. The signals were always there — the hiring spike, the round quietly ageing, the founder suddenly on the conference circuit — but no analyst team can deliver both early and deep across a hundred names. The economics don't allow it.
A system can. When agents became real, I built the watcher I needed on my own desk and wired it into the analytical floor that already runs a live fund — one that learns from every deal it works, and keeps the lesson. Narada is that system.
— Mayank Mathur, founder