Masterclass

Practice Drills: Mock Investor Pitch for a Systematic Trading Fund

A drill-first masterclass for senior quants, prop desk leads and aspiring systematic fund managers preparing to raise outside capital in India. You will map your allocator, pick between a Category III AIF, PMS and GIFT City structure, turn a prop book into an allocator-grade track record, build an honest tear sheet, defend your edge and capacity on NSE liquidity, walk through operational due diligence, justify your fee terms, and then face a hostile mock allocator scored against a real rubric. Every drill ends with an artefact you can reuse in an actual pitch.

Fund RaisingSystematic TradingTrack Record PresentationOperational Due DiligenceCategory III AIF and PMS
MODULES
5
DURATION
~5 hrs
TRACK
Quantitative Finance

What You'll Master

How to identify what each type of Indian allocator actually needs to hear before they write a cheque
How to choose and justify a fund vehicle across Category III AIF, PMS and GIFT City structures
How to present backtest, paper and live returns honestly on a single allocator-grade tear sheet
How to defend your alpha source, capacity and cost assumptions under cross-examination
How to survive operational due diligence and negotiate fee terms, then deliver a scored mock pitch
Access Level
PRO
Everything included
Full Text Playbooks
Actionable Exercises
Mobile Reading Mode
Lifetime Updates

Curriculum Breakdown

Chapter 1: Framing the Pitch Before You Build a Slide

3 Lessons
โ–ถ
Drill 1: Mapping Your Allocator (Family Office, HNI, Fund of Funds or Seed Capital)18 min read
Preview
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Drill 2: Choosing the Vehicle (Category III AIF, PMS or GIFT City Fund) and What It Signals20 min read
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Drill 3: Writing the Two-Minute Strategy Narrative Without Giving Away the Alpha18 min read

Chapter 2: Presenting the Track Record Honestly

4 Lessons
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Drill 4: Converting a Prop Book or Personal Account into an Allocator-Grade Track Record20 min read
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Drill 5: Building the Performance Tear Sheet (CAGR, Sharpe, Sortino, Max Drawdown, Calmar)20 min read
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Drill 6: Separating Backtest, Paper and Live Returns on One Page18 min read
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Drill 7: Explaining Your Worst Drawdown Before They Ask18 min read

Chapter 3: Proving the Edge Is Real and Scalable

3 Lessons
๐Ÿ”’
Drill 8: Answering Where Does the Alpha Come From Under Cross-Examination20 min read
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Drill 9: Capacity Analysis on NSE Liquidity, or How Much AUM Before the Edge Decays20 min read
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Drill 10: Showing Cost Awareness (STT, Impact and Slippage in the Live P&L)18 min read

Chapter 4: Risk, Operations and Terms

3 Lessons
๐Ÿ”’
Drill 11: Presenting the Risk Framework (Position Limits, Kill Switches and Exchange Controls)18 min read
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Drill 12: Surviving Operational Due Diligence (Custody, Fund Admin, Auditors and Tech Stack)20 min read
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Drill 13: Defending Your Fee Structure (Management Fee, Hurdle and High-Water Mark)18 min read

Chapter 5: Live Mock Pitch Rounds

3 Lessons
๐Ÿ”’
Drill 14: The Hostile Allocator, with 20 Hard Questions and Model Answers22 min read
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Drill 15: Scoring a Full Mock Pitch Against an Allocator Rubric18 min read
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Capstone: Delivering Your Ten-Slide Pitch and Follow-Up Memo16 min read