Research & advisory · India and global
We work where strategy, capital and execution meet.
Sundarbans works with ambitious companies at the moments when the usual playbook stops working.
The problem we're built for
Every company hits moments the standard approach does not cover. Raising capital when the story is bigger than the category you sit in. Entering a market you have never operated in. Deciding how fast to transition a profitable business into a technology that will replace it. Working out whether a valuation reflects what a company can actually do.
These are not research questions or strategy questions or finance questions. They are all three at once, which is why they are usually handled by three different people who never quite meet in the middle.
We work in the middle.
What we bring
Strategy
The question before the answer. We spend the first part of every engagement making sure the problem is the right one, because most bad decisions are correct answers to the wrong question.
Capital
The numbers and the narrative built together. Projections, market sizing, use of funds and the investor story, developed as one piece of work rather than handed between teams.
Research
Sector universes, competitive maps, peer benchmarks and company deep-dives. We go past reported financials to the capabilities, structures and economics underneath them.
Data & quant
Screens, trackers, dashboards and models built to be used more than once — so the intelligence keeps working after the engagement ends.
Selected work
Five problems, five sectors, one kind of thinking.
Reframing a payments business as financial infrastructure
An education fintech whose opportunity was larger than the category it was being read as.
Education fintech02Deciding what a company with many capabilities should be known for
AI infrastructure for e-commerce — try-on, digital twins, generated imagery and video.
AI commerce03Reading a business the financial statements don't explain
A listed industrial manufacturer, evaluated on capability rather than reported numbers.
Industrials04Turning a trillion-rupee sector into a comparable universe
Indian MSME credit — banks, NBFCs, fintech lenders and a long tail of listed names.
Financial services05Designing an incumbent's route through a technology shift
Lead-acid to lithium-ion, without breaking the economics that fund the transition.
Energy & manufacturingStart here
Start with the problem, not the brief.
The first conversation is usually about what the question actually is. That one is free, and it is often the most useful hour of the engagement.