Animesh Saxena, Finance Expert in London, United Kingdom
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Animesh Saxena

Verified Expert  in Finance

Management Consulting Expert

Location
London, United Kingdom
Toptal Member Since
December 29, 2021

Animesh is an investment professional with 15 years of experience in asset classes, including private equity, venture capital, real estate, listed equities, fixed income, structured products, and fund investments. He is an expert in PowerPoint, Excel, Macros, VBA, data feed, valuation, accounting, and compliance considerations. With his hands-on experience of full deal lifecycle management, Animesh successfully led several due diligence exercises.

Financial ForecastingExcel ExpertStartup Funding ConsultantMarket SegmentationMarket Research AnalystPricing ConsultingBudgeting ConsultantBusiness ResearchBusiness DevelopmentPrivate Equity ConsultantBusiness Plan ConsultingInvestment StrategyFundraising ConsultantInvestor Relations ConsultantInterim CFO

Career Highlights

Independent Consultant
Self-employed
Chief Investment Officer
Growmore Group
Investment Associate
Abu Dhabi Financial Group (now SHUAA)

Education Highlights

Master of Business Administration (MBA)
Indian Institute of Management
Bachelor's Degree
Indian Institute of Technology

Certification Highlights

Level 4 Diploma in Investment Advice (Financial Planning & Advice)
Chartered Institute for Securities & Investments, UK
Chartered Alternative Investment Analyst (CAIA)
Chartered Alternative Investment Analyst Association
Financial Risk Manager (FRM)
Global Association of Risk Professionals

Case Studies

Software Expertise

Excel 2016Microsoft PowerPoint

Other Expertise

Business Plan ConsultingExcel VBAFeasibility StudiesMergers & Acquisitions (M&A)Portfolio ManagementValuation

Work Experience

Independent Consultant

2021 - PRESENT
Self-employed
  • Assisted a deep tech B2B SaaS startup involving computer vision and intelligence, preparing its financial model, LTV/CAC schedules, projections, and a pitch deck including industry research, a funding strategy, and estimated TAM, SAM, and SOM.
  • Worked as a fractional and interim CFO for a Saudi hospitality tech startup, giving strategic advice, creating performance dashboards, optimizing the pricing engine, and handling budgeting, financial projections, pitch decks, and fundraising.
  • Acted as a pitch deck consultant for a digital bank and performed financial modeling for an EMEA-focused fintech startup.
  • Performed financial modeling as a pitch deck consultant for an insurance tech UAE-based fintech startup.
  • Advised the board of a mobility tech company with operations across the UK, UAE, and Oman. My involvement included strategic consulting, fundraising, B2C customer funneling, LTV/CAC pitch deck financial model analysis, and mergers and acquisitions.
  • Served as a non-executive director of a food tech business with operations in the UK. My involvement included fundraising consulting, pitch deck preparation, and transaction advisory.
Focus areas: Startup Consulting, M&A Modeling, M&A (Buy-side), M&A (Sell-side), M&A Strategy, M&A Earn-out Agreements, Early-stage Venture Capital, CFO, Interim CFO, Fractional CFO, Pitch Presentations, Pitch Decks, Pitch Deck Consultant, Financial Modeling, Five-year Projections, Revenue & Expense Projections, Transaction Advisory, Transaction Modeling, Transaction Structuring, Due Diligence, Due Diligence Consultant, M&A Due Diligence (Financial), Valuation, DCF Valuation, Private Company Valuation, Startup Funding, Startups, Funding Strategy, Early-stage Funding, Angel/Seed Funding, Funding Process, Venture Funding, Funding Presentations, Presentations, Investor Presentations, Financial Presentations, Investment Memoranda, Loans & Lending, Accounting, Food & Beverage, Franchises, Pricing, Pricing Models, Tourism, Travel, Travel & Leisure, Social Media, Saudi Arabia, United Arab Emirates, Capital Raising, Structuring of Funds, Cryptocurrency, Excel Macros, Python, Insurance, Employee Stock Options, Employee Benefits, Medical Devices, Pricing Strategy, Competition Research, Cryptocurrency Exchanges, Capital Structuring, Cap Tables, Retail & Wholesale, Equity Raises, Debt Raises, Cost Accounting, Staffing, Equity Investment, Investment Consulting, Project Evaluation, Impact Investing, Energy, Credit/Debt, Hospitality, Renewables, Green Energy, Startup Funding Consultant, Profit & Loss (P&L), P&L Responsibility, Equity Research Analysis, Net Debt Analysis, Mobility, Electric Vehicles, NetSuite, Industrials, Excel Modeling, Social Impact, Inventory Management, Financial Risk Management, Financial Planning & Analysis (FP&A), Music, Public Companies, Microsoft Excel, Bookkeeping, Intuit QuickBooks, Growth Strategy, Marketing Plans, Project Leadership, Commercial Real Estate Finance (CREF), Go-to-market Plans, Mathematics, Statistics, Fund Management, Stock Trading, Trading, Equity Markets, Competitive Analysis, Price Analysis, Press Releases, Consulting, Anaplan, Subscription Pricing, Market Segmentation, Market Research Analyst, Nonprofits, Hotels & Lodging, Eastern Europe, Data, Pricing Consulting, Angel Investing, Consumer Products, Nutrition & Supplements, Health & Wellness, Holistic Wellness, Exercise & Fitness, Wellness, Statistical Analysis, Mobile Apps, Budgeting Consultant, Esports, Digital Video, Government Contracting, Biotechnology, Business Loans, Loans, Decentralized Finance (DeFi), Digital Product Development, Financial Risk Assessment, Financials, Risk & Compliance, Credit Underwriting, Reconciliation, Tax Accounting, Bank Reconciliation, GAP Analysis, Business Research, Competitive Intelligence, Customer Research, Audits, Complex Account Reconciliations, Inter-company Reconcilation, Turkey, Cloud, Internet of Things (IoT), Equity, Equity Capital, B2B Partnerships, Digital Media, SWOT Analysis, Information Memoranda, Western Europe, Investment Capital Raising, Growth Strategy Consultants, Equity Derivatives, Stock Market, Stock Analysis, Industry Analysis, Event Management, Events, Crowdfunding Consultant, Mortgages, Oil & Gas, Natural Gas, Carbon, Turnaround, Cost Reduction & Optimization, Profitability Analysis, Healthcare IT, Software, SME/SMB Financing, Small & Medium-sized Enterprises (SME), Trading Systems, Options Trading, Logistics & Supply Chain, Consolidation, Underwriting, Singapore, Data Rooms, Hong Kong, Tax Equity, Automotive, Waterfall Methodology, Portfolio Analysis, Competitor Analysis & Profiling, Marketing Research & Analysis, Rideshare Services, Key Performance Indicators (KPIs), US GAAP, Management, Argus, ERP Implementation, Cap Table Formation, Startup Growth Strategy Development, Foodtech, Food Delivery Services, Africa, Apps, Nigeria, Web Applications, Tokenization, Liquidity Pool, Monte Carlo Simulations, Capital Markets, Institutional Investors, Film & Television, Operations, Telemedicine, Growth, Telehealth, Performance, Medical Software, CleanTech, Series B, Growth Capital Raising, Business Intelligence (BI), Income Statements, Sports & Athletics, Sports, Platforms, Web Content, Equity Crowdfunding, Financial Writer, Crowdfunding Promotion, Crowdfunding, Investment Thesis, Environment, ESG, Business Services, COO, Google Sheets, Bitcoin, Ethereum, Crypto, Free Cash Flow (FCF), Structured Finance, Distribution, Proptech, Roadmaps, Furniture, Fixtures, & Equipment (FF&E), Enterprise, Small Business, Small Business Consultants, Small Business Management, Part-time CFO, Management Reports, Restaurants & Dining, Controller, Financial Reporting, Debt Analysis, Internal Financial Reporting, Presentation Design, Transportation & Logistics, Supply Chain, Hedge Fund Consultant, Debt, Cannabis, Marketing, Business Model Strategy, Construction, Business Development, Revenue Projections, Recruitment, Liquidation Analysis, Key Performance Metrics, Sensitivity Analysis, Growth Equity, Retail, Cash Flow Analysis, External Financial Reporting, Online Banking, Tracking, Revenue Strategy, Business Operations, Cash Management, Controllership, M&A Due Diligence (Technology), Professional Services, Chief Operations Officer (COO), Specialty Finance, FIG, Xero Accounting, Process Design, Policies & Procedures Compliance, For-profit Education, Education, Waste Management, Ecology, Apple Keynote, Account Management, Web3, Metaverse, Automation, Process Improvement, Business Processes, Electricity, Database as a Service (DBaaS), Housing Loans, Personal Finance, Company Formation, Data Centers, Home Construction, Return Analysis, Unit Economics, Equipment Finance, Hospitals, Value Proposition, Company Strategy, Virtual CFO, Product Launch, Drones, Financial Model Auditing, Auditing, Food, Insurance Technology (Insurtech), Healthtech, Agriculture, Performance Analysis, France, Profitability Optimization, Variance Reporting, Dental Care, Benchmarking, Dental Services Organizations, Invoices, VAT Return Preparation, Troubleshooting, Accounts Receivable, Accounts Payable, Business Partnerships, Strategic Partnerships, Private Equity Consultant, Vacation Rental Management, Short-term Investments, Customer Segmentation, Consolidated Reporting, Enterprise Software, Crowdsourcing, Virtual Reality (VR), Capitalization Tables, Agribusiness, Distressed/Special Situations, Corporate Finance Consultant, Business Proposals, Stock Price Analysis, Value Analysis, Artificial Intelligence (AI), High-tech Startups, Machine Learning, Beauty Products, Emerging Markets, Project Finance, Commercial Banking, Enterprise SaaS, Health Insurance, Capital, Psychology & Mental Health, Extended Reality (XR), Charity, Donations, Market Assessment, Grant Proposals, Platform as a Service (PaaS), Market Sizing, Lottery, Generative Pre-trained Transformers (GPT), Product Licensing, Convertible Debt, Incentive Plan Design, Incentive Simulations, Performance Improvement, Procurement, APIs, Amazon, Sportswear, Apparel & Accessories, Event Management Platforms

Chief Investment Officer

2019 - 2021
Growmore Group
  • Led the ADGM's FSRA-regulated 3C entity as the SEO and licensed director for an asset management business, providing leadership on operational excellence, team management, development of AUM, and product portfolio through counterparties.
  • Set up a team of over ten private bankers and investment advisers with a combined addressable client book worth over $1 billion, advising clients on investments across asset classes, including equities, bonds, funds, and structured products.
  • Invested the family office funds in tech investments by outsourcing alpha—taking LP positions in top quartile VC firms—and piggybacking or co-investing in portfolio companies of top-quartile VC firms.
  • Led several acquisitions providing full deal cycle management, including investment appraisal, due diligence, transaction structuring, documentation, share transfer mechanics, and closing considerations.
  • Managed the proprietary portfolio spread across listed equities, bonds, funds, structured products, private equity, and direct investments.
  • Developed and transitioned the exposure to alternative asset classes by proposing the changes to the board and executing the approved mandate.
  • Added new dimensions of exposure, driven by the evolving market dynamics, through a combination of outsourcing alpha, synthetic exposures, and tech-focused investments.
  • Set up and led the tech investment and venture studio arm—GM Tech registered in ADGM—leading regional tech and venture ecosystem.
  • Invested and incubated ventures across consumer tech, edtech, healthtech, NFT, gaming, social network apps, and ad tech.
  • Acted as the principal manager of GM Tech and assisted startups in strategy, financial modeling, fundraising, pitchbooks, analytics, TAM, SAM, SOM, customer acquisition and retention, monetizing strategy, product roadmap, and launch management.
Focus areas: Mergers & Acquisitions (M&A), Investments, Investment Portfolio Management, Startup Funding, Venture Capital, Startups, Investment Strategy, M&A Modeling, M&A (Buy-side), Cross-border M&A, Infographs, Presentations, Due Diligence, Family Office, Family Office Management, Fund Formation, Fund Accounting & Administration, Family Office Consultants, P&L Analysis, Private Equity Valuation, Financing, Board Presentations, Forecasting, Financial Planning & Analysis (FP&A), Market Research, Post-merger Integration, Integration, Strategy, Revenue & Expense Projections, Comparable Company Analysis, Early-stage Venture Capital, Pitch Decks, Investment Banking, Business Models, Business Modeling, Startup Consulting, Valuation, Gaming, Online Gaming, Video Games, Cash Flow Modeling, Financial Forecasting, Financial Statements, Operating Models, Wealth Management, Private Equity Secondaries, Pitch Deck Consultant, Early-stage Startups, Middle East, Investment Funds, Finance, Excel Expert, Dashboards, Dashboard Design, Data Analytics, Financial Reporting Dashboards, Market Research & Analysis, Valuation Modeling, Private Company Valuation, Fintech, Cash Flow Management, Investment Ideas, Investment Return Scenario Analysis, Financial Analysis, Seed Fundraising, Leveraged Buyout Modeling, Budgeting, Fundraising Consultant, Investments & Risk Management, Reporting, Storytelling, Series A, United Kingdom, Technology, Card Payments, Prepaid Debit Cards, Investor Relations Consultant, Three-statement Modeling, RiskMetrics, M&A (Sell-side), Funding Strategy, Investor Relations, Deal Structuring, Deal Review, Shareholders' Agreement (JVA), Term Sheet Advisory, M&A Earn-out Agreements, Joint Ventures, Fundraising Strategy, Asset Management, Hedge Funds, Pension Funds, Risk Modeling, CEO, CIO, Fintech Consultant, Leadership, Exit Strategy, Commercial Strategy, Total Addressable Market (TAM), Go-to-market Strategy, Luxury Industry, Marketplaces, Tableau, Looker, Large-scale Projects, Business Planning, Business Cases, Business Analysis, Analysis, Commercial Real Estate, Limited Partnerships, Partnerships, Residential Real Estate, Banking & Finance, Financial Markets, High Net Worth Individuals (HNWI), Private Banking, Strategic Planning & Execution, Business Strategy, Equity Research, Asset Allocation, Bloomberg Terminal, Capital Asset Pricing Model (CAPM), Solar, Renewable Energy, Clean Energy, Marketplace Platforms, Investor Presentations, REITs, Investment Memoranda, Real Estate Investment Trust (REIT), Blockchain, Term Sheet Negotiations, Loans & Lending, Accounting, P&L Management, QuickBooks Online, Xero, Food & Beverage, Franchises, Pricing, Pricing Models, Tourism, Travel, Travel & Leisure, Social Media, Saudi Arabia, United Arab Emirates, Biotech, India, Capital Raising, Structuring of Funds, Fund Structure, Cryptocurrency, Excel Macros, Python, Movies, Insurance, Leveraged Buyout (LBO), United States, Employee Stock Options, Employee Benefits, Medical Devices, Pricing Strategy, Competition Research, Cryptocurrency Exchanges, Capital Structuring, Waterfall Modeling, Cap Tables, FMCG, Retail & Wholesale, Equity Raises, Debt Raises, Cost Accounting, Staffing, Equity Investment, Investment Consulting, Project Evaluation, Impact Investing, Energy, Hospitality, Renewables, Green Energy, Startup Funding Consultant, Profit & Loss (P&L), P&L Responsibility, Equity Research Analysis, Net Debt Analysis, Mobility, Electric Vehicles, NetSuite, Industrials, Excel Modeling, Social Impact, Business to Government (B2G), Inventory Management, Financial Risk Management, Music, Public Companies, Microsoft Excel, Bookkeeping, Intuit QuickBooks, Growth Strategy, Marketing Plans, Leadership Strategy, Project Leadership, Commercial Real Estate Finance (CREF), Go-to-market Plans, Mathematics, Statistics, Stock Trading, Trading, Equity Markets, Competitive Analysis, Price Analysis, Press Releases, Consulting, Anaplan, Subscription Pricing, Market Segmentation, Market Research Analyst, Nonprofits, Hotels & Lodging, Eastern Europe, Data, Pricing Consulting, Angel Investing, Consumer Products, Nutrition & Supplements, Health & Wellness, Holistic Wellness, Exercise & Fitness, Wellness, Statistical Analysis, Mobile Apps, Budgeting Consultant, Esports, Digital Video, Government Contracting, Biotechnology, Business Loans, Loans, Decentralized Finance (DeFi), Digital Product Development, Financial Risk Assessment, Financials, Risk & Compliance, Credit Underwriting, Reconciliation, Tax Accounting, Bank Reconciliation, GAP Analysis, Business Research, Competitive Intelligence, Customer Research, Audits, Complex Account Reconciliations, Inter-company Reconcilation, Turkey, Cloud, Internet of Things (IoT), Equity, Equity Capital, B2B Partnerships, Digital Media, SWOT Analysis, Information Memoranda, Western Europe, Investment Capital Raising, Growth Strategy Consultants, Equity Derivatives, Stock Market, Stock Analysis, Industry Analysis, Event Management, Events, Crowdfunding Consultant, Mortgages, Oil & Gas, Natural Gas, Carbon, Turnaround, Cost Reduction & Optimization, Profitability Analysis, Healthcare IT, Software, SME/SMB Financing, Small & Medium-sized Enterprises (SME), Trading Systems, Options Trading, Logistics & Supply Chain, Consolidation, Underwriting, Singapore, Data Rooms, Hong Kong, Tax Equity, Automotive, Waterfall Methodology, Portfolio Analysis, Competitor Analysis & Profiling, Marketing Research & Analysis, Rideshare Services, Key Performance Indicators (KPIs), US GAAP, Management, Argus, ERP Implementation, Cap Table Formation, Startup Growth Strategy Development, Foodtech, Food Delivery Services, Africa, Apps, Nigeria, Web Applications, Tokenization, Liquidity Pool, Monte Carlo Simulations, Capital Markets, Institutional Investors, Film & Television, Operations, Telemedicine, Growth, Telehealth, Performance, Medical Software, CleanTech, Series B, Growth Capital Raising, Business Intelligence (BI), Income Statements, Sports & Athletics, Sports, Platforms, Web Content, Equity Crowdfunding, Financial Writer, Crowdfunding Promotion, Crowdfunding, Investment Thesis, Environment, ESG, Business Services, COO, Google Sheets, Bitcoin, Ethereum, Crypto, Free Cash Flow (FCF), Structured Finance, Distribution, Proptech, Roadmaps, Furniture, Fixtures, & Equipment (FF&E), Enterprise, Small Business, Small Business Consultants, Small Business Management, Part-time CFO, Management Reports, Restaurants & Dining, Controller, Financial Reporting, Debt Analysis, Internal Financial Reporting, Presentation Design, Transportation & Logistics, Supply Chain, Hedge Fund Consultant, Debt, Cannabis, Marketing, Business Model Strategy, Construction, Business Development, Revenue Projections, Recruitment, Liquidation Analysis, Key Performance Metrics, Sensitivity Analysis, Growth Equity, Retail, Cash Flow Analysis, External Financial Reporting, Online Banking, Tracking, Revenue Strategy, Business Operations, Cash Management, Controllership, M&A Due Diligence (Technology), Professional Services, Chief Operations Officer (COO), Specialty Finance, FIG, Xero Accounting, Process Design, Policies & Procedures Compliance, For-profit Education, Education, Waste Management, Ecology, Apple Keynote, Account Management, Web3, Metaverse, Automation, Process Improvement, Business Processes, Due Diligence Consultant, M&A Due Diligence (Financial), Electricity, Database as a Service (DBaaS), Housing Loans, Personal Finance, Company Formation, Data Centers, Home Construction, Return Analysis, Unit Economics, Equipment Finance, Hospitals, Value Proposition, Company Strategy, Virtual CFO, Product Launch, Launch Strategy, Drones, Financial Model Auditing, Auditing, Food, Insurance Technology (Insurtech), Healthtech, Agriculture, Performance Analysis, France, Profitability Optimization, Variance Reporting, Dental Care, Benchmarking, Dental Services Organizations, Invoices, VAT Return Preparation, Troubleshooting, Accounts Receivable, Accounts Payable, Business Partnerships, Strategic Partnerships, Private Equity Consultant, Vacation Rental Management, Short-term Investments, Customer Segmentation, Consolidated Reporting, Enterprise Software, Crowdsourcing, Angel/Seed Funding, Virtual Reality (VR), Capitalization Tables, Agribusiness, Distressed/Special Situations, Corporate Finance Consultant, Business Proposals, Stock Price Analysis, Value Analysis, Artificial Intelligence (AI), High-tech Startups, Machine Learning, Beauty Products, Emerging Markets, Project Finance, Commercial Banking, Trade Finance, Enterprise SaaS, Health Insurance, Capital, Psychology & Mental Health, Extended Reality (XR), Charity, Donations, Market Assessment, Grant Proposals, Platform as a Service (PaaS), Market Sizing, Lottery, Generative Pre-trained Transformers (GPT), Product Licensing, Convertible Debt, Incentive Plan Design, Incentive Simulations, Performance Improvement, Procurement, APIs, Amazon, Sportswear, Apparel & Accessories, Event Management Platforms

Chief Investment Officer

2018 - 2019
Systematix
  • Set up a proprietary license to consolidate two families' wealth; provided leadership, management, and investment expertise in investment policy and asset allocation; and decided on tactical asset allocations within the allocation policy ranges.
  • Developed a risk-based approach to liquid exposure, targeting complex structured products and derivatives in the commodities space.
  • Managed the private equity investment in a chain of nurseries, providing strategic leadership and corporate governance.
  • Secured real estate investments in the UK and UAE through micro-market analysis and market research. I also secured off-market foreclosed assets.
  • Assisted in disposing of a $500 million ready-mixed business with assets across the GCC.
  • Helped dispose of a $100 million construction business, including contracting, MEP, and steel and aluminum manufacturing.
Focus areas: Investments, Portfolio Management, Commodities, Derivatives, Venture Capital, Startups, Investment Strategy, M&A Modeling, M&A (Buy-side), Cross-border M&A, Infographs, Presentations, Due Diligence, Family Office, Family Office Management, Fund Formation, Family Office Consultants, P&L Analysis, Private Equity Valuation, Forecasting, Financial Planning & Analysis (FP&A), Market Research, Strategy, Revenue & Expense Projections, Comparable Company Analysis, Early-stage Venture Capital, Pitch Decks, Investment Banking, Business Models, Business Modeling, Startup Consulting, Valuation, Cash Flow Modeling, Financial Forecasting, Financial Statements, Operating Models, Wealth Management, Private Equity Secondaries, Pitch Deck Consultant, Early-stage Startups, Middle East, Investment Funds, Finance, Excel Expert, Dashboards, Dashboard Design, Data Analytics, Financial Reporting Dashboards, Market Research & Analysis, Valuation Modeling, Private Company Valuation, Fintech, Cash Flow Management, Investment Ideas, Investment Return Scenario Analysis, Financial Analysis, Seed Fundraising, Budgeting, Fundraising Consultant, Investments & Risk Management, Reporting, Storytelling, Series A, United Kingdom, Technology, Card Payments, Prepaid Debit Cards, Investor Relations Consultant, Three-statement Modeling, RiskMetrics, M&A (Sell-side), Funding Strategy, Investor Relations, Deal Structuring, Deal Review, Shareholders' Agreement (JVA), Term Sheet Advisory, M&A Earn-out Agreements, Joint Ventures, SEO Tools, Fundraising Strategy, Asset Management, Hedge Funds, Pension Funds, Risk Modeling, CEO, CIO, Fintech Consultant, Leadership, Exit Strategy, Commercial Strategy, Total Addressable Market (TAM), Go-to-market Strategy, Marketplaces, Tableau, Looker, Large-scale Projects, Business Planning, Business Cases, Business Analysis, Analysis, Commercial Real Estate, Limited Partnerships, Partnerships, Residential Real Estate, Startup Funding, Banking & Finance, Financial Markets, High Net Worth Individuals (HNWI), Private Banking, Strategic Planning & Execution, Business Strategy, Investment Portfolio Management, Equity Research, Asset Allocation, Bloomberg Terminal, Capital Asset Pricing Model (CAPM), Marketplace Platforms, Investor Presentations, Investment Memoranda, Blockchain, Blockchain & Cryptocurrency, Non-fungible Tokens (NFT), UK GAAP, Accounting, P&L Management, QuickBooks Online, Xero, Food & Beverage, Franchises, Tourism, Travel, Travel & Leisure, eCommerce, Direct to Consumer (D2C), LTV, Confidential Information Memorandum (CIM), Subscriptions, Social Media, Investment Briefs, Human Resource Management Systems (HRMS), Saudi Arabia, United Arab Emirates, Biotech, India, News, Capital Raising, Structuring of Funds, Fund Structure, Cryptocurrency, Excel Macros, Python, Movies, Insurance, Leveraged Buyout (LBO), United States, Employee Stock Options, Employee Benefits, Medical Devices, Pricing Strategy, Pricing, Competition Research, Cryptocurrency Exchanges, Capital Structuring, Waterfall Modeling, Cap Tables, FMCG, Retail & Wholesale, Equity Raises, Debt Raises, Cost Accounting, Staffing, Equity Investment, Investment Consulting, Project Evaluation, Impact Investing, Energy, Credit/Debt, Hospitality, Renewables, Green Energy, Startup Funding Consultant, Profit & Loss (P&L), P&L Responsibility, Equity Research Analysis, Net Debt Analysis, Mobility, Electric Vehicles, NetSuite, Industrials, Excel Modeling, Social Impact, Business to Government (B2G), Inventory Management, Financial Risk Management, Music, Public Companies, Microsoft Excel, Bookkeeping, Intuit QuickBooks, Growth Strategy, Marketing Plans, Leadership Strategy, Project Leadership, Commercial Real Estate Finance (CREF), Go-to-market Plans, Mathematics, Statistics, Fund Management, Stock Trading, Trading, Equity Markets, Competitive Analysis, Price Analysis, Press Releases, Consulting, Anaplan, Subscription Pricing, Market Segmentation, Market Research Analyst, Nonprofits, Hotels & Lodging, Eastern Europe, Data, Pricing Consulting, Angel Investing, Consumer Products, Nutrition & Supplements, Health & Wellness, Holistic Wellness, Exercise & Fitness, Wellness, Statistical Analysis, Mobile Apps, Budgeting Consultant, Esports, Digital Video, Government Contracting, Biotechnology, Business Loans, Loans, Decentralized Finance (DeFi), Digital Product Development, Financial Risk Assessment, Financials, Risk & Compliance, Credit Underwriting, Reconciliation, Tax Accounting, Bank Reconciliation, GAP Analysis, Business Research, Competitive Intelligence, Customer Research, Audits, Complex Account Reconciliations, Inter-company Reconcilation, Turkey, Cloud, Internet of Things (IoT), Equity, Equity Capital, B2B Partnerships, Digital Media, SWOT Analysis, Information Memoranda, Western Europe, Investment Capital Raising, Growth Strategy Consultants, Equity Derivatives, Stock Market, Stock Analysis, Industry Analysis, Event Management, Events, Crowdfunding Consultant, Mortgages, Oil & Gas, Natural Gas, Carbon, Turnaround, Cost Reduction & Optimization, Profitability Analysis, Healthcare IT, Software, SME/SMB Financing, Small & Medium-sized Enterprises (SME), Trading Systems, Options Trading, Logistics & Supply Chain, Consolidation, Underwriting, Singapore, Data Rooms, Hong Kong, Tax Equity, Automotive, Waterfall Methodology, Portfolio Analysis, Competitor Analysis & Profiling, Marketing Research & Analysis, Rideshare Services, Key Performance Indicators (KPIs), US GAAP, Management, Argus, ERP Implementation, Cap Table Formation, Startup Growth Strategy Development, Foodtech, Food Delivery Services, Africa, Apps, Nigeria, Web Applications, Tokenization, Liquidity Pool, Monte Carlo Simulations, Capital Markets, Institutional Investors, Film & Television, Operations, Telemedicine, Growth, Telehealth, Performance, Medical Software, CleanTech, Series B, Growth Capital Raising, Business Intelligence (BI), Income Statements, Sports & Athletics, Sports, Platforms, Web Content, Equity Crowdfunding, Financial Writer, Crowdfunding Promotion, Crowdfunding, Investment Thesis, Environment, ESG, Business Services, COO, Google Sheets, Bitcoin, Ethereum, Crypto, Free Cash Flow (FCF), Structured Finance, Distribution, Proptech, Roadmaps, Furniture, Fixtures, & Equipment (FF&E), Enterprise, Small Business, Small Business Consultants, Small Business Management, Part-time CFO, Management Reports, Restaurants & Dining, Controller, Financial Reporting, Debt Analysis, Internal Financial Reporting, Presentation Design, Transportation & Logistics, Supply Chain, Hedge Fund Consultant, Debt, Cannabis, Marketing, Business Model Strategy, Construction, Business Development, Revenue Projections, Recruitment, Liquidation Analysis, Key Performance Metrics, Sensitivity Analysis, Growth Equity, Retail, Cash Flow Analysis, External Financial Reporting, Online Banking, Tracking, Revenue Strategy, Business Operations, Cash Management, Controllership, M&A Due Diligence (Technology), Professional Services, Chief Operations Officer (COO), Specialty Finance, FIG, Xero Accounting, Process Design, Policies & Procedures Compliance, For-profit Education, Education, Waste Management, Ecology, Apple Keynote, Account Management, Web3, Metaverse, Process Improvement, Business Processes, Due Diligence Consultant, M&A Due Diligence (Financial), Electricity, Database as a Service (DBaaS), Housing Loans, Personal Finance, Company Formation, Data Centers, Home Construction, Return Analysis, Unit Economics, Equipment Finance, Hospitals, Value Proposition, Company Strategy, Virtual CFO, Product Launch, Launch Strategy, Drones, Financial Model Auditing, Auditing, Food, Insurance Technology (Insurtech), Healthtech, Agriculture, Performance Analysis, France, Profitability Optimization, Variance Reporting, Dental Care, Benchmarking, Dental Services Organizations, Invoices, VAT Return Preparation, Troubleshooting, Accounts Receivable, Accounts Payable, Business Partnerships, Strategic Partnerships, Private Equity Consultant, Vacation Rental Management, Short-term Investments, Customer Segmentation, Consolidated Reporting, Enterprise Software, Crowdsourcing, Angel/Seed Funding, Virtual Reality (VR), Capitalization Tables, Agribusiness, Distressed/Special Situations, Corporate Finance Consultant, Business Proposals, Stock Price Analysis, Value Analysis, Artificial Intelligence (AI), High-tech Startups, Machine Learning, Beauty Products, Emerging Markets, Project Finance, Commercial Banking, Trade Finance, Enterprise SaaS, Health Insurance, Capital, Psychology & Mental Health, Extended Reality (XR), Charity, Donations, Market Assessment, Grant Proposals, Platform as a Service (PaaS), Market Sizing, Lottery, Generative Pre-trained Transformers (GPT), Product Licensing, Convertible Debt, Incentive Plan Design, Incentive Simulations, Performance Improvement, Procurement, APIs, Amazon, Sportswear, Apparel & Accessories, Event Management Platforms

VP of Alternative Investments

2016 - 2018
Finance House Securities
  • Led the investment team in managing portfolios invested across listed equities, fixed income, real estate, private equity, and fund investments, including divestments of legacy investments and the company's AED 1.4 billion proprietary portfolios.
  • Proposed and implemented the cross-asset allocation strategies, identified suitable macro-strategies during 2016—Brexit, the US elections, and OPEC production cuts—optimized the portfolio strategies, and performed the P/E and subsidiaries analysis.
  • Designed and implemented a proprietary alternative investment strategy for the listed equities based on a combination of fundamental and technical frameworks upon successful backtesting.
  • Appraised the potential investments and divestments; authored the internal investment memos and white papers for the investment committee and board.
  • Sourced and led several investments across real estate, private equity, and pre-IPO.
  • Underwrote several structured products and initiated short-term trading based on the technical and quantitative framework that was the company's first-ever initiative.
  • Contributed to tech ventures, such as coin offerings, tokenization in the donation and crowdfunding space, and gamification.
Focus areas: Portfolio Management, Alternative Investments, Equities, Fixed Income, Real Estate, Venture Capital, Startups, Investment Strategy, M&A Modeling, M&A (Buy-side), Cross-border M&A, Infographs, Presentations, Due Diligence, Fund Formation, P&L Analysis, Private Equity Valuation, Board Presentations, Forecasting, Financial Planning & Analysis (FP&A), Market Research, Strategy, Revenue & Expense Projections, Comparable Company Analysis, Early-stage Venture Capital, Pitch Decks, Investment Banking, Business Models, Business Modeling, Startup Consulting, Valuation, Cash Flow Modeling, Financial Forecasting, Financial Statements, Operating Models, Wealth Management, Private Equity Secondaries, Middle East, Investment Funds, Finance, Excel Expert, Data Visualization, Dashboards, Dashboard Design, Data Analytics, Financial Reporting Dashboards, Market Research & Analysis, Valuation Modeling, Private Company Valuation, Fintech, Cash Flow Management, Consumer Loans, Credit Risk, Investment Ideas, Investment Return Scenario Analysis, Financial Analysis, Seed Fundraising, Budgeting, Fundraising Consultant, Investments & Risk Management, Reporting, Storytelling, Series A, Technology, Investor Relations Consultant, Three-statement Modeling, RiskMetrics, M&A (Sell-side), Funding Strategy, Investor Relations, Deal Structuring, Deal Review, Shareholders' Agreement (JVA), Term Sheet Advisory, M&A Earn-out Agreements, Joint Ventures, SEO Tools, Fundraising Strategy, Asset Management, Hedge Funds, Pension Funds, Risk Modeling, Fintech Consultant, Leadership, Exit Strategy, Commercial Strategy, Total Addressable Market (TAM), Go-to-market Strategy, Marketplaces, Tableau, Looker, Large-scale Projects, Business Planning, Business Cases, Business Analysis, Analysis, Commercial Real Estate, Limited Partnerships, Partnerships, Residential Real Estate, Startup Funding, Banking & Finance, Financial Markets, High Net Worth Individuals (HNWI), Private Banking, Strategic Planning & Execution, Business Strategy, Investment Portfolio Management, Equity Research, Asset Allocation, Bloomberg Terminal, Capital Asset Pricing Model (CAPM), Solar, Renewable Energy, Marketplace Platforms, Investor Presentations, REITs, Investment Memoranda, Real Estate Investment Trust (REIT), Accounting, Cash Flow, Xero, Food & Beverage, Franchises, Pricing Models, eCommerce, LTV, Confidential Information Memorandum (CIM), Subscriptions, Investment Analysis, Investment Briefs, Human Resource Management Systems (HRMS), United Arab Emirates, Biotech, India, Capital Raising, Structuring of Funds, Fund Structure, Cryptocurrency, Excel Macros, Python, Movies, Insurance, Leveraged Buyout (LBO), United States, Pricing Strategy, Cryptocurrency Exchanges, Capital Structuring, Waterfall Modeling, FMCG, Debt Raises, Cost Accounting, Equity Investment, Investment Consulting, Project Evaluation, Impact Investing, Renewables, Green Energy, Startup Funding Consultant, Profit & Loss (P&L), P&L Responsibility, Equity Research Analysis, Net Debt Analysis, NetSuite, Industrials, Excel Modeling, Business to Government (B2G), Public Companies, Microsoft Excel, Bookkeeping, Intuit QuickBooks, Growth Strategy, Marketing Plans, Leadership Strategy, Commercial Real Estate Finance (CREF), Go-to-market Plans, Mathematics, Statistics, Fund Management, Stock Trading, Trading, Equity Markets, Competitive Analysis, Price Analysis, Press Releases, Consulting, Anaplan, Subscription Pricing, Market Segmentation, Market Research Analyst, Nonprofits, Data, Pricing Consulting, Angel Investing, Exercise & Fitness, Wellness, Statistical Analysis, Mobile Apps, Budgeting Consultant, Esports, Digital Video, Government Contracting, Biotechnology, Business Loans, Loans, Decentralized Finance (DeFi), Digital Product Development, Financial Risk Assessment, Financials, Risk & Compliance, Credit Underwriting, Reconciliation, Tax Accounting, Bank Reconciliation, GAP Analysis, Business Research, Competitive Intelligence, Customer Research, Audits, Complex Account Reconciliations, Inter-company Reconcilation, Cloud, Internet of Things (IoT), Equity, Equity Capital, B2B Partnerships, Digital Media, SWOT Analysis, Information Memoranda, Western Europe, Investment Capital Raising, Growth Strategy Consultants, Industry Analysis, Event Management, Events, Crowdfunding Consultant, Mortgages, Oil & Gas, Natural Gas, Carbon, Turnaround, Cost Reduction & Optimization, Profitability Analysis, Healthcare IT, Software, SME/SMB Financing, Small & Medium-sized Enterprises (SME), Trading Systems, Options Trading, Logistics & Supply Chain, Consolidation, Underwriting, Singapore, Data Rooms, Hong Kong, Tax Equity, Automotive, Waterfall Methodology, Portfolio Analysis, Competitor Analysis & Profiling, Marketing Research & Analysis, Key Performance Indicators (KPIs), US GAAP, Management, Argus, ERP Implementation, Cap Table Formation, Startup Growth Strategy Development, Foodtech, Food Delivery Services, Africa, Apps, Nigeria, Web Applications, Tokenization, Monte Carlo Simulations, Capital Markets, Institutional Investors, Film & Television, Operations, Telemedicine, Growth, Telehealth, Performance, Medical Software, CleanTech, Series B, Growth Capital Raising, Business Intelligence (BI), Income Statements, Sports & Athletics, Sports, Platforms, Web Content, Equity Crowdfunding, Financial Writer, Crowdfunding Promotion, Crowdfunding, Investment Thesis, Environment, ESG, Business Services, Google Sheets, Bitcoin, Ethereum, Crypto, Structured Finance, Distribution, Proptech, Roadmaps, Furniture, Fixtures, & Equipment (FF&E), Enterprise, Part-time CFO, Management Reports, Restaurants & Dining, Controller, Financial Reporting, Debt Analysis, Internal Financial Reporting, Presentation Design, Transportation & Logistics, Hedge Fund Consultant, Debt, Marketing, Business Model Strategy, Construction, Business Development, Revenue Projections, Recruitment, Liquidation Analysis, Key Performance Metrics, Sensitivity Analysis, Growth Equity, Retail, Cash Flow Analysis, External Financial Reporting, Online Banking, Tracking, Revenue Strategy, Business Operations, Cash Management, M&A Due Diligence (Technology), Professional Services, Chief Operations Officer (COO), Specialty Finance, FIG, Xero Accounting, Process Design, Policies & Procedures Compliance, For-profit Education, Education, Waste Management, Ecology, Apple Keynote, Account Management, Web3, Metaverse, Automation, Process Improvement, Business Processes, Due Diligence Consultant, M&A Due Diligence (Financial), Electricity, Database as a Service (DBaaS), Housing Loans, Personal Finance, Company Formation, Data Centers, Home Construction, Return Analysis, Unit Economics, Equipment Finance, Hospitals, Value Proposition, Company Strategy, Virtual CFO, Launch Strategy, Drones, Financial Model Auditing, Auditing, Food, Insurance Technology (Insurtech), Agriculture, Performance Analysis, France, Profitability Optimization, Variance Reporting, Dental Care, Benchmarking, Dental Services Organizations, Invoices, VAT Return Preparation, Troubleshooting, Accounts Receivable, Accounts Payable, Business Partnerships, Private Equity Consultant, Vacation Rental Management, Customer Segmentation, Consolidated Reporting, Angel/Seed Funding, Virtual Reality (VR), Capitalization Tables, Agribusiness, Distressed/Special Situations, Corporate Finance Consultant, Business Proposals, Artificial Intelligence (AI), High-tech Startups, Machine Learning, Beauty Products, Emerging Markets, Project Finance, Commercial Banking, Trade Finance, Enterprise SaaS, Health Insurance, Capital, Psychology & Mental Health, Extended Reality (XR), Charity, Donations, Market Assessment, Grant Proposals, Platform as a Service (PaaS), Market Sizing, Lottery, Generative Pre-trained Transformers (GPT), Product Licensing, Convertible Debt, Incentive Plan Design, Incentive Simulations, Performance Improvement, APIs, Amazon, Sportswear, Apparel & Accessories, Event Management Platforms

Investment Associate

2013 - 2016
Abu Dhabi Financial Group (now SHUAA)
  • Completed six acquisitions, including a reverse takeover and an open offer and cash box acquisition on LSE-AIM (end-to-end deal cycle management and post-investment support), and two exits.
  • Appraised the investment proposals—research, detailed financial modeling, and structuring—built a view on valuations, and authored the internal investment memorandums for the investment committee and board.
  • Oversaw financial, technical, and legal due diligence—VDR, queries, and information management—transaction structuring and documentation, including the term sheets, LOI, sale-purchase agreements, shareholder agreements, and asset sale agreements.
  • Created multiple reports and financial models for acquiring shares of listed companies with recommendations or price per share bids that analyze the balance sheet, business model, macro-economic parameters, financial modeling, and forecasting.
  • Authored the investment memos, attended the board meetings, prepared the quarterly reports, and coordinated with the nominated advisor and fund administrator.
  • Monitored and managed the investee companies, including the strategy roadmaps, board packs, execution of approved action items via close engagement with the project and managing teams, and drafting updates for the principals and board.
  • Supervised the reporting and managed a fund administrators team to maintain NAVs, manage accounts, and work closely with auditors for annual auditing of the funds.
  • Assisted in startup consulting and mentorship for fundraising, business performance appraisal, financial modeling, operating models, unit economics, user acquisition, user conversion, and user retention.
Focus areas: Mergers & Acquisitions (M&A), Reverse Mergers, Private Equity, Fund of Funds, Startups, Venture Capital, Investment Strategy, M&A Modeling, M&A (Buy-side), Cross-border M&A, Presentations, Due Diligence, Fund Formation, Fund Accounting & Administration, P&L Analysis, Private Equity Valuation, Board Presentations, Fundraising, Forecasting, Financial Planning & Analysis (FP&A), Market Research, Integration, Post-merger Integration, Strategy, Revenue & Expense Projections, Comparable Company Analysis, Early-stage Venture Capital, Pitch Decks, Investment Banking, Business Models, Business Modeling, Startup Consulting, Valuation, Cash Flow Modeling, Financial Forecasting, Financial Statements, Operating Models, Private Equity Secondaries, Middle East, Augmented Reality (AR), Investment Funds, Finance, Excel Expert, Data Visualization, Dashboards, Dashboard Design, Data Analytics, Financial Reporting Dashboards, Market Research & Analysis, Valuation Modeling, Private Company Valuation, Cash Flow Management, Consumer Loans, Credit Risk, Data Analysis, Investment Ideas, Investment Return Scenario Analysis, Financial Analysis, Strategic Planning, Leveraged Buyout Modeling, Budgeting, Fundraising Consultant, Reporting, Storytelling, Series A, United Kingdom, Technology, Investor Relations Consultant, Three-statement Modeling, RiskMetrics, M&A (Sell-side), Funding Strategy, Investor Relations, Deal Structuring, Deal Review, Shareholders' Agreement (JVA), Term Sheet Advisory, M&A Earn-out Agreements, Joint Ventures, SEO Tools, Asset Management, Hedge Funds, Pension Funds, Risk Modeling, Fintech Consultant, Commercial Strategy, Luxury Industry, Business Cases, Business Analysis, Analysis, Commercial Real Estate, Limited Partnerships, Partnerships, Residential Real Estate, Startup Funding, Banking & Finance, Financial Markets, High Net Worth Individuals (HNWI), Private Banking, Strategic Planning & Execution, Business Strategy, Investment Portfolio Management, Equity Research, Asset Allocation, Bloomberg Terminal, Capital Asset Pricing Model (CAPM), Clean Energy, Marketplace Platforms, Investor Presentations, REITs, Investment Memoranda, Real Estate Investment Trust (REIT), Entertainment & Leisure, Accounting, Cash Flow, P&L Management, QuickBooks Online, Food & Beverage, Franchises, Fashion, eCommerce, Direct to Consumer (D2C), Vietnam, Excel 365, Customer Acquisition Cost (CAC), Real Estate Development, Credit Analysis, Confidential Information Memorandum (CIM), Subscriptions, Investment Analysis, Investment Committee Advisory, Investment Briefs, HR Tools, Human Resource Management Systems (HRMS), United Arab Emirates, Manufacturing, Capital Raising, Fund Structure, Cryptocurrency, Insurance, Cost Accounting, Investment Consulting, Project Evaluation, P&L Responsibility, Business to Government (B2G), Microsoft Excel, Fund Management, Stock Trading, Trading, Equity Markets, Consulting, Wellness, Statistical Analysis, Budgeting Consultant, Esports, Government Contracting, Credit Underwriting, B2B Partnerships, Turnaround, Key Performance Indicators (KPIs), Restaurants & Dining, Corporate Finance Consultant

Senior Financial Analyst

2012 - 2013
Saeed & Mohammed Al Naboodah Group
  • Acted as a part of the investment team at the family office of Mohammed Juma Al Naboodah.
  • Managed the proprietary multi-asset and multi-strategy portfolio.
  • Identified and evaluated investments in SMEs and real estate; set up new ventures and projects.
Focus areas: Investments, Investment Strategy, Presentations, Due Diligence, Fund Formation, Private Equity Valuation, Business Models, Business Modeling, Valuation, Cash Flow Modeling, Financial Forecasting, Financial Statements, Operating Models, Middle East, Investment Funds, Finance, Excel Expert, Data Visualization, Dashboards, Dashboard Design, Market Research & Analysis, Valuation Modeling, Private Company Valuation, Cash Flow Management, Data Analysis, Financial Analysis, Strategic Planning, Leveraged Buyout Modeling, Budgeting, Fundraising Consultant, Reporting, Storytelling, Three-statement Modeling, RiskMetrics, Deal Structuring, Deal Review, Shareholders' Agreement (JVA), Term Sheet Advisory, Joint Ventures, Commercial Strategy, Business Cases, Business Analysis, Analysis, Equity Research, Asset Allocation, Bloomberg Terminal, Capital Asset Pricing Model (CAPM), Investor Presentations, Investment Memoranda, Entertainment & Leisure, Accounting, Cash Flow, Fashion, Direct to Consumer (D2C), Excel 365, Customer Acquisition Cost (CAC), Healthcare, Real Estate Development, Credit Analysis, Import/Export, Trade, Online Media, Investment Analysis, Investment Committee Advisory, Deal Sourcing, Investment Briefs, HR Tools, Manufacturing

Senior Associate

2011 - 2012
KPMG
  • Acted as a member of transaction advisory practice for corporate and private equity clients; advised on raising or restructuring capital, buying or selling a business, modeling, commercial due diligence for equity or debt fundraising, and M&A.
  • Advised on M&A between six leading construction companies in KSA, including the quantitative assessment of post-integration synergies, development of merger integration roadmap, merger strategy, and consolidated business plan for the merged entity.
  • Provided the investment strategy advising to a regional investment house, including the development of fund strategy, vision and mission, opportunity assessment, and investment analysis followed by detailed feasibility studies for each opportunity.
  • Developed several business plans, investment memorandums, pitch books, and feasibility studies with detailed financial assessment and valuation.
Focus areas: Commercial Due Diligence, Feasibility Studies, Initial Public Offerings, Private Placements, Mergers & Acquisitions (M&A), Capital Investment Appraisals, Business Plan Consulting, Infographs, Presentations, Due Diligence, Integration, Post-merger Integration, Business Models, Business Modeling, Valuation, Cash Flow Modeling, Financial Forecasting, Financial Statements, Operating Models, Management Consulting, Finance, Excel Expert, Market Research & Analysis, Valuation Modeling, Private Company Valuation, Data Analysis, Strategic Planning, Leveraged Buyout Modeling, Fundraising Consultant, Shareholders' Agreement (JVA), Term Sheet Advisory, Luxury Industry, Analysis, Equity Research, Clean Energy, Technology, Investor Presentations, Investment Memoranda, Entertainment & Leisure, Accounting, Cash Flow, P&L Management, Fashion, Direct to Consumer (D2C), Excel 365, Customer Acquisition Cost (CAC), Healthcare, Real Estate Development, Credit Analysis, Import/Export, Trade, Online Media, Investment Analysis, Investment Committee Advisory, Deal Sourcing, HR Tools, Manufacturing

Analyst

2008 - 2011
Sahara India Pariwar
  • Oversaw investment analyses, valuations, preparation of pitch books, and coordination of investment executions as a part of the strategic and corporate finance advisory team led by the CFO, reporting directly to the chairman and managing director.
  • Participated in M&A activities, including the £500 million acquisition of the Grosvenor House luxury hotel in London, the $575 million acquisition of the Plaza luxury hotel in New York, and the $370 million acquisition of the Pune Warriors franchise.
  • Filed with appropriate regulators the $750 million IPO of a leading real estate company and completed the $200 million NCD issuance process for a hospitality company.
  • Developed a financial model and assisted in the valuation and drafting of a prospectus, filing the offering with the regulator, addressing queries from the regulators, and coordinating with the investment bankers.
  • Streamlined access to additional capital through a public offering, considering access to capital is restricted to banks and a limited set of investors. The IPO and NCD led to a larger capital pool from a diversified group of investors.
  • Participated in the $2 billion acquisition of a global media and entertainment company headquartered out of the US and undergoing chapter 11 bankruptcy. I conducted due diligence, target valuation, and deal structuring.
  • Worked on the turnaround of an Indian media and entertainment company, including sell-side M&A and acquisition of a gaming and animation studio.
Focus areas: Mergers & Acquisitions (M&A), Infographs, Presentations, Due Diligence, Business Models, Business Modeling, Valuation, Cash Flow Modeling, Financial Forecasting, Financial Statements, Operating Models, Management Consulting, Finance, Excel Expert, Market Research & Analysis, Valuation Modeling, Private Company Valuation, Strategic Planning, Leveraged Buyout Modeling, Fundraising Consultant, Shareholders' Agreement (JVA), Term Sheet Advisory, Analysis, Equity Research, Solar, Renewable Energy, Clean Energy, Investor Presentations, Media, Gaming, Investment Memoranda, Accounting, P&L Management, Fashion, Direct to Consumer (D2C), Customer Acquisition Cost (CAC), Healthcare, Real Estate Development, Credit Analysis, Import/Export, Trade, Online Media, Investment Committee Advisory, Deal Sourcing
2006 - 2008

Master of Business Administration (MBA) in Finance

Indian Institute of Management - Lucknow, India

2002 - 2006

Bachelor's Degree in Aerospace Engineering

Indian Institute of Technology - Kharagpur, India

DECEMBER 2021 - PRESENT

Investment, Risk & Taxation

Chartered Institute for Securities & Investments, UK

DECEMBER 2021 - PRESENT

UK Regulation & Professional Integrity

Chartered Institute for Securities & Investments, UK

DECEMBER 2021 - PRESENT

Level 4 Certificate in Paraplanning

Chartered Institute for Securities & Investments, UK

DECEMBER 2021 - PRESENT

Level 4 Diploma in Investment Advice (Financial Planning & Advice)

Chartered Institute for Securities & Investments, UK

NOVEMBER 2011 - PRESENT

Chartered Alternative Investment Analyst (CAIA)

Chartered Alternative Investment Analyst Association

DECEMBER 2010 - PRESENT

Financial Risk Manager (FRM)

Global Association of Risk Professionals