Kuber Bindra, Finance Expert in Dubai, United Arab Emirates
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Kuber Bindra

Verified Expert  in Finance

Bio

Kuber is a VC and investment banking professional with expertise in business plan development, financial modeling, M&A, capital raising, due diligence, business valuation, and in-depth market research. With over five years of experience, including three as a BAML analyst, he has advised clients ranging from startups to large corporations across various industries and geographies. In addition to being a CA, Kuber is CFA Level 1 cleared and enjoys long-term relationships with clients.

Career Highlights

Education Highlights

Bachelor's Degree
IGNOU University

Certification Highlights

CFA Level 1
CFA Institute
Chartered Accountant
Institute of Chartered Accounts of India

Case Studies

Work Experience

Investment Professional

2020 - PRESENT
Esya Capital
  • Played a key role in the LP funding phase and led the development of a complex fund model to showcase the fund's return distribution.
  • Spearheaded early-stage venture-building and capital-raising activities.
  • Led the group through financial modeling activities for portfolio companies and strategic business outlooks.
  • Assisted young entrepreneurs in their venture capital raises and business launches.
Focus areas: Cost Benchmarking, Financial Benchmarking, Benchmarking, Real Estate Financial Modelling, Financial Analysis, Fundamental Analysis, Capital Raising, Private Equity, Excel Development, Due Diligence, Relative Valuation, Equity Valuation, Precedent Transaction Analysis, Peer Group Analysis, Teasers, Client Presentations, Transaction Comparables, Financial Projection, Strategic Planning & Execution, Data Rooms, Deal Flow Origination, Investment Analysis, Capital Structure Analysis, Term Sheet Negotiations, Free Cash Flow (FCF), Waterfall Methodology, Valuation Multiples, Scenario Analysis, Equity Raises, Growth Equity, Equity Capital, Five-year Projections, Revenue Projections, Revenue & Expense Projections, Market Opportunity Analysis, Design Strategy, Business Strategy, Business Modeling, Business Plan Consulting, Market Research Operations, Market Research Analyst, Company Profiles, Pitch Preparation, Presentation Design, Financial Ratios, Leveraged Buyout Modeling, Three-statement Modeling, Revenue Modeling, Recurring Revenue Modeling, Funding Presentations, Seed Fundraising, Entrepreneurship, Board of Directors, Part-time CFO, Business Planning, Fintech, Startup Development, Venture Studio, Cash Multiples, Sensitivity Analysis, Investment Return Scenario Analysis, Return Analysis, Cash Flow Analysis, Cash Flow Modeling, Valuations, Early-stage Venture Capital, Early-stage Funding, Early-stage Startups, Growth Capital Raising, Equity Investment, Investment Funds, Tech Venture, Real Estate Venture, Funds Flow, Modeling, Financial Modeling, Venture Funding, Venture Capital, Forecasting, Fundraising, Financial Services, Data Analysis, Waterfall Modeling, Valuation Modeling, Excel 365, Excel, Financing, Term Sheet Advisory, Investment Banking, Alternative Investments, DCF Valuation, FP&A, SQL, Real Estate, Solar, Europe, Digital Marketing, Incubator Management, Web3, Startup Accelerators, Blockchain Consultant, United States, Clean Energy, Green Energy, Energy, Travel, Cash Flow, Cash Flow Forecasting, Tourism, Hospitality, Event Management, Agency, Turnaround Consulting, COGS Analysis, Gross Margins, Pricing, Pitch Deck Consulting, SaaS, Marketplace Design, Graphic Design, E-commerce marketing, Budgeting Consulting, DCF Modeling, Cap Tables, Pro Forma Analysis, Market Research Analyst, Excel Development, United Kingdom, Accounts Receivable, Business to Business (B2B), Business Validation, SaaS, Travel & Leisure, Business Process Outsourcing (BPO), Deal Sourcing, Negotiation, NFT, Education Technology (Edtech), Edtech Design, Funding Strategy, Retail & Wholesale, Food & Beverage, B2C, B2B Design, Residential Real Estate, Equity Research Analysis, Metals & Mining, Oil & Gas, Small & Medium-sized Enterprises (SME), Business Services, Discounted Cash Flow (DCF), RiskMetrics, Investments, Biofuels, Manufacturing, Bloomberg Terminal, Capital Asset Pricing Model (CAPM), Asset Allocation, Data Science, Business Intelligence Development, Tableau Development, Music, Renewable Energy, Cannabis, Medical Devices, Specialty Healthcare, Project Finance Consulting, Subscriptions, Online Media, Investment Committee Advisory, Employee Stock Options, Employee Benefits, Cryptocurrency Exchanges, Interim CFOs, Insurance, Net Debt Analysis, Impact Investing, Equity Markets, Research, Web 3.0, Statistics, Data Science, Exercise & Fitness, Wellness, Mobile Apps, Budgeting Consulting, Lifetime Value (LTV), LTV:CAC, Digital Video, Esports, Due Diligence, IT Services, Construction, Debt Raises, Cloud Engineering, Artificial Intelligence, Technology, M&A Strategy, UK GAAP, Consolidation, M&A Due Diligence (Financial), CFO Consultant, Information Memoranda, Structured Finance, Commercial Real Estate Analysis, Debt, Credit/Debt, Accruals, Logistics & Supply Chain, Supply Chain, Business Analysis Consulting, Tracking, Revenue Strategy, M&A Due Diligence (Technology), Growth Strategy, Investor Presentations, FIG, For-profit Education, Education, Waste Management, Ecology, Environment, Apple Keynote, Policies & Procedures Compliance, Automation, Finance, Wealth Management, Auditing, Compliance, Economic Analysis, Infrastructure, Pricing Analysis, Legal Technology (Legaltech), Sales Forecasting, Financial Forecasting, South Africa, Fundraising, Private Equity Secondaries, Private Placements, Private Placement Marketing, Private Equity, Institutional Investors, Fundraising Strategy, Portfolio Analysis, Dental Care, Short-term Investments, Vacation Rental Management, IRR, Public Companies, Business Modeling, Capitalization Tables, Stock Analysis, Stock Trading, Stock Price Analysis, Value Analysis, Stock Market Consulting, Mobile App, Reporting, Competitor Analysis, Operations, Consumer Products, Startup Consulting, Capital, Artificial Intelligence, Leadership, Private Credit, Board Reporting, Debt Financing, Business Development, Quickbooks, Mobile Games, Gaming, Credit Investing, Commercial Mortgage-backed Securities (CMBS), VentureXpert, Business Intelligence Development, Industrial Value-add, Investment Research, Investment Cases, Investment Memoranda, Stress Testing, Underwriting, Valuations, Pharmaceuticals, Controller, Profitability Analysis, Media, Advertising Management, Investment Capital Raising, Analysis, Health & Wellness, Luxury Industry, Fitness, Series B, Taxation, Legal, Business to Business to Consumer (B2B2C), NAV, Financial Controls & Processes, Process Design, Cash Flow Consultant, Consumer Lending, Inventory, Small Business Management, Small Business, Business Advisory, Business Reporting, Program Delivery, Stock Market Techinical Analysis, Public Speaking, Video Presentations, Hedge Funds, Trading, Anaplan, Models, Architecture, Revenue Analysis, Total Addressable Market (TAM), Software Development, Sports Facilities Development, Investor Relations, Planning, Data, Consumer Packaged Goods (CPG), Excel VBA, FMCG, Data Research, Search Fund, Search Fund, Loans, Financial Statements, Series A, Enterprise Software, Finance Reports, Restaurants & Dining, Building & Construction, Electricity, Communication Coaching, Professional Services, Research Analysis, Energy Storage, Financial Reporting, Cash Management, Competitor Analysis & Profiling, Oracle HCM Cloud, Debt Analysis, Business Evaluation, Healthcare App Design, Plastics, Food Delivery Services, India, Acquisitions, Value at Risk, Foreign Exchange, Regtech, ROI, Sales, Direct to Consumer (D2C), Machine Learning, Demand Planning, Data Modeling, Market Research & Analysis, Commercial Strategy, Management Consultants, Market Research Analyst, Market Research Analyst, Enterprise SaaS, Hedge Funds, Key Performance Indicators (KPIs), Hotels & Lodging, Product Launch Strategy, Car Rental, Luxury Goods, Joint Ventures, Automotive, Joint Venture Development, Profit & Loss (P&L), Exit Strategy, Value Creation, CIM, Confidential Information Memorandum (CIM), Cap Table Formation, Real Estate Investment

Investment Banking Professional

2017 - 2021
Pegase Capital
  • Led the execution of several M&A transactions in Europe, focusing on financial institutions and real estate sectors.
  • Built complex financial models and valuation analyses to better assist clients during the negotiation phase and achieve a premium valuation of the sell-side.
  • Conducted due diligence and several negotiations around warranties to ensure best-favored terms, agreeable to everyone.
  • Engaged in negotiation for an earn-out agreement for a sell-side M&A mandate.
  • Developed and presented a strategic analysis to the corporate development, treasury, and executive teams.
  • Performed peer benchmarking and comparable valuation analyses on clients and acquisition targets.
  • Provided LBO models and strategic advisory support to clients in the insurance sector.
  • Developed financial models and presentations for 100+ pitches and discussions with potential clients.
Focus areas: Real Estate Financial Modelling, Fundamental Analysis, Return Analysis, Excel Development, Due Diligence, Valuations, Relative Valuation, Precedent Transaction Analysis, Funds Flow, Modeling, Real Estate Venture, Cash Multiples, Free Cash Flow (FCF), Waterfall Methodology, Valuation Multiples, Sensitivity Analysis, Scenario Analysis, Growth Equity, Five-year Projections, Revenue Projections, Revenue & Expense Projections, Market Opportunity Analysis, Business Modeling, Business Plan Consulting, Market Research Operations, Market Research Analyst, Financial Markets, Market Research & Analysis, Capital Structuring, Term Sheet Negotiations, FactSet, Bloomberg, Capital IQ, Capital Structure Analysis, Company Profiles, Cash Flow Analysis, Cash Flow Modeling, Investment Return Scenario Analysis, Investment Analysis, Deal Flow Origination, Business Strategy, Data Rooms, Strategic Planning & Execution, Design Strategy, Recurring Revenue Modeling, Revenue Modeling, Three-statement Modeling, Financial Projection, Business Planning, Business Modeling, M&A Reporting, M&A Pipeline Management, M&A Earn-out Agreements, M&A, M&A (Sell-side), Transaction Comparables, Asset Valuation, DCF Valuation, Leveraged Buyout (LBO), Leveraged Buyout Modeling, Reverse Mergers, Merger Benefits, Post-merger Integrations, M&A Modeling, Financial Model Auditing, Financial Modeling, Financial Analysis, Financial Ratios, Peer Group Analysis, Benchmarking, Cost Benchmarking, Financial Benchmarking, Teasers, Funding Presentations, Client Presentations, Pitch Preparation, Presentation Design, Equity Research, Equity Investment, Equity Raises, Equity Capital, Equity Valuation, Private Equity, Corporate Finance, Capital Raising, M&A, Special Purpose Acquisition Companies (SPAC), M&A (Buy-side), Financial Services, Microfinancing, Consumer Loans, Renewables, Data Analysis, Waterfall Modeling, Valuation Modeling, Excel 365, Excel, Financing, Project Finance Consulting, Deal Structuring, Term Sheet Advisory, Investment Banking, Alternative Investments, Growth Capital Raising, Real Estate, Real Estate Development, Solar, Forecasting, Fundraising, Europe, Digital Marketing, Blockchain Consultant, Clean Energy, Green Energy, Energy, Travel, Cash Flow, Cash Flow Forecasting, Tourism, Hospitality, Agency, Turnaround Consulting, COGS Analysis, Gross Margins, Pricing, Pitch Deck Consulting, SaaS, Marketplace Design, Graphic Design, E-commerce marketing, Budgeting Consulting, DCF Modeling, Cap Tables, Pro Forma Analysis, Market Research Analyst, Excel Development, Accounts Receivable, Business to Business (B2B), Business Validation, SaaS, Travel & Leisure, Business Process Outsourcing (BPO), Deal Sourcing, Negotiation, Education Technology (Edtech), Edtech Design, Funding Strategy, Food & Beverage, B2C, B2B Design, Residential Real Estate, Equity Research Analysis, Oil & Gas, Small & Medium-sized Enterprises (SME), Business Services, Discounted Cash Flow (DCF), RiskMetrics, Investments, Manufacturing, Bloomberg Terminal, Capital Asset Pricing Model (CAPM), Data Science, Business Intelligence Development, Renewable Energy, Medical Devices, Specialty Healthcare, Subscriptions, Online Media, Investment Committee Advisory, Insurance, Net Debt Analysis, Impact Investing, Commercial Real Estate Finance (CREF), Equity Markets, Research, Statistics, Data Science, Exercise & Fitness, Wellness, Mobile Apps, Budgeting Consulting, Lifetime Value (LTV), LTV:CAC, Digital Video, Esports, Due Diligence, IT Services, Construction, Debt Raises, Cloud Engineering, Artificial Intelligence, Technology, M&A Strategy, UK GAAP, Consolidation, M&A Due Diligence (Financial), CFO Consultant, US GAAP Accounting, Information Memoranda, Structured Finance, Commercial Real Estate Analysis, Debt, Credit/Debt, Accruals, Logistics & Supply Chain, Supply Chain, Business Analysis Consulting, Tracking, Revenue Strategy, M&A Due Diligence (Technology), Growth Strategy, Investor Presentations, Fintech, Specialty Finance, FIG, For-profit Education, Education, Saudi Arabia, Middle East, Waste Management, Ecology, Environment, Apple Keynote, Policies & Procedures Compliance, Automation, Finance, Personal Finance, Wealth Management, Auditing, Compliance, Economic Analysis, Infrastructure, Pricing Analysis, Legal Technology (Legaltech), Sales Forecasting, Financial Forecasting, South Africa, Fundraising, Private Equity Secondaries, Private Placements, Private Placement Marketing, Private Equity, Institutional Investors, Fundraising Strategy, Portfolio Analysis, Dental Care, Short-term Investments, Vacation Rental Management, IRR, Public Companies, Capitalization Tables, Stock Analysis, Stock Trading, Stock Price Analysis, Value Analysis, Stock Market Consulting, Mobile App, Reporting, Competitor Analysis, Operations, Consumer Products, Capital, Artificial Intelligence, Leadership, Private Credit, Board Reporting, Debt Financing, Business Development, Quickbooks, Mobile Games, Gaming, Credit Investing, Commercial Mortgage-backed Securities (CMBS), VentureXpert, Business Intelligence Development, Industrial Value-add, Investment Research, Investment Cases, Investment Memoranda, Stress Testing, Underwriting, Business Consultant, Valuations, Pharmaceuticals, Controller, Profitability Analysis, Media, Advertising Management, Investment Capital Raising, Analysis, Health & Wellness, Luxury Industry, Fitness, Series B, Taxation, Legal, Business to Business to Consumer (B2B2C), NAV, Financial Controls & Processes, Process Design, Cash Flow Consultant, Consumer Lending, Inventory, Small Business Management, Small Business, Business Advisory, Business Reporting, Program Delivery, Stock Market Techinical Analysis, Public Speaking, Video Presentations, Hedge Funds, Trading, Models, Architecture, Revenue Analysis, Total Addressable Market (TAM), Software Development, Sports Facilities Development, Investor Relations, Planning, Data, Consumer Packaged Goods (CPG), Excel VBA, FMCG, Retail & Wholesale, Data Research, Search Fund, Search Fund, Loans, Financial Statements, Series A, Enterprise Software, Finance Reports, Restaurants & Dining, Building & Construction, Electricity, Communication Coaching, Professional Services, Research Analysis, Energy Storage, Financial Reporting, Cash Management, Competitor Analysis & Profiling, Debt Analysis, Business Evaluation, Healthcare App Design, Plastics, Food Delivery Services, India, Acquisitions, Value at Risk, Foreign Exchange, Interim CFOs, Regtech, ROI, Sales, Direct to Consumer (D2C), Machine Learning, Demand Planning, Data Modeling, Market Research & Analysis, Commercial Strategy, Management Consultants, Market Research Analyst, Market Research Analyst, Enterprise SaaS, Hedge Funds, Key Performance Indicators (KPIs), Hotels & Lodging, Product Launch Strategy, Car Rental, Luxury Goods, Joint Ventures, Automotive, Joint Venture Development, Profit & Loss (P&L), Exit Strategy, Value Creation, CIM, Confidential Information Memorandum (CIM), Cap Table Formation, Real Estate Investment

Investment Banking Analyst

2015 - 2017
Bank of America
  • Built 100+ sets of pitch materials, including company profiles, presentations, and discussion materials for various M&A and capital raising situations.
  • Played a key role in M&A sell-side mandates as a member of a sector-agnostic team. Assisted with IMs; conducted financial and operating benchmarking; and prepared financial models, projections, and DCF and relative valuation analyses.
  • Assisted in a $3 billion sale of a supermarket franchise business. Prepared the IM, conducted a deep-dive landscape and operation benchmarking analysis, and supported the valuation analysis.
  • Completed investment banking training from Adkins Matchett & Toy (AMT), covering financial modeling, valuation, financial analysis, and financial databases such as Bloomberg, Mergermarket, S&P Capital IQ, FactSet, Factiva, and Dealogic.
Focus areas: Real Estate Financial Modelling, Financial Analysis, Three-statement Modeling, Fundamental Analysis, Return Analysis, Excel Development, Funding Presentations, Peer Group Analysis, Teasers, Client Presentations, Leveraged Buyout (LBO), M&A Pipeline Management, Business Planning, Financial Projection, Revenue Modeling, Recurring Revenue Modeling, Strategic Planning & Execution, Data Rooms, Capital Structure Analysis, Term Sheet Negotiations, Funds Flow, Modeling, Cash Multiples, Free Cash Flow (FCF), Sensitivity Analysis, Scenario Analysis, Equity Capital, Financial Markets, Five-year Projections, Revenue Projections, Revenue & Expense Projections, Market Opportunity Analysis, Design Strategy, Business Strategy, Business Modeling, Business Modeling, Business Plan Consulting, Market Research Operations, Market Research & Analysis, Market Research Analyst, Company Profiles, Pitch Preparation, Presentation Design, Corporate Finance, Financial Model Auditing, Financial Modeling, Financial Ratios, Financials, M&A Reporting, M&A Earn-out Agreements, M&A Modeling, M&A (Sell-side), M&A, Post-merger Integrations, Merger Benefits, Reverse Mergers, Precedent Transaction Analysis, Transaction Comparables, Equity Valuation, Asset Valuation, Financial Benchmarking, Cost Benchmarking, Benchmarking, Relative Valuation, DCF Valuation, Valuations, Due Diligence, Capital Raising, M&A, Data Analysis, Waterfall Modeling, Valuation Modeling, Excel 365, Excel, Financing, Deal Structuring, Term Sheet Advisory, Investment Banking, M&A (Buy-side), Telecommunications, Real Estate, Solar, Forecasting, Fundraising, Europe, United States, Clean Energy, Green Energy, Energy, Travel, Cash Flow, Cash Flow Forecasting, Tourism, Turnaround Consulting, COGS Analysis, Gross Margins, Pricing, Pitch Deck Consulting, SaaS, Marketplace Design, Graphic Design, E-commerce marketing, Budgeting Consulting, DCF Modeling, Cap Tables, Pro Forma Analysis, Market Research Analyst, Excel Development, Accounts Receivable, Business to Business (B2B), Business Validation, SaaS, Business Process Outsourcing (BPO), Deal Sourcing, Negotiation, Education Technology (Edtech), Edtech Design, Funding Strategy, Retail & Wholesale, Food & Beverage, B2C, B2B Design, Residential Real Estate, Equity Research Analysis, Capital Markets, Metals & Mining, Oil & Gas, Small & Medium-sized Enterprises (SME), Business Services, Discounted Cash Flow (DCF), RiskMetrics, Investments, Manufacturing, Bloomberg Terminal, Capital Asset Pricing Model (CAPM), Asset Allocation, Data Science, Business Intelligence Development, Renewable Energy, Medical Devices, Specialty Healthcare, Project Finance Consulting, Subscriptions, Online Media, Investment Committee Advisory, Insurance, Net Debt Analysis, Impact Investing, Commercial Real Estate Finance (CREF), Equity Markets, Research, Statistics, Data Science, Exercise & Fitness, Wellness, Mobile Apps, Budgeting Consulting, Lifetime Value (LTV), LTV:CAC, Digital Video, Esports, Due Diligence, IT Services, Construction, Debt Raises, Cloud Engineering, Artificial Intelligence, Technology, M&A Strategy, Consolidation, M&A Due Diligence (Financial), Leveraged Buyout Modeling, US GAAP Accounting, Information Memoranda, Structured Finance, Commercial Real Estate Analysis, Debt, Credit/Debt, Accruals, Logistics & Supply Chain, Supply Chain, Business Analysis Consulting, Tracking, Revenue Strategy, M&A Due Diligence (Technology), Growth Strategy, Investor Presentations, Fintech, Specialty Finance, FIG, For-profit Education, Education, Saudi Arabia, Middle East, Waste Management, Ecology, Environment, Apple Keynote, Policies & Procedures Compliance, Automation, Finance, Personal Finance, Wealth Management, Auditing, Compliance, Economic Analysis, Infrastructure, Pricing Analysis, Sales Forecasting, Financial Forecasting, South Africa, Fundraising, Private Equity Secondaries, Private Placements, Private Placement Marketing, Private Equity, Institutional Investors, Fundraising Strategy, Portfolio Analysis, Dental Care, Short-term Investments, Vacation Rental Management, IRR, Public Companies, Capitalization Tables, Stock Analysis, Stock Trading, Stock Price Analysis, Value Analysis, Stock Market Consulting, Mobile App, Reporting, Competitor Analysis, Operations, Consumer Products, Startup Consulting, Capital, Artificial Intelligence, Leadership, Private Credit, Board Reporting, Debt Financing, Business Development, Quickbooks, Mobile Games, Gaming, Credit Investing, Commercial Mortgage-backed Securities (CMBS), VentureXpert, Business Intelligence Development, Industrial Value-add, Investment Research, Investment Cases, Investment Memoranda, Stress Testing, Underwriting, Business Consultant, Valuations, Pharmaceuticals, Controller, Profitability Analysis, Media, Advertising Management, Investment Capital Raising, Analysis, Health & Wellness, Luxury Industry, Fitness, Series B, Taxation, Legal, Business to Business to Consumer (B2B2C), NAV, Financial Controls & Processes, Process Design, Cash Flow Consultant, Consumer Lending, Inventory, Small Business Management, Small Business, Business Advisory, Business Reporting, Program Delivery, Stock Market Techinical Analysis, Public Speaking, Video Presentations, Hedge Funds, Trading, Models, Architecture, Revenue Analysis, Total Addressable Market (TAM), Software Development, Sports Facilities Development, Investor Relations, Planning, Data, Consumer Packaged Goods (CPG), Excel VBA, FMCG, Data Research, Search Fund, Search Fund, Loans, Financial Statements, Series A, Enterprise Software, Finance Reports, Restaurants & Dining, Building & Construction, Electricity, Communication Coaching, Professional Services, Research Analysis, Energy Storage, Financial Reporting, Cash Management, Competitor Analysis & Profiling, Debt Analysis, Business Evaluation, Healthcare App Design, Plastics, Food Delivery Services, India, Bangladesh, Acquisitions, Value at Risk, Foreign Exchange, Interim CFOs, ROI, Sales, Direct to Consumer (D2C), Machine Learning, Demand Planning, Data Modeling, Market Research & Analysis, Commercial Strategy, Management Consultants, Market Research Analyst, Market Research Analyst, Enterprise SaaS, Hedge Funds, Key Performance Indicators (KPIs), Hotels & Lodging, Product Launch Strategy, Car Rental, Luxury Goods, Joint Ventures, Automotive, Joint Venture Development, Profit & Loss (P&L), Exit Strategy, Value Creation, CIM, Confidential Information Memorandum (CIM), Cap Table Formation, Real Estate Investment

Investment Banking Analyst

2015 - 2015
BlackSoil Capital Pvt
  • Assisted with M&A transactions across industries, including preparation of pitch book materials and financial models.
  • Prepared restructuring materials for management and helped in the launch of an M&A sale process to assist the team working on a corporate finance situation for an Indian conglomerate.
  • Participated in due diligence activities on various projects, including site visits to various branches.
  • Developed knowledge, skills, and practical experience in financial analysis, financial modeling, corporate finance, and valuation analysis.
Focus areas: M&A Earn-out Agreements, M&A Reporting, Cost Benchmarking, Financial Benchmarking, Benchmarking, Three-statement Modeling, Fundamental Analysis, Return Analysis, Excel Development, Valuations, Relative Valuation, M&A, Reverse Mergers, Precedent Transaction Analysis, Funding Presentations, Peer Group Analysis, Teasers, Client Presentations, Transaction Comparables, Business Planning, Financial Projection, Revenue Modeling, Recurring Revenue Modeling, Strategic Planning & Execution, Data Rooms, Modeling, Cash Multiples, Free Cash Flow (FCF), Valuation Multiples, Sensitivity Analysis, Scenario Analysis, Five-year Projections, Revenue Projections, Revenue & Expense Projections, Design Strategy, Business Strategy, Business Modeling, Business Plan Consulting, Market Research Operations, Market Research Analyst, Company Profiles, Pitch Preparation, Presentation Design, Financial Markets, Financial Ratios, Cash Flow Analysis, Due Diligence, DCF Valuation, M&A Modeling, M&A (Sell-side), Financial Model Auditing, Market Research & Analysis, Real Estate Financial Modelling, Real Estate Development, Financial Modeling, Financial Analysis, Capital Structuring, Cash Flow Modeling, Management Consultants, Capital Raising, Corporate Finance, M&A, Financial Services, Microfinancing, Waterfall Modeling, Valuation Modeling, Excel 365, Excel, Financing, Deal Structuring, Term Sheet Advisory, Investment Banking, Alternative Investments, M&A (Buy-side), FP&A, Real Estate, Solar, Forecasting, Travel, Cash Flow, Cash Flow Forecasting, Tourism, Turnaround Consulting, COGS Analysis, Gross Margins, Pricing, Pitch Deck Consulting, SaaS, Budgeting Consulting, DCF Modeling, Cap Tables, Pro Forma Analysis, Market Research Analyst, Excel Development, Accounts Receivable, Business to Business (B2B), Business Validation, Deal Sourcing, Negotiation, Food & Beverage, B2C, B2B Design, Equity Research Analysis, Capital Markets, Metals & Mining, Oil & Gas, Small & Medium-sized Enterprises (SME), Business Services, Discounted Cash Flow (DCF), RiskMetrics, Investments, Biofuels, Manufacturing, Bloomberg Terminal, Capital Asset Pricing Model (CAPM), Asset Allocation, Data Science, Music, Renewable Energy, Project Finance Consulting, Investment Committee Advisory, Insurance, Net Debt Analysis, Impact Investing, Equity Markets, Research, Statistics, Data Science, Exercise & Fitness, Wellness, Mobile Apps, Budgeting Consulting, Lifetime Value (LTV), LTV:CAC, Digital Video, Esports, Due Diligence, Construction, Debt Raises, Cloud Engineering, Artificial Intelligence, Technology, M&A Strategy, Consolidation, M&A Due Diligence (Financial), Leveraged Buyout Modeling, Information Memoranda, Structured Finance, Commercial Real Estate Analysis, Debt, Credit/Debt, Accruals, Logistics & Supply Chain, Supply Chain, Business Analysis Consulting, Tracking, Revenue Strategy, M&A Due Diligence (Technology), Growth Strategy, Investor Presentations, Fintech, FIG, Saudi Arabia, Middle East, Finance, Personal Finance, Wealth Management, Auditing, Economic Analysis, Infrastructure, Pricing Analysis, Sales Forecasting, Financial Forecasting, Private Equity Secondaries, Private Placements, Private Placement Marketing, Private Equity, Institutional Investors, Fundraising Strategy, Portfolio Analysis, Dental Care, Short-term Investments, IRR, Public Companies, Business Modeling, Capitalization Tables, Stock Analysis, Stock Trading, Stock Price Analysis, Value Analysis, Stock Market Consulting, Competitor Analysis, Consumer Products, Startup Consulting, Capital, Artificial Intelligence, Leadership, Debt Financing, Business Development, Quickbooks, Mobile Games, Gaming, Credit Investing, Commercial Mortgage-backed Securities (CMBS), VentureXpert, Business Intelligence Development, Industrial Value-add, Investment Research, Investment Cases, Investment Memoranda, Stress Testing, Underwriting, Business Consultant, Valuations, Pharmaceuticals, Controller, Profitability Analysis, Media, Advertising Management, Investment Capital Raising, Analysis, Health & Wellness, Luxury Industry, Fitness, Series B, Taxation, Legal, Business to Business to Consumer (B2B2C), NAV, Financial Controls & Processes, Process Design, Cash Flow Consultant, Consumer Lending, Inventory, Small Business Management, Small Business, Business Advisory, Business Reporting, Program Delivery, Stock Market Techinical Analysis, Public Speaking, Video Presentations, Hedge Funds, Trading, Models, Architecture, Revenue Analysis, Total Addressable Market (TAM), Software Development, Sports Facilities Development, Investor Relations, Planning, Data, Consumer Packaged Goods (CPG), Excel VBA, FMCG, Retail & Wholesale, Data Research, Search Fund, Search Fund, Loans, Series A, Enterprise Software, Finance Reports, Restaurants & Dining, Building & Construction, Electricity, Communication Coaching, Professional Services, Accounts Payable, Financial Reporting, Payroll & Benefits, Tax Planning, Cash Management, Competitor Analysis & Profiling, Healthcare App Design, Plastics, Food Delivery Services, India, Bangladesh, Acquisitions, ROI, Sales, Direct to Consumer (D2C), Machine Learning, Demand Planning, Data Modeling, Market Research & Analysis, Commercial Strategy, Management Consultants, Market Research Analyst, Market Research Analyst, Enterprise SaaS, Key Performance Indicators (KPIs), Profit & Loss (P&L), Exit Strategy, Value Creation, Confidential Information Memorandum (CIM), Real Estate Investment

Article Assistant

2012 - 2015
RSM India
  • Worked for two years as a tax assistant and one year as an audit assistant.
  • Advised several corporates and high-net-worth individuals on tax-related issues, covering income tax, capital gains tax, exemptions, and deductions.
  • Conducted internal and statutory audits of several listed companies, including VIP, Idea, Cipla, Sony, Standard Chartered Bank, and PNB Bank.
Focus areas: Excel Development, Design Strategy, Internal Audits, Statutory Audits, Indirect Taxation, Law, Accounting, Direct Taxation, Audits, Small & Medium-sized Enterprises (SME), Tracking, Wealth Management, Auditing, Compliance, Risk & Compliance, Startup Consulting, Profitability Analysis, Legal, Cash Flow Consultant, Accounts Payable, Financial Reporting, Payroll & Benefits, Tax Planning, Cash Management, Key Performance Indicators (KPIs), Profit & Loss (P&L)
2013 - 2016

Bachelor's Degree in Accounts and Finance

IGNOU University - New Delhi, India

DECEMBER 2015 - PRESENT

CFA Level 1

CFA Institute

MAY 2014 - PRESENT

Chartered Accountant

Institute of Chartered Accounts of India

Finance

Corporate Finance, Accounting, Private Equity, M&A, Capital Raising, Capital Structuring, Return Analysis, Cash Flow Modeling, Financial Modeling, Fundamental Analysis, Three-statement Modeling, Financial Model Auditing, M&A (Sell-side), M&A Modeling, DCF Valuation, Due Diligence, Valuations, Cost Benchmarking, Financial Benchmarking, Equity Valuation, M&A, M&A Earn-out Agreements, M&A Reporting, Market Research Analyst, Market Opportunity Analysis, Revenue & Expense Projections, Five-year Projections, Equity Capital, Growth Equity, Equity Raises, Equity Research, Leveraged Buyout Modeling, Revenue Modeling, Investment Return Scenario Analysis, Capital Structure Analysis, Funds Flow, Free Cash Flow (FCF), Valuation Multiples, M&A (Buy-side), Forecasting, Fundraising, Data Analysis, Valuation Modeling, Project Finance Consulting, FP&A, Cash Flow, Cash Flow Forecasting, Pricing, Budgeting Consulting, Chartered Financial Analysis, Equity Research Analysis, Discounted Cash Flow (DCF), RiskMetrics, Asset Allocation, Business Intelligence Development, Interim CFOs, Net Debt Analysis, Lifetime Value (LTV), Debt Raises, UK GAAP, Debt, Credit/Debt, Specialty Finance, FIG, Personal Finance, Wealth Management, Private Equity Secondaries, Portfolio Analysis, Short-term Investments, Stock Trading, Stock Price Analysis, Capital, Private Credit, Credit Investing, Commercial Mortgage-backed Securities (CMBS), Investment Memoranda, Valuations, Controller, Profitability Analysis, Series B, Taxation, Consumer Lending, Business Advisory, Total Addressable Market (TAM), Series A, Financial Reporting, Tax Planning, Cash Management, Debt Analysis, CPA, ROI, Profit & Loss (P&L), Value Creation, Cap Table Formation, Venture Funding, Investment Thesis Consulting, Reverse Mergers, Growth Capital Raising, Seed Fundraising, Microfinancing, Consumer Loans, Funding Strategy, Direct Taxation, Indirect Taxation, Financial Accounting, Investment Briefs, Startup Funding, Asset Valuation, Internal Audits, Blockchain Consultant

Output Software

Excel Development, Apple Keynote, Microsoft Outlook

Data & Analysis Software

SQL, Tableau Development, Quickbooks, VentureXpert, Anaplan, Capital IQ, Bloomberg, FactSet

Industry Expertise

Venture Capital, Real Estate Financial Modelling, Financial Markets, Early-stage Startups, Financial Services, Energy, Hospitality, Travel & Leisure, Education Technology (Edtech), Food & Beverage, Residential Real Estate, Capital Markets, Oil & Gas, Music, Renewable Energy, Cannabis, Specialty Healthcare, Insurance, Exercise & Fitness, Construction, Technology, Commercial Real Estate Analysis, For-profit Education, Ecology, Institutional Investors, Dental Care, Public Companies, Consumer Products, Pharmaceuticals, Health & Wellness, Small Business, Architecture, Software Development, Restaurants & Dining, Building & Construction, Electricity, Professional Services, Healthcare App Design, Plastics, Hotels & Lodging, Luxury Goods, Automotive, Confidential Information Memorandum (CIM), Real Estate Investment, Asset Management, Real Estate, Real Estate Development, Retail & Wholesale, Biofuels, Law, Telecommunications, Startup Accelerators

Geographic Expertise

Europe, United Kingdom, Saudi Arabia, Middle East, South Africa, India, Bangladesh, United States

Other

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