Investment Director
2022 - PRESENT
Latium Enterprises
- Invested in top-tier funds and startups from Europe and the US.
- Analyzed and invested in multiple investment opportunities across mobility, SaaS, eCommerce, and more, in Series A and later startups.
- Served as a finance director of a portfolio company, working on financial modeling, forecasting, and managing board meetings.
Focus areas: Investments, Financial Modeling, Analysis, Revenue & Expense Projections, Forecasting, Renewable Energy, Budgeting, Pitch Decks, Alternative Investments, Financial Analysis, Venture Capital, Budget Modeling, CFO
Senior Associate
2016 - PRESENT
Moravia Capital AG
- Worked with alternative investment funds to raise capital from institutional investors for venture capital, private equity, secondary, real estate, and private debt strategies.
- Managed and developed relationships and organized roadshows with institutional investors from the Middle East and the Asia Pacific regions for the general partners of alternative investment funds.
- Developed pitch decks, private placement memorandums, due diligence questionnaires, and teasers for alternative investment funds.
- Built extensive financial models that included multiple scenario analyses for cash flow and return projections for private equity funds.
- Constructed financial models for complex structured transactions such as litigation financing.
Focus areas: Fund of Funds, Private Equity, Investor Relations, Fundraising, Revenue & Expense Projections, Forecasting, Alternative Investments, Financial Analysis, Venture Capital
Assistant Manager (Corporate Strategy)
2014 - 2017
Edelweiss Financial Services Ltd
- Executed the acquisition of an Indian mutual fund business that was a subsidiary of a leading global financial multinational corporation, assisting in the full cycle of the transaction from initial analysis to the closing of the deal.
- Built discounted cash flow and precedent transaction valuation models for strategic investments.
- Assisted in the preparation of pitch decks, business plans, and financial models for market entry analysis initiatives in areas such as general insurance and agriculture value chain.
- Prepared presentations for the board of directors and management committees on topics ranging from economic analysis to detailed reviews of financial statements.
- Conducted commercial and financial due diligence on acquisition targets and helped negotiate and finalize agreements with lawyers.
- Created a financial model for capital budgeting decisions including a real estate buy versus lease analysis and a corporate asset leasing review.
- Assisted the corporate MIS team in the preparation of reporting packages for the leadership of the wholesale credit, retail credit, and life insurance businesses.
Focus areas: Due Diligence, Capital Budgeting, Financial Modeling, Valuation, Investments, Mergers & Acquisitions (M&A), Revenue & Expense Projections, Forecasting, Financial Analysis, Venture Capital
Industrial Trainee
2012 - 2014
Amansa Capital
- Prepared three-statement financial models for buy-side equity research for companies across sectors.
- Wrote internal research reports and analyzed Indian stocks.
- Performed valuation using absolute and relative methods.
Focus areas: Valuation, Three-statement Modeling, Cash Flow Modeling, Equity Research
Article Associate
2010 - 2012
Aneja Associates
- Handled independent assignments of management audits, SBU and branch audits of a leading Indian consumer durable company.
- Handled a sales and marketing audit, export-import function audit, account audit, and the sales tax audit for a manufacturing company.
- Audited the process and cost savings in reverse freight auction of a leading consumer durable company.
- Performed the internal audit of depots for India's leading cement manufacturing company.
- Handled the plant audit of an auto part manufacturer resulting in significant cost saving.
Focus areas: Analysis of Variance (ANOVA), Budgeting, Internal Audits, Finance Process Improvement