Nimish Shukla, CFA, Finance Expert in Los Angeles, CA, United States
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Nimish Shukla, CFA

Verified Expert  in Finance

Finance Expert

Location
Los Angeles, CA, United States
Toptal Member Since
March 24, 2022

Nimish is a seasoned finance and operational consultant working with startups and scaling companies. He is also an accomplished entrepreneur who has raised $15 million+ in venture capital and exited one business successfully. Nimish has evaluated, structured, and completed several private and public capital raises and M&A transactions. He has a Wharton MBA, is a CFA Charterholder, and enjoys consulting and advising clients on expanding their businesses.

Career Highlights

COO and Co-founder
Blueprint Income

Education Highlights

Master's Degree
Wharton School of Business

Certification Highlights

Case Studies

Work Experience

COO and Co-founder

2020 - PRESENT
LifeRaft
  • Co-founded a fully digital managing general agency (MGA) that builds supplemental health insurance products offering individuals indemnity payouts.
  • Led insurance carrier relationships, revenue operations, accounting, financial, and regulatory functions.
  • Raised two rounds of external venture capital and venture debt financing to grow the team, marketing, and company operations.
Focus areas: Fundraising, Entrepreneurial Finance, Sales, Business Development, Insurance Broking, Forecasting, Insurance

COO and Co-founder

2014 - 2020
Blueprint Income
  • Co-founded the first digital platform for annuity sales and created the first subscription-based retirement income product distributed 100% digitally.
  • Led and grew the Blueprint Income sales team, increasing overall sales from inception to $120 million of premium in 2019 before a large asset manager acquired the company.
  • Led regulatory and financial functions, including projection modeling, monthly accounting, AR and AP analysis, nationwide insurance licensing, and acquisition due diligence.
  • Completed a $3 million seed venture capital raise to expand the team, increase marketing spend, and build new insurance products.
Focus areas: Startups, Startup Funding, Venture Funding, Insurance Broking, Startup Growth Strategy Development, Revenue & Expense Projections, Sales, Due Diligence, Forecasting, Insurance

Summer Principal

2014 - 2014
Acceleration Resources
  • Joined as an early member of the investment team at an energy and natural resources private equity firm focused on private and public investments in the United States and Canada.
  • Created financial models and investment memorandums to support investment theses from the chief investment officer.
  • Presented potential investment opportunities in private energy companies while attending meetings with limited partners.
Focus areas: Mergers & Acquisitions (M&A), Financial Modeling, Energy Risk

William J. Clinton Fellow for Service

2012 - 2013
Dasra
  • Secured a $7 million USAID grant for Dasra as a part of a directive on maternal and child health. This funding was 10x the size of the existing Dasra budget.
  • Led diligence and investments for grant deployment to scalable nonprofits and social ventures in the sanitation sector in India.
  • Received one of 38 available AIF William J. Clinton Fellowships for Service in India to work with not-for-profit agencies and social enterprises.
Focus areas: Non-governmental Organizations (NGOs), Grant Proposals

Investment Banking Associate

2008 - 2012
Stifel
  • Oversaw $8 billion of equity capital, debt capital, and M&A activity while serving as an investment banking analyst and associate.
  • Led a $10 million sale of a privately held sand manufacturer, including prospective buyer outreach, term sheet negotiation, financial modeling, and marketing materials.
  • Closed a $20.5 million mezzanine debt financing for a privately held E&P company looking to acquire a working interest in a natural gas field in Colorado. The Carlyle Group provided the financing.
  • Prepared marketing materials for prospective clients, including financial analyses, in-depth market research, company-specific capital raising scenarios, and potential M&A targets.
  • Managed a team of investment banking analysts in financial modeling and the marketing and execution of energy and natural resources equity, debt, and M&A transactions.
Focus areas: Mergers & Acquisitions (M&A), Growth Equity, Debt Raises, Forecasting
2013 - 2015

Master's Degree in International Business

University of Pennsylvania - Philadelphia, PA, USA

2013 - 2015

Master's Degree in Business Administration (MBA)

Wharton School of Business - Philadelphia, PA, USA

2004 - 2008

BBA in Finance

The College of William and Mary - Williamsburg, VA

AUGUST 2018 - PRESENT

Retirement Income Certified Professional (RICP)

The American College of Financial Services

AUGUST 2012 - PRESENT

Chartered Financial Analyst (CFA)

CFA Institute

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