Prateek Modi, Finance Expert in Kolkata, West Bengal, India
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Prateek Modi

Verified Expert  in Finance

Bio

Prateek is an entrepreneur and finance expert who has completed over $1.2 billion in healthcare PE and M&A transactions working with Allegro Capital, a healthcare-focused investment bank. As a VC professional with Alkemi Growth Capital, he has originated, assessed 40+ investment opportunities, and executed four investments in early-stage healthcare companies. He is a chartered accountant with an MBA in finance.

Career Highlights

Founder and CEO
Aroga Lifecare
Investment Professional
Alkemi Venture Partners LLP
Senior Associate
Allegro Capital Private Limited

Education Highlights

Master's Degree (MBA)
Indian Institute of Management Calcutta
Master of Business Administration (MBA)
EDHEC
Bachelor's Degree
St. Xaviers College

Certification Highlights

Chartered Accountant (CA)
Institute of Chartered Accountants of India

Case Studies

Work Experience

Founder and CEO

2020 - PRESENT
Aroga Lifecare
  • Ideated, conceptualized, and launched a platform for education, counselling, and the facilitation of elective surgeries in Kolkata, India.
  • Built and managed the entire backend network of surgeons, hospitals, and care providers for end-to-end management of the patient lifecycle.
  • Researched the competitive environment within the Indian delivery market covering 10+ hospital chains, 20+ healthcare marketing and facilitation platforms, analyzing value proposition, business model, fundraising strategy, and financial performance.
  • Defined and executed company strategy, modeled financial case and budget, and built management information system for the business.
Focus areas: Digital Health, Healthcare Sales, Healthcare Services, Seed Fundraising, Fundraising, Startups, Consumer Health, Direct to Consumer (D2C), Capital Structuring, Capital Planning, Capital Budgeting, Consumer Products, Three-statement Modeling, Revenue & Expense Projections, CFO, Fractional CFO, Interim CFO, Virtual CFO, Part-time CFO, Controller, Information Technology, Pitch Deck Consultant, Excel Expert, Financial Planning & Analysis (FP&A), Healthcare Startups, Healthcare, India, Health IT, Market Research, Competitor Analysis & Profiling, Profit & Loss (P&L), Cash Flow, Revenue Modeling

Investment Professional

2019 - 2020
Alkemi Venture Partners LLP
  • Assessed around 40 investment opportunities across healthcare financing, medical devices, analytics, fitness, IoT, FMCG, and digital health.
  • Originated, evaluated, and executed a $4 million investment in prescription data digitization technology, working with around 5,000 doctors.
  • Established finance function, instituted MIS reporting, provided fundraising support, and explored business expansion opportunities for a health foods company and an IVF facilitation platform, collaborating closely with founding teams.
  • Led the entire cycle of origination, research, diligence, and execution for a $5 million Series A investment in a unique integrated POCT device company.
  • Instituted a value-creation playbook for portfolio companies, including processes for strategic, operational, and fundraising support.
Focus areas: Early-stage Venture Capital, Digital Health, Equity Investment, Equity Valuation, Finance, Google Sheets, Healthcare Startups, Forecasting, Investment Analysis, India, Growth Equity, Investment Briefs, Investment Research, Investment Thesis, Microsoft PowerPoint, Microsoft Excel, Microsoft Word, Private Equity, Series A, Series B, Late-stage Funding, Intuit QuickBooks, Financial Modeling, Investments, Pitch Decks, Fundraising Consultant, Revenue & Expense Projections, Financing, Equity Financing, Business Models, Investment Capital Raising, Growth Capital Raising, Venture Capital, Startups, Consumer Health, Consumer Packaged Goods (CPG), Direct to Consumer (D2C), Consumer Marketplaces, Business Structuring, Capital Structuring, Capital Planning, Capital Budgeting, Consumer Products, Three-statement Modeling, Finance Structures, CFO, Fractional CFO, Interim CFO, Virtual CFO, Part-time CFO, Controller, Information Technology, Business Plan Consulting, M&A (Buy-side), M&A (Sell-side), Pitch Deck Consultant, SaaS, Valuation Modeling, Waterfall Modeling, Excel Expert, Due Diligence, Term Sheet Negotiations, Financial Planning & Analysis (FP&A), Software as a Service (SaaS), Research Analysis, Private Company Valuation, Deal Analysis, Investment Banking, Healthcare, Healthcare Services, Biotechnology, Equity Research, Health IT, Financial Analysis, Market Research, Competitor Analysis & Profiling, Profit & Loss (P&L), Cash Flow, Revenue Modeling

Investment Professional

2019 - 2019
Mirae Asset Capital Markets India Private Limited
  • Led the establishment of a healthcare investment practice in a $500 million private equity fund investing in late-stage equity and debt opportunities.
  • Sourced, assessed, appraised, structured, and led Investment Committee meetings for three transactions worth $150 million in the healthcare delivery space.
  • Co-led a 4-member investment team responsible for preparing transaction collaterals.
Focus areas: Late-stage Funding, Investments, Investment Thesis, Debt Raises, Equity Investment, Growth Equity, Private Capital Markets, Stock Market, Stock Analysis, Financial Modeling, Pitch Decks, Finance, Financial Writer, Sales Pitches, Presentations, Investment Memoranda, Investment Committee Advisory, Information Technology, Investment Banking, Business Plan Consulting, M&A (Buy-side), Valuation Modeling, Excel Expert, Due Diligence, Term Sheet Negotiations, Research Analysis, Private Company Valuation, Deal Analysis, Healthcare Startups, Healthcare, India, Digital Health, Healthcare Services, Biotechnology, Equity Research, Health IT, Equity Research Analysis, Financial Analysis, Market Research, Competitor Analysis & Profiling, Public Companies, Profit & Loss (P&L), Cash Flow, Revenue Modeling, Business Models

Senior Associate

2015 - 2018
Allegro Capital Private Limited
  • Led financial modeling, valuation, due diligence, and stock exchange reporting of a $1 billion demerger and merger of India's second-largest hospital network.
  • Built a fund-level investment thesis for an $80 million healthcare-focused fund. Led a $30 million investment in a high-end genetic testing company.
  • Oversaw a $171 million investment by Singapore's Sovereign Fund in India's fourth-largest healthcare delivery chain.
  • Carried out due diligence of a $120 million acquisition of India's third-largest medical diagnostic chain, South India's largest.
  • Structured a secondary buyout of a 71% stake in the largest hospital in Cayman Island from Ascension Capital.
  • Completed a $4 million fundraiser for revenue, pricing management software as a service (SaaS) company catering to the hospitality industry.
Focus areas: Equity Investment, Bloomberg, Equity Valuation, Finance, Forecasting, Growth Equity, Healthcare Startups, India, Investment Banking, Investment Briefs, Investment Research, Investment Analysis, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Google Sheets, Private Equity, S&P Capital IQ, Startup Funding, Early-stage Venture Capital, Venture Funding, Financial Modeling, Investments, Fundraising Consultant, Revenue & Expense Projections, Capital Raising, Financing, Equity Financing, Business Models, Growth Capital Raising, Venture Capital, Startups, Consumer Health, Consumer Packaged Goods (CPG), Direct to Consumer (D2C), Business Structuring, Capital Structuring, Capital Planning, Capital Budgeting, Capital Advisory, Consumer Products, Three-statement Modeling, Finance Structures, Information Technology, Business Plan Consulting, M&A (Buy-side), M&A (Sell-side), Pitch Deck Consultant, SaaS, Valuation Modeling, Waterfall Modeling, Excel Expert, Due Diligence, Due Diligence Consultant, Term Sheet Negotiations, Financial Planning & Analysis (FP&A), Software as a Service (SaaS), Research Analysis, Private Company Valuation, Deal Analysis, Healthcare, Digital Health, Healthcare Services, Biotechnology, Equity Research, Health IT, Equity Research Analysis, Financial Analysis, Market Research, Competitor Analysis & Profiling, Public Companies, Profit & Loss (P&L), Cash Flow, Revenue Modeling

Private Equity Intern

2014 - 2014
Clearwater Capital Partners India Private Limited
  • Constructed financial model for evaluating $200 million worth Foreign Currency Convertible Bonds issued by listed an Indian power generation and distribution company.
  • Created a framework to study competition among 30 private equity real estate firms in the residential real estate segment across eight parameters.
  • Scouted secondary investment opportunities in 68 non convertible debentures worth 1.8 billion issued by real estate firms listed on the wholesale debt market of the National Stock Exchange of India.
Focus areas: Investment Thesis, Investments, Pitch Decks, Return Analysis, Investment Analysis, Investment Return Scenario Analysis, Fundraising, Secondary Research, Market Research & Analysis, Market Research, Debt Analysis, Debt, Debt Restructuring, Corporate Restructuring, Marketing Analytics, Forecasting, Cash Flow Analysis, Financial Modeling, Information Technology, Business Plan Consulting, Valuation Modeling, Excel Expert, Due Diligence, Research Analysis, Private Company Valuation, Deal Analysis, India, Equity Research, Equity Research Analysis, Financial Analysis, Competitor Analysis & Profiling, Public Companies, Profit & Loss (P&L), Cash Flow, Business Models
2013 - 2015

Master's Degree (MBA) in Business Administration

Indian Institute of Management Calcutta - Kolkata, West Bengal, India

2014 - 2014

Master of Business Administration (MBA) in Strategic Finance

EDHEC - Lille, France

2006 - 2009

Bachelor's Degree in Accounting and Finance

St. Xaviers College - Kolkata, West Bengal, India

SEPTEMBER 2011 - PRESENT

Chartered Accountant (CA)

Institute of Chartered Accountants of India

Finance

Forecasting, Equity Valuation, Investment Briefs, Valuation, Financial Modeling, Revenue & Expense Projections, Capital Structuring, Three-statement Modeling, CFO, Valuation Modeling, Due Diligence, Financial Planning & Analysis (FP&A), Private Company Valuation, Deal Analysis, Equity Research, Equity Research Analysis, Profit & Loss (P&L), Cash Flow, Revenue Modeling, Investment Thesis, Startup Funding, Private Equity, Growth Equity, Venture Funding, Capital Raising, Equity Financing, Growth Capital Raising, Capital Budgeting, Finance Structures, Controller, M&A (Buy-side), M&A (Sell-side), Series A, Series B, Late-stage Funding, Seed Fundraising, Fundraising, Accounting, Income Tax, Corporate Finance, Mergers & Acquisitions (M&A), Taxation, Finance Strategy, Equity Capital, Net Debt Analysis, Valuation Analysis, Transaction Structuring, Debt Raises, International Finance, Return Analysis, Investment Return Scenario Analysis, Valuation Multiples, Private Equity Valuation, Market Research, Debt Analysis, Debt, Debt Restructuring, Investment Memoranda

Output Software

Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Google Sheets, Excel 2013

Industry Expertise

Healthcare Startups, Healthcare, Venture Capital, Consumer Products, Public Companies, Hospitals

Geographic Expertise

India

Data & Analysis Software

Intuit QuickBooks, Bloomberg

Other

Tally.ERP 9, Equity Investment, Investment Analysis, Finance, Business Models, Direct to Consumer (D2C), Capital Planning, Fractional CFO, Interim CFO, Virtual CFO, Part-time CFO, Business Plan Consulting, Pitch Deck Consultant, Excel Expert, Term Sheet Negotiations, Research Analysis, Health IT, Financial Analysis, Investment Banking, Investment Research, Early-stage Venture Capital, Digital Health, Investments, Pitch Decks, Fundraising Consultant, Financing, Investment Capital Raising, Startups, Consumer Health, Consumer Packaged Goods (CPG), Consumer Marketplaces, Business Structuring, Capital Advisory, SaaS, Waterfall Modeling, Due Diligence Consultant, Software as a Service (SaaS), Competitor Analysis & Profiling, S&P Capital IQ, Healthcare Sales, Healthcare Services, Indian Companies Act, Audits, Corporate Restructuring, Behavioral Finance, Economics, Organizational Behavior (OB), Bloomberg Terminal, Corporate Law, Private Capital Markets, Transaction Comparables, Trading, EBITDA, Trend Forecasting, Relative Valuation, Strategy, Buyouts, Blockchain & Cryptocurrency, Secondary Research, Market Research & Analysis, Marketing Analytics, Cash Flow Analysis, Stock Market, Stock Analysis, Financial Writer, Sales Pitches, Presentations, Investment Committee Advisory, Information Technology, Biotechnology

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