Nathan Krishnan S, Finance Expert in Kochi, Kerala, India
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Nathan Krishnan S

Verified Expert  in Finance

Finance Expert

Location
Kochi, Kerala, India
Toptal Member Since
March 24, 2017

During his two-decade career in Asia and the US, Nathan has consulted in strategy, valuations, corporate finance, financial planning and analysis, forecasting, and investments across six continents—ranging in value from $10 million to $1 billion. While a senior manager at Ernst & Young, he led engagements in valuations and modeling and recently left to pursue entrepreneurial endeavors while working on challenging projects at Toptal.

Investment AnalysisFinancial WriterExcel ExpertBusiness ResearchBusiness Plan ConsultingStartup ConsultingFundraising ConsultantManagement ConsultingFintech ConsultantInvestment BankingFractional CFOAccounts ReceivableInvestment StrategyVirtual CFOFinance DirectorAsset Management ConsultingDerivativesStock Option ConsultingFX Consulting409A Valuation ConsultingChartered AccountingTrade FinanceEquity ResearchFinancial SystemsCommercial Real Estate

Career Highlights

Financial Modeling Expert
Reason Street LLC
Senior Manager, Valuations and Transaction Advisory Services
Ernst & Young LLP
Corporate Finance Analyst
Nest Technologies Corporation

Education Highlights

Executive MBA Degree
Indian Institute of Management, Kozhikode

Certification Highlights

Financial Modeling Certification
Wall Street Prep
Chartered Financial Analyst (CFA)
CFA Institute
Chartered Accountant in Accounting, Taxation, and Finance
Institute of Chartered Accountants of India

Case Studies

Work Experience

Consultant

2017 - PRESENT
Freelance
  • Consulted for company valuations for funding and financial reporting for clients, such as a Big 4 firm, a government consultant, and startups in logistics tech, medtech, and defense technology.
  • Built financial models for hardware pricing as a service for an industrial IoT startup, models for SaaS startups, and an IIoT product under design.
  • Consulted on the funding strategy for various startups in North American, Indian, and other Asian markets.
  • Consulted on 409A valuations, reviewed valuation models and methodologies, and signed off on the final 409A valuation report for startups.
  • Served on grant and funding panels, advising seed-level funding from incubators, accelerators, and seed investors. Volunteered as a mentor for Stanford Seedspark program for startups for cohorts 04, 05, and 07.
  • Trained entrepreneurs and masters-level students in business plan writing, valuation, and fundraising using real-world examples at premier management institutes and government-run entrepreneurship development centers.
Focus areas: Startups, Angel Investing, Angel/Seed Funding, Desktop as a Service (DaaS), Pitch Deck Consultant, Financial Modeling, Business Models, Early-stage Startups, Forecasting, Three-statement Modeling, Revenue & Expense Projections, Excel 365, Fundraising, Intangible Asset Valuation, Pre-revenue Valuation, Financial Analysis, Valuation Modeling, Private Company Valuation, 409A Valuation, Emerging Markets, Foreign Exchange, Foreign Currency, Financial Data, Bonds, Currencies, Research Analysis, Investment Banking, Microsoft Excel, Excel Modeling, Software as a Service (SaaS), Models, Asset Management, Business to Consumer (B2C), Early-stage Venture Capital, Early-stage Funding, Seed Fundraising, Term Sheets, Term Sheet Negotiations, Employee Stock Options, Options, Bankruptcy, Option Schemes, Real Options Reasoning, Equity Derivatives, Derivatives, Derivative Pricing, Investment Analysis, Investment Research, Investments, Financing, Series A, Startup Consulting, Startup Funding, Startup Accelerators, Strategic Planning & Execution, Strategy, Deal Structuring, Global Strategy, Management Consulting, Investment Strategy, Pitch Decks, Transaction Comparables, Cash Flow Analysis, Discounted Cash Flow Analysis, Sensitivity Analysis, Free Cash Flow (FCF), Cash Flow Forecasting, Cash Flow Modeling, Projected Cash Flow, Statement of Cash Flows, Discounted Cash Flow (DCF), DCF Valuation, Cash Flow, Corporate Finance, Cost of Capital, Finance Strategy, Financial Forecasting, Financials, Financial Ratios, Share Purchase Agreements, Comparable Company Analysis, Industry Analysis, Strategy Planning, Business Strategy, Pricing Strategy, Investment Ideas, Strategic Planning, Investment Return Scenario Analysis, Scenarios, Scenario Analysis, Fintech, India, Business Model Canvas, Business Modeling, Consumer Products, Healthcare, Manufacturing, EMEA, Investment Memoranda, Impact Investing, Project Evaluation, IFRS Financial Reporting, GAAP, Finance Reports, Small & Medium-sized Enterprises (SME), QuickBooks Online, Medical Software, Enterprise SaaS, Startup Funding Consultant, Remote Work, Subscription Pricing, Subscriptions, Apps, Psychology & Mental Health, FS Consolidation, Investment Briefs, Information Memoranda, Microsoft Power BI, Planning, Indian Companies Act, Board Decks, Excel Expert, Black-Scholes Model, Dashboards, Company Research, Long-range Plans, Investment Modeling, Investment Consulting, Business Evaluation, Food Delivery Services, Bangladesh, CIM, Confidential Information Memorandum

Director of the Board

2006 - PRESENT
Seshadri Nathan Securities Pvt. Ltd.
  • Founded the company in 2006 for Indian investors with value-investing strategies for equity investments and financial planning assistance for individuals. Pivoted in 2019 to corporate and management consulting services and equity fund-raising.
  • Engaged in corporate and management consulting and advised startup clients on valuation and fundraising. Valued a robotic startup in India with a focus on the construction sector for angel round funding and a film school for equity funding.
  • Invested in Indian startups—a mobile app facilitating home delivery of pharmaceutical drugs, an EV conversion-kit startup, a crowdfunding platform, a natural ice cream, a patent-holding startup in solid waste management, and a media-tech startup.
  • Valued RMBS and CMBS pools for an Australian client, ESOPs for a UAE-based startup in financial services, and equity of a financial services broker in UAE for potential fundraising.
  • Prepared the information memorandum and industry research for a client in the specialty coffee sector in UAE and a pitch deck and a financial model for a logistic startup in Saudi Arabia.
  • Consulted as a venture partner for a multi-national angel network to help raise angel investments for startups, including edtech, MedTech, and music tech startups.
  • Performed ongoing advisory engagement for startups in the medical distribution sector, skills enhancement for graduating students, and patent-owning startups in the waste management space.
  • Valued a corporate legal practice in Mauritius, including its brand and goodwill, and an oil rig owner for a shareholder dispute in Mauritius.
  • Valued a technology firm in the banking sector for further funding and shareholder resale, another technology firm in the banking sector for funding.
Focus areas: Price Analysis, Pricing, Financial Analysis, Business Research, Equity Valuation, Equity Research, Valuation Modeling, Value Investing, Valuation, Investment Summaries, Investment Thesis, Venture Capital, Financial Writer, Business Plan Consulting, Fundraising Consultant, Fintech Consultant, Financial Management, Pitch Deck Consultant, Software, Financial Modeling, Business Models, Early-stage Startups, Forecasting, Three-statement Modeling, Revenue & Expense Projections, Excel 365, Fundraising, Valuation of Financial Instruments, Pre-revenue Valuation, Private Company Valuation, Budgeting, Interim CFO, Virtual CFO, Part-time CFO, Accounting, Controllership/Accounting, CFO, Emerging Markets, Foreign Exchange, Foreign Currency, Financial Data, Financial Systems, Bonds, Currencies, Research Analysis, Investment Banking, Microsoft Excel, Excel Modeling, Software as a Service (SaaS), Models, Asset Management, Business to Consumer (B2C), Early-stage Venture Capital, Early-stage Funding, Seed Fundraising, Term Sheets, Term Sheet Negotiations, Options Trading, Futures & Options, Employee Stock Options, Options, Bankruptcy, Option Schemes, Real Options Reasoning, Equity Derivatives, Derivatives, Derivative Pricing, Investment Manager, Investment Analysis, Investment Research, Investments, Financing, Debt Financing, Series A, Startup Consulting, Startups, Startup Funding, Startup Accelerators, Fractional CFO, Strategic Planning & Execution, Strategy, Deal Structuring, Global Strategy, Management Consulting, Investment Strategy, Pitch Decks, Alternative Investments, Transaction Comparables, Cash Flow Analysis, Discounted Cash Flow Analysis, Sensitivity Analysis, Cash Flow Management, Free Cash Flow (FCF), Cash Flow Forecasting, Cash Flow Modeling, Projected Cash Flow, Statement of Cash Flows, Discounted Cash Flow (DCF), DCF Valuation, Cash Flow, Cash Management, M&A Modeling, 13-week Cash Flow, Equity Research Analysis, Corporate Finance, Cost of Capital, Finance Strategy, Financial Services, Financial Forecasting, Financial Planning & Analysis (FP&A), Financial Presentations, Financials, Financial Model Auditing, Financial Closing, Pro Forma Financial Statements, Financial Ratios, Financial Records, SME/SMB Financing, Equity Investment, Share Purchase Agreements, Finance Director, Operational Finance, Microfinancing, Financial Markets, Banking & Finance, Transaction Modeling, Transaction Structuring, Comparable Company Analysis, Private Equity, Industry Analysis, Strategy Planning, Business Strategy, Pricing Strategy, Investment Ideas, Stock Analysis, Strategic Planning, Investment Return Scenario Analysis, Scenarios, Scenario Analysis, Fintech, India, Deal Sourcing, Angel Investing, Investment Briefs, Investment Committee Advisory, Business Model Canvas, Business Modeling, Consumer Products, Healthcare, Investment Memoranda, Impact Investing, Project Evaluation, Accounts Receivable, GAAP, Finance Reports, Accounts Payable, Reporting, Small & Medium-sized Enterprises (SME), Enterprise SaaS, Startup Funding Consultant, Financial Controls & Processes, Management, Subscription Pricing, Subscriptions, Apps, Psychology & Mental Health, Investment Portfolio Management, Portfolio Management, Family Office, Family Office Consultants, Consolidated Reporting, Financial Consolidation, FS Consolidation, Audits, Information Memoranda, Microsoft Power BI, Market Research, Planning, Indian Companies Act, Board Decks, Black-Scholes Model, Dashboards, Company Research, Research Reports, Long-range Plans, Investment Modeling, Investment Consulting, Monte Carlo Simulations, Business Evaluation, Food Delivery Services, Bangladesh, CIM, Confidential Information Memorandum

409A Valuation Experts (Software) via Toptal

2023 - 2024
Exactera LLC
  • Consulted on the design of a valuation software for 409A valuations.
  • Detailed DCF valuation and the discount for lack of marketability (DLOM) to design and build a SaaS offering.
  • Outlined valuation analysis, use of relative valuation metrics, and reconciliation of value for final valuation design.
Focus areas: Valuation, 409A Valuation, DCF Valuation, Equity Valuation, Valuation Analysis, Relative Valuation, Startups, Black-Scholes Model

409A Valuation Expert via Toptal

2023 - 2023
Go Real Travel Inc.
  • Built a valuation model for use in 409A valuation report considering equity waterfall and the discount for lack of marketability and control (DLOM/DLOC).
  • Calculated option values using the Black-Scholes option valuation.
  • Applied suitable waterfall methods for allocation of equity considering the probability-weighted expected return method (PWERM) and other models.
Focus areas: 409A Valuation, Valuation, Equity Valuation, Valuation Analysis, Black-Scholes Model, Company Research

Controlling Business Partner/Group Controller

2023 - 2023
Syncron Holding AB
  • Reviewed invoicing and revenue recognition in ERP against the contract database to identify material items of difference in ARR/MRR for shareholder reporting.
  • Produced detailed revenue recognition policies as set up in the ERP to facilitate reconciliation using customer contracts.
  • Identified differences in invoicing through ERP against the SaaS contract database toward further reconciliation.
Focus areas: Financial Planning & Analysis (FP&A), Reporting, Variance Reporting, BI Reporting, Excel Reporting, Group Reporting, Board Reporting, Forecasting, Financial Modeling, Revenue & Expense Projections, Three-statement Modeling, Data Analysis, Financial Controlling, Controlling, Microsoft Excel, Management Reporting, Workday, Adaptive Planning, Enterprise SaaS, Financial Controls & Processes, Subscription Pricing, Subscriptions, Consolidation, Consolidated Reporting, Financial Consolidation, FS Consolidation, Planning, Excel Expert, Dashboards

Sell-side M&A Expert

2023 - 2023
JW Services Company Limited DBA Myanmar Tracker
  • Researched industry trends to help pitch to the potential acquirer.
  • Valued the company using different approaches to indicate a range for negotiation.
  • Structured the pitch presentation for the Owner/CEO to present to the potential acquirer.
  • Advised on strategies and transaction considerations for the acquisition.
Focus areas: Mergers & Acquisitions (M&A), Cloud, Internet of Things (IoT), Venture Capital, Technology, M&A (Sell-side), Startups, Pitch Presentations, Pitch Decks, Valuation, IFRS Financial Reporting, Information Memoranda, Planning

Financial Modeling Expert

2020 - 2023
Reason Street LLC
  • Prepared a financial model for fundraising for a hardware-as-a-service startup in the oil and gas sector with IoT devices. It was used as an operational model, and the modified version was used for successful fundraising.
  • Put together a financial model for the pricing strategy for a capital equipment manufacturer using the as-a-service model. It was used to evaluate potential paths for a new business offering, including managed services and device as a service.
  • Developed a financial model for pricing strategy for a conferencing equipment provider shifting to a hardware-as-a-service model with channel partners.
  • Produced a financial model for determining the pricing strategy for a MedTech startup. Developed a model to evaluate pricing packages, operational models, and forecasts for hardware-connected software sold to biopharma running clinical trials.
  • Handled financial due diligence and modeling for a venture studio.
Focus areas: Financial Modeling, Internet of Things (IoT), Managed Services, Forecasting, US GAAP, Medical Software, Enterprise SaaS, Subscription Pricing, Subscriptions, Hardware, Industry 4.0, Industrial Internet of Things (IIoT), Apps, Venture Funding, Market Research, Planning, Excel Expert, Long-range Plans, Investment Modeling

Director of the Board

2020 - 2023
Quantum Healthcare India
  • Evaluated the potential acquisition of multiple hospitals, clinics, and diagnostic labs.
  • Valued hospitals, clinics, and diagnostic labs for acquisition.
  • Explored leveraged (LBO) and management buyout (MBO) options for hospitals, clinics, and diagnostic labs.
  • Evaluated and proposed financial and resource optimization of specialty hospitals, clinics, and multi-specialty hospitals.
Focus areas: Project Evaluation, Mergers & Acquisitions (M&A), Acquisitions, Acquisition Analysis, Valuation, DCF Valuation, Fundraising, Finance Reports, Accounts Payable, Reporting, Small & Medium-sized Enterprises (SME), Medical Software, Startup Funding Consultant, Financial Controls & Processes, Management, Remote Work, Subscription Pricing, Subscriptions, Apps, Psychology & Mental Health, Audits, Investment Briefs, Information Memoranda, Market Research, Planning, Indian Companies Act, Board Decks, Dashboards, Company Research, Long-range Plans, Investment Modeling, Investment Consulting, Business Evaluation, CIM, Confidential Information Memorandum

Financial Modeling and Strategy Expert

2022 - 2022
Banpu Innovation & Ventures, Co., Ltd.
  • Prepared a detailed investment strategy and investment policy statement for corporate venture capital.
  • Conducted detailed research in venture capital investments and presented to support strategic decision-making.
  • Extracted from strategy and built a checklist to assist in identifying potential investments and key criteria to track the progress of investments separately for early-stage and later-stage investments.
Focus areas: Business Strategy, Investment Thesis, Investment Policy Statements (IPS), Investment Strategy, Early-stage Venture Capital, Venture Funding, Startup Funding Consultant, Planning, Board Decks, Dashboards, Long-range Plans, Investment Modeling, Investment Consulting, Monte Carlo Simulations, Business Evaluation

Senior Manager, Valuations and Transaction Advisory Services

2013 - 2017
Ernst & Young LLP
  • Built and reviewed valuation models for banking companies in the Middle East and Europe; modeled loan loss provisions and regulatory capital adequacy.
  • Advised petroleum and petrochemical clients, sovereign wealth funds, and investment holding companies in the Middle East to evaluate assets, intangibles, and associate and subsidiary investments.
  • Counseled sovereign wealth funds, real estate, and investment holding companies in the Middle East to evaluate real estate properties and hotel properties in Asia, Africa, Europe, and the Americas.
  • Valued intellectual property, including software, mobile apps, football player contracts, service management contracts for hotels, and other intangibles for clients in the asset management, hospitality, real estate, and entertainment industries.
  • Conducted research to arrive at transaction comparables and trading multiples for valuation of assets, including ships, oil tankers, real estate, hotels, and investments.
  • Performed commercial and financial due diligence on a specialty ink company in the Middle East for acquisition by the world's largest ink and pigment products company; recommended structuring the venture.
  • Prepared M&A and leveraged the buyout (LBO) models, prepared investor decks, and advised on structuring acquisitions, spinoffs, and sales.
  • Built and reviewed models valuing non-traded derivatives, including swaps, currency forwards, commodity forwards, forex options, structured products, Islamic finance, and Shariah products for clients in the banking, insurance, and power sectors.
  • Valued employee stock options for banking, financial services, and other service companies in the Middle East and India.
  • Prepared detailed purchase price and allocation models.
Focus areas: Financial Analysis, Intellectual Property Valuation, Derivative Pricing, Purchase Price Allocation, Transaction Structuring, M&A Modeling, Leveraged Buyout Modeling, Banking Provision Models, Transaction Modeling, Fairness Opinion Reports, Financial Options, Investor Presentations, 409A Valuation, Contingent Valuation Method, Private Equity Valuation, Liability Valuations, Equity Valuation, Asset Valuation, Valuation Analysis, Valuation Modeling, Valuation Multiples, Valuation, Financial Writer, Business Plan Consulting, Fundraising Consultant, Fintech Consultant, Desktop as a Service (DaaS), Pitch Deck Consultant, Software, Financial Modeling, Business Models, Early-stage Startups, Forecasting, Three-statement Modeling, Revenue & Expense Projections, Mergers & Acquisitions (M&A), Cross-border M&A, M&A (Buy-side), Investment Banking, Data Analysis, Excel 365, Fundraising, Valuation of Financial Instruments, Intangible Asset Valuation, Pre-revenue Valuation, Private Company Valuation, Emerging Markets, Foreign Exchange, Foreign Currency, Foreign Exchange (FX) Hedging, Financial Data, Financial Systems, Bonds, Currencies, Research Analysis, Microsoft Excel, Excel Modeling, Software as a Service (SaaS), Models, Managed Service Providers (MSP), Managed Services, Pricing Models, Pricing, Hedge Funds, Asset Management, Term Sheets, Term Sheet Negotiations, Futures & Options, Employee Stock Options, Options, Bankruptcy, Leveraged Buyout (LBO), Option Schemes, Real Options Reasoning, Project Finance, Equity Derivatives, Derivatives, Fixed-income Derivatives, Investment Analysis, Investment Research, Investments, Financing, Debt Financing, Startup Consulting, Startups, Startup Accelerators, Strategic Planning & Execution, Strategy, Deal Structuring, Shared Services, Global Strategy, Management Consulting, Investment Strategy, Pitch Decks, Alternative Investments, Transaction Comparables, Cash Flow Analysis, Discounted Cash Flow Analysis, Sensitivity Analysis, Cash Flow Management, Free Cash Flow (FCF), Cash Flow Forecasting, Cash Flow Modeling, Projected Cash Flow, Statement of Cash Flows, Discounted Cash Flow (DCF), Bank Debt Raises, DCF Valuation, Cash Flow, 13-week Cash Flow, Corporate Finance, Cost of Capital, Finance Strategy, Financial Services, Financial Forecasting, Financial Planning & Analysis (FP&A), Financial Presentations, Financials, Financial Model Auditing, Pro Forma Financial Statements, Oil & Gas, Financial Ratios, Share Purchase Agreements, Loan Valuation, Structured Finance, Leveraged Finance, Financial Markets, Banking & Finance, Comparable Company Analysis, Private Equity, Industry Analysis, Strategy Planning, Business Strategy, Pricing Strategy, Strategic Planning, Investment Return Scenario Analysis, Scenarios, Scenario Analysis, M&A (Sell-side), Sell-side, Fintech, Business Model Canvas, Business Modeling, Consumer Products, Manufacturing, EMEA, Project Evaluation, IFRS Financial Reporting, GAAP, Reporting, US GAAP, Financial Controls & Processes, Management, Remote Work, Subscription Pricing, Subscriptions, Apps, Consolidation, Consolidated Reporting, Financial Consolidation, FS Consolidation, Audits, Investment Briefs, Information Memoranda, Microsoft Power BI, Professional Services, Market Research, Planning, Board Decks, Excel Expert, Black-Scholes Model, Dashboards, Company Research, Long-range Plans, Investment Modeling, Investment Consulting, Monte Carlo Simulations, Business Evaluation, CIM, Confidential Information Memorandum

Manager and Chief Investment Officer

2007 - 2017
Open Quiver Investments
  • Invested proprietary funds in markets in multiple geographies and asset classes.
  • Invested in real-estate assets in the United States.
  • Managed investments in stock markets in the US, euro area, Great Britain, Japan, and Canada. Used options to hedge and generate income.
  • Traded major currency pairs and commodities using exchange traded options and futures options.
Focus areas: Investing, Investments, Value Investing, Equity Investment, Angel Investing, Property Investment, Startup Funding, Financial Controls & Processes, Portfolio Management, Investment Portfolio Management, Planning, Black-Scholes Model, Company Research, Research Reports, Long-range Plans, Investment Modeling, Investment Consulting, Monte Carlo Simulations, Business Evaluation

Co-founder | Managing Director | Acting CFO

2012 - 2013
JRSCA Consulting and Advisory Pvt. Ltd.
  • Co-founded the company and spun off a consulting operations service from the larger firm; structured the service offerings and scaled the organization to more than 100 employees in one year.
  • Assisted with incorporating companies for clients in India and supported clients through the initial years; served on the board of directors as a resident director for international clients.
  • Advised foreign clients on investing in India regarding corporate laws, international taxation, and new business issues.
  • Prepared a business plan for a for-profit higher education venture, making a case to the approving body and for funding by investors.
Focus areas: Price Analysis, Accounting Software, Pricing, Financial Analysis, Operations Analytics, Strategy, Operational Finance, Business Advisory, Financial Advisory, Venture Capital, Financial Writer, Business Plan Consulting, Fundraising Consultant, Fintech Consultant, Financial Management, Pitch Deck Consultant, Software, Financial Modeling, Forecasting, Three-statement Modeling, Revenue & Expense Projections, Data Analysis, Excel 365, Fundraising, Intangible Asset Valuation, Pre-revenue Valuation, Valuation Modeling, Private Company Valuation, Budgeting, Interim CFO, Virtual CFO, Part-time CFO, Accounting, Controllership/Accounting, CFO, Emerging Markets, Foreign Currency, Financial Data, Financial Systems, Currencies, Research Analysis, Microsoft Excel, Excel Modeling, Models, Business to Consumer (B2C), Term Sheets, Term Sheet Negotiations, Startups, Fractional CFO, Controllership, Strategic Planning & Execution, Deal Structuring, Management Consulting, Cash Flow Analysis, Discounted Cash Flow Analysis, Sensitivity Analysis, Cash Flow Management, Free Cash Flow (FCF), Cash Flow Forecasting, Cash Flow Modeling, Projected Cash Flow, Statement of Cash Flows, Discounted Cash Flow (DCF), DCF Valuation, Cash Flow, Cash Management, Corporate Finance, Cost of Capital, Finance Strategy, Financial Forecasting, Financial Planning & Analysis (FP&A), Financial Presentations, Financials, Financial Closing, Financial Ratios, Financial Records, SME/SMB Financing, Share Purchase Agreements, Finance Director, Industry Analysis, Strategy Planning, Business Strategy, Pricing Strategy, Investment Ideas, Stock Analysis, Strategic Planning, Investment Return Scenario Analysis, Scenarios, Scenario Analysis, India, Business Modeling, Investment Memoranda, Investor Reporting, Accounts Receivable, Finance Reports, Accounts Payable, Reporting, Small & Medium-sized Enterprises (SME), QuickBooks Online, Intuit QuickBooks, Financial Controls & Processes, Management, Remote Work, Consolidated Reporting, Financial Consolidation, FS Consolidation, Professional Services, Planning, Indian Companies Act, Board Decks, Dashboards, Company Research, Long-range Plans, Investment Consulting, Business Evaluation, CIM, Confidential Information Memorandum

Director

2012 - 2013
JRS & Company
  • Conducted financial and corporate due diligence on prospective investment targets, including a 200-bed hospital and a 250-bed hospital for a foreign healthcare investor.
  • Advised on the valuations of Indian companies in the video gaming and construction management software industries for acquisition by non-Indian investors.
  • Advised the potential merger of three government companies into a focused single entity.
Focus areas: Price Analysis, Accounting Software, Pricing, Financial Analysis, Due Diligence, Mergers & Acquisitions (M&A), Venture Funding, Financial Regulations, Asset Valuation, Valuation Analysis, Valuation Modeling, Property Investment, Intellectual Property Valuation, Finance, Real Estate, Valuation Multiples, Valuation, Venture Capital, Financial Writer, Business Plan Consulting, Software, Financial Modeling, Forecasting, Three-statement Modeling, Revenue & Expense Projections, M&A (Buy-side), Data Analysis, Excel 365, Fundraising, Intangible Asset Valuation, Pre-revenue Valuation, Private Company Valuation, Virtual CFO, Accounting, Controllership/Accounting, Emerging Markets, Financial Data, Financial Systems, Currencies, Research Analysis, Microsoft Excel, Excel Modeling, Models, Term Sheets, Term Sheet Negotiations, Investment Analysis, Investment Research, Investments, Financing, Series A, Startup Consulting, Startups, Startup Funding, Strategic Planning & Execution, Deal Structuring, Management Consulting, Pitch Decks, Transaction Comparables, Cash Flow Analysis, Discounted Cash Flow Analysis, Sensitivity Analysis, Free Cash Flow (FCF), Cash Flow Forecasting, Cash Flow Modeling, Projected Cash Flow, Statement of Cash Flows, Discounted Cash Flow (DCF), DCF Valuation, Cash Flow, M&A Modeling, 13-week Cash Flow, Corporate Finance, Cost of Capital, Finance Strategy, Financial Services, Financial Forecasting, Financial Presentations, Financials, Financial Model Auditing, Pro Forma Financial Statements, Financial Ratios, SME/SMB Financing, Share Purchase Agreements, Trade Finance, Banking & Finance, Transaction Modeling, Transaction Structuring, Comparable Company Analysis, Private Equity, Industry Analysis, Strategy Planning, Pricing Strategy, Strategic Planning, Scenarios, Scenario Analysis, M&A (Sell-side), Cross-border M&A, Due Diligence Consultant, India, Business Modeling, Healthcare, Real Estate Development, Project Evaluation, IFRS Financial Reporting, GAAP, Reporting, Small & Medium-sized Enterprises (SME), QuickBooks Online, Intuit QuickBooks, Startup Funding Consultant, Financial Controls & Processes, Management, Consolidation, Consolidated Reporting, Financial Consolidation, FS Consolidation, Information Memoranda, Professional Services, Market Research, Planning, Indian Companies Act, Excel Expert, Company Research, Long-range Plans

Head of Advisory Services and Research

2010 - 2011
Capital Eye for Business Consultancy KSCC
  • Advised on valuation and prepared teaser and detailed presentations for finding equity investors in banking and financial services sectors, successfully raising $10 million for a Middle Eastern microfinance company.
  • Guided on valuation and prepared teaser and detailed presentation to find equity investors for $50 million for a commercial real estate developer and $10 and $20 million for two financial services companies.
  • Advised on valuation and prepared teaser and detailed presentation for finding equity investors for $10 million for a Middle East industrial gas operator and $20 million for a North African BOT gas processing plant.
  • Prepared investment reports and briefs for clients in the Middle East who were looking to make outbound investments in Europe, Asia, and North America.
  • Advised on valuation and prepared teaser and detailed presentation for finding equity investors for $12 million for a Kuwait-based electrical equipment supplies company.
  • Conducted due diligence on legal, commercial, and financial matters for an acquirer of a $20 million Kuwaiti medical equipment company.
  • Recommended restructuring scenarios for a $45 million Middle Eastern apparel retailer.
Focus areas: Price Analysis, Accounting Software, Pricing, Financial Analysis, Due Diligence, Valuation Analysis, Valuation Modeling, Valuation, Property Investment, Investment Briefs, Investment Memoranda, Pitch Decks, Mergers & Acquisitions (M&A), Venture Capital, Financial Writer, Business Plan Consulting, Fundraising Consultant, Fintech Consultant, Pitch Deck Consultant, Financial Modeling, Forecasting, Three-statement Modeling, Revenue & Expense Projections, Cross-border M&A, M&A (Buy-side), Investment Banking, Excel 365, Fundraising, Intangible Asset Valuation, Pre-revenue Valuation, Private Company Valuation, Financial Data, Research Analysis, Microsoft Excel, Excel Modeling, Models, Business to Consumer (B2C), Term Sheets, Term Sheet Negotiations, Bankruptcy, Investment Analysis, Investment Research, Investments, Financing, Deal Structuring, Management Consulting, Transaction Comparables, Cash Flow Analysis, Discounted Cash Flow Analysis, Sensitivity Analysis, Free Cash Flow (FCF), Cash Flow Forecasting, Cash Flow Modeling, Projected Cash Flow, Statement of Cash Flows, Discounted Cash Flow (DCF), DCF Valuation, Cash Flow, M&A Modeling, Equity Research Analysis, Corporate Finance, Cost of Capital, Finance Strategy, Financial Services, Financial Forecasting, Financial Presentations, Financials, Financial Model Auditing, Pro Forma Financial Statements, Oil & Gas, Financial Ratios, Microfinancing, Financial Markets, Banking & Finance, Transaction Modeling, Transaction Structuring, Comparable Company Analysis, Industry Analysis, Investment Ideas, Stock Analysis, Strategic Planning, Investment Return Scenario Analysis, Scenarios, Scenario Analysis, Sell-side, M&A (Sell-side), Due Diligence Consultant, Fintech, Business Modeling, Consumer Products, Healthcare, Islamic Banking, Real Estate Development, EMEA, Project Evaluation, IFRS Financial Reporting, Small & Medium-sized Enterprises (SME), Management, Remote Work, Family Office Consultants, Family Office, Information Memoranda, Professional Services, Planning, Board Decks, Excel Expert, Dashboards, Company Research, Research Reports, Long-range Plans, Investment Modeling, Investment Consulting, Business Evaluation, CIM, Confidential Information Memorandum

Assistant Vice President — Corporate Finance

2008 - 2009
First Qatar Real Estate Development KSCC
  • Prepared financial models and lender packages to raise bank funding for two Qatari real estate development projects, including a $100 million mixed-use development project nearing completion and a new $300-million project.
  • Created financial models to evaluate the returns of potential real estate acquisitions in Kuwait, Oman, and Qatar, ranging in value from $10-30 million.
  • Researched office, retail, and residential real estate demand and drivers in these geographies to validate assumptions.
  • Improved the quality of investor communication and lender packages by providing financials and the status of development projects on a timely basis, eventually obtaining a corporate rating from S&P.
  • Prepared a model for hedging currency exposure in other GCC markets against Kuwaiti Dinar for managing treasury investments and long-term investments.
Focus areas: Price Analysis, Accounting Software, Pricing, Financial Analysis, Financial Planning & Analysis (FP&A), Hedging, Credit Analysis, Property Investment, Investment Monitoring, Investment Summaries, Investment Briefs, Finance, Real Estate, Investor Presentations, Investor Relations, Financial Writer, Business Plan Consulting, Fundraising Consultant, Financial Management, Financial Modeling, Forecasting, Three-statement Modeling, Revenue & Expense Projections, Investment Banking, Data Analysis, Excel 365, Fundraising, Private Company Valuation, Budgeting, Controller, Accounting, Controllership/Accounting, CFO, Foreign Exchange, Foreign Currency, Foreign Exchange (FX) Hedging, Financial Data, Financial Systems, Bonds, Currencies, Research Analysis, Microsoft Excel, Excel Modeling, Hedge Funds, Asset Management, Options Trading, Futures & Options, Options, Financial Options, Project Finance, Derivatives, Fixed-income Derivatives, Investment Manager, Investment Analysis, Investment Research, Investments, Financing, Debt Financing, Controllership, Strategic Planning & Execution, Strategy, Investment Strategy, Alternative Investments, Cash Flow Analysis, Discounted Cash Flow Analysis, Sensitivity Analysis, Cash Flow Management, Free Cash Flow (FCF), Cash Flow Forecasting, Cash Flow Modeling, Projected Cash Flow, Statement of Cash Flows, Bank Debt Raises, DCF Valuation, Cash Flow, Cash Management, Corporate Finance, Cost of Capital, Finance Strategy, Financial Forecasting, Financial Presentations, Financials, Financial Closing, Pro Forma Financial Statements, Financial Ratios, Financial Records, Equity Investment, Structured Finance, Leveraged Finance, Operational Finance, Financial Markets, Equity Research, Strategy Planning, Business Strategy, Investment Ideas, Stock Analysis, Strategic Planning, Investment Return Scenario Analysis, Scenarios, Scenario Analysis, Business Modeling, Islamic Banking, Real Estate Development, EMEA, Project Evaluation, Investor Reporting, GAAP, Finance Reports, Accounts Payable, Reporting, Financial Controls & Processes, Management, Investment Portfolio Management, Portfolio Management, Portfolio Reporting, Portfolio Analysis, Consolidation, Consolidated Reporting, Financial Consolidation, FS Consolidation, Audits, Planning, Board Decks, Excel Expert, Black-Scholes Model, Dashboards, Research Reports, Long-range Plans, Investment Modeling, Investment Consulting, CIM, Confidential Information Memorandum

Manager | Corporate Finance

2007 - 2008
RSM (McGladrey) International
  • Researched industry demand, development model, customer base, and competitors to prepare a valuation for the sale of a stake in a $175 million Kuwaiti information technology company with US DoD contracts.
  • Prepared a financial model of a combined entity for the $1.7 billion proposed merger of two public Kuwaiti real estate companies; quantified the synergies of scale and assisted management in preparing the pitch book for the transaction.
  • Researched the local market, proposed projects, and determined demand drivers to prepare the placement memorandum for $500 million of equity in a Qatari real estate development company.
  • Valued real estate holdings for a $200 million GCC retail operation and proposed a sale and leaseback of the real estate, as well as a transaction structure for the spinoff, sale, and leaseback.
  • Researched markets and demand for the product offerings to prepare the business plan for a professional education venture covering Gulf Cooperation Countries (GCC), North Africa, and Levant regions.
  • Analyzed the historical trade book and order books from the Kuwait Stock Exchange for the public market acquisition of a 30% stake in a real estate company and proposed acquisition strategies to minimize overall costs.
Focus areas: Price Analysis, Pricing, Financial Analysis, Due Diligence, Finance, Real Estate, Valuation Multiples, Investment Memoranda, Purchase Price Allocation, Valuation Analysis, Valuation Modeling, Valuation, Private Company Valuation, Private Equity, Mergers & Acquisitions (M&A), Corporate Finance, Venture Capital, Financial Writer, Business Plan Consulting, Fundraising Consultant, Fintech Consultant, Pitch Deck Consultant, Software, Financial Modeling, Business Models, Forecasting, Three-statement Modeling, Revenue & Expense Projections, Cross-border M&A, M&A (Buy-side), Investment Banking, Excel 365, Fundraising, Valuation of Financial Instruments, Intangible Asset Valuation, Pre-revenue Valuation, Emerging Markets, Financial Data, Bonds, Currencies, Research Analysis, Microsoft Excel, Excel Modeling, Models, Term Sheets, Term Sheet Negotiations, Futures & Options, Options, Option Schemes, Real Options Reasoning, Financial Options, Project Finance, Equity Derivatives, Derivatives, Derivative Pricing, Investment Analysis, Investment Research, Investments, Financing, Deal Structuring, Global Strategy, Investment Strategy, Pitch Decks, Alternative Investments, Transaction Comparables, Cash Flow Analysis, Discounted Cash Flow Analysis, Sensitivity Analysis, Free Cash Flow (FCF), Cash Flow Forecasting, Cash Flow Modeling, Projected Cash Flow, Statement of Cash Flows, Discounted Cash Flow (DCF), DCF Valuation, Cash Flow, M&A Modeling, Cost of Capital, Finance Strategy, Financial Services, Financial Forecasting, Financial Presentations, Financials, Financial Model Auditing, Pro Forma Financial Statements, Oil & Gas, Financial Ratios, Leveraged Finance, Financial Markets, Banking & Finance, Transaction Modeling, Transaction Structuring, Comparable Company Analysis, Industry Analysis, Stock Analysis, Strategic Planning, Investment Return Scenario Analysis, Scenarios, Scenario Analysis, M&A (Sell-side), Sell-side, Due Diligence Consultant, Fintech, Business Modeling, Consumer Products, Healthcare, Islamic Banking, Real Estate Development, EMEA, Project Evaluation, IFRS Financial Reporting, US GAAP, Management, Remote Work, Family Office Consultants, Portfolio Management, Portfolio Analysis, Investment Thesis, Investment Cases, FS Consolidation, Information Memoranda, Professional Services, Market Research, Planning, Excel Expert, Black-Scholes Model, Company Research, Long-range Plans, Investment Modeling, Investment Consulting, Monte Carlo Simulations, Business Evaluation, CIM, Confidential Information Memorandum

Corporate Finance Analyst

2002 - 2007
Nest Technologies Corporation
  • Valued a US commercial real estate property using a pro forma NOI for a $25 million investment, preparing the financial models with sensitivity to borrowing rate and other relevant factors.
  • Prepared financial models and the data room for due diligence and authored sections of investment memorandum for the equity sale of a $120 million Indian company and a $10 million sale of a US-based cable-television monitoring-equipment company.
  • Drew up financial models and recommendation reports that supported the acquisitions of a $5 million product division from the Chapter XI bankruptcy sale of a cable TV company.
  • Provided financial models and recommendation reports that supported the acquisitions of $25-50 million in technology product companies in Sweden and Ireland and $10-20 million in software companies in North America, India, and Japan.
  • Established revenue and cost recognition processes; improved cash flow planning and order-to-cash processes for group companies, leading to an approximately 20% higher cash flow.
  • Identified vendors, negotiated the contract, and transitioned parts of the accounting process, including order-to-bill, payroll processing, accounting, and GL reconciliation to an offshore location, saving the group companies around 15% in G&A expenses.
  • Prepared equity research models and recommendation reports for corporate treasury investments, including PAYX, GRA, HAS, RMD, BRK-A, and INFY.
  • Created lender packages and participated in lender meetings for a product company's $10 million bank funding, recruited and trained new accounting staff.
  • Managed the treasury operations of a group of companies, including investments, currency exposure, and hedging.
Focus areas: Price Analysis, Accounting Software, Pricing, Financial Analysis, Financial Planning & Analysis (FP&A), Treasury, Financial Reporting, Taxation, Mergers & Acquisitions (M&A), Investment Summaries, Venture Capital, Financial Writer, Business Plan Consulting, Fundraising Consultant, Financial Management, Software, Financial Modeling, Business Models, Early-stage Startups, Forecasting, Three-statement Modeling, Revenue & Expense Projections, Cross-border M&A, M&A (Buy-side), Investment Banking, Data Analysis, Excel 365, Fundraising, Valuation of Financial Instruments, Intangible Asset Valuation, Valuation Modeling, Private Company Valuation, Budgeting, Controller, Accounting, Controllership/Accounting, CFO, Emerging Markets, Foreign Exchange, Foreign Currency, Foreign Exchange (FX) Hedging, Financial Data, Financial Systems, Bonds, Currencies, Research Analysis, Microsoft Excel, Excel Modeling, Models, Pricing Models, Pricing Strategy, Pricing Plans, Managed Services, Asset Management, Term Sheets, Term Sheet Negotiations, Options Trading, Futures & Options, Employee Stock Options, Options, Bankruptcy, Leveraged Buyout (LBO), Option Schemes, Real Options Reasoning, Financial Options, Equity Derivatives, Derivatives, Fixed-income Derivatives, Derivative Pricing, Investment Manager, Investment Analysis, Investment Research, Investments, Financing, Debt Financing, Controllership, Strategic Planning & Execution, Strategy, Deal Structuring, Shared Services, Global Strategy, Management Consulting, Investment Strategy, Pitch Decks, Alternative Investments, Transaction Comparables, Cash Flow Analysis, Discounted Cash Flow Analysis, Sensitivity Analysis, Cash Flow Management, Free Cash Flow (FCF), Cash Flow Forecasting, Cash Flow Modeling, Projected Cash Flow, Statement of Cash Flows, Discounted Cash Flow (DCF), Bank Debt Raises, DCF Valuation, Cash Flow, Cash Management, M&A Modeling, 13-week Cash Flow, Equity Research Analysis, Corporate Finance, Cost of Capital, Finance Strategy, Financial Forecasting, Financial Presentations, Financials, Financial Model Auditing, Financial Closing, Pro Forma Financial Statements, Financial Ratios, Financial Records, Equity Investment, Share Purchase Agreements, Finance Director, Structured Finance, Leveraged Finance, Operational Finance, Trade Finance, Financial Markets, Transaction Modeling, Transaction Structuring, Equity Research, Comparable Company Analysis, Private Equity, Industry Analysis, Strategy Planning, Business Strategy, Investment Ideas, Stock Analysis, Strategic Planning, Investment Return Scenario Analysis, Scenarios, Scenario Analysis, M&A (Sell-side), Sell-side, Due Diligence, Business Modeling, Manufacturing, EMEA, Investment Memoranda, Project Evaluation, Investor Reporting, Accounts Receivable, IFRS Financial Reporting, GAAP, Finance Reports, Accounts Payable, Reporting, US GAAP, Small & Medium-sized Enterprises (SME), Intuit QuickBooks, Medical Software, Financial Controls & Processes, Management, Remote Work, Portfolio Management, Investment Portfolio Management, Portfolio Analysis, Consolidation, Consolidated Reporting, Financial Consolidation, FS Consolidation, Audits, Information Memoranda, Planning, Board Decks, Excel Expert, Black-Scholes Model, Dashboards, Company Research, Long-range Plans, Investment Modeling, Investment Consulting, Monte Carlo Simulations, Business Evaluation, CIM, Confidential Information Memorandum

Accounts Controller

2000 - 2002
SFO Technologies
  • Prepared consolidated pro forma financial models and investor presentations for three optical fiber cable and optronic contract manufacturing companies in India to establish the milestones for a future IPO.
  • Drew up a financial model and a business plan for a $10 million investment in India's soda bottling and bottled water plant.
  • Recommended best practices in inventory management at the shop floor to the CEO and board, which resulted in the reduction of work-in-process inventory by around 15% and obsolete inventory by around 10%.
  • Developed and implemented improved financial reporting processes for the software companies owned by the group, leading to the faster collection of receivables.
Focus areas: Price Analysis, Accounting Software, Pricing, Financial Analysis, Enterprise Resource Planning (ERP), Financial Forecasting, Financial Planning & Analysis (FP&A), Financial Reporting, Feasibility Studies, Financial Writer, Business Plan Consulting, Financial Management, Software, Financial Modeling, Forecasting, Three-statement Modeling, Revenue & Expense Projections, Data Analysis, Excel 365, Private Company Valuation, Budgeting, Controller, Accounting, Controllership/Accounting, CFO, Emerging Markets, Foreign Exchange, Foreign Currency, Foreign Exchange (FX) Hedging, Financial Systems, Currencies, Research Analysis, Microsoft Excel, Excel Modeling, Bankruptcy, Real Options Reasoning, Investment Analysis, Investment Research, Financing, Debt Financing, Controllership, Strategic Planning & Execution, Shared Services, Global Strategy, Pitch Decks, Transaction Comparables, Cash Flow Analysis, Discounted Cash Flow Analysis, Sensitivity Analysis, Cash Flow Management, Free Cash Flow (FCF), Cash Flow Forecasting, Cash Flow Modeling, Projected Cash Flow, Statement of Cash Flows, Discounted Cash Flow (DCF), Bank Debt Raises, DCF Valuation, Cash Flow, Cash Management, M&A Modeling, 13-week Cash Flow, Corporate Finance, Cost of Capital, Financial Presentations, Financials, Financial Model Auditing, Financial Closing, Pro Forma Financial Statements, Financial Ratios, Financial Records, SME/SMB Financing, Share Purchase Agreements, Operational Finance, Trade Finance, Financial Markets, Transaction Modeling, Comparable Company Analysis, Private Equity, Pricing Strategy, Investment Ideas, Stock Analysis, Strategic Planning, Investment Return Scenario Analysis, Scenarios, Scenario Analysis, India, Business Modeling, Consumer Products, Manufacturing, Project Evaluation, Investor Reporting, Accounts Receivable, GAAP, Finance Reports, Accounts Payable, Reporting, US GAAP, Small & Medium-sized Enterprises (SME), QuickBooks Online, Intuit QuickBooks, Financial Controls & Processes, Management, Remote Work, Consolidation, Consolidated Reporting, Financial Consolidation, FS Consolidation, Audits, Planning, Indian Companies Act, Board Decks, Excel Expert, Dashboards, Long-range Plans, Investment Modeling, Business Evaluation
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Getting to the Greeks: The Comprehensive Guide to Option Pricing

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Equity Levels of Value: The Logic Behind Premiums and Discounts

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2015 - 2017

Executive MBA Degree in Strategy and Marketing

Indian Institute of Management, Kozhikode - Kochi, Kerala, India

1994 - 1997

Bachelor's Degree in Commerce

Mahatma Gandhi University - Kottayam, Kerala, India

JUNE 2019 - PRESENT

Registered Valuer - Securities or Financial Assets

Insolvency and Bankruptcy Board of India (IBBI)

JUNE 2012 - JUNE 2024

Registered Mutual Fund Advisor

Association of Mutual Funds in India

AUGUST 2009 - PRESENT

Financial Modeling Certification

Wall Street Prep

SEPTEMBER 2006 - JUNE 2024

Chartered Financial Analyst (CFA)

CFA Institute

APRIL 1999 - MARCH 2023

Chartered Accountant in Accounting, Taxation, and Finance

Institute of Chartered Accountants of India

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