Publication
Serving Food From the Cloud
https://www.toptal.com/management-consultants/growth-strategy/cloud-kitchen
Naveen is available for hire
Hire NaveenNaveen Sharda
Verified Expert in Management Consulting
Management Consulting Expert
Ahmedabad, Gujarat, India
Toptal member since March 26, 2019
Bio
Naveen, CFA and Chartered Accountant, is a fractional CFO specializing in consumer startups across D2C, marketplace, subscription, and omnichannel models. With £60+ million raised and deployed across consumer and growth businesses, he helps founders master their unit economics, build CAC/LTV frameworks, and manage cash cycles tied to inventory and marketing spend. Naveen brings a rare dual perspective: he understands what investors look for and the constraints within which startups operate.
Career Highlights
Senior Associate
Moravia Capital AG
Assistant Manager (Corporate Strategy)
Edelweiss Financial Services Ltd
Industrial Trainee
Amansa Capital
Education Highlights
Bachelor's Degree
Mumbai University
Certification Highlights
Chartered Financial Analyst (CFA)
CFA Institute
Chartered Accountant
Institute of Chartered Accountants of India
Case Studies
Introduction to Real Estate Regulatory Authority
Investor RelationsPitch Decks
Equity Research Model
Financial ModelingThree-statement ModelingFinancial Planning & Analysis (FP&A)
Analysis Sheet and Valuation of a Packaging Company
Three-statement ModelingFinancial Planning & Analysis (FP&A)ValuationPrivate EquityDue Diligence
Startup Financial Model and Pitch Deck
Financial ModelingForecastingThree-statement ModelingAnalysisBudgetingFundraising
Industry Expertise
- Business Services
- Construction
- Civil Engineering Construction
- Investment Banking
- Venture Capital & Private Equity
- Plastic, Packaging & Containers
- Real Estate
- Retail
Software Expertise
- Microsoft Excel
Other Expertise
- CFO
- Due Diligence
- Financial Modeling
- Fundraising
- Investor Relations
- Private Equity
Work Experience
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, Budgeting, Pitch Decks, Alternative Investments, Financial Analysis, Venture Capital, Budget Modeling, CFO, Valuation, Mergers & Acquisitions (M&A), United Kingdom, Microsoft PowerPoint, Microsoft Excel, Fund of Funds
CFO
2022 - 2025
Ordoclub Ltd
- Managed the accounting and monthly close for the business, helping it grow from £2 million ARR to £23 million ARR within three years.
- Helped the company raise equity and debt capital from relevant investors.
- Built reporting frameworks, cash flow management, and inventory management tools, and implemented relevant software.
Focus areas: Accounting, Monthly Close Process, Fundraising, Financial Modeling, United Kingdom, Private Equity, Financial Planning & Analysis (FP&A), Pitch Decks, Investor Relations, Microsoft PowerPoint, Microsoft Excel
Senior Associate
2016 - 2022
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, Financial Modeling, Mergers & Acquisitions (M&A), Pitch Decks, Microsoft PowerPoint, Microsoft Excel
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, Microsoft PowerPoint, Microsoft Excel
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, Microsoft PowerPoint, Microsoft Excel
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, Finance Process Improvement
Other Experience
Education
2009 - 2012
Bachelor's Degree in Accounting
Mumbai University - Mumbai, India
Certifications
AUGUST 2016 - PRESENT
Chartered Financial Analyst (CFA)
CFA Institute
JANUARY 2009 - DECEMBER 2013
Chartered Accountant
Institute of Chartered Accountants of India
Skills
Finance
Financial Planning & Analysis (FP&A), Fundraising, Mergers & Acquisitions (M&A), Valuation, Financial Modeling, Due Diligence, Private Equity, Fund of Funds, Revenue & Expense Projections, Forecasting, Chartered Financial Analyst (CFA), CFO, Capital Budgeting, Cash Flow Modeling, Budgeting, Three-statement Modeling, Finance Process Improvement, Accounting
Output Software
Microsoft PowerPoint, Microsoft Excel
Industry Expertise
Venture Capital
Geographic Expertise
India, United Kingdom
Other
Investments, Investor Relations, Pitch Decks, Alternative Investments, Financial Analysis, Budget Modeling, Finance, Analysis of Variance (ANOVA), Analysis, Monthly Close Process
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