Naveen Sharda, Management Consultant in Ahmedabad, Gujarat, India
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Naveen Sharda

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

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

Image of Serving Food From the Cloud publication
Publication

Serving Food From the Cloud

https://www.toptal.com/management-consultants/growth-strategy/cloud-kitchen

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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