Prateek Modi
Verified Expert in Management Consulting
Management Consulting Expert
Bengaluru, Karnataka, India
Toptal member since August 10, 2021
Prateek is an investment analyst working on investments in US publicly listed technology companies with a San Francisco-based single-family office. In his previous roles, Prateek has completed >$1.2 billion in healthcare PE and M&A transactions over 5.5 years working as an investment banker with Allegro Capital, a healthcare-focused investment bank, and as a PE professional with Alkemi Growth Capital. He is a chartered accountant with an MBA in finance.
Career Highlights
Education Highlights
Certification Highlights
Case Studies
Returns Analysis of Equity Investment Post $2 Billion Merger
Industry Expertise
- Consumer Services
- Education
- Finance
- Investment Banking
- Venture Capital & Private Equity
- Healthcare Services
- Hospitals & Physicians Clinics
- Physicians Clinics
Other Expertise
- Business Models
- Equity Valuation
- Financial Modeling
- Fundraising Consultant
- Investment Banking
- Private Equity
- Startup Funding
Work Experience
Investment Analyst
Oberndorf Enterprises LLC
- Independently identified, diligenced, modeled, analysed returns, and presented overall investment thesis for Arista Networks (NASDAQ: ANET) in Dec-2021, which returned >4x till Jan-2025.
- Independently built out and maintained an extensive competitive tracker for US workspace productivity SaaS companies, covering around 100 financial, operating, app performance, usage, and social metrics.
- Supported 40% of the fund’s portfolio covering concentrated investments in 3-5 companies across SaaS, Internet, eCommerce, Cloud, Defense, and Aerospace sectors.
- Tracked around 60 companies on a continuous basis across Enterprise and Vertical SaaS, eCommerce, Internet-based businesses, defense and aerospace, and animal health.
Founder and CEO
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.
Investment Professional
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.
Investment Professional
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.
Senior Associate
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.
Private Equity Intern
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.
Education
Master's Degree (MBA) in Business Administration
Indian Institute of Management Calcutta - Kolkata, West Bengal, India
Master of Business Administration (MBA) in Strategic Finance
EDHEC - Lille, France
Bachelor's Degree in Accounting and Finance
St. Xaviers College - Kolkata, West Bengal, India
Certifications
Chartered Accountant (CA)
Institute of Chartered Accountants of India
Skills
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, Buy-side, 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, US GAAP
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