NM

Naveen Mortha

Investment Professional

Berlin, Berlin

Investor
VC

Invests in

Stages:

Locations:

  • Min Investment:

    $250,000.00

  • Max Investment:

    $10,000,000.00

  • Target Investment:

    $2,500,000.00

Skills

Capital Markets
Valuation
Equities
Equity Research
Investment Banking
Statistical Modeling
Derivatives
Financial Modeling
Business Analysis
Corporate Finance
Due Diligence
Cognos
Analysis
Investments
Mergers & Acquisitions
Business Development
Business Strategy
Strategy
Finance Advisory
Revenue Generation

Education

Work Experience

Nemetschek Group

2022

  • Investment and Portfolio Manager

    2022

Bricsys®

2021 - 2022

  • Strategy and Sales Ops Lead

    2021 - 2022

Foundamental

2020 - 2021

  • Investor

    2020 - 2021

DLabs at the Indian School of Business

2018 - 2019

  • Investment Manager

    2018 - 2019

Surya Capital Management

2013 - 2017

  • Investment Associate

    2013 - 2017

    Deal Experience includes investment into private leasing company and an horticulture company

SIMO Education India

2010 - 2012

  • Director, Head - Business development

    2010 - 2012

    EdTech Startup working in the K-12 segment

Bank of America Merrill Lynch

2008 - 2010

  • Analyst / Associate, Equity Capital Markets

    2008 - 2010

Bank of America

2006 - 2007

  • Analyst – Mergers and Acquisitions (M&A)

    2006 - 2007