Invests in
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
- Uo
- J
Lists including Yash
Work Experience
2024
Co-Founder
2024
2021 - 2023
Investment Team
2021 - 2023
2021 - 2021
Investment Analyst
2021 - 2021
2019 - 2019
Business Development & Operations
2019 - 2019
• Conducting loan underwriting assessments to verify eligibility of applicants • Underwrote loans valued at 3 times the size of the loan book • Collaborated on building company pitch decks for fundraising purposes • Developed a new property valuation model to analyze the worth of client’s collateral
2017 - 2018
Finance Manager
2017 - 2018
Continental Exporters is a family run business that focuses on the manufacture and retail of garments. I worked in the finance department. My responsibilities and achievements included but were not limited to: • Leading a team of 3 auditors and coordinating with auditors & ERP providers, for the successful implementation of the Goods & Service Tax (GST)- the biggest and most recent Indirect Tax reform in India- across processes in the organization • Managing a team of 3 Accountants and supervising the preparation & presentation of Financial Statements • Negotiating agreements with suppliers to reduce purchase costs by 25%
2014 - 2015
Analyst
2014 - 2015
Masterkey Holdings is a boutique venture advisory firm providing independent advice & assistance to start-ups and venture capital firms regarding capital raising, due diligence, strategic investments and mergers & acquisitions. Responsibilities and achievements included: • Conducting Financial Modelling & forecasting assignments for clients seeking in excess of $15 million in funding • Conducting Valuation of companies, Competitor Analysis and performing presentation of industrial trends & forecasts • Creating and maintaining a fund database containing details and interests of over 375 funds, enabling time-saving while approaching venture capital funds for clients that were seeking funds. • Due diligence of clients that involved Financial Statement analysis and Ratio analysis • Developing a key understanding of Statutory filings made by companies
2013 - 2014
Audit Assistant
2013 - 2014
Worked in the Statutory Audit department with PwC Bangalore. Responsibilities included the following: • Planning phase of the audit • Pre Audit discussions and communications with the client • On Field Audit Activities which included Testing of Various areas which included Fixed Assets Testing, Revenue Testing, Current Liabilities Testing, Cash and Bank testing, Equity Testing, Long-term & Short term Investment Testing, Inventory testing (including stock verification) among others • Preparation & Verification of Financial Statements as per Revised Schedule VI Other responsibilities included keeping myself updated with The New Companies Act 2013, Accounting Standards, IFRS and other notifications and amendments as and when published.