PB

Pulkit Bhardwaj

Founders Office at Datamotive.io | Ex- 3one4 Capital, Kautilya Real Estate Fund.

Pune, Maharashtra

Invests in

Stages:

Locations:

  • Min Investment:

    $100,000.00
  • Max Investment:

    $5,000,000.00
  • Target Investment:

    $1,500,000.00

Education

  • PGP Analytics- Online

    (2021 - 2022)

  • Association of Chartered Certified Accountant

    (2018 - 2021)

  • Bachelors in Commerce

    (2015 - 2018)

  • 12th

    Jog Education Trusts P. Jog College of Science & Commerce, Mayur Colony ,Kothrud, . Pune 411 038.

    (2013 - 2015)

  • Schooling

    Kamalnayan Bajaj school, Pune

    (2006 - 2013)

Work Experience

  • Founders Office - Growth and Strategy

    2024

    Responsibility includes -Managing Investor relations, outreach and presentations - Preparing budgets, financial plans, and GTM strategy - Exploring, setting, and monitoring Sales and Marketing processes -Conducting market research, developing business strategies, and identifying new business opportunities You can reach out to me at pulkit.bhardwaj@datamotive.io

  • Founders Office - Generalist

    2023 - 2024

2017

  • Trustee and Head of Fundraising.

    2017

    • Collaborated with external partners and managed corporate communications, event planning, and building up the communication system for donors • Increased available funds by tapping the CSR funds from corporates by researching and targeting organizations whose criteria match the charity's aims and activities • Mobilized resources for the program; negotiated contributions; kept donors informed about operational issues of importance; prepared funding proposals for corporates and the general public at large

2022 - 2023

  • Analyst- Portfolio Management and Finance

    2022 - 2023

    -Helped portfolio startups scale up, setting up their finances, ops, and strategy - Evaluated their financial plans, forecasts - Benchmarked portfolio cos against competition and market leaders - Performed and reviewed Due Diligence - Devised pricing strategy and product positioning for portfolio companies Portfolio included startups like Yulu, Pazcare, Indiagold, Zaamo, eplane, CheQ, Yourstory, Hood etc.

2021 - 2021

  • Senior Strategy Consultant

    2021 - 2021

    • Formulated business plan to enable digitization and streamlining of logistics operations • Oversaw business operations such as sales, budgets, accounting, compliance, and marketing worth Rs.9M monthly • Synergized with senior management and explored the market to estimate sales, service potential, and ROI • Developed product roadmap, project scope and plan; managed deliverable, resource allocation & timeline • Prepared and analyzed financial statements to identify areas with the potential for greater cash flow

  • Financial Analyst

    2019 - 2021

    Investments:  1. Co-functioning with senior management on Subject matter expertise of Real Estate and Structuring of Public Debt and preparation of Investment Memos. 2. Liaisoning with the external and internal legal team in the execution process including negotiating debenture documents, and resolving key deal risks and notable matters.  3. Coordinating the Due Diligence process with external parties and internal teams. 4. Calculation of Interest working, IRR, and NPV of various portfolio loans. 5. Performing Financial Due Diligence and special audits performed in relation to investments made by the AIF.   Finance: 1. Quarterly reporting of Indian businesses -AIF, LLP & FPI structure to investors in the Netherlands 2. Monitoring calculations of distribution to investors, NAV, and general and administrative expenses to ensure that they are synchronizing with the budget. 3. Handling of Policy & Procedures compliance for AIF category-II related aspects with SEBI and RBI including Quarterly report, Form INVi, and AIF Benchmarking report. 4. Preparing and analyzing annual operating budgets while monitoring and evaluating actual performance versus the budget of the AIF and LLP. 5. Analysis and review of monthly financial results, periodic forecasts, and the annual plan to be accountable that the results being achieved. 6. Working, enhancing, and managing the building of incremental functionality of JD Edwards software for accounting of various entities.

  • Data Analyst Intern at Mirror Now

    2017 - 2018

    Selected as the first data analyst Intern at Mirror Now for news research. • Assisted one of the top journalists in India- Faye D’souza for a daily 2-hour show 'Urban Debate'. • Summarized news available on current topics of discussion by collecting information from newspapers; magazines and online sources and conducted interviews for TV shows • Researched news on topics like policy analysis, economy, budget, Gujarat elections, Aadhaar, crypto-currency, IPL etc. through multiple sources to validate and provide data backed facts to the anchor. Got a placement offer for a full-time job post-completion of the internship.

Pune university

2016 - 2017

  • Kautalyas- Economics Club

    2016 - 2017

    Ex- Vice President and Committee Member. Executed two major first-time events during college festival, handling ~50% of fest budget. Conducted events with prominent Chartered Accountants on the launch of GST and impacts on Demonetization.