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
Product & Ops
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 Tax Returns & 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 & Tax Analyst
2013 - 2014
Worked in the Statutory Audit & Tax department with PwC Bangalore. Responsibilities included the following: • Planning phase of the tax audits • Pre Audit discussions and communications with the client • Preparation & Verification of Financial Statements as per Revised Schedule VI and The Income Tax Act • 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 among others Other responsibilities included keeping myself updated with The Companies Act, Accounting Standards, IFRS and other notifications and amendments as and when published.