P

Poornima Nayak

CEO

Bengaluru, Karnataka, India17 yrs experience
Highly Stable

Key Highlights

  • Expert in investment strategy and financial leadership.
  • Proven track record in mentoring startup founders.
  • Skilled in navigating complex tax and regulatory frameworks.
Stackforce AI infers this person is a seasoned professional in Venture Capital and Financial Services.

Contact

Skills

Core Skills

Investment ManagementFinancial LeadershipTax Advisory

Other Skills

Account ReconciliationAccountingAccounting StandardsAgile MethodologiesAuditingCash Flow ManagementCorporate GovernanceCorporate TaxCorporate Tax PlanningDeal StructuringDirect TaxEarly-Stage StartupsExpatriate TaxFinanceFinancial Analysis

About

As the Vice President of Investments & Finance at Ventana Ventures, I seamlessly bridge the domains of investment strategy, financial leadership, and fund management, ensuring a comprehensive and results-driven approach to value creation. Investment & Portfolio Management Experienced in sourcing, evaluating, and structuring investments in high-potential startups through rigorous due diligence, financial modeling, and risk assessment. Mentor founders on growth strategy, fundraising, unit economics, and exit pathways to drive scalable, long-term value. Financial Leadership & CFO Functions Oversee fund governance, financial operations, and compliance including FATCA/CRS, QARs, CTRs, and TCRs. Expertise in P&L oversight, cash flow management, tax structuring, investor relations, and financial audits, ensuring transparency and regulatory integrity. Strategic Growth & Value Creation 13+ years in investment management, corporate finance, M&A, and taxation. Skilled in deal structuring, capital allocation, and investor negotiations while driving operational efficiency, financial sustainability, and governance excellence. Key Skills Investment Due Diligence | Financial Modeling | Fundraising & M&A | Portfolio Management | FP&A | Tax & Regulatory Compliance | Cash Flow Management | Investor Relations | Risk & Governance

Experience

Ventana ventures

VP - Investments & Finance

Jan 2022Present · 4 yrs 2 mos · Udupi, Karnataka, India

  • Spearhead investment strategies, sourcing, due diligence, and portfolio management activities. Contribute to the growth and success of the portfolio companies by providing mentorship to help them scale their businesses. Engaged in fostering strategic partnerships with key stakeholders in the startup and tech community.
Investment Due DiligenceFinancial ModelingPortfolio ManagementFundraising & M&ATax & Regulatory ComplianceCash Flow Management+4

Ey

Manager

Sep 2012Dec 2021 · 9 yrs 3 mos · Bengaluru, Karnataka, India · On-site

  • At EY I was deeply engaged in working on Indian domestic tax and international taxation issues for the clients across the globe.
TaxationFinancial AnalysisCorporate GovernanceInternational TaxTransaction Advisory ServicesTax Advisory+1

M jagannath kamath & co

Intern

Jul 2008Feb 2012 · 3 yrs 7 mos · Mangalore Area, India · On-site

Education

The Institute of Chartered Accountants of India

Chartered Accountancy

May 2008May 2012

National Institute of Securities Markets (NISM)

Certification- Alternative Fund Manager XIX - C — Venture Capital

Sep 2024Nov 2024

The Institute of Chartered Accountants of India

Certificate — Artificial Intelligence

Nov 2024Present

Manipal Institute of Management, MAHE, Manipal

Executive MBA — Pursuing

Jan 2024Jan 2026

Canara College

Commerce

Jan 2006Jan 2008

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