Mar 2018 – Nov 2018 · 8 mos

• Collaborated with the Business Development team on creating a standardized process for initial screening of companies resulting in conversion rate of 20% over three months
• Prepared forecasting and valuation financial models, pitch books, ESOPs, SPA and other vital documents for companies in facility management and health care industry.
• Prepared financial model, pitch book and teaser for one of the largest water purifier companies in India looking to raise funds through a strategic investor or debt funding. Shortlisted ~20 prospective investors, generating positive interest from three investors.
• Streamlined major operational processes and financial cost centres of a BPO. The process was overseen by company director.

Jun 2017 – Feb 2018 · 8 mos

• Worked directly under the aegis of Mr. Rajiv Thakkar, building a strong foundation in understanding of the BFSI industry and its practices in various segments.
• Researched on banking and financial services sector with focus on the nuances of payments and payment gateways in order to gauge the change in business environment for portfolio companies.
• Identified the effect of technology and start-ups on the sector and forecasted the future of major payment gateways like Master Card, Visa etc.

Apr 2017 – May 2017 · 1 mo

• Developed an understanding of various techniques of research such as Moat Analysis, Top-Down/Bottom Up Analysis, Scuttle Butt Approach, Cigar Butt Technique and applied it on listed companies like Nestle, Gillette and Cera Sanitary ware.
• Learned the basics of portfolio management and company analysis.