Lalita Chaudhary

CEO

San Francisco, California, United States16 yrs 6 mos experience
Most Likely To SwitchAI Enabled

Key Highlights

  • Extensive cross-border experience in capital markets.
  • Proven track record in driving scalable growth for startups.
  • Strong analytical and strategic capabilities in investment management.
Stackforce AI infers this person is a seasoned professional in Fintech and Investment Management with a strong focus on growth strategies.

Contact

Skills

Core Skills

Artificial Intelligence (ai)Data AnalysisFinancial AdvisoryFundraising StrategiesRetail ManagementInvestor RelationsBusiness AdvisoryTurnaround StrategyM&a StrategyInvestment ManagementDue DiligenceFundraisingBusiness DevelopmentInvestment ResearchFund Structuring

Other Skills

Brand BuildingM&AStakeholder ManagementInvestment EvaluationDeal NegotiationValuationFinancial ModelingCorporate FinanceInvestment BankingBusiness PlanningFinancePortfolio ManagementFinancial StructuringAsset ManagementProject Finance

About

I bring a distinctive blend of experience across capital markets, private equity, venture capital, and high‑growth startups, shaped through working in multiple capacities with organizations in India, London, and the United States. My career has spanned investments, financial advisory, operational execution, and hands‑on support to help companies scale with clarity and confidence. This diversity of roles has given me breadth—a panoramic understanding of how capital, strategy, and execution intersect—and the rigor of detailed, on‑ground work has given me depth, enabling me to navigate both analytical complexity and operational nuance with equal fluency. My academic journey, including associations with Oxford University and Harvard Business School, expanded my global perspective and connected me with a network of peers and mentors whose insights continue to refine my thinking. These experiences have strengthened the roots of my knowledge and broadened my ability to learn, adapt, and apply ideas across contexts. Across startups, investment ecosystems, and leadership environments, I’ve developed a unique ability to combine analytical rigor with strategic perspective to solve business challenges. Working closely with founders has added another dimension—an empathetic understanding of their journeys, the courage to explore unknown territories, and the discipline to learn, iterate, and implement with purpose. Together, these experiences form a holistic foundation that allows me to advise, execute, and partner with businesses as they pursue growth, scale, and long‑term value creation.

Experience

16 yrs 6 mos
Total Experience
2 yrs 1 mo
Average Tenure
5 yrs 5 mos
Current Experience

Meta

Researcher

Nov 2025Present · 7 mos

Artificial Intelligence (AI)Data Analysis

Startups, small, and mid-sized enterprises

Growth Partner

Jan 2021Present · 5 yrs 5 mos · San Francisco Bay Area · On-site

  • Helping Startups, and early stage companies develop robust financial frameworks and implement effective fundraising strategies, propelling them on long term & sustainable growth trajectories.
Financial AdvisoryFundraising Strategies

Centreal bazaar

Chief Executive Officer

Jan 2020Dec 2020 · 11 mos · Kerala, India

  • Worked on rolling out the first 5 stores and 10,000 sq ft flagship store with family outing theme
  • Worked on hiring senior management team - Retail, Marketing, HR heads
  • Brand building & management, retail software setup, & Investor relations management
Retail ManagementInvestor Relations

Brown & batts llp

Vice President - Finance & Operations

Aug 2018Dec 2019 · 1 yr 4 mos · Greater London, England, United Kingdom · On-site

  • Worked on business advisory and tax strategies of client companies
  • Worked on takeover of a struggling taxi company, built & executed its turn around strategy leading to profitability
  • Sourcing, monitoring and due diligence of potential takeover companies
Business AdvisoryTurnaround Strategy

Cratus advisors pvt ltd

Partner - Capital Markets

Apr 2016Aug 2018 · 2 yrs 4 mos · Bengaluru, Karnataka, India

  • CAPL was a boutique Financial & Business Advisory Firm, with an innovative approach to financial Solutions, strategic deals & opportunities globally.
  • Assisted a Canadian mining company to set up its business in India, preparing their strategy, structure their stakes using M&A, and liaising with stakeholders
  • Worked on mandates from PE & VC funds to source, screen and shortlist companies in fintech and technology
  • Assisted startup plan and conduct their roadshows
Financial AdvisoryM&A Strategy

Maitreyi capital advisors

Associate Director - Investments

Nov 2015Mar 2016 · 4 mos · Mumbai Metropolitan Region

  • Maitreyi Capital - Digital India fund, specializing in AI, Big Data, Robotics, IoT and FinTech
  • Sourced, screened & shortlisted early stage companies, conducted due diligence, structured transactions, and raised anchor funding
  • Business idea, model & founding team evaluation, product feasibility (Total addressable market, meeting industry expert, product development & production costs), and exit strategy scenario analysis
  • Worked on warehousing Robotics, Virtual closet management, and OTT platform
Investment ManagementDue Diligence

Satin creditcare network limited

Vice President- Fund Management

Aug 2013Oct 2015 · 2 yrs 2 mos · Delhi, India

  • Raised funds using variety of financial instruments including Equity, Debt, mezzanine , pref-shares, Debentures
  • Worked on road shows, pitch books, deal negotiations, building pipelines and relationships with PE funds, fund of funds, family houses and other financial institutions
  • Worked on incubation of new businesses for company's diversification strategy: Art gallery in Singapore, QSR chain, yoga center
FundraisingBusiness Development

Reditus securitis pvt ltd, i cube advisors pvt ltd

Senior Associate - Private Equity

Aug 2009Aug 2013 · 4 yrs · Gurugram, Haryana, India

  • $100 mn Hospitality sector fund
  • Assisted partners to set up the fund - worked on fund-structure, prepared fund’s information memorandum, coordinated with lawyers for vetting of legal agreements, targeted investors, built pipeline, conducted road shows, and raised fund.
  • Worked on company's investment research, built financial models and presented the investment thesis to the investment committee.
Investment ResearchFund Structuring

Education

Saïd Business School, University of Oxford

Post Graduate Diploma in Financial strategy

Jan 2015Jan 2016

Harvard Business School

Advanced leadership programme in Financial Inclusion

Jan 2014Jan 2014

Commonwealth University-Bloomsburg

Specialisation in Equity and Fixed Income

Jan 2008Jan 2008

Maharshi Dayanand University

Bachelor's Degree — Bachelor in Business Administration

Jan 2004Jan 2007

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