Rajul J.

Associate Consultant

Ann Arbor, Michigan, United States5 yrs experience

Key Highlights

Led $14M Series A fundraising from Sequoia.
Built teams and analyzed hundreds of businesses.
7+ years in banking, private equity, and SaaS strategy.

Stackforce AI infers this person is a seasoned professional in SaaS and Private Equity with strong financial acumen.

Contact

Skills

Core Skills

Mergers & Acquisitions (m&a)Deal AdvisoryStrategic PlanningFinancial OperationsFinanceAnalytical SkillsValuation

Other Skills

AccountingAttention to DetailBloomberg TerminalBusiness Relationship ManagementCollaborative Problem SolvingCommunicationCorporate FinanceCritical ThinkingDecision-MakingDue DiligenceEarnings analysisFactSetFinancial AnalysisFinancial ModelingFinancial Statements

About

I'm an MBA Candidate at Michigan Ross (’25), ex-Chief-of-Staff at a Sequoia-backed SaaS startup, and ex-banker at HSBC. I’ve spent 7+ years across banking, private equity, equity research, and SaaS strategy, helping companies secure capital, scale globally, and close deals worth hundreds of millions. Along the way, I’ve built teams, analyzed 100s of businesses, and led fundraises (including a $14M Series A from Sequoia). But outside of spreadsheets and strategy decks? - Ruthlessly competitive at board games - And love long treks in the mountains If you’re building in tech, education, or finance or just want to swap board game strategies - let’s connect!

Experience

5 yrs

Total Experience

1 yr

Average Tenure

Current Experience

Tuck advisors

2 roles

Part-time Associate

Sep 2025 – Present · 9 mos

Investment Banking Summer Associate

May 2025 – Aug 2025 · 3 mos

Led a team of 4 Analysts, and liaised with $3bn Private Equity fund to help source and evaluate off-market targets for acquisitions in Education and Healthcare industries

Mergers & Acquisitions (M&A)Deal Advisory

Clarisights

Strategic Finance

Jun 2021 – Feb 2024 · 2 yrs 8 mos · Bengaluru, Karnataka, India

Strategy, Finance & Ops / First business hire for a B2B SaaS startup in ad-tech backed by Sequoia Capital India, OMERS Ventures, Angellist, Techstars, Traxcn Labs, Zach Coelius among others

Strategic PlanningAnalytical SkillsFinancial OperationsDue DiligenceInvestor ReportingCorporate Finance+7

Hsbc

Credit Research

Jun 2020 – Jun 2021 · 1 yr · Bengaluru, Karnataka, India

Responsible for internal ratings of the bank's loan portfolio for its largest BFSI clients, during a difficult downturn

FinanceAnalytical SkillsFinancial StatementsAttention to DetailCommunicationCritical Thinking+1

Leveraged growth

Equity Research - Team Lead

Oct 2017 – Jun 2020 · 2 yrs 8 mos

Responsible for setting up the research division, hiring a team of 6 with a 2x increase in annual revenue. Provided equity research, financial modeling, and fundraising support services.

FinanceValuationAnalytical SkillsDecision-MakingProject ManagementWorkload Prioritization+6

Tresvista

Analyst

Jan 2017 – Oct 2017 · 9 mos

Performed monthly portfolio valuation (trading, transaction comps and DCF) and prepared deal documents (OM, CIM) for middle-market private equity fund based out of New York ($2bn AUM).

ValuationAnalytical SkillsFinancial StatementsAttention to DetailMemosDeal Advisory