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Proven expertise in the Consulting and Research domain spanning diverse industry verticals, coupled with a strong background in Private Equity and Investment Banking. Adept at discerning potential targets for successful business partnerships, with a comprehensive understanding of Investment Banking activities related to target identification and shortlisting. I am a collaborative team player who aligns seamlessly with organizational requirements and team-specific objectives. Consulting Projects: Valuation of Private Companies: Utilized methods such as DCF, Sum of the Parts, and Scorecard for accurate valuation. Deal Knowledge Graph: Mapped diverse deals across industries, extracting strategic directions through regress analysis. Dynamically updated insights in data repositories for future analysis and prediction. M&A Target Identification: Employed methodologies like DCF, Comparable Company Analysis, and Precedent Transaction Analysis to identify and value relevant targets. Investment Banking Support: Assisted an Investment Bank in making investment decisions using valuation methodologies like Comparable Company Analysis and Precedent Transaction Analysis. PE Investment Trend Analysis: Shortlisted VC/PE firms based on past and announced investments, identifying sectors of focus. Strategic Acquirer Identification: Aided a PE firm in identifying strategic acquirers for portfolio companies, conducting benchmarking on financial and operating parameters. Vendor Solvency Recommendation: Provided vendor solvency recommendations to an Anglo-Australian multinational mining, metals, and petroleum company. Financial Models: Developed and maintained monthly/weekly Financial Models using the Relative Valuation Approach. Product Development: Collaborated with the product development team on a financial product in progress. Text Analytics: Engaged in developing a text analytics module for identifying relevant filings and articles from the web. Research and Analytical Projects: Comparable Company Analysis (CCA): Prepared comprehensive summaries of trading multiples and key operating metrics using relative valuation. Precedent Transaction Analysis: Identified, valued, and provided analysis of historic M&A deals. Research Reports: Developed Industry and Company Specific Research Reports. Benchmarking: Conducted benchmarking on various financial and operating parameters to analyze competitive positioning. Debt Maturity Analysis: Worked on Profiles, Debt Maturity Summaries, and graphical representations. Pro Forma Financial Statements: Created pro forma financial statements, identified trends, and made forward-looking predictions. Professional Skills: Project Management: Responsible for project management, daily workflows, and resource allocation to ensure timely delivery and high-quality output. Research Tools and Databases: Proficient in utilizing research tools and databases such as Bloomberg, Thomson, Capital IQ, Fact Set, Merger Market, Factiva, and Pitchbook.

$80M+ in transactions closed. If you need institutional-grade investment banking or equity research - pitch decks that raise real capital, financial models built to Wall Street standards, M&A advisory, or institutional research - you're in the right place. I'm a CFA Charterholder and FRM with 12+ years running RedeFin Capital, a boutique investment banking and equity research firm. I previously served as Director of Capital Markets at one of South India's largest real estate developers. My work has been used by hedge funds, asset managers, and institutional investors across the US, Europe, and Asia - not produced for templates, but for live transactions. I also run Kedge Research, the proprietary institutional equity research arm of RedeFin Capital, delivering initiating coverage, M&A screening, sector notes, and blue books to global fund managers. WHAT I DELIVER: 📊 Pitch Decks & Investor Presentations - battle-tested decks used in actual fundraising rounds from seed to Series D 📐 Financial Models - 3-statement, DCF, LBO, SOTP, merger models built to institutional standards 🔍 Equity Research & Blue Books - initiating coverage, sector notes, and M&A target screening for hedge funds and asset managers 🤝 M&A Advisory - deal structuring, CIMs, teasers, valuation, and negotiation support 💼 Fundraising Strategy - investor targeting, outreach, and mandate management across equity, debt, and structured finance 📋 Business Plans & Feasibility Studies - for startups and growth-stage companies seeking bank or investor approval SECTOR COVERAGE: Technology, Real Estate, Energy & Utilities, Healthcare, Industrials, Consumer, Financial Services, SaaS, D2C, AgriTech PROOF: ✅ $80M+ closed across equity, debt, and structured transactions ✅ $500M+ active pipeline across current mandates ✅ 200+ pitch decks, financial models, and equity research reports delivered ✅ Client engagements with Piper Jaffray, Lake Street Capital Markets, and institutional investors globally ✅ CFA Charterholder | FRM | IIM Lucknow (MBA) | IIT Madras (B.Eng) | Bloomberg Champions Program ✅ International speaker at capital markets forums Scroll down to see portfolio case studies with real deliverables - actual transaction documents and research reports, not mock-ups. Message me with a brief description of your transaction, research, or project and I'll respond within a few hours. Let's move your deal forward.

I am a Chartered Accountant (CA) and CFA Charterholder with 7+ years of experience across Investment Banking, Financial Due Diligence (EY), and Audit Advisory. I help founders, investors, private equity firms, and businesses make informed decisions through financial analysis, valuation, financial modeling, due diligence, and investor-ready presentations. Over the course of my career, I have worked on multi-million and billion-dollar transactions across software, SaaS, IT services, ERP, HRTech, manufacturing, automotive, retail, infrastructure, and industrial sectors. My experience includes both buy-side and sell-side engagements, supporting strategic acquirers, private equity funds, and founder-led businesses. My areas of expertise include: • Financial Modeling (3-Statement Models, Operating Models, Scenario Analysis) • Valuation (DCF, Comparable Companies, Transaction Multiples) • Financial Due Diligence (QoE, Working Capital, Net Debt Analysis) • M&A Support and Investment Analysis • Investor Pitch Decks and CIM Preparation • Business Plans and Financial Forecasting • Budgeting and FP&A • Excel Automation and Advanced Financial Analysis • Market Research and Industry Analysis Previously, I worked with Ernst & Young (EY) in the Financial Due Diligence practice, where I advised on several high-profile acquisitions and divestitures. Currently, I work in Investment Banking, evaluating software, SaaS, AI, ERP, and IT services businesses for strategic and private equity transactions. What clients value most is my ability to combine technical financial expertise with commercial thinking. I don't just build models - I help clients understand the story behind the numbers and make better business decisions. If you need a finance professional who can deliver institutional-quality analysis with the responsiveness of a trusted advisor, I'd be happy to discuss your project.

✅ Chartered Financial Analyst (CFA) | Valuation Expert | Financial Modeling | Pitch Decks | M&A Advisory I’m a Chartered Financial Analyst (CFA) with 7+ years of experience in valuation, financial modeling, and investor reporting. I’ve led 100+ valuation projects across industries like SaaS, tech, e-commerce, manufacturing, logistics, and services. I regularly support PE/VC firms with fundraising, exits, and portfolio monitoring, and bring deep familiarity with key valuation and accounting standards: -SSVS No. 1, USPAP, ASC 820, ASC 350, IRC 409A, IFRS 13, PPA (US GAAP & IFRS) -Tools: Capital IQ, DealStats, IBISWorld, Kroll, PitchBook, BVR 🔧 Core Services ✔ Business Valuations 409A, estate/gift, M&A, litigation, SBA, tax—using DCF, market comps, and asset-based approaches ✔ Intangible Asset Valuations Trademarks, tech, customer lists—for PPA, tax, or transactions (e.g., Relief-from-Royalty, MEEM) ✔ ESOP Valuations Black-Scholes, Binomial, and Monte Carlo modeling for IRS compliance ✔ Financial Modeling 3-statement models, projections, sensitivity/scenario analysis ✔ Investor Materials Pitch decks, financial updates, KPI dashboards for VC/fundraising rounds ✔ Fractional CFO Support Cash flow, reporting, board decks, and budget planning ✔ Model Review & Data Screening Validation of model logic, pulling multiples and comps from trusted databases If you're looking for a responsive, detail-driven partner to support your valuation or finance project, I’d love to connect.

I am a Chartered Accountant and Investment Banker with over 20 years of global experience. • Expertise in Financial Modeling, Corporate finance strategies, Enterprise valuation, Capital Budgeting, • Mergers & Acquisitions advisory • High Expertise with Advanced Excel • MIS, Budgeting & Forecasting, periodic business analysis • In-depth understanding of IFRS, US GAAP, IAS • Experience of working as CFO for strategic growth and compliance management • Structuring debt and equity deals across USA, UK, Middle East, Singapore & India

MBA in Finance. 12+ years of experience across buy-side and sell-side (asset management, PE firms, brokerage, and investment research). 1,000+ published analytical reports/articles on Seeking Alpha and Yahoo Finance. Coverage spans equities, funds, and digital assets. What I deliver: Real estate valuations (SDE, EBITDA, and Cap Rate) and CIMs Risk management and start-up valuations Investment analysis and planning (Certified RIA) Finance AI prompt design Dashboards and analytics via Bloomberg, Morningstar Direct, Kwanti, MT5, SPSS, Power BI, Stata Financial Newsletters on Beehiiv & Substack If any of that fits what you're building, I'd love to hear about it.