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Seasoned finance professional, Duke MBA with over ten years of proven experience in Investment Banking, Private Equity, Big 4, and other financial services. I bring deep expertise in financial modeling, business valuation, and financial planning & analysis.

I'm a former investment banker and investment professional with over 5 years of experience in the industry. Highly experienced in financial analysis / valuation and savvy on the latest trends and processes of finance recruiting. Key services offered: - Finance resume review & interview prep - Early career coaching - Financial valuation / modeling training & assistance

I am a cofounder of Create Neptune, a software and game development studio focusing on creating fun, user-focused, and beautiful apps and games for mobile (iOS / Android), web, PC, and consoles. Our developers and designers have worked on franchises like Scrabble and The Sims, and with companies like Mattel, EA, 2K Games, Estée Lauder, The New York Times, AppLovin (Lion Studios), and Boombit. I have led app development projects from the concept phase to post-launch marketing, and I am an expert in all stages of the application and game development life cycle. I am particularly attuned to the commercial side of application and game development: I was previously a hedge fund analyst focusing on the energy and power sector, and a mathematics, economics, and finance instructor. At Create Neptune I have published dozens of mobile games, with our most successful app Paddle Clash reaching millions of users worldwide since publication in mid-2020 and maintaining a 4.9 / 5.0 globally and 4.7 / 5.0 in the US on the App Store. Aside from our published portfolio, I have concepted, prototyped, and built dozens of other 2D and 3D games for a variety of clients, from Fortune 500 mega-caps to bootstrapped startups. I have over a decade of experience in game and app development. I typically work in Unity (C#), but I have also worked on successful native apps for iOS (Xcode, Swift) as well (Pandamonium, iOS, 4.7 / 5.0 on App Store). I have worked on numerous apps from the concept and prototype phases to post-launch marketing, so I can be with you every step of the way in the creative process. Specifically, in addition to coding, I can provide concept and prototype work, professional-quality UI and UX, 2D and 3D artwork, and marketing services. Lastly, I am very familiar with the post-launch app marketing process and publishing process on both the App Store and Google Play, and I would be happy to help you and your team with my experience. I began my career in finance as a mergers and acquisitions investment banker and an energy and power analyst at a distressed debt fund, completing the largest leveraged buyout in fund history and managing a book of $1.3 bn of energy and power assets. I have also worked as a mathematics and economics instructor, designing several advanced mathematics and financial analysis courses. My studio regularly works on cutting edge applications in Unity. Just a few examples: • We developed Scrabble Vision (Mattel), an AR companion application for the physical Scrabble board game, in Unity • We developed and helped design RYZ Home (IKIN), a holographic AR application, in Unity • We developed and designed software for a private research study (Estée Lauder), using OpenCV and AR, in Unity • We developed and designed StarStarter (Arcade Therapeutics), a digital anxiety treatment game, in Unity • We developed and helped design Skylar's Run (Thynk), a digital ADHD treatment game, in Unity • We developed and designed Highlandia (Highlands Community Charter), an English language learning game featuring 10 different mini-games, in Unity

Ex-Goldman Sachs | Portfolio Manager for HNW Investors & Founders | Derivatives Strategist | Fractional Hedge Fund Manager | Wealth Management | Investment Advisor | Options Expert ----------------------------------------------------------- I help high-net-worth investors and founders build aggressive, tax-efficient portfolios designed to outperform traditional allocations. My work focuses on capital-efficient portfolio design — combining concentrated equity strategies, derivatives overlays, and opportunistic allocations to pursue higher long-term returns while managing downside risk. ----------------------------------------------------------- Who I Typically Work With • Founders and business owners with concentrated equity exposure • Investors with $5M+ portfolios seeking more sophisticated strategies • Family offices looking for portfolio overlays and derivatives strategies • Aggressive investors looking to outperform passive allocations ----------------------------------------------------------- Where I Typically Add Value Many of my clients come to me with: • Large concentrated stock positions • Significant liquidity following a business exit • Large portfolios sitting in passive allocations • Complex portfolios that lack a cohesive investment framework I design institutional-grade portfolio frameworks that allow these investors to deploy capital more effectively while maintaining disciplined risk management. ----------------------------------------------------------- What I Deliver • Portfolio Architecture – Custom asset allocation frameworks tailored to investor objectives, liquidity needs, and risk tolerance • Concentrated Position Strategies – Hedging, monetization, and capital-efficient ways to manage large stock positions • Derivatives Strategies – Options and structured overlays used for yield enhancement, leverage, or downside protection • Portfolio Optimization – Reviewing existing portfolios and identifying structural improvements • Institutional Strategy Design – Helping investors implement frameworks similar to those used by hedge funds and family offices. Portfolio sizes I've worked with typically range from $30M to $5B+. ----------------------------------------------------------- If you're a business owner, investor, or family office looking for a more sophisticated approach to portfolio construction, feel free to reach out to discuss your portfolio and objectives.

💡 𝝖𝗯𝝾𝘂𝘁 𝗠𝗲 HI, I run a done-for-you outbound system that helps B2B companies land qualified leads without hiring SDRs or wasting time on trial-and-error campaigns. I've worked with 40+ clients now and generated upwards of $20M in real revenue with the systems and processes I've built Our approach combines scraping, AI, and human QA to build cold outreach that actually gets replies. We don’t just send emails - we build a working outbound engine that runs while you sleep. 🎯 𝗦𝗸𝗶𝗹𝗹𝘀 & 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲 • Signal-based B2B lead generation • AI-powered personalization at scale • Cold email + LinkedIn outbound campaigns • Sales prospect list scraping and enrichment • Multi-channel outbound infrastructure • Email deliverability and inbox warming • CRM structuring and pipeline optimization • Workflow automation and lead tracking 📌 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 I began in finance and investment banking, then scaled two venture-backed startups to $20M+ in revenue, leading all GTM and outbound. I later joined VC and PE funds to build internal sourcing systems. Over 70% of our investments came from leads I generated. My service is the product of those experiences. We install high-performing outbound engines that generate 10+ qualified leads in the first 30 days, and scale from there. ✅ 𝗪𝗵𝘆 𝗪𝝾𝗿𝗸 𝗪𝗶𝘁𝗵 𝗠𝗲 • We launch in 7 days, not months • You get qualified leads, not just activity • We use real buying signals, not generic lists • We handle the tech, targeting, messaging, and QA • No SDR hiring, no micromanaging Keywords: signal‑based lead generation, AI outbound engine, cold email infrastructure build‑out, B2B sales automation, construction B2B lead gen, manufacturing lead generation, industrial outbound campaigns, AI personalization for cold outreach, multi‑channel outbound system, email + LinkedIn outbound, scraping‑based prospecting, outbound lead enrichment, outbound lead list building, high-intent B2B cold outreach, outbound funnel automation, rapid outbound engine, outbound infrastructure setup, 7‑day lead generation launch, qualified B2B construction leads, human‑QA outbound sequences

With 10+ years of experience in finance, investment advisory, corporate strategy, and M&A, I specialize in helping businesses secure funding, accelerate growth, and maximize value. Key Industries: Artificial Intelligence | SaaS | Industrials & Construction | Healthcare Tech Who I Work With: Startups, Consultancy’s, Venture Capital and Private Equity firms, Investment Managers, former NBA professionals, and industry leaders. Core Services: 💼 Investor-Ready Documents Pitch Decks, Business Plans, Due Diligence, Executive Summaries, CIM 💼 Financial Modeling & Analysis Pro Forma & GAAP-compliant Models, LBO Models, DCF/IRR/ROI Analysis, M&A Support 🖋️ Strategic Research & Insights Custom Market Research/Due Diligence, Competitive Intelligence, Business Content Writing Client Testimonials: ⭐⭐⭐⭐⭐ "Kailash was a godsend... his work on our business plan and financials was critical in securing our seed funding." "Communication was phenomenal — he understood every detail of my business and translated it into a compelling plan and deck." Career Highlights - Financial Due Diligence and Market Study on a Large-scale M&A transactions ($2.7B) - Top-Rated Plus Consultant on Upwork - Former Google Cloud FP&A Lead (M&A and strategic growth initiatives) - Supported 2 LBO transactions in the $200M–$350M range