Giving investors / business leaders a clear view of where a business stands today, and a strategy for what comes next: where to grow, what to fix and where capital should go, mapped into a roadmap and a plan that gets delivered.
Shaping a company's performance and story into one investors can back. The work starts with a deep dive into unit economics, growth drivers and capital needs. Those findings, told through clear numbers and charts, become the model, pitch deck, cap table and term sheet that carry the raise from first meeting to close.
Turning operating data into stronger margins, steadier cash and a more productive team. Diagnostics of cost structure, pricing, workflows and working capital show where value is leaking, and a phased roadmap fixes it. Past engagements delivered up to 15% cost optimization and 20% productivity gains through more efficient and effective operations.
Rigorous, decision-ready analysis across the deal cycle. Market sizing, competitive mapping and financial diligence are distilled into concise visuals and investment memos with a clear recommendation. After the investment, KPI frameworks track portfolio performance and flag where value can be created.
Every engagement ends with a working file you own and a clear recommendation, not a slide that sits in a drawer.
Bottom-up plans by service line, team or channel, with pricing, hiring and overhead built in, tied to the strategy you actually intend to execute.
Rolling forecasts and weekly cash models that show runway and pressure points early, with month-end variance reviews that explain what moved and why.
Integrated three-statement models, DCF with a full WACC build, trading comparables and LBO analysis, built to banking standards and easy to audit.
Investor materials that connect the story to the numbers, plus support through the raise: investor targeting, term sheet review and dilution modeling.
Structured screening and diligence across market, product, team, unit economics and capital efficiency, written up as IC-style memos with a clear call.
KPI frameworks and live dashboards, plus automated reconciliations, accruals and reporting using Zoho, Power BI, Microsoft 365 and AI tools such as Claude.
Review the books, current reporting and the decision in front of you. Interview the people who own the numbers.
Output: findings memo and scopeConstruct the model, budget or forecast from source data, with every assumption visible and every total checked.
Output: working model you ownRun scenarios, stress the key drivers and turn the results into a short recommendation for leadership or investors.
Output: decision deck or memoSet up the monthly rhythm: dashboards, variance reviews and automation so the work keeps paying off after handover.
Output: reporting cadence and trainingDemonstration versions of the files I build. Company names, people and real figures have been removed and replaced with illustrative numbers. Open any sample to see how the workbook is laid out.
Full workbooks are available to walk through on a call. Client files are shared only in anonymized form.
The best way to predict the future is to create it.
Every set of numbers tells a story about where a business is heading. Finance at its best reads that story early, then rewrites it on purpose.
That conviction has carried across equity research, venture capital, strategy consulting and hands-on operating finance, in the U.S., India and EMEA. Each step added a new lens: how public markets value a business, how investors judge a young one, and how owners actually run one day to day.
The result is finance that does more than explain the past. It builds the future a business intends to have.
Tell me what decision you're facing. Book a 30-minute intro call on Google Meet, or email me and I'll reply within two business days.
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United States · remote engagements worldwide