Headline

ISB Co'25 | M&A and Investments

About

Investor with ~3.5 years across private and public markets, M&A advisory and corporate strategy. I evaluate early and growth-stage companies across AI, fintech, SaaS and energy, from thesis-led sourcing through diligence, valuation and investment committee memos. My diligence focuses on revenue quality, unit economics, cohort retention and capital efficiency, separating durable growth from discount-led volume. My recommendations have led to ~₹50 Cr of deployment, and I've built a multi-asset portfolio spanning equity, credit, real estate and alternatives. Previously, I advised global corporates and PE funds on M&A and commercial diligence, covering target screening, market sizing and strategic fit, for Fortune 500 clients. Before that, I was the founding analyst in a CXO office, building the firm's performance reporting and planning function.

Location

Greater Hyderabad Area

AI stack

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claude

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Work experience

Investment Manager at Optimus Capital (Formerly Navatris Investments), May 2025 - Present · 1 yr 6 mos, Hyderabad, Telangana, India, • Redesigned global portfolio for a newly established family office, aligning asset allocation with futuristic themes (AI, deeptech, energy) • Evaluated investment opportunities across VC and asset managers; conducted financial and market diligence, shortlisting high-conviction bets in public and private equity • Built investment models supporting principal decision-making, enabling informed allocation into high-growth and unlisted opportunities worldwide • Strengthened partnerships with top-tier funds and founders, securing access to exclusive deal flow and enhancing the family office’s global visibility

Investment Research and M&A Advisory at RocSearch, Mar 2023 - Oct 2023 · 8 mos, Noida, Uttar Pradesh, India, Conducting due diligence and collaborating with investment, M&A, and valuation teams in the tech, healthcare, manufacturing sectors, preparing comprehensive financial models, assessing the value of potential transactions for M&A deals, and preparing pitch decks and IMs Identifying and recommending potential M&A targets for clients, providing strategic advice on diverse investment opportunities. Contributed to the evaluation and restructuring of organizational workflows, leading to streamlined processes, enhanced collaboration, and a more efficient approach to achieving business objectives Analyzing various business aspects including business models, revenue structures, strategic planning, analyzing the competitive positioning and competitive landscape, organizational structures, KPIs Conducting market research to evaluate industry value chains, analyzing current trends and driving factors, potential growth inhibitors and challenges, and utilizing tools such as Porter’s and PESTLE analysis, and SWOT analysis

Strategy Analyst at TresVista, Mar 2021 - Aug 2022 · 1 yr 6 mos, Pune, Maharashtra, India, Key Projects - Process Optimization and Operational Turnaround . Managed the capacity model for non-delivery and delivery departments and onboarded the capacity, team and communication management . Strategically planned, coordinated, and supervised the completion of automating the performance management reports for different delivery/ non delivery departments . Performed department wise capacity analysis to check how much additional work can be absorbed by the current support teams using the same capacity. Additionally, forecasted increased revenue and profitability of the departments . Analyzed cost and feasibility of hiring executive assistants for senior team members

Research and Consulting Intern at Avasant, Mar 2020 - May 2020 · 3 mos, New Delhi Area, India

Research Intern at Bharti Airtel, Jun 2019 - Jul 2019 · 2 mos, Netaji Subhash palace, delhi

Education

Master of Business Administration - MBA, Finance and Strategy, Indian School of Business

Bachelor's degree, B.A. Honours (Economics), Ramjas College