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About me

I am a dedicated Finance Professional with a proven track record in financial modeling, Pitch Decks, valuation, M&A, and Startup Funding. Currently, I am an Investment Banking Analyst at Marquee Equity, where I have been advising and supporting over 75 startups. My role involves providing valuable insights into documentation, valuation, investment structure, and round sizing. Additionally, I have successfully prepared comprehensive business plans, pitch decks, and financial models, ensuring the success of our clients. In my tenure at Marquee Equity, I implemented AI tools that significantly reduced research time by 40% and enhanced overall workflow efficiency. Through my efforts, I achieved a 20% increase in investor interest, thanks to well-designed pitch decks and improved financial models. Furthermore, my commitment to mentorship has contributed to a 60% enhancement in team productivity. Prior to this, I served as an Investment Banking Analyst at MergerDomo, where I played a pivotal role in expanding deal outreach by 1500%. My expertise in crafting impactful business plans, pitch decks, and financial models was instrumental in executing successful deals. I optimized databases using Apollo and Crunchbase, leading to a 70% reduction in outreach preparation time and quicker deal closures. During my internship at MergerDomo, I supported senior associates, AVPs, and the CEO in executing two deals, one in M&A and one in startup funding. I enhanced documentation efficiency by 30%, ensuring accurate records and swift deal closures. My efforts in developing targeted outreach databases for startup funding resulted in a 1500% increase in investor engagement and a 50% rise in successful funding rounds. My targeted outreach initiatives achieved 50% higher response rates, leading to increased deal opportunities and earning me a Pre-Placement Offer (PPO) in recognition of my exceptional performance. I hold a Bachelor of Commerce degree from Panjab University, Chandigarh and am a certified Financial Modeling and Valuation Analyst (FMVA) from TWSS (The Wall Street School). I am passionate about integrating AI tools to optimize research and enhance strategic decision-making in the finance industry. Let's connect! I am open to new opportunities and collaborations in the realms of finance, technology, and innovation.