NEER NAGDA

Managed and oversaw a £1 billion AUM investment portfolio for a single-family office, optimizing performance across venture capital, private equity, and special situations.

Led comprehensive due diligence for early-stage VC, growth equity, PE, and special situations opportunities, ensuring robust investment decisions and risk mitigation.

Spearheaded significant transactions including Series A/B rounds in Insurwave, Hepster, Bamcore, and Tradefeedr, driving deal negotiation and strategic restructuring.

Developed and implemented a proprietary investment strategy framework and KPI tracking system, enhancing portfolio evaluation and value creation initiatives.

Led an angel syndicate, strategically investing in early-stage AI startups across the UK and Europe, building a robust and high-potential portfolio.

Conducted comprehensive market analysis and rigorous due diligence to identify high-growth AI opportunities, ensuring alignment with investment thesis.

Provided strategic guidance and mentorship to portfolio companies, accelerating their growth and market penetration.

Managed client relationships for private wealth, corporates, and sovereign wealth funds, overseeing portfolios ranging from $200 million to $2 billion in AUM.

Implemented a $700 million venture capital, growth equity, and co-investment portfolio for a major corporation, facilitating strategic expansion into healthcare and technology distribution.

Developed comprehensive strategic asset allocations, balance sheets, and financial forecasts for a large philanthropic investment holding company, optimizing for specific return targets.

Provided expert ESG and impact investment strategy and implementation advice across multiple multi-asset portfolios, enhancing sustainable investment practices.

Performed rigorous due diligence on private equity, venture capital, and real assets funds, informing critical investment recommendations.

Conducted comprehensive valuation analyses for potential acquisitions using discounted cash flows, dividend models, and comparable transactions, identifying strategic growth opportunities for a leading digital challenger bank.

Managed end-to-end retail deposit product strategy and digital marketing initiatives, successfully lowering deposit acquisition costs.

Developed and optimized financial forecasting models for the CFO and Head of Treasury, resulting in a 50% decrease in marketing spend and a 19% increase in net interest margin.

Researched and valued buyout prospects for a sales channel advisory firm, negotiating favorable earn-out terms for the founder using comparable transactions and DCF.

Analyzed corporate strategy and exit opportunities for an established factoring software company, presenting key findings and recommendations to the board.

Conducted in-depth financial analysis, forecasted future revenue streams, and developed a long-term incentive plan for a financial services consultancy's executive team.