Boutique financial and investment advisory firm

Associate Partner, Sarthena Advisors LLP

• VC, Due Diligence & Transaction Advisory
• Evaluated expansion plan of a FMCG startup for a VC's $12.5M investment decision; analyzed unit economics, cost structures & regional scalability across a 252-store rollout through a 3-week turnaround.
• Restructured a $12.5M deal to a phased, pilot led rollout (125 stores vs. 252), cutting funding ask to $6M; shielding the fund from capital exposure & drafted data-backed term sheet inputs on tranches & capital allocation rules.
• Led business & financial due diligence of $1.6M healthcare target for an impact VC fund; conducted field visits across 8+ competitors, alongside the founders & investors to validate market realities steering it to milestone based funding.
• Advised global funder on investment readiness of a healthcare enterprise; deconstructed enterprise legacy operations to evaluate 3 business units & present recommendations to the Asia Head, delivering 15-20% overhead savings.
• Evaluated 5+ (up to SeriesA) investment opportunities; formulated investment theses, memos, & risk mitigation frameworks; on capital deployment with structured Invest / Pass / Conditional recommendations.
• Audited 15+ core metrics (CAC, LTV, Margins, payback) against global benchmarks to identify structural gaps.
• Financial Planning and Analysis
• Served as fractional CFO to the leadership of a $16M donor funded nonprofit; built AOP, MIS, ensured institutional donor compliance, reviewed P&Ls & fund allocation across multi-disciplinary programs with the Director & Board.
• Owned FP&A function of a $1.4M revenue B2B SaaS growth startup; institutionalized a dashboard integrating MRR, sales pipeline, receivables & KPIs across 60+ clients, serving as Board's primary tool for strategic trade-offs & decisions.
• Extended runway by 5 months during a liquidity crunch by strategically renegotiating vendor payment schedules.
• Deployed a treasury strategy for a nonprofit by mapping inflows against program timelines; deployed surplus to generate $40-75K in incremental annual returns to fund core operations.
• Engineered a factor driven cost framework across programs of ~$1.6M/yr, compressing BvsA variance by 5%.
• Built a SKU level classification & data standardization for $1M ARR portfolio, accelerating monthly close by 5 days.
• Built foundational strategy & revenue model for a pre-revenue digital health venture covering budgets, pricing and unit economics which enabled the venture to secure a $3.75M government grant.
• Partnered with a startup to diagnose funnel friction, driving a 19% increase in MRR.
• Ran a profitability diagnostics across 30-40 projects for the founders of an impact consulting firm; drove the exit of accounts earning 10-12% margins and reallocated capacity toward streams yielding ~30%.
• Uncovered 15% systemic effort overruns through utilization audits & corrected the structural contract mispricing.
• Merged 5 fragmented trackers into one executive dashboard & drove leadership review preparation time from 20 to 10 days.
• Equity and ESOP Valuations
• Built 10+ valuation models using DCF, comparables & VC method for companies valued at $6-19M across SaaS, retail, healthcare and edtech; models anchored institutional fundraising rounds.
• Designed 5+ ESOP valuation frameworks using Black-Scholes & FMV model; largest covered a 500+ employee workforce.
• Engineered dynamic cap table simulators to track founder/investor dilution across successive funding rounds

• Awarded Level 4 Merit based Scholarship for pursuing an entrepreneurial journey, Jagriti Yatra, by SBI.
• Winner (Top1/50 teams; 500 participants), Business Plan competition organised by Jagriti Yatra.
• Delegate, at Harvard Business School Conference (5% selection among all applications), 2020
• Organized Leo ISAAME, a flagship 3-day international leadership conference uniting youth leaders from India, South Asia, Africa & the Middle East to foster collaboration, leadership development, and community service innovation.

• CFA Charterholder – CFA Institute | India
• BBA (Finance) – J. D. Birla Institute (Department of Management) | Kolkata

• Financial Modelling & Valuation Analyst (FMVA®), Corporate Finance Institute
• Strategy Consulting Job Simulation, BCG
• Corporate training in Advanced Excel (Advanced Statistical Analysis, Options Strategies Dashboard, Financial Modelling, Capital Structure, DDM, FCFMacros, VBA, Scenario Analysis), Aswini Bajaj
• Corporate training in Corporate Documentation, Aswini Bajaj

• Runner up, Invictus organized by J. D. Birla Institute (BBA), Western Group Dance, 2018
• Winner, Invictus organized by J. D. Birla Institute (BBA), Western Dance, 2017
• Runner up, Xavotsav organized by St. Xavier's College, Dance of Life, 2017
• Runner up, Xavotsav organized by St. Xavier’s College, Western Group Dance, 2017
• Winner, Invictus organized by J.D.Birla Institute(BBA), Finance (Case Study), 2017
• Diploma in Painting from Chitra Sagar Examination from Surabharti Sangeet Parishad, 2010-2017