Saurabh A.
Investment Banking l Excel Dashboard l Capital IQ l Refinitiv
I have 9+ years of experience working with global investment bankers and C level executives with 2 years of tenure at Moody's Analytics Knowledge Services and last 7+ years at Evalueserve. I am an MBA and have worked with 100+ startups, companies, and investors (PEs & NHIs) providing them with advisory and preparing investor documents (Info memos, financial models, and pitch decks) for fund raising, live M&A deals and other strategic transactions. I am power user of Microsoft excel having strong hand on experience on excel formulas (including mega formulas and array formulas), dynamic and interactive charts and dashboards, pivot tables and slicers, power query and power maps. In case you are stuck on any problem in excel or want to design worksheets to save time, please do let me know. I have worked with investment bankers from all over the world, supporting in live M&A deals with combined deal value of over $1 billion across range of industry sectors. Areas of Expertise: 1) Fund Raising & Investor documents 2) Company valuation / financial modeling (Relative and DCF) 3) Detailed pitch decks including industry sector studies and detailed company profiles 4) Information memorandums (IMs) 5) Transaction Advisory and research support 6) Market Research - industry analysis, market sizing, competitive analysis, customer analysis etc. 7) Buyer and target screenings for corporate and investors respectively 8) Quantitative and qualitative research support 9) Comparable company analysis (trading comps) 10) Precedent transaction analysis (transaction comps) 11) Competitive bench-marking, Industry sizing and industry market share 12) Financial and operating bench-marking exercises for a set of companies in any given industry/geography I have advanced financial modelling skills using excel and can prepare investor focused pitch decks. I can make investor alluring PowerPoint slides with infographics, charts, graphs and custom data visualisations for pitch decks, investor presentation, internal presentations, etc. I am thoroughly familiar with company's financial reporting (annual and quarterly filings, presentations, earning releases etc.)/ investor relations section as well as with stock exchanges specific disclosures including SEC, ASX, HKEX, SGX etc. including many other geographic specific stock exchanges. I have access and advanced working knowledge of various financial databases such as FactSet, Capital IQ, MergerMarket, ThomsonOne, Crunchbase and IBIS among others.
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $146
Billed in all: $9,990$10k
$146 in the last 6 months
Across 28 contracts
Earnings, last 30 days
Skill rankings: Top 33% in Investment Banking
Ranked by MRR among everyone on Upwork with the skill.
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