MOUNIKA NIMMAGADDA

San Diego, CA, ***** l 858-***-**** l ad22gt@r.postjobfree.com

Professional Summary

Investment professional with 7 years of experience in early stage investing (Pre Series A and Series A) on behalf of high net-worth individuals – Angel Networks and Private Wealth Management firms

Skill Set

Deep understanding of startup ecosystem and fund-raising cycle (players, challenges, structures, opportunities)

Efficient at analysing wide range of business models (asset light and scalable businesses), strategies and financial models

Ability to synthesize large amounts of complex data and comprehend it to present investment thesis, performance charts and memorandums highlighting risks-rewards and recommendations for investments

Spearhead all required communication with CXO’s including business strategy, performance dashboards and future roadmap

Effectively work on multiple tasks across different disciplines (Strategy, operations, finance, sales etc.) within stringent timelines and skilled at stakeholder management, client management, team management and knowledge management

Adaptability to work in a startup as well as an established corporate environment,

Work Experience

MergerDomo Services

Associate Vice President l Delhi, India l 10/2021 – 12/2021

Liaise with multiple stakeholders including incubators, accelerators, government run innovation cells, investors, VC’s etc. for deal sourcing and closure

Evaluate, shortlist startups and present them to the Screening Committee along with a

detailed note mentioning the key risks and merits of the opportunity

Engage in investor onboarding and sales by reaching out to a wider network of small businesses, VC’s and Angel Investors

Continuously work towards further strengthening the firm’s proprietary algorithm – QSAAT (Quick Startup Algorithm based Assessment Tool)

Pioneer Client Associates Pvt Ltd.

Associate – Investment Banking & Wealth l Hyderabad, India l 12/2018 – 09/2021

Sourcing companies (startups) that are looking to raise funds, evaluating them, guiding them on building financials models, preparing pitch books and helping them raise funds from VC funds and a network of UHNI's CA closely works with

Assist the wealth advisors in pitching various mandates, which CA takes up, to its existing

clientele/potential clients.

Managing the wealth portfolio of UHNI clients - analyse the performance of various asset classes, prepare asset allocation models, monitor and present monthly performance metrics and status reports

Investments (no-name basis) – a Craft Beer Brand, On-demand food delivery company, D2C

hydroponic farming venture

Hyderabad Angels Forum for Entrepreneurship

Investment Analyst l Hyderabad, India l 10/2015 – 12/2018

Evaluating startups for a potential investment based on business model, revenue model, competitor framework and other KPIs

Conducting business due diligence, preparing teasers, investment memos and indulging in termsheet negotiations

Facilitation of legal and financial due diligence in collaboration with a potential investee company and thereby work back with the respective teams on regulatory compliances and drive the deal towards closure

Engaging with the company and their legal teams to drive discussions related to definitive agreements (SHA, SSA, SAFE etc.)

Portfolio monitoring - Engage on a regular basis with the existing portfolio to monitor their MIS, devise KPIs (sales, revenue, profit metrics etc.) and goals to be achieved including financial statement analysis and documentation on a quarterly basis

Managing Investor Relations

Investments – Twigly Foods, Health Sutra, Fracktal works, RevOs, Spareshub, Healers at Home, eVibe.in, Thrillophilia, Indian Money and Innovaptive

eClerx Services Pvt. Ltd.

Associate Process Manager l Mumbai, India l 04/2014 - 06/2015

FCA Back Reporting - Back reporting trades for a period of 3 years (2011, 2012, and 2013) to the regulators in U.K. (FCA)

Liaising with the London Stock Exchange (LSE) POC, Client technology POCs, and Middle Office (M.O)Subject Matter Experts (SMEs) to resolve system level breaks, enrich trades as per instructions from Middle Office (M.O) and ensure smooth running of the project

PBA and Lock-Up Agreements Data Modeling and Digitization - Identifying relevant fields that need to undergo digitization so that information could be utilized by the Risk Management departments of Investment Banks

Development of data-model in co-ordination with Clients’ Subject Matter Experts (SMEs) to capture information in legal documents

Effectively handling a team of 25 Full Time Equivalent (FTEs) and ensure quality

Educational Background

Post Graduate Diploma in Management (Finance), 2014 - Institute of Management Technology, Hyderabad, India

Bachelor of Technology (Electronics & Communications Engineering), 2012 – Jawaharlal Nehru Technological University, Hyderabad, India

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