Financial modelling, Venture Capital, Client Relationship Manager

MOUNIKA NIMMAGADDA

San Diego, CA, ***** l 858-***-**** l *******.************@*****.***

Professional Summary

Investment professional with 6 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 data and comprehend it to present investment thesis and memorandums highlighting pros and cons

• Skilled at reviewing legal documents and working with external counsel to identify risks and negotiate terms

• Effectively work on multiple tasks within stringent timelines and communicate with all stakeholders (CXO’s, startup founders, incubators, investors, consultants etc.) to close deals/partnerships

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 by reaching out to a wider network of 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 monthly MIS/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, KPIs etc. 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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