Amit Jain Email & Phone Number

Cupertino, Ca, Us

San Francisco Bay Area

USACFO offers a full suite of financial services to startups and small business enterprises (SMEs) in America. USACFO manages Accounting, Book-keeping, Financial Modeling, Budgeting and Forecasting, payroll along with state and federal tax filings for 120+ VC backed startups. We also maintain Stock Options & Equity Cap table management with preferred / Common stock bifurcation, next round simulations and scenario analysis along with 409A valuation. We have assisted a number of startups in investor & M&A due diligence, corporate structuring, hive-offs, IP migration and Holding company sturctures.

San Francisco Bay Area

Platform for MNCs and mid market Corporates to collaborate with solution providers for innovation and process automation. The platform helps corporates to prototype, test & iterate fast through startup collaboration in a secure environment.

San Francisco Bay Area

Z Nation Lab is breaking the stereo type of all or none returns through its proprietary investment pod methodology built with the intent to protect wealth and risk diversification. We co-invest in VC backed Outliers, Thought leaders and Go-getter Founders. We invest in startups that are scaling rapidly and are either expanding to North American markets, or are moving their headquarters to the USA, while benefiting from operating efficiencies in their local markets. Our Portfolio Startups have collectively raised more than $790 M and includes: Odeko - mobile ordering and supply chain software for cafes Fampay - digital card for teenagers in India Ubits - online learning platform for skilling employees Observe.ai - contact center AIJasper.ai - AI assisted content writing Beehero.io - Smart sensor + AI to monitor beehives and pollination Proven skincare - personalized skincare brand Khabri - Ed-tech platform for regional language learning Lokal - largest regional language News app in India Gmetri - Digital twin AR/VR/XRDatapoem - Marketing ROI optimization AIRevsure AI - Provides tools for marketing, sales, and customer success for the revenue operationsSnaptrude - Collaborative Building Design Software Powered by Automation and Intelligent BIM

San Francisco Bay Area

I specialize in Mergers and Acquisition, Deal Advisory and transaction structuring. Having spent bulk of my career with Big 4 consulting firms and MNC bank, I have worked on many large cross border M&A deals across continents with specialization in India-US corridor. Lately, since last few years, I have been advising companies and family offices on acquisitions /Joint ventures or investment in technology companies/startups in Artificial Intelligence (AI), Machine Learning (ML), Blockchain and /or Saas products in India and USA.

San Francisco Bay Area

I am Director, Deal Advisory, Mergers and Acquisition at KPMG, Silicon Valley. I have 15+ years of experience in cross border mergers & acquisition and transaction structuring for both buy side and sell side deals. Having traveled and worked on acquisition deals in Africa, Asia Pacific, Middle East, USA and Europe, I have developed in-depth understanding and specialization in technology and pharma sector.I have worked on engagements involving Jurisdictional analysis for global expansion, IP migration, supply chain management, transfer pricing, cash repatriation, foreign exchange control, Goods and supply / VAT. Over the last 15 years, I have Performed due diligence reviews and engaged into management discussion with a number of acquisition Targets and developed expertise in advising clients in negotiations on term sheets, shareholders agreement and other indemnity clauses.Lately I am managing the business development initiative to identify new products and solutions to offer to clients specially for building the strong US-India corridor practice at KPMG

Mumbai Area, India

During my stint in KPMG India for 5 years, I have advised number of clients on following:- Global acquisition structuring considering the commercials and the tax, regulatory and exchange control regulations in the target jurisdictions. - Efficient capital structuring, jurisdictional analysis for intermediate holding company jurisdictions, cash repatriation strategies, beneficial treatment in tax treaties - Advice on term sheet, shareholders agreement, Co-founders agreement, Employee Stock option - Reviewing of business transfer agreement and /or asset sale agreement - Advised on spin off of business into different verticals to facilitate PE funding and/or strategic tie ups in each business verticals - Joint venture (JV) structuring considering commercial and tax implications - legal entity rationalization projects and group restructurings including debt modifications - Corporate restructuring for consolidation of various group companies for achieving operational and tax efficiencies - Advised on cash repatriation strategies in context to dividend tax and other withholding implications

Mumbai Area, India

During my stint in PricewaterhouseCoopers, India, I have advised number of clients on following:- - Acquisition structuring and hive offs - Structuring promoters shareholding in various group companies to facilitate family / joint venture partner settlement - Structuring family businesses for Estate duty and succession planning - Leverage buyout of target having operation in Europe and Asia Pacific - Migration of investments and /or intangibles to tax efficient offshore jurisdiction - Supply chain and income streaming considering transfer pricing and withholding tax implication amongst group companies located in multiple jurisdictions - Debt push down to operating entity and externalization of corporate debt in offshore jurisdiction

Mumbai Area, India

Performing benchmarking analysis and transfer pricing Study to determine the arm’s length price for transactions with related partiesPerform functional analysis and planning considering the functions performed and risk reward matrix amongst related partiesDouble tax treaties analysis

Mumbai Area, India

Asset Liability Management: Analyzed and reviewed Citi’s On Balance sheet and Off Balance sheet positions on daily basis for identifying exposure risk.Analyzed Derivative Forward Risk on regular basis and prepared a report on REPO requirement so to maintain the SLR and CRR.

Master’S Degree, Accounting, Finance And Taxation

Private Equity & Venture Capital Executive Education, Private Equity & Venture Capital Investments

Continuous Studies, Business Administration And Management, General

Finance And Accounts, Accounting And Finance