I am an entrepreneurial two-brainer with a “why not” and “can do” mindset who is passionate about anything finance, with expertise in Venture Funding, IPO Advisory, and Strategic Planning.
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Founder And DirectorPreqtDelhi, India -
Founding PartnerMakia Capital May 2024 - PresentDelhi, IndiaA full-stack Venture Capital Fund that leverages an entrepreneurial mindset to unlock exponential value for companies and investors. Our unique advantage lies in partnering with a select group of companies at the critical inflection point of their growth curve. We support these companies with our in-house team of advisors and mentors, crafting strategic business roadmaps and guiding them towards going public through the SME platform or a main-board IPO. -
Fund ManagerGrip Invest Sep 2023 - May 2024• Youngest professional handpicked from “New Initiatives Team” to pivot to the management team of “AIF CAT II Credit Fund”• Entrusted to craft a compelling pitch deck for fundraise, recognized as youngest member along-with the partners to pitch to potential LPs (UHNIs and Family Offices) by strategizing reach out plan and pitching to 40+ investors -
Manager - New InitiativesGrip Jul 2022 - May 2024Gurugram, Haryana, India• Corporate Bonds: Generated AUM of ~ INR 60 Cr in 6M and increased FTI rate by 25% by spearheaded new product development by preparating BRDs, undertook marketing initiatives •Startup Equity: Evaluated 10+ startups and liaised with founders to enable INR 30 Cr+ in investments through retail participation•LeaseX: Enabled 300+ new FTIs by leading the investor education campaign on the new offering – with preparation of relevant deal collaterals• BondX: Brainstormed and built India’s first pool-bonds investment instrument from scratch, liaised with tax advisors, trustee, CRAs -
Founder And CeoTalkitoutapp Apr 2020 - May 2021Delhi, IndiaKey highlights:• Achieved App ratings of Android (4.85/5) and iOS (4.9/5) driving 4K+ downloads for app and 1.5K+ followers on social media (organically)• Engaged 30K+ people facilitating 1K+ P2P consultations, discussions on 120+ topics & mediating 1.5K+ community conversations (5K+ life stories) Product and brand management: • Built and led cross-functional teams by collaborating with 15+ experts in field of technology, design, content, marketing and operations• Spearheaded UI/UX development and conceptualized product roadmap envisioning future business models using customer feedback• Created 2.8L+ impressions collaborating with 30+ experts for content & Q/A sessions• Curated GTM strategy that leveraged network effects of 100+ key opinion leaders and FB/Quora -
Investment Banking AnalystSg Analytics Sep 2019 - Mar 2020Pune, Maharashtra, India• Among 10% of staff (and youngest) to work on 10+ IB products including screening, due diligence, pitchbook, IM, valuations & modelling• Led a team of 6 to generate revenue of ₹2.8cr annually by converting 3 out of 8 UK-based Investment Banks (Avg. success rate <10%)
Shivanshu Birla, Cfa Education Details
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Finance, Strategy And Leadership -
B.A. (Hons.) Economics -
Corporate Finance And Asset Markets
Frequently Asked Questions about Shivanshu Birla, Cfa
What company does Shivanshu Birla, Cfa work for?
Shivanshu Birla, Cfa works for Preqt
What is Shivanshu Birla, Cfa's role at the current company?
Shivanshu Birla, Cfa's current role is Founder and Director.
What schools did Shivanshu Birla, Cfa attend?
Shivanshu Birla, Cfa attended Indian School Of Business, Delhi University, The London School Of Economics And Political Science (Lse).
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