Assumed coverage on existing positions across IT, auto, cap goods and other industries which comprised of approximately 35% of the fund’s portfolio.Generated insights that led the firm to invest into 3 new ideas within a concentrated portfolio of ~20 stocks during the first 15 months.Participated in communications with external investors including drafting quarterly investor letters and investor presentations and meeting new and current investors and communicating fund performance and strategy to themImproved firm processes by undertaking research on global companies related to portfolio positions and compiling weekly and monthly data packs to review past decisions, portfolio positioning to improve decision making processes

Public Equity InvestingGenerated solid absolute returns by identifying high-quality mid-cap and large-cap companies through fundamental analysis. Managed an active coverage of 30+ stocks. Conducted in-depth bottoms-up research across the technology, media, telecom, retail & education industries. Created and maintained proprietary financial models with future projections and valuations to identify mis-priced securities compared to long-term potential.Built multi-level relationships with corporates, bankers, consultants and research analysts to gain timely insights into evolving company and industry trends.Communicated industry updates as well as investment ideas to the fund’s principals through research update notes and presentations. Recent presentations include: Digitization, SMAC, Telecom Data & eCommerce.Advised select portfolio companies on corporate governance as well as business restructuring issues. Private Equity InvestmentsSingle-handedly led an active internal mandate to originate and evaluate private equity investment opportunities in the ecommerce sector in India. Select investments originated: Delhivery, Infibeam, FirstCry & Greendust.Assessed multiple private and public equity investment opportunities across technology, retail, education, media and services sectors. Developed and analyzed complex financial models to understand economics of the target and performed multifaceted valuation analysis.Spear headed market, business & financial due diligence. Steered financial and legal due diligence by external agencies. Negotiated deal structures and term-sheets. Prepared investment memoranda to communicate investment opportunities to the fund’s principals.OthersManaged and mentored a team of two associates growing them from post MBA freshers to independent industry coverage.

Led the firm’s efforts in investment banking for technology companies. Created internal database for comparable valuations, international private / public equity and venture capital investors and recent M&A transactions to educate senior bankers about the Global Internet and Digital Media sector.Researched, initiated and maintained dialogues with Indian technology companies and communicated M&A and corporate finance strategies to them.Drafted offer documents, management presentations and other marketing materials for equity transactionsSelected Transactions: Redington’s IPO ($35 million)

Involved in multiple transactions across the Internet, Semiconductor and Healthcare sectorsInvolved in drafting the offering prospectus at the drafting sessions and managing communications with the company, other bankers and the counsels for IPO and follow-on offersCreated the management presentation that aQuantive used on the road-showCrafted Information Memorandums and Management Presentations for M&A clients. Organized and managed the sale process involving multiple financial and strategic acquirers / investorsManaged client’s due diligence process with the acquirer post signing of the term sheetCreated market sizing and valuation models for Vivant Medical a pre-revenue companySelected Transactions: aQuantive's Follow-On ($207 million), Shutterfly's IPO ($87 million), Vivant Medical’s sale to Tyco Healthcare ($101 million), MarketWire’s sale to CCNMatthews (undisclosed) Pictage’s sale to Apax Partners ($29 million) and Alibris’ sale to Oak Hill Capital Partners (undisclosed)