Prerak Shah Email & Phone Number

Greater Bengaluru Area

Mumbai, Maharashtra, India

𝑲𝒆𝒚 𝑹𝒆𝒔𝒑𝒐𝒏𝒔𝒊𝒃𝒊𝒍𝒊𝒕𝒊𝒆𝒔 -❖ Work as Director and drive a diverse team of talented financial advisors to deliver on client engagements.❖ Prepare Pitch books & financial models and create a network on PE/VC/Angel investors.❖ Advise clients on financial and business strategy including tactics, deal structuring, negotiation strategy and provide genuine sector-wise guidance to the clients.❖ Currently mandated on advising and fundraising for various flourishing companies & startups.❖ Lead financial modeling and preparation of investment recommendations for the clients. Provide financial advisory to HNI clients on Angel Investing & Alternative Asset Investments.❖ Manage end to end deal execution, client management, due diligence, negations on deal documentation, etc.

Mumbai Area, India

𝑲𝒆𝒚 𝑹𝒆𝒔𝒑𝒐𝒏𝒔𝒊𝒃𝒊𝒍𝒊𝒕𝒊𝒆𝒔 -❖ MBO & Exit at YouFirst Ventures Pvt. Ltd.: - Was the senior most employee after the Founder from conceptualisation of MBO to creating scale in business to successful Exit. In October 2017 we successfully exited the Remittance business in an all-cash deal with a US multinational retaining the Payments business.❖ Served as Head-Products & Strategy(Reporting to the Founder & CEO), responsible for strategic business planning, product management, and fundraising activities. Acted as SPOC for Investors, Board of Directors, Regulatory authorities (RBI) & other external partners.❖ Health Tech Business: Managed end-to-end product management with overall responsibility ofconceptualization, development, MVP, go-to-market strategy, and sales & operations. Responsible forpartnerships with FitBit, Garmin, 1MG, Medlife, Ambulance and safety services providers, ECG provider with end-to-end tech integrations, and commercial negotiation.

Mumbai Area, India

𝑲𝒆𝒚 𝑹𝒆𝒔𝒑𝒐𝒏𝒔𝒊𝒃𝒊𝒍𝒊𝒕𝒊𝒆𝒔 -❖ Structuring & funding the buy-out from Reliance Money Express Pvt.Ltd.❖ Transitioning the business from Reliance Money to YouFirst Money ❖ Strategic direction to the business & organisation as a whole ❖ Business planning ❖ P&L management, budgeting, performance monitoring

Mumbai Area, India

𝑲𝒆𝒚 𝑹𝒆𝒔𝒑𝒐𝒏𝒔𝒊𝒃𝒊𝒍𝒊𝒕𝒊𝒆𝒔 -❖ Worked as Manager – Strategy (Reporting to the ED & CEO - Broking and Distribution, Reliance Capital Limited) and steered strategic planning, portfolio management, BI, competitor analysis, and M&A functions.❖ Envisioned the initial set up of Payments Solution & Pre-Paid Cards Business. Ideated the Payments business and created a business case for the same. Identified key resources including system vendors and core team for the development of the technology platform for the business.❖ Involved in Portfolio Review & Strategic Planning. Led Business Restructuring and formulated and executed restructuring Broking & Wealth Management.❖ Conducted periodic reviews for Broking, Distribution, My Gold Plan, Money Transfer & Wealth Management. Developed Business Intelligence and Competitor analysis for each business.

𝑲𝒆𝒚 𝑹𝒆𝒔𝒑𝒐𝒏𝒔𝒊𝒃𝒊𝒍𝒊𝒕𝒊𝒆𝒔 -❖ Worked as a part of Institutional Clients Group (ICG), involved in team building & maintaining relations with Corporates and Funds.❖ Worked as a part of the task force with Head - Investment Banking, setting up strategies for client acquisition.Prepared Pitch books, Investor Memorandums, financial models and ideation.❖ Involved in ideation of organised restaurant industry sector book- Sunshine sectors and meeting set of 10 corporates including Only parathas, YOKO Sizzlers, Dish hospitality, Nirulas, etc. with the ideas thereon.

Part of Private Equity Team.

Education record

Education record