Purnima Mehta Email and Phone Number

• Leading across three product lines - Tegus models (Canalyst), BamSEC and Fincredible. All three were acquired by Tegus in 2021- 22. • Driving strategic initiatives towards building one unified platform and integrating product lines, for stronger competitive positioning and long-term product evolution.

Canalyst got acquired by Tegus

• Led innovative product ideas like the automation of the financial model update process achieving cost efficiency, stronger competitive positioning, and improvement in customer satisfaction and retention.• Revamped manual processes like library wide changes with automation resulting in faster turnaround times. Time to market for product improvements came down by 50%.• Revamped the team culture and improved engagement with engineering, research, customer success, executive team and… Show more • Led innovative product ideas like the automation of the financial model update process achieving cost efficiency, stronger competitive positioning, and improvement in customer satisfaction and retention.• Revamped manual processes like library wide changes with automation resulting in faster turnaround times. Time to market for product improvements came down by 50%.• Revamped the team culture and improved engagement with engineering, research, customer success, executive team and various stakeholders by conducting brainstorming sessions, improving communication flow, driving alignment to achieve the strategic vision. • Built the multifactor model for prioritizing the public company universe of 60k+ companies, used in impactful global coverage expansion decisions. Show less

• Successfully launched a web app called Social Health Blueprint for a California-based health tech company.• Key outcomes: Reached an adoption rate of 75%, and a customer satisfaction rate of 100%.• Learnings: Ideation to launch (in 10 weeks), hands-on development experience in the no-code platform (bubbl.io), user research and design, and exposure to a new sector.

Sentieo is a San Francisco-based financial technology startup. • Helped scale Sentieo into becoming a mature platform for fundamental research by introducing processes that ensured data integrity while expanding coverage from 20k US to 100k + global companies.• Led the expansion of datasets by integrating vendors for quantitative data (stock price, fundamental, consensus) and qualitative data (transcripts, SEC & global filings, research reports, corporate events & management… Show more Sentieo is a San Francisco-based financial technology startup. • Helped scale Sentieo into becoming a mature platform for fundamental research by introducing processes that ensured data integrity while expanding coverage from 20k US to 100k + global companies.• Led the expansion of datasets by integrating vendors for quantitative data (stock price, fundamental, consensus) and qualitative data (transcripts, SEC & global filings, research reports, corporate events & management data).• Built out processes for management of company data and events like IPO’s, M&A, ticker changes, delisting, stock splits that impact data accuracy on platform.• Drove knowledge sharing & alignment across the platform, engaged with multiple stakeholders, clients, and sales.• Established the financial data product team based out of New Delhi.• Helped create product marketing material by writing blog posts, release notes, and training material for sales. Show less

• Covered the European Apparel, Online and Retail sector, maintained stocks worth €100bn + market cap.• Was a named analyst in published reports for GS. Extensively worked on building and maintaining company financial models, industry research, giving investment recommendations, and writing research reports. • Worked on IPO deals of OVS SpA, Windeln, and Showroomprive, with total funds raised at roughly €1 bn. The process involved performing due diligence, building the financial model… Show more • Covered the European Apparel, Online and Retail sector, maintained stocks worth €100bn + market cap.• Was a named analyst in published reports for GS. Extensively worked on building and maintaining company financial models, industry research, giving investment recommendations, and writing research reports. • Worked on IPO deals of OVS SpA, Windeln, and Showroomprive, with total funds raised at roughly €1 bn. The process involved performing due diligence, building the financial model from scratch, conducting market and industry research, company profiling, competitive positioning, valuation, writing the research note, giving investor presentations and pre deal investor education.• Key projects: GS Competitive positioning framework for brands- a statistical framework to analyze and rank 72 companies globally spanning across apparel, luxury, sportswear and footwear industry based on 15 sub metrics. Show less

• Supported a multiple industry equity research team covering various sectors in the US. • Built buy side models, conducted Valuations, analyzed industry level data and wrote industry research reports.• Reports covered a deep analysis of industry level data, macro environment, business trends, customer behavior, and competitive analysis. Some sectors being covered were retail, aerospace and defense, healthcare, autos, etc. • Received the ACE Award, for demonstrating excellence in… Show more • Supported a multiple industry equity research team covering various sectors in the US. • Built buy side models, conducted Valuations, analyzed industry level data and wrote industry research reports.• Reports covered a deep analysis of industry level data, macro environment, business trends, customer behavior, and competitive analysis. Some sectors being covered were retail, aerospace and defense, healthcare, autos, etc. • Received the ACE Award, for demonstrating excellence in Spirit. Nominated for Bright Spark Award, which is given for outstanding performance within one year of joining. Show less

• Independently conducted a valuation exercise for Plansteps (a unit of DMC Education Limited, a BSE listed company) for the purpose of acquisition/takeover.• Gave presentations and engaged in detailed client discussion.

Worked on the Analysis of Financial Risk Management systems of the company. Designed a credit appraisal model for analyzing the credit profile of a borrower and arriving at a credit score. Also, worked on the automation of the Asset Liability Management statements.Nominated for best SIP awards.