Rishi P. Email & Phone Number

New York, NY, US

New York, NY

• GadgetBox is a subscription box service that connects household consumers with innovative technology products. We send subscribers customized monthly boxes of tech-based gadgets that are sourced through vendors and.
• Diligently worked on marketing campaign by implementing various marketing strategies, including social media marketing, digital marketing, content marketing, and word-of-mouth, thus leading to month-by-month growth in.
• Utilized Google Analytics & Facebook Ads Manager data to analyze trends, behavior flow, and optimize conversions for our E-Commerce component
• Led B2B & B2C business development efforts to secure vendor/supplier partnerships and grow the subscriber base (involved cold calling, cold emailing, partnership development and up-selling subscription plans)
• Resolved any subscriber issues in order to maintain successful subscriber relationships and increase lifetime value (involved attending to all matters from product issues to shipping questions to plan upgrades to.
• Successfully developed and implemented new strategies geared towards cost savings and growth (includes changes in supply-chain, CRM, and transaction processing)

1290 Avenue Of The Americas

• Corporate Finance - FP&A
• Conducted financial analysis to update models and garner insight on company data trends
• Built financial models with the aim to forecast subscriber migration and subscriber churn, thus allowing management to make more informed decisions
• Utilized Qlikview software to put together a conversion rate analysis, which helped management in figuring out which vehicles—with SiriusXM subscriptions— have competing capabilities, organized by make/model

85 Broad Street

• Evaluating private company Confidential Information Memorandums and financial statements with the purpose of presenting potential deal candidates to managing directors
• Assessing companies for viability of acquisition according to fund target characteristics.
• Identifying and investigating prospective investment industries while evaluating risk parameters.
• Participating in CEO and broker calls alongside Managing Directors, resulting in deep diligence and submission of Letters of Intent
• Leading outreach efforts for third-party deal sourcing to keep the deal pipeline full — analyzed and screened over 140 private companies

New York, NY

• Successfully aided Managing Director in acquiring​ a payment processing company in Southern California
• Conducting industry analysis on suitable industries for investment (includes creating financial forecasts for industry revenues, growth, gross margins, ROA, ROIC)
• Conducting deep dive industry analysis for industries of interest to Montserrat Capital (i.e. IT Security Consulting)
• Creating 'market maps' to garner further insight into specific industries (i.e. Online Payment Processing Software Industry)
• Conducting comparable company analysis and expected return scenarios for prospective investments
• Contacting executives of private companies to keep the deal pipeline full (contacted companies that fit Montserrat Capital's investment criteria of $5-$50mm revenue and at least 10% growth)