Vikas Verma Email & Phone Number

United States

Pittsford (Rochester), Ny, Us

Global Head of Investments and Financial Markets Strategy having large P&L responsibility with Sutherland, one of the largest digital transformation consulting firms. Manage relationships with Pension Funds / PE Firms, Asset Management firms that collectively manage ~ $12 Trillion AUM, providing Investment advisory, Investment Research and transaction advisory. Lead the Portfolio Value creation group: setting up PVC teams, managing portfolio, performing quarterly operating reviews. Designing portfolio monitoring systems, and driving Digital Business Transformation to create profitable scale. Performing strategic business performance reviews including systems to track and deliver on plans.Product and operational leadership. Oversee a team of Researchers, Analysts, Engineers, and Designers. Products:1) ModelBOT2) Deal-IQ3) SPII - Portfolio Surveillance4) AltRetail 5) Elevate.Ai6) Creator of AI Indices - "Happiness Index", "Social Impact and Resiliency" Indices 7) SGS-Protect Platform - Content detection, Moderation, and Content Ops8) Alpha-Access Concierge9) Pulse360Specializing in investments in early-stage and growth companies.

Bangalore, Karnataka, In

World's largest sound wave technology network... Series B round investment led by the largest Marketplace in the US. Designed GTM Strategy Sales strategy Business Development Strategy Customer experience designCustomer - Locate, Engage and Pay strategy for unique Sound wave based technologyStrategic Partnerships in Payment Ecosystem with Fintech Providers, Card Networks, Acquirers, and Issuers.

Armonk, New York, Ny, Us

Business Development for a $60MM Book of Business Start-up accelerator program Sales and strategy plan developmentOperationalizing GTM Advised clients (Asset Management and Wealth Management) on adoption of Digital Technologies for Operations.Prepared Future State and Target Operating models across sectors.

Pittsford (Rochester), Ny, Us

Head of Investment Banking Advisory Running M&A advisory mandates PE/VC Fund raisingStrategy design, Deal Sourcing, and Deal Execution Fair Value OpinionsSpin-offsGo-to-market strategiesSetting up Equity Research Operations Operational Consulting Ran large operations; Researchers, Designers, Consultants, Engineers, Data Scientists, MBAs, CFAs, and PhDs.

Sutherland Global Acquired Adventity, Inc. Grew the start-up and created a new category in India-US.We blitz-scaled to 600+ Investment Research Analysts, Data scientists, & Investment Associates.Set up Growth Teams and launched New Products.Ran Operations and Products division as part of the founding team Managed Solutions and large scale operations for Investment Banks, Consulting Firms, PE/AM Firms.Blitz-scaled a start-up operations as a founding team member. Scaling and training talent; building systems; talent acquisition & retention strategies; relationships with ~70 MBA, CA, and Engineering Institutes.Handled variety of sectors:Business and professional services companies.Financial technology.RetailersOn-line Marketplaces.P&C insurers. Due Diligence, Deal Structuring, and assessment of Investment Opportunities.Structuring minority stake private investment securities (equity and debt) Negotiating valuation, shareholders agreements and terms of an investments

Norwalk, Ct, Us

HY, IG, AND SPECIAL SITSInvestment experience across public and private markets Leading fundamentally-focused bottoms up public equity strategy Responsible for leading the due diligence, analysis and execution of investment transactionsInvestments in middle-market companies.Special Situations. Investing across capital structures.Distressed assets.Event-driven situations.Preparing Investment committee Memos.Maintaining Portfolio of securities.Surveillance and Monitoring of ABS, securities including waterfalls. Ran a large Data-warehouse Project with a special focus on Data Management, Data harmonization and Data integrity from hundreds of sources including Market Data across.

Education record

Strategy, Management, Private Equity / Venture Capital

Post Graduation, Finance, Research, Strategy, Taxation