Lavena Bhansali
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Bio
Experience
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Venture Catalysts++ | India's 1st Multi-Stage VC
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India
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Venture Capital and Private Equity Principals
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100 - 200 Employee
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Jul 2022 - Present
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Mar 2022 - Jun 2022
• Responsible for Umbrella VCC fund structuring including developing fund flow strategies, due diligence, commercial negotiations, preparing investor deck and relevant activities until fund launch.• Responsible for Alternative Investment Fund structuring including its Offering Memorandum.• Managed other multiple overseas chapter expansions involving its financial, operational and legal duediligence, obtaining required license approvals and commercial negotiations.• Successfully led the launch of an associated NBFC entity by conducting company valuation andpreparing company profile for license approval.• Envisaged a streamlined fund flow structure for existing fund management and sponsor entities.• Slashed down multiple internal expenses/project costs by at least 20-30% by streamlining proceduresand handling commercial negotiations while ensuring the continuation and enhancement of services.• Managed company’s treasury investment allocation. Show less
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Comprint Tech Solutions
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India
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IT Services and IT Consulting
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1 - 100 Employee
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Senior Associate, Corporate Finance
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Jan 2021 - Jan 2022
• Successfully launched a new IT B2B financial leasing project by undertaking an industry research and business feasibility studies covering key elements such as Total Addressable Market (TAM), CAPEX, Revenue projections and Margin expectations. • Undertook project valuation to raise capital, by preparing and presenting pitch books including detailed forecasts, from institutional investors and leading banks. • Developed a structured financial due diligence model for the firm to assess clients’ financial position. • Led a core finance team to develop the online financial leasing business model. • Led the onboarding of leading institutional clients like NSEIT, Nxtgen and Strad in the 1st year of leasing operations. • Managed company’s treasury investment allocation and structuring of its sources of funding. Show less
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Winquote SME Finance
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Australia
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Financial Services
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1 - 100 Employee
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Jul 2020 - Nov 2020
• Enabled startups and SMBs raise capital up to AUD 1mn per deal by providing end-to-end financial advice until approvals.• Undertook operational and financial due diligence and analyzed financial statements to determine creditworthiness and appropriate loan size for the client.• Delivered 99%+ success rate in fund raise by undertaking client valuation and, preparing and presenting investor reports and pitch books to leading institutions within tight deadlines.
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Jul 2019 - Jun 2020
- Responsible for project risk and financial analysis and for clients’ businesses- Preparing business plans, cashflow forecasts and finance proposals for clients- Responsible for clients seeking Asset Finance, Cashflow loans, Commercial Debt & Private Equity- Liaising with stakeholders and ensuring Compliance management
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Frost & Sullivan
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United States
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Business Consulting and Services
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700 & Above Employee
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Market Research Intern
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Jul 2018 - Aug 2018
• Conducted in-depth analysis – Research on Cloud Contact Center Market • Research Report assisting buyers looking to buy a Cloud Contact Center solution • Interviewed industry professionals and studied trends disrupting the market • Conducted in-depth analysis – Research on Cloud Contact Center Market • Research Report assisting buyers looking to buy a Cloud Contact Center solution • Interviewed industry professionals and studied trends disrupting the market
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Laverne Capital
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Sydney, Australia
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Finance Intern
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Dec 2017 - Apr 2018
• Trained on Financial Planning, Mortgage and General Insurance • Maintained relationship with clients, Mortgage Brokers and Financial Planners • Liaised with Development Managers of superannuation and Investment Companies • Dealt with clients’ claims and identified suitable quotes with FINNAS software • Trained on Financial Planning, Mortgage and General Insurance • Maintained relationship with clients, Mortgage Brokers and Financial Planners • Liaised with Development Managers of superannuation and Investment Companies • Dealt with clients’ claims and identified suitable quotes with FINNAS software
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Nimai Management Consultants
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United Arab Emirates
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Business Consulting and Services
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1 - 100 Employee
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Private Debt & Equity Intern
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Apr 2017 - Jun 2017
• Identified and prepared intensive database of FIs, Debt Funds, Alternative Investment Funds and Private Equity Funds along with their investment appetite • Sourced and established contact with potential investors and generated their Dubai, UAE interest for various projects. • Identified and prepared intensive database of FIs, Debt Funds, Alternative Investment Funds and Private Equity Funds along with their investment appetite • Sourced and established contact with potential investors and generated their Dubai, UAE interest for various projects.
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Jaldhi Overseas
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Singapore
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Finance and Accounting Intern
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May 2016 - May 2016
• Reconciliation of accounts for year 2015 using FACT accounting software • Reviewed and rectified physical documents and entries in excel • Rectified missing documents and errors in SGD bank book and petty cash books • Reconciliation of accounts for year 2015 using FACT accounting software • Reviewed and rectified physical documents and entries in excel • Rectified missing documents and errors in SGD bank book and petty cash books
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Education
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S P Jain School of Global Management
Global Bachelor of Business Administration (BBA), Finance -
Institute of Management Accountants
Certified Management Accountancy, Financial planning, analysis, control, budgeting&forecasting, Cost management & professional ethics -
Oakridge International School
Business/Commerce, Grade 11 & 12