Lohit Biswal

Senior Associate at ScaleView Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Austin, US

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Experience

    • United States
    • Investment Banking
    • 1 - 100 Employee
    • Senior Associate
      • Mar 2023 - 10 months

      Austin, Texas, United States • Conducted market research and analyzed industry trends using Grata, Pitchbook, and LinkedIn Sales Navigator to identify potential M&A opportunities, generating 3000+ prospective clients. • Exceeded weekly activity plan metrics through strategic design of the sales pipeline and seamlessly integrating customer insights gained from customer calls into Salesforce. • Conducted outbound calls to tech founders and CEOs, effectively qualifying them as prospective clients, educating them on… Show more • Conducted market research and analyzed industry trends using Grata, Pitchbook, and LinkedIn Sales Navigator to identify potential M&A opportunities, generating 3000+ prospective clients. • Exceeded weekly activity plan metrics through strategic design of the sales pipeline and seamlessly integrating customer insights gained from customer calls into Salesforce. • Conducted outbound calls to tech founders and CEOs, effectively qualifying them as prospective clients, educating them on ScaleView's value proposition, and advancing the best opportunities, resulting in a 25% increase in qualified leads. • Worked on Confidential Information Memorandums (CIM) by synthesizing complex financial data into clear and concise proposals. This involved analyzing cash flow, valuation, and other financial metrics to determine the potential price on. Show less

    • United States
    • Venture Capital and Private Equity Principals
    • 1 - 100 Employee
    • Senior Investment Associate
      • Jan 2022 - Feb 2023

      Austin, Texas, United States • Analyzed and tracked Enterprise Software, E-Commerce, Ed-Tech, Health-tech, Gaming, and other consumer technology-driven startups; actively sourced new deals by attending industry events, pitch events, meeting startups, and leveraging tech and investor networks in the US, Europe, and APAC regions. • Led efforts in due diligence on potential investment opportunities, worth $80 Mn, including product-market fit and competitiveness, business and revenue model, valuation, risks, strategic-fit… Show more • Analyzed and tracked Enterprise Software, E-Commerce, Ed-Tech, Health-tech, Gaming, and other consumer technology-driven startups; actively sourced new deals by attending industry events, pitch events, meeting startups, and leveraging tech and investor networks in the US, Europe, and APAC regions. • Led efforts in due diligence on potential investment opportunities, worth $80 Mn, including product-market fit and competitiveness, business and revenue model, valuation, risks, strategic-fit, and post-investment development plan. • Presented to the investment committee over 10 investment memos for multiple startups including market sizing and research, competition analysis, product and technology introduction, financial forecasting, and exit strategy. • Successfully closed the largest deal for the company worth $20 Mn of an UK-based geolocation startup. • Successfully closed a deal of an UK-based Legal-tech startup with a deal size worth $5 Mn. • Responsible for portfolio management of AUM $55 Mn; assisted portfolio companies with business strategy, financial review, investor introductions, and identification/execution of portfolio exits. • Reviewed and vetted multiple startups and pitch decks for our co-investor for a reality TV show, Meet The Drapers. • Established company’s SPAC market investment strategy and PIPE mandate. Evaluated more than 800 SEC Form S-1s and initiated conversations with over 250 SPACs. • Collaborated with teams globally to identify new investment strategy and develop new investment partners.

    • Investment Associate
      • Apr 2021 - Dec 2021

      Austin, Texas, United States Venture Capital Brand Capital International (BCI), headquartered in San Francisco, California, is the strategic investment arm of Bennett Coleman & Co. Ltd (BCCL).

    • United States
    • Venture Capital and Private Equity Principals
    • 1 - 100 Employee
    • Venture Capital Summer Associate
      • May 2019 - Aug 2019

      San Francisco, California, United States Venture Capital & Private Equity Times Bridge is U.S.'s largest venture firm with a mission to bring the world's best ideas to India and share India’s best insights with the world. Its current portfolio includes Uber, Airbnb, Smule, Coursera, Houzz, Thrive, MUBI, and Vice, among others. • Developed and launched Times Bridge’s global research practice with analysis of 5 entrepreneurial ecosystems around the world including the nature, scale, & quality of these ecosystems along… Show more Venture Capital & Private Equity Times Bridge is U.S.'s largest venture firm with a mission to bring the world's best ideas to India and share India’s best insights with the world. Its current portfolio includes Uber, Airbnb, Smule, Coursera, Houzz, Thrive, MUBI, and Vice, among others. • Developed and launched Times Bridge’s global research practice with analysis of 5 entrepreneurial ecosystems around the world including the nature, scale, & quality of these ecosystems along with designing the go-to-market strategy for Times Bridge • Formalized & implemented a deal pipeline management system to visualize, forecast, and manage workflow, resulting in enhanced spend visibility, improved outlier management, and more efficient allocation of resources; led to operational cost savings of 10% • Performed a thorough analysis of Times Bridge’s operational profitability and assets under management exceeding $300M • Prepared and delivered business reviews to the CEO regarding progress and metrics of investment opportunities worth $100M Show less

    • India
    • Software Development
    • 400 - 500 Employee
    • Lead Product Manager
      • Aug 2016 - Jul 2017

      Bangalore • Conceptualized and implemented an intelligent route planning system that involved implementing an efficient routing process for the BetterPlace address verifiers. This system enabled a decrease in the turnaround time for service delivery by 62%. Launched the app for this in 8 new cities within two-quarters • Capital funding - worked with the founders on the preparation of pitch books for Series A VC investments, built and pitched financial models and revenue forecasts to 15+ venture… Show more • Conceptualized and implemented an intelligent route planning system that involved implementing an efficient routing process for the BetterPlace address verifiers. This system enabled a decrease in the turnaround time for service delivery by 62%. Launched the app for this in 8 new cities within two-quarters • Capital funding - worked with the founders on the preparation of pitch books for Series A VC investments, built and pitched financial models and revenue forecasts to 15+ venture capitalists in India • Budgeting and forecasting - collaborated with the CFO on finalization of annual budgets, and conducted ROI analysis on potential product and technology investments • Social impact investing - identified key development areas for the lesser-privileged population in India and formulated investment strategies for the leadership team, which led to the development of an unsecured credit lending platform that was launched across eight major markets. • Designed an incentive structure for the BetterPlace address verifiers. • Improved overall operational process efficiency and delivery fulfillment time by 70% through API integration with partner systems, and by negotiating partnerships with new vendors. • Managed P&L and market roll-out for the entire portfolio of BPSS internal products. • Conceptualized BetterPlace’s Analytics System and ensured its end to end implementation. This involved defining focus areas, relevant business metrics, and factors that influence these metrics. • Trained new analysts on statistical techniques such as univariate and bivariate analyses, thereby ensuring org-wide adoption of these tools to increase leveraging of data by 65%. • Worked on an app-based credit platform in collaboration with microfinance companies to drive unsecured credit disbursement, and thereby provided financial support worth over $0.5 Million to blue-collared workers with no credit history

    • Key Accounts Manager
      • May 2016 - Aug 2016

      Bangalore • Building Account Plan dashboards for Key Accounts that enables BetterPlace’s clients to understand product utilization. It also helps BetterPlace executives explore new revenue opportunities. • Handling product delivery & ROI analysis for key clients with support from a cross-functional team of Subject Matter Experts and sales professionals. • Instrumental in increasing revenue from the Key Accounts by 80-85%, through upsell on renewals & identifying new business contracts… Show more • Building Account Plan dashboards for Key Accounts that enables BetterPlace’s clients to understand product utilization. It also helps BetterPlace executives explore new revenue opportunities. • Handling product delivery & ROI analysis for key clients with support from a cross-functional team of Subject Matter Experts and sales professionals. • Instrumental in increasing revenue from the Key Accounts by 80-85%, through upsell on renewals & identifying new business contracts. Communicating with the Executive and the Product team about market requirements to enable such revenue growth. • Conducting a monthly business review with all the key clients to understand their additional company requirements, assess current service quality and garner feedback for BetterPlace portal. • In charge of analysing where regional opportunity exists in each account and formulating strategies for account expansion.

    • India
    • Motor Vehicle Manufacturing
    • 700 & Above Employee
    • Manager Customer Support
      • Aug 2012 - Aug 2015

      Calicut , India Dealer Profitability • Ensuring turnaround within the stipulated time and making them faster by improving the processes. • Generating increased vehicle flow at the dealership by various service marketing activities such as Service Campaigns, Reconditioned Engines Campaigns etc. •Assisting in modernization of dealership to improve processes and customer experience. •Floating schemes to increase paid revenue at the dealership such as Dealer-Labour AMC, Discount coupons. etc. •… Show more Dealer Profitability • Ensuring turnaround within the stipulated time and making them faster by improving the processes. • Generating increased vehicle flow at the dealership by various service marketing activities such as Service Campaigns, Reconditioned Engines Campaigns etc. •Assisting in modernization of dealership to improve processes and customer experience. •Floating schemes to increase paid revenue at the dealership such as Dealer-Labour AMC, Discount coupons. etc. • Augmenting the accidental business turnover through initiatives such as cashless insurance tie-ups, Tata motors insurance, Parts support etc. • Conducting workshop assessments bi-annually to improve the process and infrastructure at the dealership TASS and enable grading accordingly. • Using Data analytics to forecast risks and design business plans to improve revenue for dealerships. Product Focus • Regular interaction with plants for continuous improvement in products providing feedback on benchmarking activity with the competition product. • Follow up on existing complaints with the plants, which are reported through complaint investigation reports. • Ensuring the special tools availability and training the manpower on its use. • Supporting Sales Teams and R&D teams with product trials. •Ensuring new product readiness at the dealerships through training, parts and tools availability, and technology up-gradation. Customer Satisfaction •Adoption and implementation of new technologies to facilitate faster turn around and good customer experience. •Assisting dealers in conducting the service campaigns and customer meets as per the requirement and potential in the territory. •Continuous monitoring of customer satisfaction through post service feedback.

    • Graduate Engineer Trainee
      • Aug 2012 - 2013

      Mumbai , New Delhi, Pune, Jamshedpur, Lucknow, Pantnagar Joined TML in the GET cadre in the year 2012. Went through an extensive training at all the TML plants ranging from product familiarization of commercial vehicles, processes implementation for operational efficiency, organisational familiarity, & hands-on projects at workshops. This also included a small stint in Delhi Transport Corporation. Inducted into After-Sales(Customer Care) business for the company and hence, focus was on dynamic needs of customer, competition, and, more importantly… Show more Joined TML in the GET cadre in the year 2012. Went through an extensive training at all the TML plants ranging from product familiarization of commercial vehicles, processes implementation for operational efficiency, organisational familiarity, & hands-on projects at workshops. This also included a small stint in Delhi Transport Corporation. Inducted into After-Sales(Customer Care) business for the company and hence, focus was on dynamic needs of customer, competition, and, more importantly, channel partner business needs and their profitability.

    • Utilities
    • 700 & Above Employee
    • Summer Intern
      • May 2010 - May 2010

      Talcher , India Summer Internship and Project Four weeks Industrial experience which included familiarization with the various processes involved in power generation and distribution. Contributed to improvement in boiler efficiency by modifying the atomization of coal & re-routing the effluent gases thus improving output by 15% to 1 MWH per boiler

Education

  • Washington University in St. Louis - Olin Business School
    Master of Business Administration - MBA, Business Administration and Management, General
    2018 - 2020
  • Corporate Finance Institute® (CFI)
    Financial Modeling & Valuation Analyst (FMVA®)
    2020 - 2020
  • Corporate Finance Institute® (CFI)
    Capital Markets & Securities Analyst (CMSA)™
    2020 - 2020
  • University College of Engineering, Burla
    Bachelor of Technology (BTech)
    2008 - 2012

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