Summary
Overview
Work History
Education
Skills
Timeline
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LISA SOPORI

Mumbai

Summary

Finance professional with 3+ years of experience in venture capital, startup partnerships, and fintech investing. Skilled in sourcing and evaluating early-stage investments, financial modeling, and portfolio monitoring. Strong exposure to the AI and DeepTech startup landscape with a keen understanding of technology-driven innovation and business models. Passionate about identifying scalable technologies at the intersection of finance and emerging tech.

Overview

9
9
years of professional experience

Work History

Investment Associate - Manager

IIFL Capital Service Ltd.
Mumbai
06.2022 - Current
  • Part of the IIFL Fintech Fund with direct involvement in early-stage investments with focus on AI and DeepTech ventures
  • Proactively sourced and identified 200+ startups and evaluated investment opportunities through extensive startup ecosystem networking and industry participation
  • Conducted deep-dive due diligence, and built advanced financial models to assess business viability.
  • Created investment memos and presented to the Investment Committee for 10+ startup deals, articulating decision making process and addressing stakeholder queries
  • Contributed to funding rounds in companies such as Vitra.AI, Castler, Insurance Samadhan.
  • Closely monitored portfolio health, supported fundraising strategies, and provided strategic input to ensure long-term profitability.

Transactional Portfolio Intern

SIEMENS FINANCIAL SERVICES
05.2020 - 07.2020
  • Analyzed the functioning of the Solar Market in light of the strengths and limitations that the industry holds for a financer.
  • Created a financial model to help SFS assess the viability of solar technology to aid SFS in their final investment decision.

Dispute Analyst

AMERICAN EXPRESS
Delhi
11.2018 - 05.2019
  • Expertly managed credit disputes for Australia and New Zealand by scrutinizing credit statements for accurate resolution.
  • Excelled in fraud detection through meticulous credit card data analysis, facilitating case resolution and fund recovery.
  • Proficiently utilized over 10 specialized fraud detection and data analysis software tools to expedite and inform case closures.

Front end developer

Global STA Solutions Pvt Ltd.
05.2016 - 07.2016
  • Company Overview: (A Premier Logic Company)
  • Interned with Global STA Solutions on their front-end development projects.
  • (A Premier Logic Company)

Education

MBA - Finance

FORE School of Management
Delhi
04-2022

Bachelor of Science - Computer Science

Atma Ram Sanatan Dharma, Delhi University
Delhi
04-2017

Skills

  • Portfolio Management
  • Investment Analysis
  • Market research and data analysis
  • Financial reporting and forecasting
  • Financial modeling

Timeline

Investment Associate - Manager

IIFL Capital Service Ltd.
06.2022 - Current

Transactional Portfolio Intern

SIEMENS FINANCIAL SERVICES
05.2020 - 07.2020

Dispute Analyst

AMERICAN EXPRESS
11.2018 - 05.2019

Front end developer

Global STA Solutions Pvt Ltd.
05.2016 - 07.2016

MBA - Finance

FORE School of Management

Bachelor of Science - Computer Science

Atma Ram Sanatan Dharma, Delhi University

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LISA SOPORI