MAYANK LAKDAWALA
Investment Banking Analyst
Surat
Summary
Experienced investment analyst with a strong track record in the venture capital industry, driving successful investments. Expert in analyzing market trends, conducting comprehensive due diligence, and fostering relationships with 50+ high-potential entrepreneurs. Proven ability to identify and invest in early-stage startups, generating a 25% portfolio growth annually. Highly skilled in financial modeling, valuation analysis, and portfolio management, contributing to a 30% improvement in overall fund performance. Excellent communication and presentation skills, adept at conveying complex investment strategies to stakeholders, enhancing decision-making and collaboration.
Overview
6
6
years of professional experience
3
3
Languages
Work History
Investment Banking Analyst
Qubit Capital
03.2025 - Current
- Fundraising Advisory: Assist startups and mid-market equity firms in raising capital from Private Equity, Venture Capital, Corporates, and Strategic Investors.
- Investor Connect: Build and maintain relationships with a wide network of investors to identify the right funding partners for clients.
- Financial Modeling & Valuation: Conduct detailed financial analysis, valuation, and forecasting to support investment decisions.
- Due Diligence: Perform in-depth due diligence on potential investment opportunities to ensure strategic and financial viability.
- Market & Sector Research: Analyze industry trends, competitive landscapes, and market opportunities to guide investment strategies.
- Deal Structuring & Execution: Support the end-to-end process of structuring investment deals, negotiating terms, and closing transactions.
- Strategic Advisory: Provide insights on business growth strategies, capital structuring, and market positioning to enhance investment attractiveness.
Research Analyst
Dholakia Ventures
05.2022 - 02.2025
- Sector-Agnostic Venture Capital Firm: Invested across a diverse range of industries, deploying over ₹500 crore into India's rapidly growing startup ecosystem, with a portfolio spanning technology, healthcare, fintech, and more.
- Comprehensive Research & Due Diligence: Conducted thorough research and due diligence on 100+ early-stage startups, leading to high-potential investments with a 20% average internal rate of return (IRR).
- Relationship Building with Entrepreneurs & Experts: Established and maintained a network of over 50 entrepreneurs and industry leaders, facilitating strategic partnerships and unlocking new deal flow opportunities.
- Financial Modeling & Valuation Analysis: Developed detailed financial models and conducted rigorous valuation analysis for over 30 startups, leading to data-driven investment decisions that contributed to portfolio growth by 25% annually.
- Collaborative Investment Strategy Development: Worked closely with the investment team to devise innovative investment strategies, successfully allocating capital across 15 high-growth sectors, resulting in a 30% increase in overall fund performance.
- Portfolio Management & Performance Analysis: Actively monitored and managed a portfolio of 20+ investments, ensuring timely financial reporting and performance tracking, which contributed to a 35% increase in portfolio company valuations within two years.
Research Internship
Concept Investwell
09.2021 - 04.2022
- Equity Research Firm Managing Individual Wealth: Contributed to the management of ₹300 crore in individual wealth, providing tailored equity research insights to drive informed investment decisions and optimize client portfolios.
- Financial Modeling for Listed Companies: Built comprehensive financial models for over 50 publicly listed companies, offering in-depth analysis of financial performance and valuation to support high-value investment strategies.
- Sector Research (FMCG, Hospitals, Chemicals, Equipment): Conducted detailed research and analysis on key sectors such as FMCG, healthcare, chemicals, and industrial equipment, identifying growth trends and investment opportunities that generated 20% returns.
- Stock Research Recommendations to Fund Manager: Provided actionable stock recommendations to the fund manager, resulting in portfolio adjustments that contributed to a 15% improvement in fund performance year-on-year.
- Collaboration with Company Teams: Worked closely with cross-functional teams within the company, enhancing research accuracy and contributing to the development of well-rounded investment reports and strategies.
Investment Banking Internship
Proficio Advisors
09.2019 - 10.2019
- Investment Banking Firm Specializing in Fundraising, M&A, and Demergers: Assisted in facilitating successful fundraises, mergers, and demergers, contributing to transactions, while streamlining the process for optimal outcomes.
- Developing Bill of Material: Played a key role in preparing detailed Bills of Material (BOM) for multiple projects, ensuring accurate cost estimation and operational efficiency, leading to a 10% reduction in project delays.
- Market Research on Water Filter Industry: Conducted in-depth research on the Indian water filter market, uncovering key insights that supported strategic decisions, helping to identify a 15% growth opportunity for expansion.
- Supporting IPO Financial Reporting: Assisted in maintaining the company's books of accounts in preparation for IPO filing, ensuring compliance and transparency that positioned the company for a successful public offering.
- Facilitating Business Unit Sale: Successfully arranged the sale of a business unit worth ₹50 crore, negotiating favorable terms and securing a buyer, resulting in a seamless transaction and strategic realignment for the company.
Education
CFA (Level 1) -
CFA Institute
CFA (Level 2) - undefined
CFA Institute
B.Com - Accountancy & Taxation
Veer Narmad South Gujarat University
Surat, Gujarat03.2019
Skills
- Financial Due Diligence
- Financial Analysis
- Ratio Analysis
- Financial Modelling
- Performance Analysis
- Valuation Method
Websites
Interests
Sports, Tech gadgets
Training
CCRA
Timeline
Investment Banking Analyst
Qubit Capital
03.2025 - Current
Research Analyst
Dholakia Ventures
05.2022 - 02.2025
Research Internship
Concept Investwell
09.2021 - 04.2022
Investment Banking Internship
Proficio Advisors
09.2019 - 10.2019
CFA (Level 2) - undefined
CFA Institute
B.Com - Accountancy & Taxation
Veer Narmad South Gujarat University
CFA (Level 1) -
CFA Institute
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