NEER NAGDA

Manages an angel syndicate focused on early-stage AI start-up investments across the UK and Europe, identifying and nurturing high-potential ventures.

• Led an angel syndicate, strategically investing in early-stage AI startups across the UK and Europe, building a robust and high-potential portfolio.
• Conducted comprehensive market analysis and rigorous due diligence to identify high-growth AI opportunities, ensuring alignment with investment thesis.
• Provided strategic guidance and mentorship to portfolio companies, accelerating their growth and market penetration.

Led investment strategy and portfolio management for a £1 billion single-family office, driving due diligence and value creation across venture capital, private equity, and special situations.

• Managed and oversaw a £1 billion AUM investment portfolio for a single-family office, optimizing performance across venture capital, private equity, and special situations.
• Led comprehensive due diligence for early-stage VC, growth equity, PE, and special situations opportunities, ensuring robust investment decisions and risk mitigation.
• Spearheaded significant transactions including Series A/B rounds in Insurwave, Hepster, Bamcore, and Tradefeedr, driving deal negotiation and strategic restructuring.
• Developed and implemented a proprietary investment strategy framework and KPI tracking system, enhancing portfolio evaluation and value creation initiatives.

Managed ultra-high net worth client portfolios and advised on investment strategies across the Middle East & Africa, overseeing assets up to $2 billion.

• Managed client relationships for private wealth, corporates, and sovereign wealth funds, overseeing portfolios ranging from $200 million to $2 billion in AUM.
• Implemented a $700 million venture capital, growth equity, and co-investment portfolio for a major corporation, facilitating strategic expansion into healthcare and technology distribution.
• Developed comprehensive strategic asset allocations, balance sheets, and financial forecasts for a large philanthropic investment holding company, optimizing for specific return targets.
• Provided expert ESG and impact investment strategy and implementation advice across multiple multi-asset portfolios, enhancing sustainable investment practices.
• Performed rigorous due diligence on private equity, venture capital, and real assets funds, informing critical investment recommendations.

Collaborated with founders of a leading digital challenger bank to develop business models and evaluate acquisition opportunities, optimizing financial performance.

• Conducted comprehensive valuation analyses for potential acquisitions using discounted cash flows, dividend models, and comparable transactions, identifying strategic growth opportunities for a leading digital challenger bank.
• Managed end-to-end retail deposit product strategy and digital marketing initiatives, successfully lowering deposit acquisition costs.
• Developed and optimized financial forecasting models for the CFO and Head of Treasury, resulting in a 50% decrease in marketing spend and a 19% increase in net interest margin.

Supported high-growth entrepreneurs at a boutique business-to-business advisory firm, contributing to M&A advisory and financial analysis.

• Researched and valued buyout prospects for a sales channel advisory firm, negotiating favorable earn-out terms for the founder using comparable transactions and DCF.
• Analyzed corporate strategy and exit opportunities for an established factoring software company, presenting key findings and recommendations to the board.
• Conducted in-depth financial analysis, forecasted future revenue streams, and developed a long-term incentive plan for a financial services consultancy's executive team.