Sagar Soni

Chartered Accountant | Assisting Founders in Their Fundraising Journey

Jaipur, Rajasthan, India

About

With over 5 years in the fundraising and investment space, I’ve worked with founders across diverse sectors to help them turn big ideas into growing businesses. I thrive on developing strategies that make a difference, whether it’s securing funding or driving operational growth. If you’re working on something exciting and are ready to explore external capital, I’d love to connect and see how I can help!

Experience

  • Qubit Capital (Full-time · 4 yrs 8 mos)
    • AVP Investments- International Desk
      Apr 2022 - Present · 4 yrs 3 mos

      I lead a team of analysts dedicated to guiding emerging companies in securing capital, engaging in private equity, and executing M&A transactions across major markets such as the USA, UK, India, and Mexico. My responsibilities also include managing investor relationships and refining our internal processes, blending strategic oversight with operational excellence.

    • Senior Financial Analyst - Team Lead
      Nov 2021 - Apr 2022 · 6 mos

  • Financial Analyst at 360 Financials
    May 2021 - Oct 2021 · 6 mos

  • Senior Associate at RA Advisors
    Dec 2020 - Apr 2021 · 5 mos

    - Directly involved in deal evaluation process. - Prepared Investor Thesis on listed companies. - Carried out Financial due dilligence - Assessed of Buy side and Sell side deals for the monthly deal deck - Interacted with clients during a live deal. - Worked effectively with clients to understand their needs.

  • Senior Analyst at Televisory
    Nov 2019 - Sep 2020 · 11 mos

    - Preparing Financial and Operations report of Listed Companies for benchmarking. - Business development and product pitching to PE/VC’s , Research Institutes etc in Hong Kong. - Analysing financial statements of companies listed in countries like India, USA, Japan, UK, Canada and China. - Ratio analysis and fundamental analysis of the companies for better understanding. - Preparing Credit Rating Reports for client banks. - Capturing data from different sources like FactSet, Bloomberg, Edinet (Japan).

  • Content Writer at EDUCBA
    Nov 2019 - Jan 2020 · 3 mos

    Writing on various topics related to Investment Banking