Tejas Vaid

Identifying high-potential companies, develop market maps and investment themes, and monitor market trends and developments.

Focus:

Enterprise SaaS | ClimateTech | ConstructionTech | RegTech | ConsumerTech | Media Tech

Web: https://daily5companies.wordpress.com/

Research: https://bit.ly/Daily5allfile

Assisting CIO in drafting investment theses and market maps, conducting investment evaluations, and performing other ad-hoc tasks

Area:

EnergyTech | Enterprise SaaS | Mobility | ConstructionTech | RegTech | Cybersecurity

Deal Pre-Series A - Series D

Responsibilities:

• Identified and evaluated potential investment opportunities through industry events and online platforms.
• Conducted ad-hoc research on industry trends and regulatory developments.
• Collaborated with NG & VC Partners to develop investment themes and thesis-driven strategies.
• Engaged in meetings with entrepreneurs and industry experts to assess investment opportunities.
• Prepared detailed investment memos and presentations for investment committee meetings.
• Performed due diligence and market research to evaluate investment opportunities.
• Negotiated terms and coordinated closing in collaboration with venture partners.
• Conducted in-depth start-up teams and customers interviews to assess start-up competitive positioning.
• Monitored and analyzed post-investment performance , tracking key performance indicators (KPIs).
• Assisted in preparing board materials and presentations for portfolio company board meetings.

Achievements:

• Built and tracked pipeline of over 200 innovative start-ups .
• Self-sourced investment opportunities , resulting in 1 IC-approved deal, 3 PoCs with NG, and 1 PoC with portfolio company.
• Focused on themes in EnergyTech (DSO, TSO, Renewable) and ConstructionTech .
• Participated in introductory calls with 60+ founders and 6+ industry experts .
• Applied various valuation methodologies , including Market Comparable Approach, Discounted Cash Flow, and Scorecard.
• Developed 40+ one-pagers and 15+ IC memos , with 6 IC approvals totaling $100M.
• Monitored post-investment performance for 5 companies.
• Prepared board materials for 1 portfolio company.

Responsibilities:

• Assisted associates and venture partners in conducting due diligence on potential investment opportunities.
• Prepared investment memos, pitch decks, and financial models to support investment decisions.
• Participated in meetings with startup founders to assess business models.

Demonstrated:

• Proficient in interpreting complex data to draw meaningful insights.
• Excellent communication and presentation skills , with extensive experience in preparing investment memos.
• In-depth knowledge of VC and startup ecosystem , including familiarity with fundraising and valuation methodologies.

Departments: Merchant Banking | Investment Banking

Focus:

Manufacturing | Retail | Fintech | EdTech | Specialty Chemicals | Transport | Construction

Responsibilities:

• Led a team of 2 junior analysts in executing equity financing and forming strategic partnerships.
• Oversaw and prepared pitch materials and marketing documents to support investment and business development.
• Developed and maintained relationships with corporate, private equity, and venture capital investors.
• Managed all aspects of transaction execution , including financial analysis, valuation modeling, due diligence coordination, and negotiation support.
• Conducted market analysis and identified innovative companies within target industries.

Achievements:

Worked on 45+ deals , including 3 IPO listings, 2 closed VC deals, and 5 strategic partnerships.

Department: Portfolio Management

Focus:

Manufacturing | FMCG | IT Service

SMEs and small-cap companies listed on BSE/NSE with valuations ranging from ₹500Cr ($60M) to ₹5000Cr ($600M).

Responsibilities:

• Conducted research on industry trends and market developments to form investment decisions
• Performed financial analysis to support portfolio managers in making informed investment decisions.
• Developed and maintained financial models to evaluate investment opportunities, proficient in techniques such as DCF, FS analysis, and other valuation methodologies.
• Prepared financial and market reports and presentations for clients.