Mandeep Kaur

Executed end-to-end fundraising and strategic transaction mandates across Debt, Equity, Working Capital, and M&A transactions by identifying suitable investors and supporting deal execution. Supported transaction mandates valued at over ₹850 Cr, including a ₹110 Cr working capital financing for a manufacturing company (₹80 Cr for new orders, ₹15 Cr for existing orders, and ₹15 Cr term loan financing) and a ₹745 Cr hotel acquisition transaction. Prepared transaction marketing materials including Teasers, Information Memorandums (IMs), Pitch Books, Investor Presentations, and Term Sheets to facilitate investor engagement and capital raising activities.

Analyst at Unified Vision Capital (2024-05 – Present)

• Executed end-to-end fundraising and strategic transaction mandates across Debt, Equity, Working Capital, and M&A transactions by identifying suitable investors and supporting deal execution.
• Supported transaction mandates valued at over ₹850 Cr, including a ₹110 Cr working capital financing for a manufacturing company (₹80 Cr for new orders, ₹15 Cr for existing orders, and ₹15 Cr term loan financing) and a ₹745 Cr hotel acquisition transaction.
• Prepared transaction marketing materials including Teasers, Information Memorandums (IMs), Pitch Books, Investor Presentations, and Term Sheets to facilitate investor engagement and capital raising activities.
• Identified and mapped institutional investors, Private Equity funds, Venture Capital firms, Family Offices, HNIs, and strategic investors based on sector focus, investment criteria, and transaction suitability.
• Managed investor outreach, NDA execution, due diligence coordination, and stakeholder communication throughout the transaction lifecycle to advance fundraising discussions.
• Developed integrated three-statement financial models, business projections, and valuation analyses using DCF, Comparable Company Analysis, and Precedent Transaction methodologies.

Financial Analyst Intern at Shankar Bandyopadhyay & Co. (2019-04 – 2021-08)

• Prepared, updated and reconciled detailed financial records for multiple clients including GST 2A/3B filings, TDS computation & documentation, vendor/customer ledger management and day-to-day bookkeeping using Tally ERP9 to ensure data accuracy and timely compliance.
• Managed end-to-end accounting and compliance workflows across diverse client portfolios by monitoring statutory deadlines, validating entries and processing invoices for seamless regulatory adherence.

Financial Intern at UAS International (2023-06 – 2023-07)

• Analysed a new banking policy for strategic positioning and pitched it to clients through need-based selling, achieving sales targets while gaining exposure to wealth management products and strengthening client advisory and onboarding skills.

MBA in Business Analytics – Amity University (2022-07 – 2024-04)

B.Com (Hons) in Commerce – Ranchi University (2017-06 – 2020-05)