Prateek Trivedi

Private equity professional with over 5 years across the full deal lifecycle, from origination through close and value creation, at a $150M lower-middle-market fund primarily in healthcare and tech-enabled business services. Deal-team lead across 8 transactions, deal captain on 2, representing ~$60M of $120M fund equity and a $12M co-investment, underwriting 3.0x to 4.65x MOIC and 26% to 30% IRR. Built across leveraged buyouts, distressed turnarounds, buy-and-build roll-ups, and founder-led transitions, with proprietary microsegment mapping that turns fragmented-market theses into a structured sourcing pipeline.

Now supporting the launch of a $250M Fund II.

Private Equity Investment Associate at GVCA (Golden Vision Capital Americas) (2024-10 – Present)

$150M Growth Fund I (Fund II at $250M in market); $20M to $30M equity checks in B2B services and healthcare ($10M to $20M EBITDA); founder-operator model, disciplined leverage, value creation through operations.

• Financial modeling and structuring. Built LBO, M&A, and three-statement operating models from scratch, including debt schedules, cap tables, PP&E schedules, sensitivity analysis, and value-creation bridges; structured convertible preferred, management rollover, profit interest pools, PIK dividends, and co-investor waterfalls across transactions.
• Due diligence and investment committee. Led 2 to 3 diligence workstreams per deal (commercial, financial, QoE); authored IOIs, LOIs, IC memoranda and decks, and management pitch decks; served as deal captain on 2 transactions from sourcing to close, coordinating bankers and QoE providers.
• Origination and thesis development. Developed proprietary investment theses through industry microsegment and niche identification, converting fragmented-market mapping into a structured sourcing process across 200+ targets and 15+ regional M&A advisor relationships; originated 2 of 5 platforms off-market; screened 100+ CIMs a year via an AI triage tool (Python, GPT and Claude APIs) that cut first-pass screening ~75%.
• Value creation and portfolio management. Co-led 100-day and value-creation planning with portfolio CEOs across sales build-out, ERP and CRM, incentive design, and board governance; built 13-week cash-flow models for turnaround and roll-up situations; prepared quarterly board and IC reaffirmation decks; automated portfolio monitoring and reporting to improve efficiency 80%+.
• Team leadership and discipline. Supervised and developed 2 analysts across pipeline, modeling, and diligence; maintained entry discipline through pass memos with structured thesis-gap analysis, recommending the IC decline processes on customer-concentration and unit-economics grounds.

Investment Specialist, Private Equity and Alternatives at J.P. Morgan (2023-07 – 2024-10)

• Worked across private equity and alternatives on J.P. Morgan's Global Alternatives platform, partnering with the Global Head of Alternatives; built financial models, manager and fund analysis, RFI and RFP responses, and annual report and strategy decks.
• Owned alternatives portfolio monitoring and reporting across the platform; built the supporting analytics in Tableau, Power BI, and SQL, saving over 1500+ hours year; presented to global leadership; Step Up Award and Employee of the Quarter.

Private Equity Senior Analyst at TresVista (2021-07 – 2023-06)

• Built 20+ models (LBO, DCF, M&A, comps, precedents) for PE and family-office clients ($500M+ AUM); supported 4 closed healthcare and tech-enabled transactions from screening through IC memo; contributed to $150M+ in fundraising materials.
• Produced in-depth sector and company research across 10+ verticals: industry deep-dives, competitive landscaping, market sizing, and primary diligence; rated 5/5 across 40+ teams and recognized as Shining Star of the Quarter for research quality.

Bachelor of Technology in Mechanical Engineering – Vellore Institute of Technology (2017 – 2021)