Akshay Satra

About Akshay Satra

Actively engaged in helping companies at different stages in raising Equity and Debt capital via a variety of structures including but not limited to Private Equity, Venture Capital, and International Financial Institutions.Experience : 1. Conducted in-depth research on the company through reviewing annual reports, press releases, presentations and conference calls, participating in investment meets and plant visits • Followed it up by financial modelling, SWOT analysis, strategy evaluation, competitive analysis and valuation estimation • Prepared research reports and presentations in order to discuss investment recommendations with the Investment manager and team • Regularly monitored developments in invested companies through media updates, corporate announcements and published results2. Evaluating the performance of the company on the basis of historical performance, growth trends, future plans and industry outlook.Financial analysis of balance sheet, income statement, cash flow statement and evaluation of financial ratios which includes: o Liquidation analysis o Debt analysis o Capital structure analysis o Profitability analysisActively engaged in Advising businesses in : •Startup in E-Healthcare Segment. •Advising multiple Pharma Branded Generics companies.

Experience

1. Investment Associate

   Kapital Advisory

   Jan 2022 — Present · Mumbai, IN

   Conducted 40+ startup evaluations per quarter, assessing business models, market size, and scalability to shortlist high-potential ventures • Performed detailed due diligence on startup capitalization tables, ownership structures, and financial health • Prepared essential fundraising materials including pitch decks, financial models, and investor presentations • Evaluated startup authenticity and growth potential to recommend suitable candidates for investment consideration contributing to 80 Cr in successful funding rounds.

Education

• CFA Institute

  CFA Level 3, Finance

• Jai Hind College

  H.S.C, Commerce

  2013 — 2015

• Global Association of Risk Professionals (GARP)

  FRM level 1

  2018 — 2018

• Kishinchand Chellaram College of Arts Commerce and Science

  BFM, Financial Markets

Skills

• Finance
• Microsoft Word
• Management
• Microsoft Office
• Customer Service
• Microsoft Excel
• Powerpoint