Bhakti Goratela

Financial Analyst @Tdk Ventures

San Jose, CA, US

Support financial due diligence for startup investments across materials, energy, cleantech, Industry 5.0, mobility, robotics, and AI, evaluating financial models and historical data to inform investment decisions.• Analyze and review quarterly financial statements for early-stage startups in the Americas, Asia, and Europe, performing variance analysis to identify trends and deliver actionable insights on performance and risks.• Manage monthly valuations and share ownership tracking for a portfolio of 35+ startups, ensuring accurate and timely reporting of equity and valuation changes for effective portfolio management.• Partner with portfolio companies to support financial operations, including budgeting, forecasting, and reporting, while identifying and securing non-dilutive funding opportunities to drive growth.• Oversee internal accounting and prepare financial reports for multiple entities, maintaining compliance with parent company standards and regulatory guidelines.• Ensure adherence to International Private Equity and Venture Capital Valuation (IPEV) Guidelines in fund performance evaluations.• Proactively monitor portfolio company financials, ensuring best practices in accounting, investment reporting.

University of Mumbai

Mcom, Banking and Finance

University of Illinois Chicago

Master of Science - MS, Finance

Narsee Monjee College of Commerce and Economics

Bcom

Institute of Chartered Accountants of India

Chartered Accountant, Accounting and Finance