Keshav Daga

Portfolio Finance @Premji Invest

Bengaluru, KA, IN
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WORK HISTORY

Jul 2024 — Present

Portfolio Finance @Premji Invest

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Bengaluru, IN

Deal enablement - Strategic focus on the full investment lifecycle, providing independent evaluations of deals, co-leading financial, tax, and forensic due diligence, and negotiating critical financial terms. Portfolio and exit management - Leading structured reviews and ensure data-driven tracking of performance metrics. Particularly engaged with CFO offices of high-stakes and buyout companies, providing deeper financial insights and support. Supporting corporate restructuring and M&A initiatives within portfolio companies, offering expert advisory on finance, taxation and regulatory matters.Financial automation - Driving automation initiatives in financial modeling and compliance tracking, partnering with data science teams to build scalable, intelligent solutions.Fund Administration & Operations - Driving current and exit valuations of portfolio companies, program managing LP reviews and internal reporting.Ecosystem engagement - Beyond internal operations, focused on building a strong ecosystem for the firm, developing networks across banking, legal, and audit domains to support portfolio growth, IPO readiness, and long-term value creation.

EDUCATION

2014 — 2016

CFA Institute, USA

CFA Level III

2000 — 2012

Birla High School

High School

2012 — 2016

The Institute of Chartered Accountants of India

Chartered Accountant

2012 — 2015

St. Xavier's College, Kolkata

Bachelor of Commerce, Finance

ABOUT KESHAV DAGA

Finance professional currently part of portfolio finance at Premji Invest. My role involves providing independent evaluations of deals, deal enablement for investment team, assisting on exit strategies, portfolio management and managing LP reporting.Prior to this, I was working with PwC - Deals with focus on financial & business due diligence. Worked on 100+ due diligences on both buy side and sell side engagements. Served a variety of clients including VC & PE firms, start-up companies, listed companies, global conglomerates. Involved in various industry sectors with main focus on venture capital funding with internet-tech and new age companies engaged in Fintech, Edutech, Healthtech, E-commerce sectors. Experience in statutory & internal audit including planning, strategy formulation, analysis of internal control compliances and compliance with accounting standards.

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