Milind Patel

About Milind Patel

Milind Patel is a strategic finance consultant with deep expertise in financial modeling, capital planning, scenario analysis, and CFO advisory. He specializes in helping companies, particularly early-stage ventures, real estate operators, and investment firms, gain the financial clarity they need to make confident, data-driven decisions.Known for his analytical precision and calm, strategic approach, Milind works closely with founders and executive teams to design financial structures that support sustainable growth. His experience spans the development of robust forecasting models, investor-ready reporting frameworks, and capital allocation strategies tailored to dynamic, high-stakes environments.Milind has supported projects ranging from multi-asset real estate portfolios to complex fund structures, offering clients a mix of institutional discipline and entrepreneurial flexibility. Whether advising on long-term financial roadmaps or building systems for day-to-day financial operations, Milind’s goal is to serve as a trusted partner in unlocking clarity, confidence, and capital efficiency.He brings a mindset rooted in rigor, adaptability, and long-term thinking, making him a go-to resource for leaders navigating scale, complexity, or strategic inflection points. He specializes in tailored solutions for complex fund structures across hedge funds, VC and PE in healthcare, education, AI, private equity, growth equity, SPVs, mezzanine funds, and co-investments. Milind is an experienced alternative assets portfolio administrator with expertise in detailed assessment, due diligence, and financial statement analysis.He has also served as a PE Accountant, Financial Analyst, and Investment Aide, continuously expanding his expertise. He is a graduate of UNT in Accounting, Milind combines a solid foundation in accounting & finance principles with a passion for alternative investments.

Experience

1. Senior Associate AVP

   IQ-EQ

   Nov 2024 — Present · US

   CFO Advisory team. Review preliminary financial statements and reports prepared by Admins, including trial balances, account reconciliations, and fund-level performance metrics, ensuring compliance with accounting standards and client expectations.Review and validate Net Asset Value (NAV) packages by reconciling fund assets and liabilities, analyzing investment activities, and collaborating with stakeholders to ensure accuracy and timeliness.Manage payables and oversee cash flow, including capital calls, distributions, and liquidity forecasting, ensuring efficient fund operations and adherence to compliance requirements.Act as a key client contact, addressing inquiries, providing tailored financial solutions, and maintaining strong relationships with PE and hedge fund clients.Support fund lifecycle events such as formations, restructures, and wind-downs, ensuring smooth execution and regulatory compliance.Leverage financial software and tools to enhance reporting capabilities, streamline workflows, and drive operational efficiency.Collaborate with cross-functional teams, including legal, compliance, and portfolio management, to address client needs and deliver high-quality outcomes.Handle ad hoc projects and client-specific requests, providing data-driven insights to support investment evaluations and strategic decisions.

Education

• Southern Methodist University

  Professional MBA, Investment Finance

  2025 — 2027

• University of North Texas

  Bachelor of Business Administration - BBA, Accounting

  2018 — 2022