Sachin Dugar

• Conducted detailed financial modeling and scenario analyses for $800M+ investment opportunities across different sectors, including Real Estate, Infrastructure Service Provider, NBFC etc.
• Prepared Management Investment Committee presentations and Investor Memos highlighting the investment thesis, key risks, value drivers and return profile underlying potential investments.
• Structured transactions, including equity-debt mix, capital stack optimization, and investor returns modeling.
• Supported negotiation of key commercial terms including lease agreements, JV structures, and financing arrangements.
• Played a key role in due diligence processes, coordinating with advisors and ensuring timely closure of transactions.
• Monitored asset-level performance against business plans and recommended corrective strategies to enhance returns.
• Worked on cross-border transactions and coordinated with international teams.

• Part of the US valuations team with specialization in valuation engagements for financial reporting purposes.
• Executed purchase price allocation for business combination (M&A) deals, with expertise in valuation of intangible assets using relief from royalty, multi-period excess earnings, with-without and replacement cost method.
• Performed annual and event-driven impairment evaluations of goodwill and intangible assets, applying income and market approaches.
• Presented the valuation analysis to the Partners by summarizing key points and highlighting the risk factors, to draw attention on critical areas.
• Built independent financial models and performed quality checks on 100+ models prepared by other team members, ensuring accuracy and consistency.
• Prepared matter control documents, documentations and narrative reports outlining the assumptions and methodologies employed in valuation assignments.
• Guided new team members, enhancing their proficiency and overall productivity of the team.

• Engaged as Executive Assistant to the CFO for a US based tech startup.
• Led the month-end financial statement closing process for the company, ensuring accuracy and compliance with GAAP, reducing closing time by 25%, and providing timely financial insights for strategic decision-making.
• Developed financial model of the company for pitching to the potential investors to secure funding.
• Prepared the weekly MIS reports for the CFO, ensuring timely and accurate dissemination of critical financial data.

• Designated as Executive Assistant to the CEO, facilitating efficient operations at the executive level.
• Facilitated management in financial decision-making through the development and preparation of comprehensive business plans.
• Executed in-depth product viability analysis, evaluating both production feasibility and market potential; uncovered insights that could potentially boost annual revenue by ₹50 to 60 Crore.
• Conducted variance analysis by evaluating operational performance and comparing actual results with plans, forecasts, and historical data.
• Identified inefficiencies and implementing corrective actions, including the creation of standard and ad-hoc reports, tools, and excel dashboards.