Bhaskar A.

I'm a CFO and CIO, a Harvard Business School graduate, and an investor who works on capital, acquisitions and high-stakes financial decisions, the kind that don't allow for guesswork or "we'll figure it out later."

I've sat in most seats at the table: fund CEO, private equity CFO and CIO, capital raiser, Fortune 500 acquirer and seller. Over my career, I've been involved in $4B+ of capital raised, deployed or underwritten, across operator-led holding companies, investment platforms and large corporate environments. I've worked on transactions from $20M tuck-ins to billion-dollar acquisitions, and I spend most of my time helping principals, boards and investors make sure the math actually holds up under real pressure.

I don't talk strategy in the abstract. I come in when someone needs to understand risk, downside, cash flow and capital structure, and make a clean decision.

What I Do Best

• Capital Raising & Financing Decisions
Debt capacity analysis, capital stack design, covenant sensitivity, and lender- and investor-ready packages. Senior debt, unitranche, ABL, equipment financing, warehouse lines, mezzanine, project finance, seller notes and earn-outs, structured to survive bad quarters, not just good ones.

• Acquisition & Buy-Side Finance
Conservative underwriting, "bankable EBITDA" rebuilds, pre-LOI earnings reviews, DSCR and cash-flow stress testing, and support through diligence, LOI and execution.

• Fractional & Interim CFO
For business owners and private equity portfolio companies: budgets and forecasts, cash management, monthly close and KPIs, board and lender reporting, and finance leadership through growth, an acquisition or an exit.

• Fund & Investment Platform Finance
Building fund financial infrastructure from scratch: capital calls, deployment pacing, reserves, fees and expenses, distributions, waterfalls, and multi-year fund models (IRR, MOIC, DPI). Work designed to stand up to LPs, auditors and IC scrutiny, alongside your fund administrator.

• Capital Raise & Valuation
Investor-ready models, valuation and cap tables for founders raising capital, built by someone who has sat on the investor side as a fund CEO.

• Institutional-Grade Reporting & Governance
Board, lender and investor reporting that cuts through noise and drives decisions. Clear cash visibility, clean assumptions and no hidden landmines.

Deal Sizes & Sectors