Ali Naveed

Developed detailed P&L models, build cash flow projections and developed expense budgets to assess financial viability and guide strategic decision-making for emerging business concepts in digital health, mobility, clean tech. Assessed pricing and evaluated monetization opportunities. Assessed partnership opportunities across the Fleet Management Services and digital health space. Assisted in developing business case for LG's partnership with Amwell Evaluated startup investment opportunities in Health Tech and EV through LG’s Grand Challenge program. Investments made include (XR Health, Spark Charge) Supported the evaluation of M&A opportunities in digital healthcare by conducting strategic due diligence Collaborated with product team to identify new capabilities in mobility / auto tech to help drive innovation Assisted on product strategy efforts for Primefocus, a chronic condition management platform and built business case in order to get funding

Analyzed financial data to support strategic decision making, resulting in expansion of services, reducing customer churn and improving customer breakeven Supported FP&A and helped maintain forecast models for Equinix business across different product lines Analyzed Equinix’s GTM channels and customer segments to assess breakeven periods, driving an 18% increase in budget allocation for shorter-term contracts and a strategic shift in contract strategies Worked with product teams to identify new opportunities for Equinix in the Storage as a Services industry Built partnership case to evaluate Disaster as a Service (DRaaS) offerings at Equinix’ colocation facilities by sizing opportunity and conducting strategic due diligence

Worked closely with individual business units to help drive inorganic growth through capital investment analysis and acquisitions

- Worked on live M&A deals and capital raising transactions by helping manage the due diligence process, preparing presentation materials and developing screening memos - Developed pitch book for a leading beverage company and assisted with follow up items based on management discussions

Trefis is a widely used venture capital backed fin-tech platform that provides analytical research on a wide variety of companies across different sectors. Business Operations Built financial models to predict trends, considering subscription growth, churn, and operational expenses; the resulting insights were used for budget planning and to drive strategic decisions. Oversaw monthly and quarterly forecasting processes, analyzed key operational metrics, and conducted QBRs to evaluate business performance - Managed a team of 6 employees to focus on expanding coverage of publicly/privately traded companies and expanding the retail investor platform

Identified investment opportunities and return potential for private companies in the education, food services and banking sectors through in-depth multinational and regional analyses Evaluated existing portfolio companies and recommended strategic changes to help improve prospective exit valuations Drafted industry reports on the healthcare and education sector in the GCC region to evaluate assess viability of investments based on the fund criteria

Assisted in a business process re-engineering effort to support an aviation authority’s safety oversight program aimed at reducing risk Prepared a white paper to address the issues of lost intellectual capital due to employee retirements and highlighted Booz Allen’s approach towards solving the problem Analyzed the benefits of Mobile Government and its applications across various public agencies in order to help Booz Allen’s Organization and Strategy team establish an M-Gov presence in the federal space