Lakshmikant PB

Head of Finance & Compliance at Next Bharat Ventures.

Fund Finance Function - Oversee the entire accounting, finance, tax, compliance and regulatory function of Antler India entities - Ensure Audits are done smoothly and as per statutory timelines - Oversee the treasury and liquidity management of the Antler India entities - Work with Antler Global counterparts on the function - Preparation and monitoring of financial budgets of Antler India entities - Work closely with various stakeholders - Bankers, Auditors, Fund Administrators, External Valuers, Vendors and other service providers - Onboarding of investors to the Fund - Investor Relations including addressing any queries raised by investors Transaction / Legal Function - Oversee the legal and financial due diligence of portfolio companies - Negotiate on legal clauses and conclude the transaction documents with portfolio companies - Advise the portfolio companies when they are raising capital from subsequent investors or any form of debt from financiers - Work with the portfolio team to ensure portfolio companies adhere to the corporate hygiene and advise them on any issues they face from a finance and legal perspective. Investments - Review founder pitches in the financial services space, Health-tech and a few other sectors - Conduct Masterclass for Antler India cohorts and BDZ members on Legal 101 & Finance 101 - Advise founders on incorporation of their companies and their corporate structure Others - Represent Antler India in IVCA conferences / events.

- Guiding and Assisting Startups in fund raising - Helping founders simplify their pitch deck and articulating their story clearly to investors. - Review of startup's financial model

I head all finance, accounting, tax & regulatory function at SRI Capital. I lead the due diligence activities of our portfolio companies. I also sit on the Board of some of our portfolio companies as an Observer and guide them on activities related to board governance, financial control and processes.

Debt Fund - Head the Finance, Audit, Tax and Regulatory (RBI, SEBI, Stock Exchange) Compliance functions - Fund Raising - Equity & Debt (Offshore & Onshore) - Manage the smooth functioning of the Audit Committee, Asset-Liability Committee of the Fund - Balance Sheet Management by overseeing the liquidity requirements of the Fund - Asset-liability management - Interact with Credit rating agencies on the credit rating of the Company - Reporting to various external stakeholders like Lenders, Investors - Query resolutions of Investors and Lenders Equity Funds - Oversee the fund admin function. Work with domestic & offshore fund administrators for the management of the Fund. - Work with the inhouse legal counsel & external consultants in closing all investment and sale transactions. Oversee the due diligence process. - Ensure all the various regulatory compliances are completed and submitted on or before the due dates. - Oversee the finance, tax and audit function and ensure audits are completed on time and submitted to the Board for approval - Work with the team to prepare the quarterly fund reports and any other adhoc reports and circulate it to the investors. Address all investor queries.

As Financial Controller, I drive the annual financial planning / budgeting process for the Caspian Group. I manage the Financial operations and Regulatory compliance Function. My role includes Fund Administration including managing investor relations for the various funds managed / advised by Caspian Group.

I manage all middle and back office operations at Caspian and funds managed by Caspian which includes Fund Administration, Managing the Administrator, Portfolio Management of Investees, Fund performance reporting to each of our fund's investors. I also manage the finance, accounting, audit and taxation of Caspian and our funds.

Work in the Domain Competency Group of the Cards & Payments (C&P)Practice under the Banking & Financial Service Vertical - Responding to Request for Information (RFI) from prospects - Responding to Request for Proposals on the Domain front, providing collaterals including presentations, case studies. - Strengthen domain capabilities in the C&P practice - Conduct training programs on BFS domain for Technical Associates Worked on a Credit Cards Project for a U.S. Fortune 500 Financial Services Giant. My role and responsibilities include a combination of Project Manager / Business Systems Analyst which encompassed: a) Conduct Requirements Gathering for new projects and liason with Onsite counterparts and Client Business Team b) Adequate documentation of project to satisfy regulatory and compliance requirements (SOX) c) Generate MIS including Project Status update for Client Business d) Ensure offshore development team completes software development within timelines and cost

I have done projects in the area of: - - eGovernance: Co-Project Manger for Preparing the RFQ and Drawing up the Bid process for Maharashtra Government's Automation of Ration Cards Issuance Process - M&A Due Diligence: Conducted financial and operational due diligence for a Client in the IT products industry and Healthcare BPO Industry - PE / VC Funding: Prepared Information Memorandum for a client in the Publishing and Manufacturing Business soliciting PE funding - Systems: Prepared the Functional Document / Manual for a Client developing a software in the Vendor Management (AP/AR) space

I joined the Asset Operations team and was part of the Personal Loans Operations team where we processed Citibank India's personal loan fulfilment process. I was then transferred to the Mortgages department and was also given charge of the Business Lending / Combank fulfilment process. I had wonderful superiors who were able to gide and make me stretch and show my abilities. I was given lots of responsibilities early on and was promoted twice in 3 years. My colleagues were just amazing... made lots of friends for life!

I had completed the SLET exam conducted by Bharatidasan University under the directions of Tamil Nadu Government The roots for my passion for teaching started when I was appointed as Lecturer in the Corporate Secretaryship Department and taught Company Law for 2nd Year Students and Business Administration for 1st Year Students. I was teaching for about 3 months.