Sai Lokesh Movva

• Selected Transaction Experience: direct investment in a US credit-based neobank

○ Prepared a 40-page investment memo analyzing financial performance and highlighting growth opportunities & risks

○ Conducted trading comps and precedent transaction analyses to establish a valuation range, supporting IC in pricing

○ Built an equity waterfall model with preferred share liquidation preferences to analyze ROIC across exit scenarios

○ Delivered due diligence and Q&A reports and set up the data room to market the opportunity to potential LPs

• Participated in deal sourcing by pre-screening 1,000+ companies and conducting 10+ reviews to assess initial criteria

• Supported H1 2025 reporting of 8 portfolio companies, including financial performance reviews, valuations, IRR & NAV analyses, and assessed key developments to inform investors with a definitive exit horizon & strategy

• Contributed to 10+ deal origination efforts (Loans, Bonds, CPs, RCFs) by preparing pitch materials, analyzing target company fundamentals, and assessing market conditions to support transaction execution

• Participated in structuring 5+ syndicated debt transactions, assessing performance targets, and structuring terms against market standards and internal credit guidelines, while advising lead agents on deal viability and investor reception

• Oversaw and maintained a deal portfolio of 20+ future transactions across all ING platforms (EMEA, APAC, Americas)

• Developed a budgeting model by consolidating insights from 15+ countries, supporting CFO in capital allocation strategy

• Analyzed financial statements of ~10 comps. by conducting in-depth assessments of earnings quality, net debt, working capital, P&L, and cash flows, and deriving purchase prices using DCF and trading/transaction multiples

• Streamlined monthly financial reporting by migrating from Excel to Power BI, using DAX to cut reporting time by 80%