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Kulpreet

CFA | Financial Modeling Expert | $200M+ Capital Raised | Climate & Project Finance Advisor

Kashipur, India

I am a CFA charterholder with 10+ years of global experience in financial modeling, capital raising, and strategic advisory across diverse sectors—climate finance, EV, fintech, infrastructure, SaaS, and more. My work has directly contributed to raising $200M+ in debt and equity, including a €90M IFC-led round for an African firm and advisory mandates for PE funds with European- and U.S.-style waterfall structures. I specialize in: Advanced financial models (DCF, IRR/NPV, LBOs, BESS/RE projects, and bid models) Climate & energy finance (BESS, TES, solar, green bonds) Excel automation (VBA, dynamic arrays, dashboards) Investor-grade pitch decks, ROI analysis, and sensitivity dashboards Clients hire me for my ability to blend quantitative modeling, sector insight, and deal experience to deliver clear financial narratives and models that stand up to investor scrutiny. Let’s connect if you're looking for a senior finance partner to support capital raises, investment evaluations, or financial strategy on a flexible, remote basis.

Domain experience

Relevant Total Experience: 10 years

Seniority Level: Senior

Sector Experience: 

Communication Services Consumer Discretionary Consumer Staples Energy Financials FinTech Health Care Industrials Information Technology Materials Real Estate Utilities

Skills

Skilled in: Corporate Development, Due Diligence, Legal, Portfolio Services & Add-on M&A, Private Equity & Growth Capital, Sell-side M&A

Languages: English, Punjabi, Hindi

Work Experience

Ekniti

Vice President

1/8/2023

 

- 1/8/2024

• Created business plan with ROI and payback period analysis; integrated sensitivity testing. • Developed carbon credit model using emission factors across energy sources. • Built commercial bid model for BESS proposal and 1000 MW Solar Project (₹3600 Cr). • Designed financial models for Thermal Energy Storage and Energy Efficiency systems.

Delphos

Vice President Financial Modelling Expert

1/4/2021

 

- 1/7/2023

• Led financial modeling vertical, raising $200M+ across global projects. • Structured EUR 90M IFC-led debt round for African firm. • Developed models for PE fund raises, including US and EU clawback structures. • Sectors: fintech, EV, agritech, real estate, healthcare, logistics. • Automated Excel tasks using VBA for mail merges, optimization, and goal seek.

ICF

Financial Modelling Expert

1/9/2019

 

- 31/7/2020

End to end cash flow modeling for project bidding of greenfield infrastructure project. Involved deal nuances like balloon repayments, moratoriums, IDC etc. Worked on ESG, climate finance and green finance projects. Researched on commitments and nationally determined contributions (NDC) in middle income countries Assessing EU competitiveness in clean tech - specifically fuel cell, heat pumps, energy storage, wind. Part of a joint effort between ICF and Cleantech Group for Inception Report Prepared financial model for Kenya government pipeline project, solar rooftop Nepal and electric vehicle charging infrastructure feasibility project. Worked on financial model for LNG transporting, LNG dispensing station and delta truck financing model (Market seeding project)

Indxx

Index Strategy Specialist (Assistant Manager)

1/5/2018

 

- 31/7/2019

Led a team of 6 for creating and developing 20+ indices across various styles and assets spanning across Multi-Asset Portfolios, Sectoral, Thematic and Style/Size based indices. An expertise in modern portfolio theory and practices, behavior of efficient frontier in multi-asset portfolios etc was a prerequisite.

KPMG

Due Diligence Associate (Associate Consultant)

1/11/2016

 

- 30/4/2018

Rich experience in M&A due diligence and preparing management questionnaires. Worked on summarizing financial information and preparing of data books according to the needs of the project. This role calls for a deep understanding of accounting policies, shenanigans and other allied skills.

Onicra Credit Rating Agency of India Limited

Associate Analyst

1/11/2014

 

- 31/10/2016

Financial Analysis of associates of Indian auto businesses with a special focus on accounting policies, financial management, capital structure and life-cycle analysis for awarding credit ratings. Key responsibilities included identifying, measuring and articulating primary ratings drivers of a business. A hands-on experience in Excel, analysis of financial and capital structure information along with management actions were the key skills picked up in this role

American Academy of Financial Management

Knowledge Management Analyst

1/1/2014

 

- 30/9/2014

Education

CFA Institute

1/1/2013

 

- 31/1/2014

Kumaun University

1/1/2007

 

- 31/1/2009

Kumaun University

1/1/2004

 

- 31/1/2007

Army School, Hempur

1/1/2001

 

- 31/1/2004

Licenses / Certificates

LinkedIn

Excel: Advanced Formulas and Functions

1/4/2020

 

LinkedIn

Financial Modeling Foundations

1/1/2020

 

CFA Institute

CFA Institute Charterholder

1/11/2018

 

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