
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 UtilitiesSkills
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
Excel: Advanced Formulas and Functions
●1/4/2020
Financial Modeling Foundations
●1/1/2020
CFA Institute
CFA Institute Charterholder
●1/11/2018
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