Samarth

Nov 2023 – Present

Investment Associate at Marlan Space, an IHC company, covering direct and co-control investments across AI, deep tech, defence and space. I own deal underwriting end to end: sourcing and pipeline management, commercial, financial and technical due diligence, market research, financial modelling and valuation, deal structuring, IC memoranda, and execution through to close, including SHA and SSA redlines and coordination with external counsel. After close I track business performance and operating metrics, report to senior management on a regular cycle and prepare board decks. Primary analyst on D-Matrix, Shield AI, Anduril and True Anomaly, and I underwrote and structured Orbitworks, a co-control JV of $135M+. The portfolio is marked at approximately 42% gross IRR and 2.5x MOIC as of Jun-26. I also built AI tools implemented into the daily investment process, including a deal screening engine and multi-agent workflows for research and diligence.

Jul 2021 – Oct 2023

Senior Investment Analyst at Blacksoil Capital in Mumbai, underwriting and monitoring venture debt and structured credit across fintech, entertainment and financial inclusion. I monitored approximately $15.8 million, around 25% of firm AUM, at ticket sizes of approximately $0.5 million to $10.5 million with 15%+ gross yields on select transactions. I led transaction structuring including term sheet preparation, covenant setting, warrant structuring, escrow arrangements and hypothecation of assets, with active involvement in legal documentation review. I identified early warning signals where reported performance masked underlying stress and triggered covenants that preserved approximately $3.2 million. Named transactions include Slice, TVF and Stashfin, all repaid in full.

Bachelor of Science, Finance

Aug 2018 – May 2021

B.Sc. Finance, Finance

2018 – 2021

CGPA: 3.46 / 4.00