Puneet Raj Bhatia
Member of the Investment Committee at London Treasury Limited
Puneet Raj Bhatia
Member of the Investment Committee at London Treasury Limited
London, England
Overview
Work Experience
Member of the Investment Committee
2024 - Current
Member of the Investment Committee tasked with providing challenge, scrutiny and advice concerning recommendations by the investment team in respect of investment activities of GLA Strategic Reserve LP, including the strategic asset allocation and the investment strategy of the Fund and investment proposals under the ‘Other Strategic Investments’ category of the Investment Strategy.
Fund Director, London Co-Investment Fund (LCIF)
2023
Managing the London Co-Investment Fund, investing in early/ seed stage startup ventures in digital , science and technology space.
Fund Director, London Co-Investment Fund (LCIF)
2014 - 2023
Managing this £25M fund for investments in early stage, high growth digital and technology businesses based in London. The fund co-invests along side 14 selected partners in round sizes of upto £1.5M. Over 100 investments since 2015 with funds including Albion, Beacon, Concentric, Downing, Firestartr, Forward Partners, Newable, Seedcamp and others.
Investment & Corporate Finance Lead
2009 - 2014
Investment Lead, CfE Co-investment Fund, Capital for Enterprise (now British Business Bank) Corporate Finance Lead, HMT Corporate Finance Investment Lead, Fresco Global - Led and advised on various growth stage investments, fund raisings and MBOs - Worked with family offices & SMEs on mid-market acquisitions - Led on Due Diligence, Investment Legals, - Board representative
Investment Director
2003 - 2009
2nd in-charge of this early/ growth stage fund. Led 12 direct investments, 4 fund investments, 6 exits, top quartile IRR 6 Technology investments (battery technology, chirp lasers, process intensification, waste management, alternative energy) 5 Healthcare investments (diagnostics/ devices, robotics, low capital intensity therapeutics) Led the operational management, establishment of systems and protocols, IC reviews, audits and valuations and fund strategy
Senior Associate, Global M&A, DB Ventures
2000 - 2002
Deutsche Bank Ventures - led on wireless technologies (short and long range). Invested in 3 Telecoms ventures in network optimisation, enterprise telephony and wireless infrastructure. DB Global M&A - Advised on large cap acquisitions, disposals and LBOs. Concluded 4 transactions (£150M - £700M) in engineering, chemicals, insurance and retail sectors.
Associate, Corporate Finance
1997 - 1999
One of the founding members of E&Y Corporate Finance team in Mumbai, India Advised on joint ventures for international E&Y clients entering India in Telecoms, IT and Power sectors; advised on acquisition transactions in Financial Services, Tourism and Chemicals sectors. Conducted financial modelling, strategy analyses and oversaw financial due diligence mandates.