Gagan R.

Pari Passu provides fractional CFO and strategic finance consulting services

• Partnered with two Series A SaaS startups build their 2024 annual operating plan + budget
• Helped a Seed stage Fintech startup raise $500K
• Working with a SaaS startup raise a Series B

Atlassian is a high-growth SaaS company that builds collaboration software

• Led a 30+ person FP&A team, focused on forecasting operating expenses, providing quarterly guidance to investors and strategic finance business partnering
• Drove the development of three-year company strategy and resulting three-year financial model for the Board; this work drove resourcing for two longer-term investments, informed a company reorg, and company OKRs
• Drove the development of the company’s business cadence, which included goal-setting, measuring, reporting, understanding and acting upon business performance results
• Partnered with real estate, workplace experience, accounting and operating team to develop real estate strategy and KPIs to support Atlassian’s shift to a remote company - this led to >$xxM in savings
• Developed product profitability model that informed board-level decisions on multi-year product investments, including incremental investments in the ITSM market and putting two products in “maintenance mode”
• Successfully drove quarterly guidance process for operating expenses and improved accuracy of forecasted expenses (within 1.5% of quarterly forecast)

Learn Capital is an early-stage venture fund that invests in education technology companies

• Evaluated early-stage and growth-stage investment opportunities by conducting due diligence, developing financial models and articulating an investment thesis
• Partnered with portfolio companies to address critical business, operational and business challenges
• Helped raise a >$250M fund

A Smarter Way to Student!

• Launched new Test Prep paid business to expand Chegg’s product offering to the high school market - managed $xxM P&L, set KPIs, developed go-to-market strategy and developed partnerships
• Partnered with finance team to develop long-term financial model, set annual financial targets and manage monthly budgeting cycle
• Successfully transitioned test prep business model from a high fixed-cost model (investing over $xxM in content and technology) to a variable cost model by developing a long-term partnership with Kaplan

Barclays is a British universal bank offering top-tier, full service, global corporate and investment banking services

• Executed over $10B in transactions in the SaaS, payments and digital services sectors
• Developed detailed bottom-up operating models incorporating key market drivers, product offerings, sales rep productivity, employee headcount and multiple scenarios
• Executed a $395M IPO for CDW, a provider of technology products and services
• Advised Gas Station TV, a digital out-of-home media company, on their sale to Rockbridge Growth Equity
• Executed a $135M equity offering for Demandware, an eCommerce SaaS company
• Advised KKR and Silver Lake on their $2.25 billion acquisition of Go Daddy Group