Vaibhaw Dubey | The Family Office Stack

Vaibhaw Dubey · Mumbai, Maharashtra, India.

Direct contact

No direct contact on file for Vaibhaw yet.

Experience

Investment teamCurrent
Patel family office
Apr 2025 – Present
Founder’s Office (Finance and Strategy)
OORJAA · Mumbai
Apr 2024 – Mar 2025
- Successfully raised $2 million in equity from three key investors, securing vital funding for business growth and strategic initiatives. - Assisting in financial planning and strategy development to support the company's growth and expansion. - Analyzing inbound interest for mergers and acquisitions (M&A) to identify strategic opportunities for expansion and value creation. - Collaborating with various departments to align financial goals with operational strategies. - Managing investor relations, fostering strong relationships with current and potential investors to ensure continued support.

Education

Institute of Management Technology, Ghaziabad — PGDM, Banking and Financial Services · Jul 2022 – Apr 2024
CFA Institute — CFA Level 2, Finance

Skills

Due DiligenceFinancial AnalysisBankingInvestment ResearchFinancial ReportingCommunicationEconomicsSAS (Programming Language)Financial ModelingSocial Media MarketingEquity ResearchSalesMySQLMicrosoft Power BI