Mehul S. - Co-Founder

Elstree, United Kingdom

Experience

Nov 2024 - Nov 2025

1 year 1 month

Co-founded a SaaS platform providing an AI-powered operating system for UK wealth managers to automate paraplanning, compliance and client reporting
Led product strategy and development, leveraging AI tools (Claude, Cursor) to build and iterate multiple MVPs improving adviser productivity
Managed a cross-functional team of 10 across engineering, design and compliance, operating in an agile development environment
Secured a strategic partnership with an incumbent advisory firm, including an acquisition offer for the platform
Conducted a strategic review of the business model and made the decision to pursue new opportunities following key learnings around product-market fit, GTM strategy, and scaling in a regulated space

Feb 2019 - Jul 2024

5 years 6 months

Executed equity financing and derivative solutions for institutional investors, UHNWIs, family offices and FTSE-listed corporates, driving repeat client mandates across the UK franchise, including multi-billion-dollar transactions across call overwriting, collars, margin loans, exchangeables, and structured equity financings
Built and managed relationships with UK corporate treasury teams, securing repeat mandates for employee share option hedging and share buyback programmes
Led end-to-end deal execution, including structuring, pricing, negotiating legal and commercial terms, and coordinating internal approval processes across Risk, Legal, and Syndicate
Call writing for Blackstone on its stake in LSEG ($1bn)
Collar hedge for a global corporate on European underlying ($2.5bn)
Structured equity financing for a US private equity fund on a UK underlying ($2bn)
Equity bridge financing for ECP’s take private of Biffa (£200m)
Employee share options hedging transaction for a UK corporate via call options (£150m)
Monetisation of GSK’s stake in Theravance Biopharma via an exchangeable bond ($300m)
Fund financing for a European private equity fund (€1bn)
Margin loan for founder of a UK FTSE 250 corporate (£100m)

Jun 2017 - Aug 2017

3 months

Participated in a two-month internship within Institutional Product Development & Research across a range of asset classes and investment capabilities including separately managed accounts, traditional UCITS funds and alternative investments funds
Assessed the viability of launching a new offshore umbrella fund, including undertaking a detailed competitor analysis
Shadowed individuals from the Investment Solutions Group including the Tactical Asset Allocation team, acquired an understanding of SSGA’s tactical investment philosophy and process and the use of downside risk protection strategies such as target volatility triggers