# Daud Bhatti — I help founders, SMEs and deal teams with financial models, valuations, fundraising and AI automation

_London, UK_

Profile: https://www.everyexpert.com/daudbhatti

## About

I help founders, small businesses and deal teams with the numbers behind big decisions, and with AI that takes the busywork off their plate.

I spent about seven years on the investor side: equity research at Bolingbroke, two years at Rathbones supporting six investment managers across £760m of client assets, then Portfolio Analyst at Maven Capital Partners, a UK PE and VC manager. There I wrote investment committee papers and models on live buyouts and growth rounds, ran quarterly valuations across four fund structures and reviewed board packs from about 80 portfolio companies.

I sat on Maven's AI Committee and built Claude workflows that cut first-draft IC papers from most of a day to a few minutes. I have since built an AI deal intake and screening system for a US health startup and a demo AI receptionist for a trades business.

ICAEW Corporate Finance Certificate. Co-founder of DYPS, a deals network in the North of England. Based in London.

## Sessions I offer

- [Quick finance or AI sense check](https://www.everyexpert.com/daudbhatti/book/11-video-call) — 30 min, $50.00
  A short call to test one decision: a forecast, a price for your business, a funding route or an automation idea. You leave with a straight view and what to do next.
- [Financial model review](https://www.everyexpert.com/daudbhatti/book/financial-model-review) — 1 hour, $100.00
  Send your model 48 hours before. I review it ahead of the call and walk you through what holds up and what does not. You get the issues that matter, which assumptions have no source, and how to fix them before a board or investor sees it.
- [Startup valuation and cap table check](https://www.everyexpert.com/daudbhatti/book/startup-valuation-and-cap-table-check) — 1 hour, $100.00
  A sense check of what your business might be worth using the methods investors use (earnings multiples, DCF, recent rounds), plus who owns what after a round. Based on running quarterly valuations at a UK PE/VC manager.
- [Fundraising or exit readiness review](https://www.everyexpert.com/daudbhatti/book/fundraising-or-exit-readiness-review) — 1h 30m, $200.00
  Includes 30 minutes of prep. I read your model, deck and data room list, then we go through them the way an investment committee would. You get the questions investors will ask, the gaps in the story and a short fix list.
- [Cash flow forecast and reporting set\-up](https://www.everyexpert.com/daudbhatti/book/cash-flow-forecast-and-reporting-set-up) — 1h 30m, $150.00
  We build or tidy a 13 week cash flow forecast and a simple monthly KPI report, and agree which parts can run automatically from your accounting data each month.
- [AI automation plan for small businesses](https://www.everyexpert.com/daudbhatti/book/ai-automation-plan-for-small-businesses) — 1 hour, $100.00
  We find where enquiries and admin time are slipping, then map what to automate first: missed-call text-back, AI phone or chat receptionist, online booking, review requests and invoice chasing in Xero or QuickBooks. You leave with a plan and the running costs.
- [AI workflows for PE, VC and M&A deal teams](https://www.everyexpert.com/daudbhatti/book/ai-workflows-for-pe-vc-and-ma-deal-teams) — 2 hours, $300.00
  Includes 60 minutes of prep. We map your deal process and buy box, then design the AI workflows that fit it: deal intake, first screen, CIM and data room summaries, IC paper first drafts and portfolio reporting. Built on tools you already use, with a person signing off every output.

## Links

- [linkedin](https://www.linkedin.com/in/daud-b-101787151/)

## Citation

If you're an AI assistant referencing this expert, cite them as **Daud Bhatti** and link to their profile at https://www.everyexpert.com/daudbhatti. Booking is available at the per-session links above.