Fundraising Fox

Rachit Joshi

Investor

Principal at NextEquity Partners

San Francisco, California, United States

Writes $5M – $15M checks · typically $10M

About

Rachit Joshi is a Principal at NextEquity Partners, where he works on sourcing and executing new investments. He previously held roles as a Senior Vice President at Carrick Capital Partners focused on growth equity in technology and services companies, and as a Vice President at Symphony Technology Group focused on software investments, following earlier work in investment banking at Lazard and Barclays. He holds a B.A. in Accounting and Finance and a Masters in Accounting from the University of Illinois.

LinkedIn ↗

Experience

  1. NextEquity PartnersPrincipalcurrent2023 — presentSan Francisco Bay Area
  2. Playbook M&ACo-Foundercurrent2023 — present
  3. Carrick Capital PartnersSenior Vice President - Transaction Execution2022 — 2023Newport Beach, California, United States
  4. Carrick Capital PartnersVice President2019 — 2022Newport Beach, CA
  5. RenalogicBoard Member2021 — 2023
  6. Symphony Technology GroupVice President2018 — 2019San Francisco Bay Area
  7. Symphony Technology GroupAssociate / Senior Associate2015 — 2018
  8. ErecruitBoard Member2017 — 2019
  9. Ventiv TechnologyBoard Member2018 — 2019
  10. BarclaysInvestment Banking Analyst2013 — 2015
  11. Lazard Frères & Co.Investment Banking Analyst2012 — 2013
  12. Lazard Frères & Co.Investment Banking Summer Analyst2011

Education

  1. University of Illinois Urbana-ChampaignMasters in Accountancy
  2. Gies College of Business - University of Illinois Urbana-ChampaignB.S., Finance & Accounting
  3. Buffalo Grove High School

Skills & more

Excel3Bloomberg4Microsoft Excel3Microsoft Office2Microsoft PowerPoint1Customer Relationship Management (CRM)Mergers3Valuation6Financial Modeling14Restructuring1Corporate Finance9Mergers & Acquisitions10
+11 moreInternal ControlsFinancial AnalysisAccountingInvestment BankingPrivate EquityFinanceDue DiligenceData AnalysisInvestmentsCapital MarketsEquities

Languages Hindi · Spanish

From Rachit's professional profile.

Same school

Also attended University of Illinois Urbana-Champaign295

Sundeep PeechuGeneral Partner at Felicis VenturesDeep NisharInvestment Team at General CatalystPrashant ShahPartner at Monta Vista CapitalNoorPartner at Clear VenturesPaul BragielCo-founder at Golden Gate VenturesGreg RudinBoard Partner at Menlo Ventures

+ 289 more

Also attended Gies College of Business - University of Illinois Urbana-Champaign41

Noor NijjerHead of Investor Relations at Sierra VenturesLee ShapiroPartner at 7wire VenturesChris BozzettiController at Energize VenturesJulie DoddOperating Partner at Next Coast VenturesGreg SchwarztrauberManaging Director at Advantage Capital PartnersDave BernbaumManaging Director at Golub Growth

+ 35 more

Shared employers

Also worked at Carrick Capital Partners7

Kevin GaburaInvestor at Craft VenturesAlex MasonPartner at FTV CapitalStephanie MabungaCFO at Touring CapitalRob DelaneyManaging Director at Carrick Capital PartnersMarc McMorrisManaging Director at Carrick Capital PartnersMatt MellenVice President at Carrick Capital Partners

+ 1 more

Also worked at Renalogic1

Marc McMorrisManaging Director at Carrick Capital Partners

Also worked at Symphony Technology Group5

Daphne CarmeliFounder, Entrepreneur, CEO, Angel Investor, Philanthropist, Advisor and Board Member at XRCPriyanka Goel-ChandrasekarInvestor at Sand Hill AngelsSid TrivediPartner at Foundation CapitalPallab ChatterjeeGeneral Partner at 3Lines Venture CapitalRobert HansenPartner at Peterson Venture Partners

Also worked at Barclays148

Bertie AykroydPartner at Mayfair Equity PartnersShemina MekkyExecutive Assistant, MENA at Golden Gate VenturesChiraag DeoraPrincipal at GreycroftSunil RaoCOO, SVP Finance at Plum Alley InvestmentsJarrid TingleInvestor at Harlem Capital PartnersPhil VenablesVenture Partner at Ballistic Ventures

+ 142 more

Investments

Board seats

ErecruitRenalogicVentiv

Per the firm's website.

Colleagues at NextEquity Partners

Adam Hopkins
Managing Director at NextEquity Partners
Alok Pandey
Venture Partner at NextEquity Partners
Avie Tevanian
Managing Director at NextEquity Partners
Fred Anderson
Managing Director at NextEquity Partners
Rami Reyes
Managing Director at NextEquity Partners
Samir Afzal
Principal at NextEquity Partners
Steve Vafier
Principal at NextEquity Partners
Ted Meisel
Senior Advisor at NextEquity Partners