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.

Contact· self-published, not guessed

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

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.

Investments

Board seats

ErecruitRenalogicVentiv

Per the firm's website.

Colleagues at NextEquity Partners

Frequently asked questions

Who is Rachit Joshi?
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.
Where does Rachit Joshi work?
Rachit Joshi is Principal at NextEquity Partners.
What check size does Rachit Joshi write?
Rachit Joshi typically writes checks of $5M – $15M.
What boards does Rachit Joshi sit on?
Rachit Joshi holds tracked board seats at Erecruit, Renalogic, Ventiv.
Where did Rachit Joshi go to school?
Rachit Joshi studied at University of Illinois Urbana-Champaign (Masters in Accountancy); Gies College of Business - University of Illinois Urbana-Champaign (B.S., Finance & Accounting); Buffalo Grove High School.

Same school

Shared employers