“Growth-Focused Financial Planning with Vaibhav Nalwaya” Show Notes

In this episode, we’re talking to Vaibhav Nalwaya, Managing Partner and Co-founder of Wave Crest Growth partners, a private equity firm in the B2B tech market. During our interview, Vaibhav shares his unexpected journey from engineering to finance and how he and his team at Wavecrest are helping the next generation of tech entrepreneurs achieve success. We also dive deep into how to translate your company vision and strategy into an actionable, achievable plan and the common missteps made during this crucial execution phase that can determine your fate as an entrepreneur.

About Vaibhav

Vaibhav (“V”) Nalwaya is a co-founder and Managing Partner at Wavecrest Growth Partners. Prior to launching Wavecrest, Vaibhav’s experience included both private equity and growth investing as well as operating roles in two high-growth, founder-led B2B technology companies.

Vaibhav served as CFO of Bluewolf, the leading independent Salesforce.com consulting and advisory firm where he played an instrumental role in the company’s highly successful acquisition by IBM in early 2016. Prior to Bluewolf, Vaibhav served as CFO of Bullhorn, a cloud CRM software company that was backed by Vista Equity Partners and was ultimately acquired by Insight Partners. Both firms were led by their respective founders while being institutionally backed by private equity firms.

Prior to taking on these operating roles, Vaibhav was an investor at Vista Equity Partners’ Foundation Fund I and previously was a Principal at Key Venture Partners, a B2B tech-focused expansion stage capital firm backed by KeyCorp (NYSE: KEY).  He started his career at Deloitte, where he advised multinational clients on software/ERP strategies.

Vaibhav graduated with a Master’s Degree in Chemical Engineering from The University of Michigan at Ann Arbor, and a Bachelor’s Degree in Chemical Engineering from the Indian Institute of Technology, New Delhi. He has lived in multiple cities and countries across the globe, and continues to travel to many more with his wife and two young daughters. He enjoys golfing and skiing, is passionate about global cuisine, and is constantly on the hunt to prove to skeptics that Boston is indeed a foodie’s paradise.

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As promised, a photo of Erin’s now infamous, yet beautiful, Christmas tree.