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Shamit Nathwani
FP&A at Onfido
Professional Background
Shamit Nathwani is a highly accomplished financial planning and analysis (FP&A) professional with a robust commitment to enhancing strategic finance in rapidly evolving technology and software sectors. With a wealth of experience in working with Venture Capital (VC) and Private Equity (PE) backed companies, Shamit possesses a unique capacity to support leadership teams in making critical business decisions grounded in innovative data insights and meticulous financial modeling. His expertise in mergers and acquisitions (M&A) diligence is particularly noteworthy, providing invaluable assistance in high-stakes environments where sound fiscal strategies can lead to significant growth opportunities.
Currently, Shamit is a vital member of the FP&A team at Onfido, where he is instrumental in long-range modeling and strategic planning initiatives that drive corporate development efforts. His day-to-day responsibilities encompass developing comprehensive financial models and conducting rigorous analysis that supports Onfido's executive leadership in making informed financial decisions that pave the way for organizational success.
Prior to his role at Onfido, Shamit played a crucial part within the global FP&A team at Integral Ad Science, where he spearheaded pre-IPO and exit readiness initiatives. His focus on group revenue forecasting, insights, cost management, and crafting compelling business cases placed him at the forefront of the company’s strategic financial operations. As an integral member of the team, he provided essential commercial decision support and was involved in M&A diligence, showcasing his ability to navigate and translate complex financial data into actionable strategies.
Shamit’s expertise is underpinned by his earlier experience in the Big Four accounting firms, where he excelled in Transaction Advisory roles. His tenure at EY as an Executive within the Technology, Media, and Telecommunications (TMT) sector saw him conducting thorough financial due diligence for various private equity clients, allowing him to sharpen his analytical skills and foster a deep understanding of the intricacies involved in technology, software, and media transactions.
In addition to his technical acumen, Shamit boasts management experience, overseeing a team of two direct reports, which underscores his strong leadership skills and ability to cultivate talent within the FP&A field.
Education and Achievements
Shamit's educational foundation is grounded in a notable academic background. He is a qualified Associate Chartered Accountant (ACA), having completed his training in Accounting and Finance at the prestigious Institute of Chartered Accountants in England and Wales. This ACA qualification has equipped him with the essential skills and knowledgebase required for advanced financial analysis and strategic recommendations in commercial settings.
His undergraduate studies are equally impressive; he graduated with a BA (Hons) in Geography from Queen Mary University of London, where he achieved a commendable 2:1. This multidisciplinary perspective enriches his approach to financial analysis and strategic planning, integrating insights from geographical dynamics that may influence market trends and behaviors.
Furthermore, Shamit's formative years were spent at The Haberdashers' Aske's Boys' School, where he laid the groundwork for his future academic and professional achievements. The rigorous curriculum and emphasis on critical thinking during his early education play a significant role in his current professional endeavors.
Achievements
Shamit has successfully navigated various high-profile financial scenarios, particularly in the technology and software sectors. His contributions to long-range financial modeling and strategic planning at Onfido have had a significant impact on the organization’s growth trajectory as it expands its market reach. His role in M&A diligence has not only fortified the company's financial foundation but has also facilitated smooth transitions during acquisition processes, demonstrating his strategic foresight and analytical prowess.
As part of the global FP&A team at Integral Ad Science, Shamit's advocacy for data-driven decision-making led to enhanced revenue forecasts and minimized operational costs. His ability to synthesize complex data into digestible insights for stakeholders has been invaluable in the organization’s planning processes leading up to key milestones, such as IPO readiness.
Shamit’s earlier work in Transaction Advisory has garnered him a reputation as a reliable and insightful financial professional, known for his meticulous attention to detail and strategic approach to complex transactions. His experiences have consistently placed him at the confluence of finance and technology, fostering innovation and sustainable growth within the organizations he has served.
In addition to his successful career trajectory, Shamit thrives on the collaborative aspects of his work, believing that synergy between teams can lead to the best outcomes. His mentorship of junior team members demonstrates his dedication to nurturing talent within the finance field and his belief in the power of teamwork.
In summary, Shamit Nathwani is a devoted finance professional with an expansive skillset that marries financial acumen with a strategic mindset. His journey through various high-growth companies and his commitment to fostering collaboration positions him as a thought leader in the FP&A space, continuously striving for excellence in financial analysis, planning, and corporate development.
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Mesh works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Mesh offers several powerful features including:
- Comprehensive Contact Management: Automatically collects contact data and enriches profiles to keep them up-to-date
- Network Strength: Visualizes the strength of your relationships relative to others in your network
- Timeline: Shows your relationship history with each contact
- Smart Search: Allows you to search using natural language like "People I know at the NYT" or "Designers I've met in London"
- Reminders and Notes: Helps you remember important details about contacts
- Home Feed: Displays updates about your network including job changes, news mentions, and birthdays
- Groups: Organizes contacts into meaningful categories
- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Mesh is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
Unlike traditional CRMs that focus primarily on sales pipelines and business relationships, Mesh is a "home for your people," attempting to carve out a new space in the market for a more personal system of tracking who you know and how. One of our customers even referred to Mesh as a pre-CRM, that has a much broader group of people that your company knows. Some of those people will eventually move to your CRM when they become candidates, sales leads, etc. Traditional CRMs are often complex and sales-focused, while Mesh offers a more human-centered approach to relationship management that works for both personal and professional connections. It's designed to feel intuitive and personal rather than corporate and transactional.
Mesh takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Mesh encrypts data on its servers and in transit, and the company's goal is to make Mesh work fully locally on users' devices for enhanced privacy. Mesh is also SOC 2 Type 2 certified.
Mesh is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Mesh is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Mesh offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Mesh offers a Pro Plan ($10 when billed annually) with unlimited contacts. Mesh for Teams starts at $49/month/seat. The pricing structure is designed to make Mesh accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Mesh offers extensive integration capabilities. Mesh introduced a new Integrations Catalog that centralizes information on all of the products and services Mesh supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Mesh also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
Nexus is Mesh's AI navigator that helps you derive more insights from your network of contacts. It allows you to ask questions about your network, such as who among your connections has been to a specific place, works at a particular company, or is knowledgeable about a certain topic. Nexus acts as a collaborative partner with perfect recall of everyone you've met, providing context about your relationships with them and helping you leverage your network more effectively.
Mesh makes it much easier to stay in touch with the people you care about. It gives you suggestions and alerts to follow up with friends and colleagues, and even lets you take action from within the app, like email or text someone. Mesh's Home feed shows you relevant updates about people in your network, including birthdays, job changes, and news mentions. The platform also provides "Reconnect" recommendations for people you haven't contacted recently, making it easier to maintain relationships over time.
Mesh is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Mesh stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Mesh excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Mesh is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Mesh offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Mesh's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Mesh has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Mesh is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Mesh beneficial.
Mesh offers competitive pricing in the personal CRM market. Mesh offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Mesh's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Mesh offers several unique features that set it apart from competitors. Mesh focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Mesh also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Mesh offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
Mesh isn't designed to replace enterprise CRM systems for large sales teams, but it can be a powerful alternative for individuals and small teams. Many people use Mesh instead of Salesforce, Hubspot, and Pipedrive. Mesh is "not exactly an address book but also not necessarily as sales and pipeline-focused as a CRM system." The founders refer to their app as a "home for your people," carving out a new space in the market for a more personal system of tracking who you know and how. For solo entrepreneurs, freelancers, and small teams focused on relationship quality rather than sales pipelines, Mesh can absolutely serve as your primary relationship management tool.
Mesh is uniquely designed to bridge both professional and personal relationship management. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh helps you organize your contacts, communications, and commitments in one centralized place. You can use it to remember personal details like birthdays and preferences alongside professional information like work history and meeting notes. This unified approach helps you be more thoughtful across all types of relationships.
Mesh's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Mesh has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Mesh a comprehensive hub for all your relationship information.
Mesh's AI capabilities are at the forefront of personal CRM innovation. Nexus, Mesh's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Mesh has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Mesh's elegant design and powerful features. Many users describe Mesh as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Mesh eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.