InCred Capital: ESG Offshoring Mandate with a UK Client
Led outreach to a UK-based ESG firm, resulting in a successful offshoring services contract for InCred.
Sunny Sharma
AI Analyst at Model ML
From their time as
Investment Banking Analyst
InCred Capital • 2024 - 2025
Overview
As part of his business development responsibilities at InCred Capital, Sunny took the initiative to reach out to potential clients for the firm's BPA offshoring services, which ran alongside the core advisory business.
The Story
As part of his business development responsibilities at InCred Capital, Sunny took the initiative to reach out to potential clients for the firm's BPA offshoring services, which ran alongside the core advisory business.
He identified and reached out to a UK-based firm operating in the ESG sector, proposing that InCred provide offshoring services for their ESG-related mandates. This required him to understand the firm's service needs, position InCred's offshoring capability as a fit, and advance the conversation through to a formal engagement.
The outreach resulted in a successful contract engagement between InCred and the UK-based ESG client, adding a new client relationship to the firm's BPA services business. This was one of several business development initiatives Sunny ran alongside his day-to-day deal execution work.