Strategic Capital Advisory

Bridging Private Equity, Asset Management & Strategic Growth

Sophisticated financial advisory and strategic consulting services, combining deep expertise in private equity, institutional asset management, and capital formation.

Strategic Advisory
Mohona Datta

About

Institutional Expertise. Strategic Insight. Results-Driven Approach.

Mohona Datta is a Financial Analyst and MBA graduate specialising in private equity, capital formation, and strategic business advisory. With experience across asset management at Wellington Management, fund of funds operations, and parliamentary advisory roles, Mohona brings a distinctive perspective that combines financial rigour with strategic stakeholder management.

Her consulting practice serves emerging managers, growth-stage companies, and institutional investors seeking expert guidance on fundraising, investor relations, operational excellence, and strategic positioning within competitive markets.

Professional Background:

  • Private Equity Associate - Fund of Funds, capital formation, and strategic fundraising advisory
  • Wellington Management - 3 years across benchmark analysis, core systems, and technology functions
  • Parliamentary Advisory - Strategic advisory to MPs including Bob Blackman and Katherine Fletcher
  • Bayes Business School - MBA in Finance (Distinction-level performance)
  • CFA Level 1 - Financial Analyst qualification

Education & Credentials:

  • MBA, Finance - Bayes Business School
  • BSc Physics with Theoretical Physics (2:1) - King's College London
  • CFA Level 1 - CFA Institute
  • CyberFirst Scholar - GCHQ
  • Accredited Mediation Training - The Society of Mediators

Services

Comprehensive advisory solutions for strategic growth

Capital Formation & Fundraising Strategy

Strategic Fundraising Advisory for Emerging Managers & Growth Companies

Comprehensive fundraising advisory for private equity funds, venture capital managers, and growth-stage companies seeking to raise institutional capital.

  • Fund of funds strategy and positioning
  • Investor targeting and outreach strategies
  • Pitch deck development and refinement
  • Due diligence preparation and management
  • Investment narrative development
  • LP relationship management frameworks
Ideal for: Emerging GP fund managers, first-time fund closings, growth-stage companies

Investment Operations & Analytics

Operational Excellence for Asset Managers & Investment Firms

Drawing from extensive experience at Wellington Management, operational consulting focused on investment operations, benchmark analysis, and data-driven decision-making.

  • Investment operations review and optimisation
  • Benchmark analysis frameworks
  • Fixed income analytics and reporting
  • Performance attribution methodologies
  • Data infrastructure assessment
  • Technology integration for investment teams
Ideal for: Asset managers, investment firms, family offices seeking operational improvements

Strategic Business Advisory

Growth Strategy, Stakeholder Management & Organisational Development

Strategic advisory services for companies navigating growth phases, stakeholder complexity, and strategic positioning challenges.

  • Market positioning and competitive strategy
  • Stakeholder engagement frameworks
  • Board-level presentation development
  • Strategic planning and scenario analysis
  • Organisational structure optimisation
  • Public affairs and government relations advisory
Ideal for: Growth-stage companies, firms entering regulated markets

Private Equity & M&A Advisory

Deal Advisory, Due Diligence & Portfolio Company Support

Comprehensive advisory services for private equity transactions, covering deal sourcing through post-acquisition value creation.

  • Investment thesis development
  • Financial due diligence support
  • Deal screening and preliminary analysis
  • Portfolio company operational review
  • Value creation planning
  • Exit strategy development
Ideal for: PE portfolio companies, corporate development teams, middle-market M&A

Why Work With Mohona

Institutional Calibre. Entrepreneurial Agility.

Unique Blend of Expertise

Few consultants combine hands-on private equity experience with institutional asset management credentials and strategic advisory skills. This rare combination enables holistic solutions that bridge finance, operations, and strategy.

Data-Driven Decision Making

Every recommendation is grounded in rigorous analysis. With expertise in Bloomberg Terminal, Tableau, advanced financial modelling, and statistical analysis, insights are backed by robust analytical frameworks.

Stakeholder Management Excellence

Parliamentary advisory experience provides exceptional skills in navigating complex stakeholder environments, managing competing priorities, and building consensus across diverse constituencies.

Credentials That Matter

CFA Level 1 qualification, MBA from Bayes Business School with distinction-level performance, Physics background ensuring analytical rigour, and GCHQ CyberFirst Scholar with technology awareness.

Testimonials

"Mohona's ability to manage complex projects and deliver results was consistently impressive. Her professional approach and attention to detail made a real difference to our work."

— Political Research

"Working with Mohona was a valuable experience. She demonstrated strong leadership qualities and maintained high professional standards throughout our engagement."

— Strategic Advisory Project

"Mohona brought excellent analytical capabilities to our project. Her ability to work collaboratively while delivering quality outcomes was notable."

— Technology Sector

Industries Served

Financial Services

Asset managers, private equity funds, venture capital firms, family offices, investment banks

Technology & Innovation

Growth-stage technology companies, cybersecurity firms, fintech platforms

Professional Services

Consulting firms, advisory practices, research organisations

Public & Government Affairs

Think tanks, policy organisations, parliamentary advisory, public affairs consultancies

Frequently Asked Questions

What types of organisations do you typically work with?

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I work with emerging fund managers, growth-stage companies, asset managers, and organisations requiring strategic capital advisory. My clients range from first-time fund managers to established asset managers optimising operations.

What makes your approach different from traditional consulting firms?

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My background combines hands-on private equity experience, institutional asset management credentials from Wellington Management, and strategic stakeholder management from parliamentary advisory roles. This unique blend enables solutions that bridge finance, operations, and strategy rather than siloed recommendations.

Do you work on a project basis or retainer?

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I offer both models depending on client needs. Strategic ongoing advisory relationships work best on retainer, while specific deliverables such as fundraising strategy or operational reviews are well-suited to project-based engagements.

What is your fee structure?

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Fees are tailored based on engagement scope, complexity, and duration. Following our discovery consultation, I provide a detailed proposal with transparent pricing aligned to the value delivered.

Can you provide references from previous clients?

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Absolutely. I'm happy to connect prospective clients with previous engagement references where confidentiality agreements permit.

Do you have sector-specific expertise?

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My core expertise spans private equity, asset management, and strategic advisory. I have particular depth in fund of funds strategies, investment operations, and stakeholder management across financial services and public affairs contexts.

Let's Discuss Your Strategic Objectives

Whether you're raising capital, optimising operations, or navigating strategic transitions, institutional expertise and entrepreneurial agility drive results.

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Location

Greater London, United Kingdom

London Business District