About Rubyworks
Where Finance Expertise Meets What’s Next
Overview
Rubyworks brings together deep finance expertise, global talent, and technology to help organizations navigate complex financial and strategic challenges. We work with investment banks, private equity and venture capital firms, family offices, asset managers, and businesses across the corporate ecosystem, from transactions and investment research to corporate finance, accounting, and strategic decision-making.
Deep finance expertise Global talent Technology-enabled delivery Transaction & investment support Corporate finance & accounting Research & strategic insights
Our impact
Expertise That Creates Measurable Value
Our impact is reflected in the quality of work we deliver and the decisions it supports.
Rubyworks works alongside financial institutions, investment firms, and businesses on complex assignments where accuracy, commercial understanding, and timely execution are critical. By combining specialized finance expertise with a structured approach to delivery, we help clients strengthen analysis, improve execution, and move important initiatives forward.
From transaction support and investment research to financial modelling, corporate finance, accounting, and strategic analysis, our work is designed to provide practical value across the financial lifecycle.
What Our Work Delivers
Better Analysis
Structured, accurate analysis that gives decision-makers a clearer view of financial and strategic considerations.
Stronger Execution
Reliable support across complex assignments, helping teams manage demanding workloads and critical timelines.
Greater Efficiency
Well-defined processes and technology-enabled delivery that improve how financial work is performed and managed.
Scalable Expertise
Access to specialized capabilities that can be aligned with the requirements and scale of each engagement.
Decision Support
Relevant insights and financial perspectives that help clients evaluate opportunities, manage risks, and make informed decisions.
Global reach
One View Across Connected Markets
Financial and business decisions increasingly involve multiple markets, jurisdictions, and operating environments. Effective support requires both an understanding of the broader market and the ability to account for local considerations.
Rubyworks supports clients across international markets, bringing together finance expertise, cross-market knowledge, and market-specific context. Our teams work across transactions, investments, research, corporate finance, accounting, and strategic assignments, supporting clients across different stages of their financial and business requirements.
Supporting Clients Across Markets
Cross-Border Expertise
Experience supporting assignments involving multiple markets, geographies, and business environments.
Market Context
Analysis that incorporates relevant industry, economic, financial, and market-specific considerations.
Consistent Delivery
Structured processes and quality standards that support reliable execution across geographies.
Global Perspective
A broader view of markets, opportunities, and risks to support informed financial and strategic decisions.
Global Capability. Consistent Standards.
Our international approach enables Rubyworks to support clients with requirements that extend beyond a single geography, while maintaining consistency in quality, communication, and execution.
From cross-border transactions and investment research to market intelligence and finance operations, we bring the relevant expertise and context together to support work across markets.
Our values
The Principles That Guide Our Work
In finance, trust is built through the quality of decisions, the discipline behind the work, and the standards maintained at every stage. At Rubyworks, our values define how we approach our work, our client relationships, and our responsibilities as professionals.
Client Commitment
We put the client’s objectives at the centre of our work, taking the time to understand the business context, priorities, and expectations behind every engagement.
Expertise With Perspective
Deep finance expertise is at the core of Rubyworks. We combine financial knowledge with commercial and industry understanding to bring greater context to the work we deliver.
Grow Together
Strong teams are built by sharing knowledge, challenging ideas, and learning from one another. That means taking responsibility and continuously building expertise.
Meet the team
Experienced Minds. Driven by Impact.
The quality of our work is grounded in the people behind it. Rubyworks brings together professionals with experience across investment banking, private markets, investment management, research, financial modelling, accounting, corporate finance, and strategic analysis.
Our teams combine technical knowledge with commercial awareness, allowing them to understand both the requirements of an assignment and the broader context in which the work is used.
Nirav Morakhia
Co-Founder & Chief Executive Officer
Mithil Pawar
Co-Founder & Chief Operating Officer
Ashish Agrawal
AVP, Investment Banking and Research
Swapnil Wagh
AVP, Finance and Accounting
Our recognition
Trusted Across Finance and Investment Firms
Our clients across investment banking, private equity, and corporate finance point to the same thing: dependable execution on work that matters.
“A valuable partner across deal screening, financial modelling, and industry benchmarking, freeing our team to focus on priority deals.”
UK-based PE fund
“Crucial to speeding up our deal execution while holding the line on quality and client value.”
Asia-based investment bank
“Instrumental in building out our M&A function, from acquisition frameworks to deal screening and support.”
Middle East-based conglomerate
Our careers
Build Your Career Around Real Finance
At Rubyworks, you work on real financial challenges, alongside experienced professionals and across global markets. We offer the opportunity to build deep finance expertise, take meaningful ownership, work closely with clients, and grow through the quality and variety of your work.