Saurabh Bhatla

Researcher
DISC Type : Cs

Managing Director, Head of Investor Relations & Carlyle AlpInvest Technology at The Carlyle Group

New York City Metropolitan Area, United States

Overview

Saurabh Bhatla is a Managing Director at The Carlyle Group, where he leads technology for Investor Relations and Global Investment Solutions. His career, including a significant tenure at KKR, has centered on building technology platforms for private markets. He holds a Master of Science from Texas Tech University.

He is passionate about transforming the investor onboarding process, believing it should be a seamless, digital experience rather than a complex, paper-based one. This focus highlights his drive to improve trust and confidence at critical moments in the investment journey.

Personality Overview

Self-Disciplined

Cost Conscious

ROI Seeker

Being observant comes to them naturally.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Investor Experience
He advocates for modernizing the investor onboarding process, moving from cumbersome paperwork to seamless, digital experiences that build trust and confidence.
Private Markets Tech
His career at both KKR and Carlyle has been dedicated to building and leading technology platforms specifically for the private markets and alternative investments sector.
Fintech Innovation
His role focuses on leveraging technology to enhance investor relations and global investment solutions, driving innovation within financial services technology.

Media Appearances

Saurabh has no verified media appearances

Work History

9-2024
Managing Director, Head of Investor Relations & Carlyle AlpInvest Technology at The Carlyle Group
8-2023 - 10-2024
Global Head of Private Markets Technology at KKR
1-2017 - 7-2023
Director at KKR
3-2015 - 12-2016
Principal at KKR
9-2005 - 9-2009
Senior Software Engineer at Credit Suisse

Education

2003 - 2005
Master of Science - MS from Texas Tech University
1998 - 2002
Bachelor of Technology - BTech from Kurukshetra University

More Information

Social Presence :

Prographics :

Exp : 14 Location : New York City Metropolitan Area, United States Job Level : Mid-senior Designation : Managing Director, Head of Investor Relations & Carlyle AlpInvest Technology at The Carlyle Group
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Insights For Selling To Saurabh

During A Call Or A Meeting

DO's

  • Share a one-off customer success story but keeps the focus on highlighting objective, numerical results
  • Preferably use email to follow up with them instead of phone or Linkedin, engage by asking question or opinions
  • Actively address their concerns around change, risk, and acceptance by users

DONT's

  • Don't ask them to move fast, let them take their time and digest all the information
  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Give it some time before you try to build rapport and a relationship, it doesn't come to them naturally

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Saurabh is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Saurabh

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Saurabh move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Saurabh take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Saurabh

Personality Compatibility


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