Carolyn Deng, CFA, Finance Expert in Singapore, Singapore
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Carolyn Deng, CFA

Verified Expert  in Finance

Management Consulting Expert

Location
Singapore, Singapore
Toptal Member Since
July 20, 2017

A Wharton MBA and CFA charterholder, Carolyn has managed a $700 million VC portfolio, executed 20+ VC/PE investments and exits, and advised Bain clients on growth and return strategies. She's worked with startups and corporates across China, Canada, US, and Australia in VC financing, investment management, strategy, M&A and business development. Freelancing allows her to choose the projects that best leverage her unique experiences.

Revenue & Expense ProjectionsFinancial Planning & Analysis (FP&A)Financial ModelingVenture CapitalMergers & Acquisitions (M&A)FundraisingExit StrategySmall Business ConsultantsStartup Funding ConsultantMarket Research AnalystBudgeting ConsultantEnergy Sector ExpertPrivate EquityBlockchainReal Estate

Career Highlights

Investment Associate, Global Funds, Co-invest, and Venture Capital
Ontario Teachers' Pension Plan Investment Board - Teachers' Private Capital

Education Highlights

Master of Business Administration (MBA) Degree
The Wharton School at the University of Pennsylvania
Chartered Financial Analyst (CFA)
CFA Institute

Certification Highlights

Chartered Financial Analyst (CFA)
CFA Institute

Case Studies

Work Experience

Senior Manager, Group Strategy and M&A

2016 - 2017
Westpac
  • Created a new digital banking proposition (including prototypes) for the business development team to acquire more than 200,000 new millennial customers and developed a product business case, including detailed P&L, cash flow, investment, and valuation projections, to internally pitch for funding.
  • Developed medium-term strategic options for a mortgage portfolio business to improve profitability (ROTE) by 40%.
  • Led the strategy review in the mobility ecosystem to develop a new revenue source for the bank.
Focus areas: Profitability Optimization, Business Planning, Strategy

Consultant

2014 - 2016
Bain & Company
  • Created an outside-in, full-potential strategy to improve the shareholder return by 5% for a top Australian bank.
  • Designed and implemented an NPS-based customer advocacy strategy for a leading wealth manager with more than 5,000 employees by designing surveys, establishing KPIs, and implementing operating rhythms across account management and operations team.
Focus areas: Paper & Packaging, Business Strategy

Investment Associate, Global Funds, Co-invest, and Venture Capital

2010 - 2012
Ontario Teachers' Pension Plan Investment Board - Teachers' Private Capital
  • Evaluated private equity and venture capital direct and co-investment opportunities in technology, biopharmaceutical, and energy sectors.
  • Led the due diligence and execution of more than 20 venture capital financing transactions worth more than $200 million (total money raised by startups backed by well-known venture capital investors such as Kleiner Perkins and NEA).
  • Led management of a $700 million portfolio with more than 80 venture capital direct and funds investments.
  • Developed an LBO, trading multiples, precedent transactions, and DCF valuation models.
  • Negotiated NDAs, term sheets, and sales and purchase agreements; conducted management interviews.
  • Provided the sole support to the head of venture capital (VC) and represented OTPP on VC fund limited partners (LP) advisory board.
  • Managed investment exit process: completed one IPO, three M&A, one short sale, and 20 stock sale transactions.
  • Executed eight global private equity and venture capital funds' investments, resulting in a $750 million aggregate commitment.
Focus areas: Deal Advisory, Due Diligence, Private Equity, Venture Capital
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Publication

AI Investment Primer: Laying the Groundwork (Part I)

https://www.toptal.com/finance/market-research-analysts/ai-investment-primer
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Publication

AI Investment Primer: A Practical Guide to Appraising Artificial Intelligence Dealflow (Part II)

https://www.toptal.com/finance/market-research-analysts/ai-investment-primer-2
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Publication

Startup Financing for Founders: Your Companion Checklist

https://www.toptal.com/finance/startup-funding-consultants/startup-financing-for-founders
2012 - 2014

Master of Business Administration (MBA) Degree in Finance and Entrepreneurial Management

The Wharton School at the University of Pennsylvania - Philadelphia, PA, USA

2006 - 2010

Chartered Financial Analyst (CFA) in Financial and Investment Analysis

CFA Institute - Charlottesville, VA, USA

SEPTEMBER 2012 - PRESENT

Chartered Financial Analyst (CFA)

CFA Institute

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