Financial Consultant
2019 - PRESENT
Toptal Client
- Developed waterfall model for complex cap table consisting of six prior investment rounds and four equity priority levels and the flexibility to evaluate scenarios for future funding for an investment fund evaluating a follow-on opportunity.
- Provided strategic guidance on pitch deck development and valuation framing and messaging for engaging investors for multiple startups seeking seed and Series A investment.
- Built a portfolio-level financial model for an early-stage venture fund to evaluate investment opportunities and expected returns under various portfolio mixes.
Focus areas: Fundraising, Pitch Decks, Cap Tables, Financial Modeling, Waterfall Development, Three-statement Modeling, Startups, Venture Capital, Fundraising Consultant, Project Finance, Renewables, Financing, Climate Change, United States
Investment Professional
2016 - PRESENT
True North Venture Partners
- Developed investment theses in strategic investment verticals, including energy (e.g., solar, waste heat, storage, geothermal power), water, the circular economy (upgrading CO2 and waste streams), and mobility.
- Built three-statement financial and valuation models, driven by technology and market economics, to evaluate investment opportunities.
- Led deep-dive due diligence efforts on financial modeling, markets, technology, policy, and startups in target investment verticals.
- Sourced strategic investment opportunities by identifying and developing networks with leading researchers, startup executives, and technology incubators in target market and technology areas such as energy, water, chemicals, and fuels.
- Supported portfolio companies with operational, marketing, and policy analysis, e.g., supply chain, carbon pricing policies for biofuels, and evaluated opportunities in waste markets to drive key strategic decisions for portfolio companies.
- Conducted strategic market research and developed a financial operating model to help a portfolio company secure an AUD 5 million grant (around $4 million).
Focus areas: Market Research, Energy, CleanTech, Clean Energy, Venture Capital, Strategic Planning & Execution, Business Strategy, Due Diligence, Financial Modeling, Valuation, Capital Raising, Series B, Project Finance, Solar, Grants, Grant Proposals, Renewables, Renewable Energy, Manufacturing, Financing, Climate Change, United States, Artificial Intelligence (AI), Pitch Deck Consultant
Senior Consultant
2013 - PRESENT
Foresight Science and Technology
- Evaluated commercial viability of novel technologies in the materials science and medical device / healthcare space through primary and secondary research on topics related to competitive landscape (market, technology, commercial, IP, etc.) and communicate findings via in-depth memos.
- Developed three-statement financial and techno-economic models for fundraising purposes as well as to guide strategic decision making.
- Developed cap table and waterfall analysis to evaluate investment opportunities for early stage startups seeking pre-seed and seed investment.
Focus areas: Market Research, Financial Modeling, Due Diligence, Strategy, Fundraising, Fundraising Consultant, Solar, Grants, Grant Proposals, Renewables, Renewable Energy, Climate Change, United States, Pitch Deck Consultant
Co-founder and CEO
2013 - 2016
Stealth-mode Startup Company
- Negotiated non-dilutive funding through a sponsored research agreement with a strategic commercial partner.
- Authored commercialization proposals to secure non-dilutive funding through government research grants.
- Developed three-statement financial models driven by techno-economic and KPI assumptions for external fundraising efforts along with internal strategic decision making.
- Developed partnerships, research plans, IP strategy, and commercialization plan and oversaw relationships with third-party providers (i.e., legal and accounting).
- Awarded Forbes 30 Under 30 in Energy (30 Under 30 is a set of lists issued annually by Forbes Magazine recognizing emerging leaders in business and industry figures).
- Developed pitch decks and present to investors, at pitch competitions, and business plan competitions, successfully securing external investment.
Focus areas: Clean Energy, Energy, CleanTech, Startup Funding, Startups, Commercialization, Intellectual Property, R&D, Operations Analytics, Strategic Planning & Execution, Strategy, Financial Modeling, Project Finance, Solar, Renewables, Renewable Energy, Financing, Climate Change, United States, Market Research, Pitch Deck Consultant