Aaron Chockla, Finance Expert in Austin, TX, United States
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Aaron Chockla

Verified Expert  in Finance

Finance Expert

Location
Austin, TX, United States
Toptal Member Since
November 21, 2019

As an entrepreneur and active venture capital/private equity investor, Aaron enjoys freelancing to leverage broad business expertise (MBA–Kellogg), law (JD—Northwestern University Pritzker School of Law), and science and engineering (Ph.D.—the University of Texas at Austin) to help companies raise capital, scale operations, and develop marketing and corporate strategy.

Career Highlights

Investment Professional
True North Venture Partners
Co-founder and CEO
Stealth-mode Startup Company

Education Highlights

Master of Business Administration (MBA) Degree
Northwestern University - Kellogg School of Management
Juris Doctor (JD)
Northwestern University - Pritzker School of Law
Doctorate (Ph.D.)
University of Texas at Austin

Case Studies

Work Experience

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, Investments, Financial Planning & Analysis (FP&A), Energy Storage

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, Investments, Private Equity, Investment Memoranda, Financial Planning & Analysis (FP&A), Energy Storage

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, Financial Planning & Analysis (FP&A), Energy Storage

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
2016 - 2018

Master of Business Administration (MBA) Degree in Finance

Northwestern University - Kellogg School of Management - Evanston, IL, US

2015 - 2018

Juris Doctor (JD) in Law

Northwestern University - Pritzker School of Law - Chicago, IL

2007 - 2012

Doctorate (Ph.D.) in Chemical Engineering

University of Texas at Austin - Austin, TX, US

2007 - 2009

Master of Science Degree in Chemical Engineering

University of Texas at Austin - Austin, TX, US

2003 - 2007

Bachelor of Science Degree in Chemical Engineering

University of Delaware - Newark, DE, US

Finance

Market Research, Project Finance, Financial Modeling, Fundraising, Forecasting, Financial Planning & Analysis (FP&A), Valuation, Capital Raising, Private Equity, Investment Memoranda, Three-statement Modeling, Cash Flow Modeling, Business Intelligence (BI), Business Advisory, Profitability Analysis, Series B, Due Diligence, Startup Funding, Revenue & Expense Projections, Venture Funding, Convertible Notes, Projected Cash Flow, Cap Table Formation, Total Addressable Market (TAM)

Industry Expertise

Venture Capital, Energy, Technology, Sustainability, Renewable Energy, Real Estate, Early-stage Startups, Power Plants

Geographic Expertise

United States

Output Software

Microsoft Excel

Other

Business Strategy, Strategy, Startups, Early-stage Venture Capital, CleanTech, Clean Energy, Pitch Decks, Waterfall Modeling, Finance, Marketing Research & Analysis, Market Sizing, Pitch Books, Fundraising Consultant, Solar, Renewables, Financing, Climate Change, Pitch Deck Consultant, Investments, Operating Models, Energy Storage, Cap Tables, Python 3, Business Development, Sales Growth, Grants, Grant Proposals, Manufacturing, Strategic Planning & Execution, Operations Analytics, R&D, Intellectual Property, Commercialization, Waterfall Development, Business Plan Consulting, Early-stage Funding, Geothermal Energy, Levelized Cost of Energy (LCOE), DCF Modeling, Techno-Economic Modeling (TEM), Power Generation, Data Science, Machine Learning, Chemical Engineering, Business Administration, Artificial Intelligence (AI), Energy Utilities

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