Publication
3 Trends Shaping the Future of Tech Venture Capital in Asia
https://www.toptal.com/management-consultants/venture-capital-consultants/venture-capital-asia
Alec is available for hire
Hire AlecAlec Tseung
Verified Expert in Management Consulting
Management Consulting Expert
Hong Kong, Hong Kong
Toptal member since July 13, 2020
Expertise
Due DiligenceExit StrategyCorporate FinancePortfolio ManagementFinancial AnalysisBusiness ModelingMarket Research AnalystInvestment AnalysisFinancial ForecastingPrivate EquityGrowth StrategyBusiness Analysis ConsultingFintechBusiness ConsultantRisk ManagementPitch Deck ConsultingStock Market ConsultingFinancial ModelingHedge FundsBlockchain ConsultantChartered Financial AnalysisFinancial WritingCFO ConsultantPost-merger IntegrationsUS GAAP Accounting
Bio
Alec executed $5+ billion in corporate, private equity, and venture capital transactions during his tenure at Bank of America Merrill Lynch, Swiss Re Principal Investments, and Tencent. He co-founded a financial advisory business, advising companies across global emerging markets, including China, Southeast Asia, Central Asia, and the Middle East, as well as Latin America. Alec enjoys connecting and collaborating with other founders and owners around the world to seize opportunities together.
Career Highlights
Partner
KT Capital Group
Investment Director
Tencent
Investment Professional
Swiss Re
Education Highlights
Bachelor's Degree
The Chinese University of Hong Kong
Certification Highlights
CFA
CFA Insitute
Case Studies
Crypto/Decentralized Finance Report for the Singapore FinTech Association
Decentralized Finance (DeFi)CryptocurrencyCryptoCryptoeconomicsBlockchain & CryptocurrencyBlockchain
Seed Fundraising for a Decentralized Finance Protocol
Blockchain & CryptocurrencySeed FundraisingValuationDecentralized Finance (DeFi)Web 3.0Fundraising+ 1 more
Sale of a Philippines-based BPO Company to PE Investors
Investment MemorandaDCF ModelingM&A ModelingM&A (Sell-side)Cross-border M&AFinancial Modeling+ 2 more
Valuation Report for a Leading Private Insurance Company
ValuationResearchStock MarketData Research
Thought Leadership Report on DeFi and Web 3.0 for DBS CEO and Senior Management
Decentralized Finance (DeFi)Web 3.0Non-fungible Tokens (NFT)
Seed Pitch Deck for a Blockchain/Digital Asset Company
Regulatory Technology (Regtech)Venture FundingPitch DecksForecastingModelingRevenue Projections+ 9 more
Valuation of a Boutique Crypto Exchange
CryptocurrencyEquity ResearchValuationDCF ValuationDCF ModelingEquity Markets
Stock Pick and Recommendation Between Two Leading Insurance Stocks in China
ValuationFinancial AnalysisInvestmentsStock Analysis
Due Diligence and Research Report on the Client’s Competitor in China
Competitor Analysis & ProfilingMarket ResearchCompany ResearchSoftware as a Service (SaaS)ChinaMandarin-English Translation+ 1 more
Expertise
- Decentralized Finance (DeFi)
- Due Diligence
- Financial Analysis
- Financial Modeling
- M&A (Buy-side)
- Market Research & Analysis
- Mergers & Acquisitions (M&A)
- Revenue & Expense Projections
Work Experience
Partner
2020 - PRESENT
KT Capital Group
- Invested in a leading US-based, early-stage, sector-agnostic VC fund as the limited partner (LP).
- Sourced a proprietary opportunity to invest in a fintech company in Greater China and attracted co-investors. The investment fully exited with an IRR of around 25% by exercising the option to sell the vehicle's stake back to the company's founder.
- Engaged by a family office to lead and advise on the exit of a general insurance company in Kazakhstan. Its stake in the insurer was successfully sold to the leading local bank in Kazakhstan. Acted as the shareholder representative after the deal.
- Worked as a fundraising consultant for an eCommerce startup that looks to digitize the supply chain of luxury goods. Prepared the projections and investor presentations and advised on the company valuation, fundraising amount, target investors, etc.
- Engaged by a private equity investor in Southeast Asia to provide an independent valuation report on a leading private composite insurer in Singapore to help them assess the potential investment/acquisition.
- Provided advisory services to a B2B SaaS company regarding its pre-Series A fundraising. These included building the financial and revenue model, conducting the valuation, advising on the pitch deck, and communicating with potential investors.
- Worked with the Innovation Group of DBS Bank in Singapore to provide a thought leadership report for its CEO and senior management on the latest developments in decentralized finance/Web 3.0 and the key trends currently shaping the industry.
- Engaged by a Web 3.0 venture and incubation firm to advise a decentralized finance protocol on its seed fundraising, including leading the valuation analysis and tokenomics design, preparing the investor presentations, and more.
- Tasked by the Singapore Fintech Association to provide a white paper to advise how investors and institutions in traditional finance could capitalize on the opportunities presented by the development of decentralized finance.
- Engaged to execute the acquisition of a leading healthcare center in Central Asia. Set up an appropriate stock option plan to motivate key management personnel by tying their interest with the company's long-term successes.
Focus areas: Emerging Markets, Business Development, Venture Capital, Private Equity, Fundraising, Equity Investment, Mergers & Acquisitions (M&A), Equity Research, M&A (Buy-side), Stock Analysis, Insurance Technology (Insurtech), Corporate Finance, Pitch Deck Consultant, Fintech, Pitch Decks, Capital Raising, Revenue & Expense Projections, Forecasting, Due Diligence, Leveraged Buyout (LBO), M&A Modeling, Leveraged Buyout Modeling, Decentralized Finance (DeFi), Investor Relations Consultant, Cryptocurrency Exchanges, Blockchain & Cryptocurrency, Blockchain, Non-fungible Tokens (NFT), Three-statement Modeling, RiskMetrics, Investor Presentations, Deal Structuring, Term Sheet Advisory, Term Sheet Negotiations, Deal Sourcing, Complex Transaction Agreements, Deal Review, Shareholders' Agreement (JVA), Investment Strategy, Tokenization, Strategy, Mobile Payments, Business Models, Business Planning, Competitive Analysis, Market Trends, Investment Banking, Board Presentations, Business Process Outsourcing (BPO), Digital Asset Management, Market Research, Singapore, Pricing, Market Research Analyst, Financing, Digital Banking, Financial Products, Banking & Finance, Startups, Financial Planning & Analysis (FP&A), Manufacturing, Trade, Early-stage Venture Capital, Investment Analysis, Investment Committee Advisory, Investment Briefs, Cryptocurrency, Structuring of Funds, Fund Structure, Equity Research Analysis, Net Debt Analysis, Angel/Seed Funding, Angel Investing, Cash Flow, Employee Stock Options, China Relations, China, Financial Forecasting, Startup Funding, Hong Kong, Fundraising Consultant, Data Rooms, Fundraising Strategy, SaaS, Asia, Enterprise SaaS, Software as a Service (SaaS), Edtech Design, Early-stage Funding, Ethereum, Business Plan Consulting, Recruitment, Risk Management, Accounting, US GAAP, FIG, Specialty Finance, Metaverse, Web3, Interim CFO, Consumer Services, Financial Reporting, Consolidated Reporting, Enterprise Software, Subscriptions, Credit Risk, Risk & Compliance, Tokenomics, High-tech Startups, Cloud Computing, Private Clouds, CFO, Music Publishing, Music Production, Music, Music Streaming, Consumer Products, Startup Consulting, Private Equity Consultant, Minority Investments, Private Equity Secondaries, M&A Strategy, Private Placements, Buy Now Pay Later (BNPL), Credit Scores, Healthcare IT, Healthcare, Part-time CFO, Health IT, Comparable Company Analysis, Metals & Mining, Institutional Investors, Growth Strategy Consultants, Debt Raises, Early-stage Startups, Grants, Artificial Intelligence (AI), Natural Language Processing (NLP), Information Memoranda, Growth Strategy, Property Management, Portfolio Analysis, Consumer Lending, Cash Flow Consultant, Cash Flow Modeling, Business to Business (B2B), Investor Relations, Microfinancing, Fintech Consultant, Micro Lending, Investment Return Scenario Analysis, Public Companies, Research, Stock Market, Data Research, Due Diligence Consultant, Storytelling, Content Creation, Content Writing, Investment Research, Alternative Investments, Finance Blog, B2B, Hardware, Capital Markets, Marketplaces, Financial Writer, Copywriting, P&L Management, Fractional CFO, P&L Forecasting, Intuit QuickBooks, Microsoft Excel, Profit & Loss (P&L), Revenue Modeling, Business Consulting, Waterfall Modeling, Risk Modeling, Asset Securitization, Small & Medium-sized Enterprises (SME), Energy, Infrastructure, Oil & Gas, Mentorship & Coaching, Healthtech, Asset Tokenization, Asset Management, CIM, Confidential Information Memorandum (CIM), M&A (Sell-side), Teasers, Private Equity Valuation, Project Finance, Credit Underwriting, Grant Proposals, Trade Finance, Working Capital Management, Smart Contracts, Foodtech, Agrotech, Middle East, Asset Allocation, High Net Worth Individuals (HNWI), Investment Policy Statements (IPS), Monte Carlo Simulations, Real Estate, Excel Modeling, Investment Funds, M&A Due Diligence (Financial), Management Consulting, Operations Management, Project Management, Scenario Analysis, IRR, Structured Finance, Cap Tables, Pre-revenue Valuation, Pitch Preparation, Private Capital Markets, Pro Forma Financial Statements, WCF RIA Services, Research Analysis, Cash Flow Management, Finance Director, Gambling, Month-end Processes, Risk Models, Fashion, Impact Investing, Luxury Goods, Key Performance Indicators (KPIs), Consumer Electronics, Swaps, Jewelry, Valuation Analysis, Education Technology (Edtech), Pricing Models, Break-even Analysis, Asset-backed Securities (ABS), Structuring, Controllership, Financial Consolidation, Xero Accounting, Go-to-market (GTM) Strategy, Term Sheets, Data Analysis, Investment Memoranda, Hedge Fund Consultant, Exit Planning, Compensation Plans, employee compensation, Dashboards, Corporate Finance Consultant, Exit Strategy, Total Addressable Market (TAM), Primary Research, Digital Payments, Initial Coin Offering (ICO), Crowdfunding, Cash Flow Analysis, Clean Energy, Copywriting, Pitch Decks, Storytelling, Insurance Broking, Business to Consumer (B2C), Bonds, Debt Capital Markets, Data Visualization, Google Sheets, Excel Expert, Buy-side, Video Games, Deal Execution, Executive Consulting, 506(c) Public Hedge Fund Exemption, Macroeconomics, Trading, Portfolio Management, Joint Ventures, Strategic Partnerships, Corporate Structure, Intellectual Property, Capital Allocation, Cash Flow Forecasting, Cost of Capital, NPV Calculation, Fund Management, Weighted Average Cost of Capital (WACC), Capital Structuring, Development Finance, Development Finance Institutions (DFI), Risk Assessment, Stress Testing, Retail & Wholesale, Deal Analysis, Private Credit, Merger Modeling, Search Fund, Biotechnology, GCC, Sovereign Wealth Funds (SWFs), Acquisitions, Debt Financing, Mobile Consumer Applications, Subscription Models, Spend Management, Spreadsheets, Board Reporting, Business Modeling, Property Insurance, Financial Presentations, Pitch Presentations, Presentation Development, Presentation Design, Cap Table Formation, Fund Accounting & Administration, Excel 365, Business Model Strategy, Underwriting, Entertainment & Leisure, Media, Sports, IFRS 9, Market Sizing, Rollup, Good Clinical Practice (GCP), Leadership, CAPEX, Operating Expenses (OPEX), Business Analysis, Financial Regulations, IT Business Analysis, Digital Product Management, Stakeholder Management, Broker Dealers, FINRA, Financial Markets, Xero, Large Language Models (LLMs), Product-market Fit, Acquisition Analysis, Company Analysis, Data Collection, Profitability Analysis, Crunchbase, Organizational Strategy, Growth Capital Raising, Contract Review, Contract Negotiation, Financial Restructuring, Restructuring, Investment Capital Raising, Balance Sheet Optimization, Debt Restructuring, Restructuring Consultant, Financial Market Data, Bloomberg Terminal, Equity Market Data, Pricing Strategy, Product Bundling, Unit Economics, Capital Placement, Capitalization Tables, Finance Strategy, SAFE Network, Financial Investment Structuring, Lending, Corporate Development, Financial Advisory, Corporate Strategy, Strategic Planning, LLC Agreements, Communication, Distribution Management, Legal, Use of Proceeds, Assets, Complex Account Reconciliations, Fixed Income Analysis, Performance Analysis, Market Risk, Corporate Actions, Settlements, Trade Support, Quantitative Research, Sell-side, Consumer Packaged Goods (CPG), Financial Data, Law, Capital IQ, Python, Debt Analysis
Valuation/Fundraising/Due Diligence Expert
2025 - 2025
Idea To Life FZCO
- Developed a comprehensive valuation framework and methodology for the company.
- Accompanied the founder to investor meetings to address questions related to valuation, financial projections, and more.
- Introduced a leading VC investor to the founder and assisted in the due diligence process by preparing the data room and proposing key terms.
Focus areas: Valuation, Financial Modeling, Due Diligence, Fundraising Strategy, Technology, Data Rooms, Artificial Intelligence (AI), Due Diligence Consultant, Go-to-market (GTM) Strategy, Exit Strategy, Primary Research, Cash Flow Analysis, Business to Consumer (B2C), Google Sheets, Product Bundling, SAFE Network, Corporate Development, Corporate Strategy, Use of Proceeds, Financial Data
M&A Sell-side Expert
2024 - 2025
Victus Capital Ventures Group L.L.C-FZ
- Prepared all investor materials to present the company to potential VC investors and strategic buyers.
- Prepared a list of potential investors and strategic buyers; helped the company connect with the largest (Hong Kong-based) crypto and Web 3.0 gaming investor in Asia/the world.
- Spearheaded the development of the new Institutional Clients Group team by building connections with institutional partners such as financial institutions, family offices, and investment firms across emerging markets, including the UAE, Asia, and Latin America.
Focus areas: M&A (Sell-side), Confidential Information Memorandum (CIM), CIM, Mergers & Acquisitions (M&A), Financial Modeling, Teasers, Investment Banking, Fundraising, Seed Fundraising, Valuation Analysis, Break-even Analysis, Go-to-market (GTM) Strategy, Term Sheets, Data Analysis, Investment Memoranda, Exit Planning, Dashboards, Total Addressable Market (TAM), Primary Research, Initial Coin Offering (ICO), Business to Consumer (B2C), Executive Consulting, SAFE Network, Communication, Legal, Financial Data
Financial Modeling | Fundraising Expert
2024 - 2024
Cavos
- Developed detailed 5-year financial projections for the company that was signed off by potential investors.
- Developed a proper investment narrative and storyline for the co-founders to pitch to potential investors and drafted all the investor materials, e.g., pitch decks, teasers, etc.
- Introduced one of the largest investors in the crypto/Web 3 space to the company.
Focus areas: Fundraising, Financial Modeling, Pitch Decks, Pitch Deck Consultant, Business Plan Consulting, Blockchain, Decentralized Finance (DeFi), Scenario Analysis, Structured Finance, Cap Tables, Pre-revenue Valuation, Cash Flow Management, Key Performance Indicators (KPIs), Valuation Analysis, Pricing Models, Break-even Analysis, Go-to-market (GTM) Strategy, Dashboards, Primary Research, Initial Coin Offering (ICO), Google Sheets, Pricing Strategy
Fundraising/Pitch Deck Expert
2024 - 2024
Triple S Holdings Limited
- Revamped the business model and the investment narrative of the healthtech startup in Saudi Arabia so potential venture investors would consider it attractive.
- Built the financial projections, pitch deck presentations, and other investor materials for the new business model and investment narrative.
- Led fundraising efforts by walking through potential investors' business models and investment thesis, advising them on valuation/terms, etc.
Focus areas: Fundraising, Pitch Decks, Pitch Deck Consultant, Healthtech, Startup Funding, Trade Finance, Working Capital Management, Financing, Middle East, Asset Allocation, Excel Modeling, Scenario Analysis, IRR, Structured Finance, Cash Flow Management, Key Performance Indicators (KPIs), Pricing Models, Break-even Analysis, Google Sheets, CAPEX, Use of Proceeds
Fundraising Expert (via Toptal)
2024 - 2024
Spectronik Pte Ltd
- Worked closely with the co-founders to craft the investment narrative and storyline to be attractive for potential VC and institutional investors.
- Revised the revenue projections by recognizing and modeling new revenue sources based on the new business model.
- Developed the valuation model and showcased to the founding team how to best defend and justify the valuation.
- Originated and developed a list of venture and institutional investors in the US with a strong focus on ESG and impact investing. Advised the founder on how to approach and pitch these investors.
Focus areas: Financial Modeling, Fundraising, Pitch Decks, Pitch Deck Consultant, Revenue & Expense Projections, Venture Capital, Valuation, Hardware, Automotive, B2B, Electric Vehicles, Capital Markets, P&L Forecasting, Microsoft Excel, Revenue Modeling, Business Consulting, Small & Medium-sized Enterprises (SME), Mentorship & Coaching, Environmental, Social, and Governance (ESG), Environmental, Social, and Governance (ESG) Rating, Excel Modeling, Scenario Analysis, IRR, Structured Finance, Key Performance Indicators (KPIs), Use of Proceeds
Credit Scorecard Expert
2023 - 2023
Ancoria Bank
- Worked closely with the data analytics team to co-develop a framework of credit assessment for the bank's new buy now, pay later (BNPL) product based on the limited data the bank and its Insurtech partner had.
- Advised the team on the key metrics to focus on and developed/enhanced the credit rating system supported by market research findings.
- Researched and looked at household financial asset allocation (in Greece, the target market) to gauge the volatility of an average household's investment income (income from bank deposits, fixed income investments vs. equity).
- Worked on this research that demostrated potential volatility, further reflected in the consumer's credit risk assessment and scorecard.
Focus areas: Buy Now Pay Later (BNPL), Credit Scores, Risk & Compliance, Credit Risk, Risk, Risk Scorecards, Microfinancing, Fintech Consultant, Micro Lending, Data Research, Microsoft Excel, Business Consulting, Credit/Debt, Credit Underwriting, Financing, Excel Modeling, IRR
Strategic Advisor
2023 - 2023
Tryko Technologies Inc.
- Advised the founding team on launching fintech products and offerings, including insurance, lending, and card issuance, to the trike drivers who signed up for the mobility platform.
- Introduced one of the largest tech companies in Southeast Asia (VP of its Corporate Development team, who's a personal contact) to kickstart the discussion of having the tech giant as a strategic investor.
- Secured a strategic partnership with one of the largest insurance companies in the Philippines by connecting the insurer's Chairman (who's a personal contact) with the team.
- Advised the founding team on the company's growth strategy and expansion plan in Southeast Asia, fundraising strategy/routes, valuation, etc.
- Provided strategic inputs and co-designed the credit assessment mechanism and credit scorecard for the drivers interested in the lending/borrowing offerings.
Focus areas: Business Strategy, Risk & Compliance, Operations, Policies & Procedures Compliance, Treasury & Liquidity Management, Treasury Management, Treasury, Startup Consulting, Buy Now Pay Later (BNPL), Credit Scores, Part-time CFO, Comparable Company Analysis, Growth Strategy Consultants, Debt Raises, Early-stage Startups, Natural Language Processing (NLP), Information Memoranda, Growth Strategy, Consumer Lending, Cash Flow Consultant, Process Design, Business to Business (B2B), Consumer Loans, Merchant Cash Advances, Investor Relations, Microfinancing, Fintech Consultant, Micro Lending, Investment Return Scenario Analysis, Research, Data Research, Due Diligence Consultant, Market Research & Analysis, Storytelling, B2B, Capital Markets, Marketplaces, Controller, P&L Management, P&L Forecasting, Microsoft Excel, Revenue Modeling, Business Consulting, Small & Medium-sized Enterprises (SME), Mentorship & Coaching, Working Capital Management, Financing, Excel Modeling, IRR, Pre-revenue Valuation, Key Performance Indicators (KPIs), Pricing Strategy
Fundraising Expert
2023 - 2023
Gurukul Pte. Ltd.
- Helped the company develop the proper investment narrative and storyline that would be fit for fundraising from institutional investors.
- Developed financial projections, valuation, and the investor pitch deck for the company.
- Provided strategic advice on the company's future development areas and fundraising strategy.
- Connected the founder with one of the leading VCs in the region that focuses on investing in startups by women founders.
Focus areas: Fundraising, Business Plan Consulting, Business Planning, Early-stage Funding, Pitch Decks, Early-stage Venture Capital, Startups, Startup Funding, Subscriptions, Consumer Products, Startup Consulting, Early-stage Startups, Information Memoranda, Growth Strategy, Data Research, Due Diligence Consultant, Storytelling, Capital Markets, P&L Forecasting, Microsoft Excel, Profit & Loss (P&L), Revenue Modeling, Mentorship & Coaching, Asset Tokenization, Financing, Excel Modeling, Education Technology (Edtech)
Financial Modeling Expert
2023 - 2023
Arkgrow Pte Ltd
- Built a comprehensive three-statement model to project the target fintech/BNPL company's cashflows and derive the proposed valuation range.
- Provided strategic guidance for the investor on the ideal capital structure for the investment/acquisition.
- Advised the founder on ways to further improve the cashflows and profitability post-investment/acquisition.
Focus areas: Fintech, Financial Modeling, Specialty Finance, FIG, Consumer Services, Consolidated Reporting, Enterprise Software, Subscriptions, Credit Risk, Buy Now Pay Later (BNPL), Credit Scores, Growth Strategy, Consumer Lending, Cash Flow Consultant, Cash Flow Modeling, Business to Business (B2B), Consumer Loans, Microfinancing, Fintech Consultant, Micro Lending, Investment Return Scenario Analysis, Research, Data Research, P&L Management, P&L Forecasting, Microsoft Excel, Profit & Loss (P&L), Revenue Modeling, Waterfall Modeling, Mentorship & Coaching, Credit Underwriting, Financing, Excel Modeling, Product Bundling
Interim CFO
2023 - 2023
ggs.io Company
- Led weekly meetings and calls with the CEO and COO to review the company's financials to ensure that they were ready for financial due diligence by potential investors.
- Created and developed a dashboard that included all relevant and important KPIs senior management and investors should focus on.
- Provided strategic guidance to the accountant/bookkeeper, especially on how to best present numbers, and made appropriate adjustments to cater to the requirements of different investors.
- Contributed to the company's business development efforts in Asia by introducing and connecting personal industry contacts with the company.
- Assisted in auditing due diligence for investment rounds (including financial modeling, strategic guidance, valuation advisory, etc.) to ensure a successful raise from other investors.
Focus areas: Risk Management, Reporting, Forecasting, Financial Modeling, Fundraising, Revenue & Expense Projections, Business Models, CFO, Accounting, Blockchain, US GAAP, Financial Planning & Analysis (FP&A), Cryptoeconomics, Web3, Interim CFO, Consumer Services, Financial Reporting, Consolidated Reporting, Risk & Compliance, Budgeting, Operations, Policies & Procedures Compliance, Tokenomics, Startup Consulting, Business Development, Part-time CFO, Comparable Company Analysis, Growth Strategy Consultants, Early-stage Startups, Information Memoranda, Growth Strategy, Cash Flow Consultant, Process Design, Cash Flow Modeling, Business to Business (B2B), Investor Relations, Fintech Consultant, Investment Return Scenario Analysis, Data Research, Due Diligence Consultant, Storytelling, B2B, Controller, P&L Management, Fractional CFO, P&L Forecasting, Intuit QuickBooks, Microsoft Excel, Profit & Loss (P&L), Revenue Modeling, Business Consulting, Mentorship & Coaching, Smart Contracts, Excel Modeling, Pre-revenue Valuation, Finance Director, Month-end Processes, Initial Coin Offering (ICO)
Pitch Deck Expert
2023 - 2023
Nebula Ltd
- Advised and developed the Web 3.0 gaming company's investment narrative and storyline that would be attractive to potential investors and could help differentiate it from other competitors.
- Developed a valuation framework for the business and advised the founder and senior management team on how to defend the valuation, how much stake they could give up for the raise at this round, and other best practices in the fundraising process.
- Advised the founder on the company's revenue model and business plan; updated the initial financial projections prepared by the company so that they would be more investor-friendly.
Focus areas: Pitch Decks, Fundraising, Startup Funding, Seed Fundraising, Financial Forecasting, Technology, Angel/Seed Funding, Web 3.0, Decentralized Finance (DeFi), Blockchain, Non-fungible Tokens (NFT), Blockchain & Cryptocurrency, Online Gaming, Ethereum, Business Plan Consulting, Metaverse, Web3, Tokenomics, Startup Consulting, Comparable Company Analysis, Early-stage Startups, Growth Strategy, Data Research, Storytelling, Mentorship & Coaching, Asset Tokenization, Pre-revenue Valuation
Interim CFO
2023 - 2023
Birexo
- Worked as the interim CFO for an electronic money institution (EMI) and crypto exchange company.
- Advised the company on defining its business offerings and revenue model after conducting extensive research on business and monetization models of other fintech players and challenger banks.
- Prepared detailed financial projections and company valuation models based on these business offerings and plans.
- Helped the company by advising on the fundraising strategy, coming up with the investment narrative that could differentiate the company from other European fintech players, and preparing the investment materials.
Focus areas: Financial Modeling, Pitch Decks, Pitch Deck Consultant, Forecasting, Revenue & Expense Projections, Cryptocurrency Exchanges, CFO, SaaS, Software as a Service (SaaS), Fundraising, Early-stage Funding, Startups, Ethereum, Business Plan Consulting, Blockchain, Specialty Finance, Web3, Interim CFO, Financial Reporting, Consolidated Reporting, Subscriptions, Risk & Compliance, Budgeting, Operations, Policies & Procedures Compliance, Startup Consulting, Part-time CFO, Comparable Company Analysis, Growth Strategy Consultants, Early-stage Startups, Information Memoranda, Growth Strategy, Cash Flow Consultant, Process Design, Cash Flow Modeling, Business to Business (B2B), Consumer Loans, Microfinancing, Fintech Consultant, Data Research, Due Diligence Consultant, Storytelling, B2B, Capital Markets, Controller, P&L Management, Fractional CFO, P&L Forecasting, Intuit QuickBooks, Microsoft Excel, Profit & Loss (P&L), Revenue Modeling, Excel Modeling, Pre-revenue Valuation, Finance Director, Month-end Processes, Initial Coin Offering (ICO)
VC | M&A | Investment Expert
2022 - 2023
PRIMORE HEALTHCARE GROUP INC
- Advised the CEO on establishing an investment office and presence in Asia (Hong Kong and Singapore).
- Sourced and built a strong pipeline of VC and growth private equity deals. Advised the CEO and the investment committee on the thesis, risks, and valuation of these deals.
- Advised the CEO on the investment office's fundraising strategy and helped prepare the fundraising materials. Introduced long-term LP investors, including insurers, pensions, and sovereign wealth funds, to the CEO.
Focus areas: Venture Capital, Investment Analysis, Investment Committee Advisory, Deal Sourcing, Investment Briefs, M&A (Buy-side), M&A Modeling, Revenue Projections, Revenue & Expense Projections, Fundraising, Fundraising Consultant, Family Office, Fund of Funds, Term Sheet Advisory, Consolidated Reporting, Subscriptions, Wellness, Software, High-tech Startups, Cloud Computing, Private Clouds, Startup Consulting, Private Equity Consultant, Minority Investments, M&A Strategy, Buy Now Pay Later (BNPL), Healthcare IT, Healthcare, Health IT, Comparable Company Analysis, Institutional Investors, Debt Raises, Early-stage Startups, Information Memoranda, Portfolio Analysis, Process Design, Cash Flow Modeling, Business to Business (B2B), Fintech Consultant, Investment Return Scenario Analysis, Research, Data Research, Due Diligence Consultant, B2B, P&L Management, Revenue Modeling, Private Equity Valuation, Real Estate
Web 3.0 Valuation Expert
2022 - 2022
Epik
- Engaged by the CFO of a Web 3.0 gaming tech company to review its digital assets portfolio valuation.
- Assessed the valuation methodologies used by the company and made recommendations by reviewing on-chain data.
- Researched and introduced NFTfi protocols that could allow companies to access funding using NFTs as collateral to the CFO and the company.
Focus areas: Valuation, Blockchain, Web3.js, Non-fungible Tokens (NFT), Digital Asset Management, Online Gaming, Angel/Seed Funding, Angel Investing, Financial Forecasting, Hong Kong, Asia, Early-stage Funding, Startups, Ethereum, Metaverse, Web 3.0, Web3, Consumer Services, Subscriptions, Fintech Consultant, P&L Management, Pre-revenue Valuation, Initial Coin Offering (ICO)
Business Development Analyst for Crypto | Blockchain Company
2022 - 2022
Digital Wave Finance AG
- Researched key trends and risk factors in the decentralized finance (DeFi) space amid a bear market.
- Formulated a well-defined framework to categorize each risk factor users currently face when participating in the decentralized finance space.
- Used the framework further to develop a brand-new protocol to provide risk management tools against risks that are key to user economics, such as impermanent losses.
Focus areas: Business Development, Competitive Analysis, Blockchain & Cryptocurrency, Market Research, Market Trends, Fundraising, Startups, Cryptocurrency, Angel/Seed Funding, Early-stage Funding, Ethereum, Risk Management, Blockchain, Metaverse, Early-stage Venture Capital, Web3, Software, Growth Strategy Consultants, Growth Strategy, Market Research & Analysis, P&L Management, Finance Director
Company Researcher
2021 - 2021
Nitro Software, Inc
- Researched the SaaS sector, especially the PDF market landscape, in China and the two major Chinese competitors (both publicly traded in China), Nitro Software, have in the country.
- Covered the competitors' financial performance, products, sales channels, pricing, major customers, and future focus areas through research and analysis.
- Delivered the findings (formatted in a PowerPoint deck) to Nitro's CEO, who was highly impressed by the work quality.
Focus areas: Competitor Analysis & Profiling, Market Research, Company Research, Software as a Service (SaaS), China, Mandarin-English Translation, SaaS, China Relations, Asia, Software, Due Diligence Consultant, Market Research & Analysis
Investment Director
2018 - 2020
Tencent
- Oversaw Tencent's investments in interactive entertainment space (online gaming, music/video platforms, fintech, etc.) outside China, mainly in Southeast Asia and EMEA.
- Led the portfolio management efforts of VNG, a leading tech company in Vietnam. Worked closely with VNG's management on matters related to strategic partnership with Tencent, fundraising, potential IPO plans, future growth strategy, etc.
- Advised the founders of the early-stage portfolio companies on strategic financial planning and fundraising by helping them prepare financial projections and pitch decks, advising on valuations, and introducing potential investors to the companies.
- Built the financial model and projections and led the company valuation and financial due diligence for the investment in Universal Music.
- Worked closely with the CFO and the finance team of Tencent Music Entertainment (NYSE: TME), the music arm of Tencent, for its US listing in 2018.
- Acted as the interim finance lead for Tencent Video, Tencent's over-the-top (OTT) streaming media platform, during its overseas expansion.
- Led the M&A transaction for Tencent's $30 million acquisition of a game development studio in Sweden. Performed due diligence, reviewed the term sheet and other transaction documents, and led the post-integration process.
- Built the financial model and projections, devised the financial structure, and led the negotiation of the transaction documents for setting up a China-based esports team to join Activision Blizzard's Overwatch League.
- Provided strategic inputs and advice for the board members representing Tencent on the portfolio companies' latest developments, challenges, and strategic plans.
Focus areas: Post-merger Integration, Financial Analysis, Venture Capital, Mergers & Acquisitions (M&A), Investing, M&A (Buy-side), Stock Analysis, Corporate Finance, Fintech, Equity Investment, Pitch Decks, Revenue & Expense Projections, Forecasting, Due Diligence, M&A Modeling, Decentralized Finance (DeFi), Blockchain & Cryptocurrency, Blockchain, Non-fungible Tokens (NFT), Three-statement Modeling, Investor Presentations, Deal Structuring, Term Sheet Advisory, Term Sheet Negotiations, Deal Sourcing, Complex Transaction Agreements, M&A Earn-out Agreements, Deal Review, Shareholders' Agreement (JVA), Investment Strategy, Strategy, Social Networks, Mobile Payments, Business Models, Business Planning, Business Development, Competitive Analysis, Market Trends, Board Presentations, eCommerce, Seed Fundraising, Market Research, Singapore, Pricing, Market Research Analyst, Digital Banking, Startups, Financial Planning & Analysis (FP&A), Early-stage Venture Capital, Investment Analysis, Investment Committee Advisory, Investment Briefs, Cryptocurrency, Structuring of Funds, Fund Structure, Equity Research Analysis, Net Debt Analysis, Angel/Seed Funding, Angel Investing, Cash Flow, Employee Stock Options, China Relations, China, Financial Forecasting, Startup Funding, Series A, Hong Kong, Fundraising Consultant, Data Rooms, Fundraising Strategy, Asia, Software as a Service (SaaS), Fundraising, Edtech Design, Early-stage Funding, Reporting, Accounting, US GAAP, FIG, Specialty Finance, Metaverse, Artificial Intelligence (AI), Interim CFO, Consumer Services, Financial Reporting, Consolidated Reporting, Enterprise Software, Subscriptions, Wellness, Budgeting, Investor Reporting, Operations, Treasury, Treasury & Liquidity Management, Treasury Management, Cloud Computing, Private Clouds, Music Publishing, Music Production, Music, Music Streaming, Consumer Products, Minority Investments, Private Equity Secondaries, M&A Strategy, Private Placements, Buy Now Pay Later (BNPL), Credit Scores, Healthcare IT, Healthcare, Health IT, Institutional Investors, Growth Strategy Consultants, Debt Raises, Early-stage Startups, Natural Language Processing (NLP), Information Memoranda, Growth Strategy, Portfolio Analysis, Consumer Lending, Cash Flow Consultant, Process Design, Cash Flow Modeling, Business to Business (B2B), Consumer Loans, Merchant Cash Advances, Investor Relations, Fintech Consultant, Micro Lending, Investment Return Scenario Analysis, Research, Stock Market, Due Diligence Consultant, Market Research & Analysis, Storytelling, Investment Research, Alternative Investments, Capital Markets, Marketplaces, Controller, P&L Management, Fractional CFO, P&L Forecasting, Microsoft Excel, Profit & Loss (P&L), Revenue Modeling, Risk Modeling, Small & Medium-sized Enterprises (SME), Energy, Infrastructure, Mentorship & Coaching, CIM, M&A (Sell-side), Teasers, Private Equity Valuation, Working Capital Management, Financing, Agrotech, Middle East, Asset Allocation, Excel Modeling, Investment Funds, M&A Due Diligence (Financial), Scenario Analysis, IRR, Structured Finance, Cap Tables, Pre-revenue Valuation, Pitch Preparation, Private Capital Markets, Pro Forma Financial Statements, Research Analysis, Cash Flow Management, Finance Director, Gambling, Month-end Processes, Monthly Close Process, Financial Consolidation, Term Sheets, Investment Memoranda, Exit Planning, Compensation Plans, employee compensation, Dashboards, Corporate Finance Consultant, Exit Strategy, Total Addressable Market (TAM), Primary Research, Digital Payments, Crowdfunding, Cash Flow Analysis, Pitch Decks, Storytelling, Business to Consumer (B2C), Data Visualization, Excel Expert, Buy-side, Video Games, Deal Execution, Macroeconomics, Trading, Portfolio Management, Joint Ventures, Strategic Partnerships, Corporate Structure, Intellectual Property, Capital Allocation, Cash Flow Forecasting, Cost of Capital, NPV Calculation, Fund Management, Weighted Average Cost of Capital (WACC), Capital Structuring, Development Finance, Development Finance Institutions (DFI), Stress Testing, Retail & Wholesale, Merger Modeling, Biotechnology, Sovereign Wealth Funds (SWFs), Acquisitions, Debt Financing, Mobile Consumer Applications, Subscription Models, Spend Management, Spreadsheets, Board Reporting, Business Modeling, Financial Presentations, Pitch Presentations, Presentation Development, Presentation Design, Cap Table Formation, Fund Accounting & Administration, Excel 365, Business Model Strategy, Underwriting, Entertainment & Leisure, Media, Sports, Rollup, CAPEX, Operating Expenses (OPEX), Business Analysis, Financial Regulations, IT Business Analysis, Stakeholder Management, Broker Dealers, FINRA, Financial Markets, Product-market Fit, Acquisition Analysis, Company Analysis, Profitability Analysis, Organizational Strategy, Contract Review, Contract Negotiation, Investment Capital Raising, Financial Market Data, Bloomberg Terminal, Equity Market Data, Unit Economics, Lending, Corporate Development, Financial Advisory, Corporate Strategy, Strategic Planning, LLC Agreements, Communication, Legal, Use of Proceeds, Financial Data, Law, Debt Analysis
Investment Professional
2012 - 2018
Swiss Re
- Screened, built the financial model and projections, performed due diligence, and executed a $500 million investment into a Chinese life insurance company. Exited the investment at the end of a 4-year holding period, generating an IRR of 20%.
- Developed a valuation model and financial projections, performed due diligence, and reviewed legal documents for an international financial services company's $2 billion joint acquisition of their Hong Kong and Thailand businesses.
- Built a detailed financial and valuation model, created the investment committee presentation, and wrote the memorandum for a $120 million M&A, buy-side transaction of a listed UK insurer's Chinese subsidiary.
- Created a valuation model and financial projections. Performed due diligence on a $50 million cornerstone investment in a Chinese healthcare technology company's IPO.
- Developed a valuation model and financial projections and performed due diligence on a $2 million seed investment in an Indian fintech company.
- Developed the financial model and analyses, including cash flow, sensitivity, and waterfall, for the sale of a stake in an illiquid co-investment partnership structure to a New York-based private equity investor.
- Led the portfolio management efforts of Vietnam National Reinsurance Corporation (Vina Re), where Swiss Re was the 2nd largest shareholder (after SCIC). Joined board meetings and led the strategic partnership discussions between Swiss Re and Vina Re.
- Led a $5 million convertible bond investment in a Taiwanese commercial bank and oversaw the transaction process and analyses, including a review of the loan agreements, IRR sensitivity analysis, and subsequent monitoring of the position.
- Led a $41 million investment in Lifenet Insurance in Japan, one of the earliest Insurtech companies in Asia. Oversaw the whole transaction and subsequent monitoring of the position.
- Helped divest the company's co-investment interest in the Japanese bank, Shinsei Bank, by initiating and negotiating a sale back to the GP of the co-investment vehicle (J.C. Flowers & Co).
Focus areas: Financial Analysis, Mergers & Acquisitions (M&A), Growth Equity, M&A (Buy-side), Stock Analysis, Insurance Technology (Insurtech), Corporate Finance, Insurance, Fintech, Equity Investment, Pitch Decks, Revenue & Expense Projections, Forecasting, Due Diligence, Leveraged Buyout (LBO), M&A Modeling, Leveraged Buyout Modeling, Decentralized Finance (DeFi), Cryptocurrency Exchanges, Blockchain & Cryptocurrency, Blockchain, Three-statement Modeling, RiskMetrics, Investor Presentations, Deal Structuring, Term Sheet Advisory, Term Sheet Negotiations, Complex Transaction Agreements, M&A Earn-out Agreements, Deal Review, Shareholders' Agreement (JVA), Investment Strategy, Strategy, Mobile Payments, Business Models, Business Planning, Business Development, Competitive Analysis, Market Trends, Board Presentations, Market Research, Singapore, Market Research Analyst, Financing, Digital Banking, Financial Products, Banking & Finance, Startups, Financial Planning & Analysis (FP&A), Early-stage Venture Capital, Investment Analysis, Investment Committee Advisory, Investment Briefs, Structuring of Funds, Fund Structure, Equity Research Analysis, Net Debt Analysis, Angel/Seed Funding, Angel Investing, Cash Flow, Employee Stock Options, China Relations, China, Regulations, Financial Forecasting, Startup Funding, Series A, Hong Kong, Medical Devices, Data Rooms, Fundraising Strategy, Asia, Reporting, Risk Management, Accounting, US GAAP, FIG, Specialty Finance, Artificial Intelligence (AI), Interim CFO, Financial Reporting, Consolidated Reporting, Subscriptions, Credit Risk, Wellness, Investor Reporting, Treasury, Treasury & Liquidity Management, Treasury Management, Cloud Computing, Private Clouds, Private Equity Consultant, Minority Investments, Private Equity Secondaries, M&A Strategy, Private Placements, Buy Now Pay Later (BNPL), Credit Scores, Healthcare IT, Healthcare, Health IT, Comparable Company Analysis, Institutional Investors, Growth Strategy Consultants, Debt Raises, Information Memoranda, Growth Strategy, Portfolio Analysis, Consumer Lending, Cash Flow Modeling, Business to Business (B2B), Fintech Consultant, Investment Return Scenario Analysis, Public Companies, Research, Stock Market, Due Diligence Consultant, Market Research & Analysis, Storytelling, Investment Research, Alternative Investments, Capital Markets, Marketplaces, P&L Management, P&L Forecasting, Microsoft Excel, Profit & Loss (P&L), Revenue Modeling, Waterfall Modeling, Risk Modeling, Asset Securitization, Infrastructure, Healthtech, Asset Management, CIM, Confidential Information Memorandum (CIM), M&A (Sell-side), Teasers, Private Equity Valuation, Working Capital Management, Agrotech, Asset Allocation, High Net Worth Individuals (HNWI), Investment Policy Statements (IPS), Monte Carlo Simulations, Excel Modeling, Investment Funds, M&A Due Diligence (Financial), Scenario Analysis, IRR, Structured Finance, Cap Tables, Pre-revenue Valuation, Pitch Preparation, Private Capital Markets, Pro Forma Financial Statements, Research Analysis, Cash Flow Management, Finance Director, Gambling, Month-end Processes, Risk Models, Monthly Close Process, Financial Consolidation, Term Sheets, Investment Memoranda, Exit Planning, Compensation Plans, employee compensation, Dashboards, Corporate Finance Consultant, Exit Strategy, Total Addressable Market (TAM), Primary Research, Digital Payments, Crowdfunding, Cash Flow Analysis, Copywriting, Pitch Decks, Storytelling, Insurance Broking, Business to Consumer (B2C), Bonds, Data Visualization, Excel Expert, Buy-side, Deal Execution, Macroeconomics, Trading, Portfolio Management, Joint Ventures, Strategic Partnerships, Corporate Structure, Capital Allocation, Cash Flow Forecasting, Cost of Capital, NPV Calculation, Fund Management, Weighted Average Cost of Capital (WACC), Capital Structuring, Development Finance, Development Finance Institutions (DFI), Risk Assessment, Stress Testing, Deal Analysis, Private Credit, Merger Modeling, Biotechnology, Sovereign Wealth Funds (SWFs), Acquisitions, Debt Financing, Subscription Models, Spreadsheets, Business Modeling, Liability Insurance, Property Insurance, Financial Presentations, Pitch Presentations, Presentation Development, Presentation Design, Cap Table Formation, Fund Accounting & Administration, Excel 365, Business Model Strategy, Underwriting, Entertainment & Leisure, Media, Sports, IFRS 9, Rollup, Good Clinical Practice (GCP), CAPEX, Operating Expenses (OPEX), Business Analysis, Financial Regulations, IT Business Analysis, Stakeholder Management, Broker Dealers, FINRA, Financial Markets, Acquisition Analysis, Company Analysis, Profitability Analysis, Organizational Strategy, Contract Review, Contract Negotiation, Financial Restructuring, Investment Capital Raising, Balance Sheet Optimization, Financial Market Data, Bloomberg Terminal, Equity Market Data, Unit Economics, Lending, Corporate Development, Financial Advisory, Corporate Strategy, Strategic Planning, LLC Agreements, Distribution Management, Legal, Financial Data, Law, Capital IQ, Debt Analysis
Investment Banking Analyst
2011 - 2012
Bank of American Merrill Lynch
- Assigned to cover insurance companies in the region because of strong financial modeling skills as part of the Financial Institutions Group's (FIG) industry team.
- Prepared investor outreach materials and financial models for the Hong Kong IPO of PICC Group.
- Advised a US-based insurance company on potentially acquiring ING's Asian insurance business.
- Advised a Hong Kong-headquartered private equity investment firm on its investment in a mid-sized Chinese insurance company.
Focus areas: Mergers & Acquisitions (M&A), Corporate Finance, DCF Valuation, Pitch Decks, DCF Modeling, Three-statement Modeling, Capital Raising, Financial Planning & Analysis (FP&A), Manufacturing, Investment Analysis, Investment Committee Advisory, Investment Briefs, Fund Structure, Equity Research Analysis, Net Debt Analysis, China Relations, China, Regulations, Financial Forecasting, Hong Kong, Data Rooms, Fundraising Strategy, Asia, Accounting, US GAAP, FIG, Consolidated Reporting, Subscriptions, Treasury, Treasury & Liquidity Management, Treasury Management, Private Equity Consultant, Minority Investments, Private Equity Secondaries, M&A Strategy, Private Placements, Credit Scores, Comparable Company Analysis, Institutional Investors, Information Memoranda, Portfolio Analysis, Consumer Lending, Cash Flow Modeling, Investment Return Scenario Analysis, Public Companies, Research, Stock Market, Due Diligence Consultant, Market Research & Analysis, Storytelling, Investment Research, Capital Markets, P&L Management, P&L Forecasting, Microsoft Excel, Profit & Loss (P&L), Revenue Modeling, Waterfall Modeling, Risk Modeling, Asset Securitization, CIM, Confidential Information Memorandum (CIM), M&A (Sell-side), Teasers, Financing, Asset Allocation, High Net Worth Individuals (HNWI), Real Estate, Excel Modeling, Investment Funds, M&A Due Diligence (Financial), Structured Finance, Cap Tables, Pre-revenue Valuation, Private Capital Markets, Pro Forma Financial Statements, Research Analysis, Finance Director, Gambling, Financial Consolidation, Term Sheets, Investment Memoranda, Exit Planning, Dashboards, Exit Strategy, Total Addressable Market (TAM), Primary Research, Digital Payments, Crowdfunding, Cash Flow Analysis, Pitch Decks, Storytelling, Bonds, Debt Capital Markets, Data Visualization, Excel Expert, Buy-side, Deal Execution, Macroeconomics, Trading, Portfolio Management, Cash Flow Forecasting, Cost of Capital, Fund Management, Weighted Average Cost of Capital (WACC), Capital Structuring, Development Finance, Development Finance Institutions (DFI), Risk Assessment, Stress Testing, Deal Analysis, Private Credit, Merger Modeling, Sovereign Wealth Funds (SWFs), Acquisitions, Debt Financing, Spreadsheets, Business Modeling, Liability Insurance, Property Insurance, Financial Presentations, Pitch Presentations, Presentation Development, Presentation Design, Cap Table Formation, Fund Accounting & Administration, Excel 365, Business Model Strategy, Underwriting, Media, Sports, IFRS 9, Rollup, Good Clinical Practice (GCP), CAPEX, Operating Expenses (OPEX), Business Analysis, Financial Regulations, IT Business Analysis, Stakeholder Management, Broker Dealers, FINRA, Financial Markets, Acquisition Analysis, Company Analysis, Profitability Analysis, Organizational Strategy, Investment Capital Raising, Financial Market Data, Bloomberg Terminal, Equity Market Data, Unit Economics, Lending, Corporate Development, Financial Advisory, Corporate Strategy, Strategic Planning, LLC Agreements, Sell-side, Financial Data, Law, Capital IQ, Debt Analysis
Other Experience
Education
2008 - 2012
Bachelor's Degree in Finance and Business Economics
The Chinese University of Hong Kong - Hong Kong, China
Certifications
DECEMBER 2018 - PRESENT
CFA
CFA Insitute
Skills
Finance
Financial Modeling, Mergers & Acquisitions (M&A), Private Equity, Valuation, DCF Valuation, Capital Raising, Comparable Company Analysis, Equity Capital, Equity Valuation, Discounted Cash Flow (DCF), Investment Thesis, Reinsurance, Fundraising, Corporate Finance, Private Company Valuation, Market Research, M&A (Buy-side), Equity Research, M&A Modeling, Due Diligence, Forecasting, Revenue & Expense Projections, Valuation Modeling, Leveraged Buyout Modeling, Investment Memoranda, M&A (Sell-side), Blockchain, Three-statement Modeling, Pricing, Financial Planning & Analysis (FP&A), Investment Briefs, Equity Research Analysis, Net Debt Analysis, Angel/Seed Funding, Cash Flow, Startup Funding, CFO, Accounting, FIG, Specialty Finance, Financial Reporting, Credit Risk, Minority Investments, Private Equity Secondaries, Debt Raises, Portfolio Analysis, Cash Flow Modeling, Investment Return Scenario Analysis, Chartered Financial Analyst (CFA), Controller, P&L Forecasting, Profit & Loss (P&L), Revenue Modeling, Credit/Debt, Private Equity Valuation, Project Finance, Credit Underwriting, Trade Finance, Working Capital Management, Asset Allocation, Pre-revenue Valuation, Pro Forma Financial Statements, Risk Models, Valuation Analysis, Financial Consolidation, Data Analysis, Total Addressable Market (TAM), Crowdfunding, Cash Flow Forecasting, Cost of Capital, Fund Management, Weighted Average Cost of Capital (WACC), Capital Structuring, Development Finance, Development Finance Institutions (DFI), Deal Analysis, Cap Table Formation, Rollup, Operating Expenses (OPEX), Financial Regulations, Profitability Analysis, Growth Capital Raising, Financial Restructuring, Debt Restructuring, Pricing Strategy, Capital Placement, Finance Strategy, Financial Advisory, Debt Analysis, Hedging, Venture Funding, Seed Fundraising, RiskMetrics, M&A Earn-out Agreements, Fund Structure, Structuring of Funds, Series A, Budgeting, Consumer Lending, Consumer Loans, Microfinancing, Micro Lending, Environmental, Social, and Governance (ESG) Rating, Asset-backed Securities (ABS), Private Credit, Sovereign Wealth Funds (SWFs), Lending, Growth Equity, Financial Accounting, Cross-border M&A, Deal Advisory, Five-year Projections, Fund of Funds, Risk, Fixed Income Analysis, Trade Support
Output Software
Microsoft PowerPoint, Microsoft Excel, Google Sheets
Data & Analysis Software
Crunchbase, Financial Data, Capital IQ, Intuit QuickBooks, Xero Accounting, Bloomberg
Industry Expertise
Venture Capital, Insurance Technology (Insurtech), Insurance, Life Insurance, Financial Services, Tokenomics, Institutional Investors, Early-stage Startups, Public Companies, Oil & Gas, Asset Management, Confidential Information Memorandum (CIM), Debt Capital Markets, 506(c) Public Hedge Fund Exemption, Corporate Structure, Entertainment & Leisure, Sports, Financial Markets, Capital Markets, Technology, Banking & Finance, Software, High-tech Startups, Music, Consumer Products, Healthcare, Energy, Agrotech, Real Estate, Fashion, Luxury Goods, Education Technology (Edtech), Macroeconomics, Retail & Wholesale, Law, Private Clouds, Automotive
Geographic Expertise
Asia-Pacific (APAC), China, Southeast Asia, Hong Kong, Asia, Middle East, Singapore
Other
Financial Analysis, Stock Analysis, DCF Modeling, Emerging Markets, Sensitivity Analysis, Investments, Equity Investment, Investing, Investment Cases, Finance, Financials, P&C Insurance, Startups, Business Development, Fintech, Pitch Decks, Pitch Deck Consultant, Market Research & Analysis, Business Strategy, Marketing Research & Analysis, Business Plan Consulting, Cryptocurrency Exchanges, Blockchain & Cryptocurrency, Crypto, Leveraged Buyout (LBO), Decentralized Finance (DeFi), Investor Relations Consultant, Investor Presentations, Term Sheet Advisory, Term Sheet Negotiations, Deal Sourcing, Deal Review, Investment Strategy, Business Models, Business Planning, Strategy, Tokenization, Competitive Analysis, Market Trends, Board Presentations, eCommerce, Financing, Market Research Analyst, Competitor Analysis & Profiling, SaaS, Early-stage Venture Capital, Investment Analysis, Investment Committee Advisory, Cryptocurrency, Angel Investing, China Relations, Financial Forecasting, Fundraising Consultant, Fundraising Strategy, Early-stage Funding, Metaverse, Web3, Interim CFO, Consolidated Reporting, Risk & Compliance, Investor Reporting, Startup Consulting, Private Equity Consultant, M&A Strategy, Buy Now Pay Later (BNPL), Credit Scores, Information Memoranda, Growth Strategy, Business to Business (B2B), Investor Relations, Fintech Consultant, Research, Stock Market, Data Research, Due Diligence Consultant, Storytelling, Content Creation, Content Writing, Investment Research, Alternative Investments, Finance Blog, B2B, Hedge Funds, Marketplaces, Financial Writer, P&L Management, Fractional CFO, Business Consulting, Waterfall Modeling, Risk Modeling, Asset Securitization, Small & Medium-sized Enterprises (SME), Infrastructure, Mentorship & Coaching, Asset Tokenization, CIM, Teasers, Excel Modeling, Investment Funds, M&A Due Diligence (Financial), Project Management, Scenario Analysis, IRR, Structured Finance, Cap Tables, Pitch Preparation, Private Capital Markets, Research Analysis, Cash Flow Management, Finance Director, Impact Investing, Key Performance Indicators (KPIs), Pricing Models, Break-even Analysis, Controllership, Go-to-market (GTM) Strategy, Term Sheets, Hedge Fund Consultant, Exit Planning, Compensation Plans, employee compensation, Dashboards, Corporate Finance Consultant, Exit Strategy, Primary Research, Digital Payments, Initial Coin Offering (ICO), Cash Flow Analysis, Pitch Decks, Storytelling, Bonds, Data Visualization, Excel Expert, Buy-side, Video Games, Deal Execution, Executive Consulting, Portfolio Management, Joint Ventures, Strategic Partnerships, Capital Allocation, NPV Calculation, Risk Assessment, Stress Testing, Merger Modeling, Acquisitions, Debt Financing, Subscription Models, Spreadsheets, Board Reporting, Business Modeling, Property Insurance, Financial Presentations, Pitch Presentations, Presentation Development, Presentation Design, Fund Accounting & Administration, Excel 365, Business Model Strategy, Underwriting, Media, Market Sizing, CAPEX, Business Analysis, Stakeholder Management, Broker Dealers, FINRA, Product-market Fit, Acquisition Analysis, Company Analysis, Data Collection, Organizational Strategy, Contract Review, Contract Negotiation, Restructuring, Investment Capital Raising, Balance Sheet Optimization, Restructuring Consultant, Financial Market Data, Bloomberg Terminal, Equity Market Data, Unit Economics, Capitalization Tables, SAFE Network, Financial Investment Structuring, Corporate Development, Corporate Strategy, Strategic Planning, LLC Agreements, Communication, Distribution Management, Use of Proceeds, Sell-side, Non-fungible Tokens (NFT), Deal Structuring, Complex Transaction Agreements, Shareholders' Agreement (JVA), Mobile Payments, Social Networks, Investment Banking, Web 3.0, Digital Asset Management, Financial Products, Software as a Service (SaaS), Employee Stock Options, Data Rooms, Edtech Design, Ethereum, Reporting, Risk Management, US GAAP, Artificial Intelligence (AI), Consumer Services, Enterprise Software, Subscriptions, Wellness, Operations, Policies & Procedures Compliance, Treasury, Treasury & Liquidity Management, Treasury Management, Music Publishing, Music Production, Music Streaming, Private Placements, Healthcare IT, Part-time CFO, Health IT, Metals & Mining, Growth Strategy Consultants, Grants, Cash Flow Consultant, Process Design, Merchant Cash Advances, Hardware, Copywriting, Environmental, Social, and Governance (ESG), Healthtech, Grant Proposals, Smart Contracts, Foodtech, High Net Worth Individuals (HNWI), Investment Policy Statements (IPS), Management Consulting, Operations Management, Gambling, Month-end Processes, Monthly Close Process, Swaps, Jewelry, Structuring, Clean Energy, Copywriting, Insurance Broking, Business to Consumer (B2C), Trading, Intellectual Property, Search Fund, Biotechnology, GCC, Mobile Consumer Applications, Spend Management, Liability Insurance, IFRS 9, Good Clinical Practice (GCP), Leadership, IT Business Analysis, Digital Product Management, Product Bundling, Legal, Assets, Complex Account Reconciliations, Performance Analysis, Market Risk, Corporate Actions, Consumer Packaged Goods (CPG), S&P Capital IQ, Post-merger Integration, Business, Economics, Asset Liability Management (ALM), Regulatory Technology (Regtech), Modeling, Revenue Projections, Transaction Advisory, Business Process Outsourcing (BPO), Web3.js, Digital Banking, Company Research, Mandarin-English Translation, Manufacturing, Trade, Financial Statements, Online Gaming, Cryptoeconomics, Equity Markets, Regulations, Medical Devices, Enterprise SaaS, Recruitment, Family Office, Cloud Computing, Natural Language Processing (NLP), Property Management, Risk Scorecards, Electric Vehicles, Cryptocurrency Trading, Monte Carlo Simulations, WCF RIA Services, Consumer Electronics, Xero, Large Language Models (LLMs), Settlements, Quantitative Research, Python
Collaboration That Works
How to Work with Toptal
Toptal matches you directly with global industry experts from our network in hours—not weeks or months.
1
Share your needs
Discuss your requirements and refine your scope in a call with a Toptal domain expert.
2
Choose your talent
Get a short list of expertly matched talent within 24 hours to review, interview, and choose from.
3
Start your risk-free talent trial
Work with your chosen talent on a trial basis for up to two weeks. Pay only if you decide to hire them.
Top talent is in high demand.
Start hiring