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Alex Graham

Alex Graham

London, United Kingdom
Member since December 17, 2016
Alex is a London-based CFA charterholder who has had a global career. He enjoys freelancing to keep abreast of industry trends and to reinforce his experience from venture capital, consulting and bond/currency trading. With a technical skill set and an engaging communicative touch, he is proficient in valuations and market analysis. His breadth of work has ranged from projects with the Bank of England to helping a jewelry entrepreneur fundraise.
Alex is now available for hire
Career Highlights
Education
Select Certifications
Case studies
Industry Expertise
  • Venture Capital
Other Expertise
  • Customer Acquisition Costing
  • Fixed-income
  • Investment Strategy
  • Strategic Planning
  • Total Addressable Market (TAM)
  • Treasury & Liquidity Management
Employment
  • Freelance Financial Consultant
    2017 - PRESENT
    Freelance
    • Collaborated with the GP, on a fund, to write a new investment thesis on “pre-idea talent investment”, leading to a $200,000 pilot.
    • Constructed waterfall model and NAV valuation tool for an open-ended venture capital fund, helping to solicit new LPs.
    • Built operating budget and investment forecast horizon for a $20 million blended debt/equity emerging market VC fund.
    • Conducted comprehensive TAM analyses for funds/corporates for markets in consulting, consumer goods, and software.
    • Worked on the deck, due diligence and valuation guidance for various fintech, on-demand marketplace, and edtech startups.
    • Constructed a fintech lender's loan portfolio origination model, operating budget, and cash flow requirements.
    Focus areas: Fundraising, Total Addressable Market (TAM), Financial Modeling, Venture Funding, Early-stage Venture Capital, Investment Thesis, Business Plan Development, Budgeting
  • Investment Manager
    2017 - 2017
    Velum Ventures
    • Monitored the current $12 million portfolio (12 investments) and assisted with the board-level strategy.
    • Built a deal pipeline and outreach channels.
    • Created a new investment thesis and fundraising plan.
    • Mentored in local accelerators.
    • Built modeling scenario projections for liquidity events.
    • Made a feasibility study on new capital legal structures (evergreen and deal-by-deal).
    Focus areas: Early-stage Venture Capital, Investor Decks, Revenue Modeling, Early Stage Funding, Fund Governance
  • Strategy Consultant
    2016 - 2017
    Bizcorps
    • Designed, budgeted, and executed new online media strategy for Client A to diversify the business away from struggling printed material focus.
    • Led the ongoing fundraising for Client A concerning an angel round of $200,000 and successful application for a $30,000 grant from Startup Chile.
    • Prepared for Client B: a financial model, equity recapitalization, and pitch decks for $550,000 investment round.
    • Planned for Client C: an expansion into the US market with a full budget and market segmentation analysis.
    • Re-engineered for Bizcorps: an internal consulting business model—building a business plan that expanded from one to three lines.
    Focus areas: Finance Strategy, Business Advisory, Digital Strategy, Budgeting, Fundraising
  • Portfolio Management and Treasury Dealer
    2008 - 2013
    Investec Bank plc
    • Researched and implemented new innovative FX hedging strategies that increased annual profits by £2 million over three years.
    • Sourced, screened, performed due diligence and executed asset purchases for a £550 million long-dated fund. The same fund was later sold for a 16% IRR.
    • Collaborated with colleagues in South Africa to introduce innovative internal repo trade structures that offered yield with capital efficiency. This contributed to the average capital risk weighting of portfolio lowering from 20% to 4%.
    • Worked within negotiations surrounding the renewal of £200 million of vital short-term loan facilities from 30 banks during volatile European market conditions.
    • Demonstrated client flexibility by modeling the unwind of an esoteric ten-year old gold trade within two days for a profit of £5.5 million.
    • Increased productivity by building an automated (and more transparent) deposit pricing algorithm into a retail product group.
    • Gained extensive budgeting and scenario analysis experience from the integration of M&A companies into the business and the consolidation of duplicated group activities into London HQ.
    • Traded daily FX exposure and cash balances across 20 currencies.
    Focus areas: Corporate Treasury, Investment Portfolio Management, Portfolio Analysis, Forex Trading, Fixed Income Analysis
  • Operations Intern: Corporate Actions
    2007 - 2007
    Morgan Stanley
    • Built a VBA corporate action calculator that rated and ranked new equity events from just an ISIN/CUSIP indicator.
    • Aided the transition and training of the risk team from London to Glasgow; completed the move early and below budget.
  • Operations Intern: Credit Card Projects
    2005 - 2006
    HSBC
    • Involved in the strategic implementation of firm-wide projects (i.e. the Asian call center migration) into a retail bank.
Other Experience
  • Should You Go It Alone with a Single-person Startup? (Publication)
    Popular rhetoric states that you need a team to found a startup. But what if you don’t have the desire or the right co-founders to start a new venture in a team? Contrary to popular belief, there are many successful solo ventures. This guide presents some tactics for solo entrepreneurs to follow when starting a solo venture.
  • Do Economic Moats Still Matter? (Publication)
    Companies, like castles, need a line of defense to repel the invaders' advances. Economic moats, taking a cue from their watery namesakes, are long-term and sustainable competitive advantages that protect others from seizing market share. But on the flipside, are they actually just lazy, passive strategies that shun innovation?
  • Exploring Evergreen Funds with a VC Investor Who Raised One (Publication)
    VC and PE fund structures are traditionally raised in the closed-ended manner, through limited partnerships with end dates. A less common alternative to this is an open-ended/evergreen fund, an ongoing structure that continues indefinitely. In this article we discuss the nuances of open-ended funds with a GP from B37 Ventures, who raised and operates one.
  • ICOs, Exotics and Platforms - An Insider’s Perspective on the Future of Venture Capital (Publication)
    2017 saw a number of issues arise in the VC industry and it may be approaching a watershed regarding its relevance. This article looks into the root causes of the industry’s problems and why they have come to light. VCs can go through a pivot of their own to retain a seat at the table, with big data, exotic funds and platforms offering a path forward.
  • Fintech and Banks: How Can the Banking Industry Respond to the Threat of Disruption? (Publication)
    Fintech attention tends to focus on startups and their efforts to unbundle the financial service industry’s suite of services. But how are banks responding to this disruptive threat? Despite their wealth, talent, and rich history of innovation, they have been sluggish to respond to the upstart movement. This article suggest four ways banks can change their tact and respond better to fintech.
  • Great Recent Examples of Competitive Strategy Successes (Publication)
    Competitive strategy frameworks are widely known and mainstays of university curricula, despite being almost 40 years old. We often hear the stories of Walmart and Southwest Airlines, but what modern examples are there? In this article we use Michael Porter’s activity positioning framework to show successful applications of competitive strategy from modern digital companies.
  • TAM Methodology: An Explanation and Example of Total Addressable Market Analysis (Publication)
    Total Addressable Market (TAM) sizing exercises have become very popular for assessing the potential of a business. TAM is, however, often miscalculated and misinterpreted. In this article, we will look at how to calculate it and its derivative subset waypoints of SAM and SOM. A working example will also be demonstrated for WeWork.
  • A Deep Dive into Elon Musk’s Investments: The Makings of a Billionaire (Publication)
    Everyone is familiar with Elon Musk the Entrepreneur, but what about Musk the Investor? In this article, we will look at how Musk has funded his ventures and managed his personal angel investments over his career, clever tactics that he has applied, and lessons learned from his experiences.
  • Three Core Principles of Venture Capital Portfolio Strategy (Publication)
    Many newcomers to venture capital fail to appreciate some of the nuances that distinguishes venture investing from traditional forms of financial investing. This article delves into three areas in particular that new venture investors should look to understand.
  • Term Sheet Templates - Clauses to Look Out For During Negotiation (Publication)
    Despite the large increase in resources aimed at helping founders navigate the fundraising process, many still struggle when it comes to comprehending certain term sheet clauses. Such clauses can lead to founders losing control of their company or payout structures upon exit down the road. This post breaks down the term sheet's trickiest clauses and the implications thereof.
Education
  • Master's degree (MBA) in Business Administration
    2014 - 2015
    IE Business School - Madrid, Spain
  • Bachelor of Science degree with honors in Business Administration
    2004 - 2008
    University of Bath - Bath, UK
Certifications
  • Chartered Financial Analyst (CFA)
    AUGUST 2013 - PRESENT
    CFA Institute
  • Approved Person in Financial Markets
    FEBRUARY 2010 - DECEMBER 2013
    Financial Conduct Authority (UK)
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