Alex is a Colombia-based CFA who is a principal at a local VC fund. He enjoys freelancing to keep abreast of industry trends and to reinforce his experience in investing, consulting and fixed income/currency trading. With a technical skill set and an engaging communicative touch, he is proficient at valuations and market analysis. His breadth of work has ranged from projects with the Bank of England to helping a jewelry entrepreneur to fundraise.
Monitoring the current $12m portfolio (12 investments) and assisting with board-level strategy.
Building deal pipeline and outreach channels.
Creating new investment thesis and fundraising plan.
Mentoring in local accelerators.
Modeling scenario projections for liquidity events.
Focus areas: Angel/Seed Funding, Valuation, Business Plan Development, Deal Sourcing, Market Sizing, Fundraising, Venture Capital
2016 - 2017
Client A: Designed, budgeted and executed new online media strategy to diversify business away from struggling printed material focus.
Client A: Led ongoing fundraising for an angel round of $200k and successful application for a $30k grant from Startup Chile.
Client B: prepared financial model, equity recapitalization and pitch decks for $550k investment round.
Client C: Planned an expansion into the US market with full budget and market segmentation analysis.
Bizcorps: Re-engineered internal consulting business model, building a business plan that expanded from one to three lines.
Focus areas: Financial Planning & Analysis (FP&A), Budgeting, Business Plan Development, Venture Funding, Working Capital Management, Digital Marketing, Strategy, Pitch Decks
Portfolio Management & Treasury Dealer
Investec Bank plc
2008 - 2013
Researched and implemented new innovative FX hedging strategies that increased annual profits by £2m over three years.
Sourced, screened, performed due diligence and executed asset purchases for a £550m 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 £200m of vital short-term loan facilities from 30 banks during volatile European market conditions.
Demonstrated client flexibility by modelling the unwind of an esoteric 10-year old gold trade within two days for a profit of £5.5m.
Increased productivity by building an automated (and more transparent) deposit pricing algorithm into 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.
Despite the large increase in resources aimed at helping founders navigate the fundraising process, many still struggle when it comes to particular term sheet clauses that can have unintended consequences if misunderstood.
These clauses can lead to founders losing control of their company or payout structures upon exit down the road, regardless of how much capital they succeeded in raising. This in-depth post by Toptal Finance Expert and VC Alex Graham fills the knowledge gap by breaking down the term sheet's trickiest clauses and the implications thereof.
Master's degree (MBA) in Business Administration
IE Business School - Madrid, Spain
2014 - 2015
Approved Person in Financial Markets
Financial Conduct Authority - London, UK
2010 - 2013
Chartered Financial Analyst (CFA) in Investment Management
CFA Institute - London, UK
2010 - 2013
Bachelor of Science (Hons) in Business Administration