Alex Graham

Alex Graham

Bogota, Colombia
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Alex Graham

Alex Graham

Bogota, Colombia
Member since December 17, 2016
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.
Alex is now available for hire
Career Highlights
Academic Highlights
Portfolio
Industry Expertise
  • Banking
  • Private Equity
  • Venture Capital
Other Expertise
  • Currencies
  • Fixed-Income
  • Investment Strategy
  • Strategic Planning
  • Treasury & Liquidity Management
Employment
  • Principal
    Velum Ventures
    2017 - PRESENT
    • 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
  • Strategy Consultant
    Bizcorps
    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.
    Focus areas: Portfolio Analysis, Financial Modeling, Financial Benchmarking, Portfolio Management, Liquidity Management, Currency Risk Management, Capital Structure Analysis, Trading, Fixed Income, Treasury, Asset & Liability Management
  • Operations Intern: Corporate Actions
    Morgan Stanley
    2007 - 2007
    • 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.
    Focus areas: Corporate Actions, Financial Risk Assessment, Financial Modeling
  • Operations Intern: Credit Card Projects
    HSBC
    2005 - 2006
    • Involved in strategic implementation of firm-wide projects (i.e. Asian call center migration) into the retail bank.
    Focus areas: Offshoring, Profitability Analysis, Business Intelligence
Other Experience
  • How Term Sheets Can Screw You (Publication)
    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.
Education
  • 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
    University of Bath - Bath, UK
    2004 - 2008
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