Calvin has helped raise a total of over $300 million in capital for dozens of VC-backed startups, PE-backed middle market companies, public companies and investment funds. He has run several buy and sell-side M&A processes. As a freelancer, he enjoys exploring strategic opportunities with companies undergoing significant change and growth. He has extensive experience in mobile technology, financial services, edtech, and transaction processing.
Managed $100 million+ in alternative assets including seed and VC-stage investments, microfinance funds, real estate and other assets across the India, Africa, Europe, Latin America, and the United States.
Managed early-stage investments in India, Kenya, and the United States, working with entrepreneurs on business plans, strategy, and capital campaigns.
Negotiated deal terms, coached, and raised capital for two dozen startup and early-stage enterprises spanning education, mobile technology, transaction processing, healthcare, and energy.
Traveled to India to attend conferences, build an investment pipeline, and meet with portfolio companies.
Focus areas: Growth Capital Raising, Angel/Seed Funding, Business Planning, Budgeting, Due Diligence
Director of Finance
2011 - 2012
SourceTrace Systems Inc.
Built a multi-currency enterprise model for projecting company's budget, long-term forecast, and cash flow.
Oversaw the outsourced accounting functions in U.S., India, and Latin America—managing the relationships with 3 accounting firms and facilitating the roll-up of financial statements.
Prepared and presented financial reports—including financial projections and budget vs. actual analyses to the board of directors.
Relocated to India to oversee the reorganization of our software engineering team. Streamlined the software development process—speeding up development time and reducing costs.
Hired by VC investor Gray Matters Capital during a reorganization of the management team.
Focus areas: Three Statement Operating Model, Financial Reporting, Capital Raising, Strategy, Financial Planning & Analysis (FP&A)
2007 - 2011
Oversaw the business development and day-to-day operations of the investment advisory business unit.
Grew an investment advisory practice from $50,000 initiative into a $250 million+ AUM (assets under management) financial advisory subsidiary.
Pitched, negotiated, and executed a services contract with Citibank for managing the Communities at Work Fund: a $200 million fund for the community banking space.
Built a demand-and-capitalization model and market analysis for the U.S. Treasury Department on the community banking sector during the financial crisis.
Worked with the executive team of PayPal’s MicroPlace—a FINRA-registered online broker/dealer—to launch their site in a joint venture.
Developed the Calvert Foundation’s budget and forecasting model and managed the budget process.