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: Due Dilligence, Budgeting, Business Plan Development, Angel/Seed Funding, Growth Capital Raising
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: Financial Planning & Analysis (FP&A), Financial Strategy, Capital Raising, Financial Reporting, Three Statement Operating Model
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.
Focus areas: Budgeting, Business Plan Development, Investor Communications, Financial Modeling, Portfolio Analysis
Associate, Investment Banking
2005 - 2007
Raymond James (formerly Morgan Keegan)
Completed $100 million+ M&A transaction in the specialty retail space—performing due diligence, drafting CIM, contacting potential buyers, and facilitating their due diligence process.
Completed fairness opinions/valuations in the financial services and biotech space.
Completed a $30 million+ public equity offering in the financing services space.
Completed a $10 million+ private equity capital raise in the business process outsourcing/technology space.
Worked on numerous engagements involving public and private equity raises, M&A, debt, and fairness opinions.