Publication
AI Investment Primer: A Practical Guide to Appraising Artificial Intelligence Dealflow (Part II)
https://www.toptal.com/management-consultants/market-research-analysts/ai-investment-primer-2
Carolyn is currently unavailable
Carolyn Deng, CFA
Verified Expert in Management Consulting
Management Consulting Expert
Singapore, Singapore
Toptal member since November 16, 2017
Bio
A Wharton MBA and CFA charterholder, Carolyn has managed a $700 million VC portfolio, executed 20+ VC/PE investments and exits, and advised Bain clients on growth and return strategies. She's worked with startups and corporates across China, Canada, US, and Australia in VC financing, investment management, strategy, M&A and business development. Freelancing allows her to choose the projects that best leverage her unique experiences.
Career Highlights
Investment Associate, Global Funds, Co-invest, and Venture Capital
Ontario Teachers' Pension Plan Investment Board - Teachers' Private Capital
Education Highlights
Master of Business Administration (MBA) Degree
The Wharton School at the University of Pennsylvania
Chartered Financial Analyst (CFA)
CFA Institute
Certification Highlights
Chartered Financial Analyst (CFA)
CFA Institute
Case Studies
Investment Pitch for Fintech Digital Platform
P&L ForecastingDCF ValuationReturn AnalysisNew Product Business CasesFinancial Planning & Analysis (FP&A)
Pitch Deck for an Early-stage Tech Startup Fundraising
Pitch DecksMarket Opportunity AnalysisCompetitor Analysis & ProfilingBusiness PlanningFundraising
Residential Apartment Development Feasibility Study Summary
Residential Real EstateReal EstateFeasibility Studies
Industry Expertise
- Agriculture
- Energy, Utilities & Waste
- Finance
- Venture Capital & Private Equity
- Fitness & Dance Facilities
- Insurance
- Pharmaceuticals
- Plastic, Packaging & Containers
Other Expertise
- Australia
- Financial Modeling
- Financial Planning & Analysis (FP&A)
- Fundraising
- Mergers & Acquisitions (M&A)
- Pitch Presentations
- United States
Work Experience
Senior Manager, Group Strategy and M&A
2016 - 2017
Westpac
- Created a new digital banking proposition (including prototypes) for the business development team to acquire more than 200,000 new millennial customers and developed a product business case, including detailed P&L, cash flow, investment, and valuation projections, to internally pitch for funding.
- Developed medium-term strategic options for a mortgage portfolio business to improve profitability (ROTE) by 40%.
- Led the strategy review in the mobility ecosystem to develop a new revenue source for the bank.
Focus areas: Profitability Optimization, Business Planning, Strategy
Consultant
2014 - 2016
Bain & Company
- Created an outside-in, full-potential strategy to improve the shareholder return by 5% for a top Australian bank.
- Designed and implemented an NPS-based customer advocacy strategy for a leading wealth manager with more than 5,000 employees by designing surveys, establishing KPIs, and implementing operating rhythms across account management and operations team.
Focus areas: Paper & Packaging, Business Strategy
Investment Associate, Global Funds, Co-invest, and Venture Capital
2010 - 2012
Ontario Teachers' Pension Plan Investment Board - Teachers' Private Capital
- Evaluated private equity and venture capital direct and co-investment opportunities in technology, biopharmaceutical, and energy sectors.
- Led the due diligence and execution of more than 20 venture capital financing transactions worth more than $200 million (total money raised by startups backed by well-known venture capital investors such as Kleiner Perkins and NEA).
- Led management of a $700 million portfolio with more than 80 venture capital direct and funds investments.
- Developed an LBO, trading multiples, precedent transactions, and DCF valuation models.
- Negotiated NDAs, term sheets, and sales and purchase agreements; conducted management interviews.
- Provided the sole support to the head of venture capital (VC) and represented OTPP on VC fund limited partners (LP) advisory board.
- Managed investment exit process: completed one IPO, three M&A, one short sale, and 20 stock sale transactions.
- Executed eight global private equity and venture capital funds' investments, resulting in a $750 million aggregate commitment.
Focus areas: Deal Advisory, Due Diligence, Private Equity, Venture Capital
Other Experience
Publication
AI Investment Primer: Laying the Groundwork (Part I)
https://www.toptal.com/management-consultants/market-research-analysts/ai-investment-primer
Publication
Startup Financing for Founders: Your Companion Checklist
https://www.toptal.com/management-consultants/startup-funding-consultants/startup-financing-for-founders
Education
2012 - 2014
Master of Business Administration (MBA) Degree in Finance and Entrepreneurial Management
The Wharton School at the University of Pennsylvania - Philadelphia, PA, USA
2006 - 2010
Chartered Financial Analyst (CFA) in Financial and Investment Analysis
CFA Institute - Charlottesville, VA, USA
Certifications
SEPTEMBER 2012 - PRESENT
Chartered Financial Analyst (CFA)
CFA Institute
Skills
Finance
Revenue & Expense Projections, Financial Planning & Analysis (FP&A), DCF Valuation, Investment Portfolio Management, Private Equity, Mergers & Acquisitions (M&A), Financial Modeling, Fundraising, Budgeting, Startup Funding, Forecasting, Corporate Finance, Blockchain, Due Diligence, Deal Advisory, Profitability Optimization, P&L Forecasting, Return Analysis, Market Opportunity Analysis, Consumer Lending
Output Software
Microsoft PowerPoint, Microsoft Excel
Industry Expertise
Residential Real Estate, Venture Capital, Financial Services, Insurance, Real Estate, Technology, Consumer Products, Energy, Renewable Energy, Pharmaceuticals, Agrotech, Paper & Packaging, Agriculture
Geographic Expertise
Australia, United States, China, Canada
Data & Analysis Software
Capital IQ
Other
Artificial Intelligence (AI), Machine Learning, Mandarin-English Translation, Exit Strategy, Lean Startups, Investment Funds, Commercial Banking, Pitch Presentations, Market Research & Analysis, Management, Growth Strategy, Business Consulting, Small Business Consultants, Consulting, Management Consulting, Market Research Analyst, Budgeting Consultant, Energy Sector Expert, Portfolio Management, Fitness, Strategy, Business Planning, Business Strategy, New Product Business Cases, Pitch Decks, Competitor Analysis & Profiling, Feasibility Studies
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