- Involved in fundraising of a Peruvian fintech company—$30 million in equity and $27 million in debt. Worked with the executive team, managed the process with investors and brokers—Q&A and DD—and developed all materials required.
- Involved in the bridge round ($4 million) of a French gaming startup with VC investors. Involved in investor screening and outreach, meetings with the team, participated in the negotiation process, and reviewed legal documentation (term sheet).
- Worked on the buy side of US car dealerships ($20 million in valuation) for a Canadian fund. Developed a flexible operating model that included four loans and a waterfall model to assess the return for potential investors.
- Worked on the buy side of an Asian manufacturing company with five geographies. Built a flexible operating and valuation model, including the closure of facilities, implementing cost-saving programs and outsourcing with results presented internally.
- Acted as an FP&A manager for a US SaaS insurtech (P&C). Worked closely with the CFO to review past and projected financial performance, improve monthly cash flow, and create a bonus commission structure, annual budget, and board presentations.
- Acted as an IBD specialist for a European capital-raising firm. Involved in series A fundraising (social media startup of €10 million), created the financial model, helped with the pitch creation, and participated in investor calls and term sheet review.
- Developed various financial models for startups in the SaaS companies (US, Europe), ITaaS industry (UK), eCommerce (Italy, LatAm), coffee shop (Canada), online on-demand delivery (USA), and youth hostel (USA) businesses.
- Involved in the acquisition of Amazon sellers (valuation $1–6 million), leading the original assessment and the DD process. Participated in the negotiations and was involved in the fundraising process as an M&A manager for an Amazon aggregator company.
Focus areas: Fundraising, Seed Fundraising, Fundraising Consultant, Startups, Early-stage Startups, High-tech Startups, Enterprise SaaS, Pitch Decks, Pitch Preparation, Pitch Deck Consultant, Excel Modeling, Financial Modeling, Pro Forma Financial Statements, eCommerce, Real Estate, Online Business, P2P, Fintech, Startup Funding, Deal Structuring, Deal Sourcing, Pitch Presentations, Financial Planning & Analysis (FP&A), Financial Presentations, Board Presentations, Investor Presentations, Funding Presentations, Investment Presentations, Angel/Seed Funding, Funding Process, Funding Strategy, Venture Funding, Early-stage Funding, Venture Capital, Financing, B2C, Series A, Gaming, Forecasting, Mergers & Acquisitions (M&A), Three-statement Modeling, Business Models, Revenue & Expense Projections, Management Reporting, Europe, Incubator Management, Digital, Startup Accelerators, Blockchain, Social Media, Business Plan Consulting, Business Planning, Budgeting, Cash Flow Modeling