Hudson Cashdan, Finance Expert in New York, NY, United States
Hudson Cashdan

Finance Expert in New York, NY, United States

Member since December 28, 2016
Hudson has a broad financial experience as a trader, hedge fund equity analyst and portfolio manager, middle-market private equity associate, and director of finance for an enterprise SaaS startup. He is a strategic thinker adept at dealing with the details of a business or transaction. As a freelancer, he enjoys exposure to a range of industries and business models while working with innovative management teams to advance solutions.
Hudson is now available for hire

Career Highlights

Education

Select Certifications

Case studies

Expertise

Employment

  • Finance and Product Director

    2020 - PRESENT
    Offramp, LLC
    • Led the product team that built an alternative financial data platform from scratch.
    • Scaled the platform from zero to 90,000 active monthly users in 14 months.
    • Worked with engineering to build proprietary technology feeding the sales-and-sales marketing funnel.
    Focus areas: Data, Cap Tables, Key Performance Indicators (KPIs), Excel Modeling, Financial Modeling, Financial Planning & Analysis (FP&A), Three-statement Modeling, Big Data, Content Marketing, Marketing Technology (MarTech), Profit & Loss (P&L), Pitch Decks, Business Models, Revenue & Expense Projections, Business Planning, Forecasting, Market Research, Total Addressable Market (TAM), Venture Capital, New Product Business Cases, Customer Acquisition, Hypothesis Testing, Growth Strategy, Early-stage Funding, Startup Consulting, Startup Growth Strategy Development, Pitch Deck Consultant, Profitability Analysis, Project Management, Break-even Analysis, Revenue Projections, Budgeting, Quantitative Analysis, Part-time CFO, CFO, Technology, Microsoft PowerPoint, Financial Forecasting, Financial Data, Software as a Service (SaaS)
  • Fundrasing Expert

    2022 - 2022
    Frangere Inc.
    • Worked with management to re-engineer the financing structure driving the business model.
    • Shifted strategy from full equity financing to asset-based financing that is expected to dramatically reduce dilution.
    • Worked with the team to augment the investor presentation materials as needed.
    Focus areas: Forecasting, Financial Modeling, Fundraising, Revenue & Expense Projections, Pitch Decks, Technology, Consulting, Financial Forecasting, M&A Modeling
  • Financial Forecasting

    2022 - 2022
    The Lost Draft LLC
    • Built pro forma model for retail F&B concept pre-opening.
    • Developed and demonstrated the importance of KPIs using a scenario analysis financial model.
    • Recommended financial controls and budgeting and forecasting processes.
    Focus areas: Forecasting, Financial Modeling, Revenue & Expense Projections, Food & Beverage, CAPEX Budgeting & Inventory Management, Break-even Analysis, Revenue Projections, Competitor Analysis & Profiling, Financial Planning & Analysis (FP&A), United States, Budgeting, Operations, Consulting, Financial Forecasting
  • Fundraising/Modeling Expert

    2022 - 2022
    Sawyer Winston
    • Guided a business strategy related to a single-family real estate portfolio using a scenario analysis financial model.
    • Forecasted company and investor returns using the Waterfall cash flow model.
    • Led negotiations with a long-term financial partner.
    • Advised on construction acquisition and other non-real estate M&A deals.
    Focus areas: Fundraising, Early-stage Startups, Financial Modeling, Forecasting, Venture Capital, Business Models, Fundraising Consultant, Energy, Oil & Gas, Real Estate, Consulting, Financial Forecasting, M&A Modeling, Deal Analysis, Asset-based Finance
  • Fundraising Consultant

    2022 - 2022
    XMT Construction, Inc
    • Engaged with the client on thorough business model due diligence to fully understand the investment opportunity.
    • Conducted market research to determine product market fit, Total Addressable Market (TAM), and Serviceable Addressable Market (SAM).
    • Constructed investor presentation, including formatting and content used to pitch seed-stage VCs.
    Focus areas: Fundraising, Pitch Decks, Seed Fundraising, Startups, Technology, Microsoft PowerPoint, Financial Forecasting, Software as a Service (SaaS)
  • Financial Advisor

    2022 - 2022
    [Undisclosed] Financial Research Group
    • Built a financial model incorporating multiple scenarios for a seven-year-old, $2.5 million annual revenue, cash flow positive, bottom-up market research group.
    • Managed relationships with prospective lending partners financing the growth phase.
    • Collaborated with the CEO to build a new product line that would likely be spun off as a separate business.
    Focus areas: Financial Modeling, Financial Planning & Analysis (FP&A), New Products, Business Strategy, Revenue Projections, Budgeting, Financing, Loans & Lending, Business Plan Consulting, Debt Financing, Consulting, Financial Forecasting, Deal Analysis
  • Financial Planning and Analysis

    2021 - 2021
    Hand Barell Bourbon
    • Built the financial model used for the seed fundraising round (in the process).
    • Collaborated with the client through an iterative process to add specificity around inventory and cash flow.
    • Advised on the ideal financing structure at various stages of the forecasted business maturity.
    Focus areas: Fundraising Consultant, Startup Consulting, Business Strategy, Food & Beverage, CAPEX Budgeting & Inventory Management, Break-even Analysis, Revenue Projections, Business Plan Consulting, Equity Financing, Consulting, Financial Forecasting, Asset-based Finance
  • Consultant

    2020 - 2021
    Self-employed, Blockchain Platform Client
    • Built a token economics model to forecast the impact on market prices under various scenarios.
    • Collaborated with the tech and product team to align product development with the required token economics.
    • Worked with regulators on behalf of the client to ensure compliance and obtain necessary approvals.
    Focus areas: Cryptocurrency, Three-statement Modeling, Compliance, Tokenomics, Pitch Decks, Business Models, Revenue & Expense Projections, Business Planning, Forecasting, Market Research, Total Addressable Market (TAM), New Product Business Cases, Growth Strategy, Early-stage Funding, Startup Consulting, Startup Growth Strategy Development, Pitch Deck Consultant, Fundraising, Business Plan Consulting, Technology, Consulting, Financial Forecasting, M&A Modeling, White Papers
  • Consultant

    2020 - 2020
    TWYST
    • Built the pricing model for RFID-based industrial warehouse automation software plus a hardware solution.
    • Worked with the founder to ascertain the core value-add and estimate market size and new product potential.
    • Built a financial model for short and intermediate-term cash flow needs under various scenarios.
    Focus areas: Pricing Models, Financial Modeling, Financial Planning & Analysis (FP&A), Pro Forma Financial Statements, Business Models, Revenue & Expense Projections, Business Planning, Total Addressable Market (TAM), New Product Business Cases, Early-stage Funding, Startup Consulting, Startup Growth Strategy Development, Pitch Deck Consultant, Pricing, Business Strategy, CAPEX Budgeting & Inventory Management, Business Plan Consulting, Technology, Consulting, Manufacturing
  • Consultant

    2019 - 2020
    She's Well
    • Integrated marketing and financial data to restructure KPIs.
    • Built the full profit and loss forecasts using new KPIs.
    • Modeled out the sales and marketing funnel using Excel.
    • Cleaned up the capitalization table and advised on the financing impact.
    • Used the model to raise a $2,100,000 seed round led by 500 startups.
    Focus areas: Seed Fundraising, Excel Modeling, Financial Modeling, Financial Planning & Analysis (FP&A), Blockchain, Three-statement Modeling, Cap Tables, Key Performance Indicators (KPIs), P&L Forecasting, Finance Strategy, Venture Funding, Pitch Decks, Revenue & Expense Projections, Business Planning, Forecasting, Market Research, Total Addressable Market (TAM), Venture Capital, New Product Business Cases, Customer Acquisition, Growth Strategy, Early-stage Funding, Startup Consulting, Startup Growth Strategy Development, Pitch Deck Consultant, Profitability Analysis, Revenue Projections, Fundraising, Equity Financing, Technology, Consulting, Financial Forecasting, Software as a Service (SaaS)
  • Product Leader

    2019 - 2019
    Banyan Hill Publishing
    • Launched a financial newsletter focused on the IPO/SPAC market.
    • Acted as a member of the senior editorial team that generated $10,000,000+ subscriber revenues and was the largest at the company.
    • Generated investment analysis and composed copy related to upcoming and recent IPOs.
    Focus areas: Publishing, Financial Markets, Financials, Customer Acquisition, Hypothesis Testing, Financial Writer
  • Consultant

    2019 - 2019
    Consultant, Real Estate Developer
    • Built a financial model for pre-funding a real estate development venture.
    • Consulted development experts in the community on best practices.
    • Worked with marketing and the founding team to determine product/market fit.
    Focus areas: Excel Modeling, Financial Modeling, Financial Planning & Analysis (FP&A), Real Estate, Pro Forma Financial Statements, Business Models, Revenue & Expense Projections, Business Planning, Forecasting, Waterfall Modeling, Break-even Analysis, Microsoft PowerPoint, Consulting, Financial Forecasting, M&A Modeling
  • Consultant

    2019 - 2019
    Braintrust
    • Built a token economics model for innovative user-owned services marketplace.
    • Constructed a financial model used to obtain ~$20 million in Series A funding.
    • Developed the KPIs used to monitor business performance.
    Focus areas: Marketplaces, Venture Funding, Cryptocurrency, Key Performance Indicators (KPIs), Excel Modeling, Financial Modeling, Financial Planning & Analysis (FP&A), Blockchain, Three-statement Modeling, Forecasting, Finance Strategy, Tokenomics, Pitch Decks, Business Models, Revenue & Expense Projections, Business Planning, Market Research, Total Addressable Market (TAM), Venture Capital, New Product Business Cases, Growth Strategy, Early-stage Funding, Startup Consulting, Startup Growth Strategy Development, Pitch Deck Consultant, Profitability Analysis, Break-even Analysis, Revenue Projections, Equity Financing, Technology, Consulting, Financial Forecasting, M&A Modeling
  • Director, Finance

    2015 - 2019
    Xpand
    • Oversaw a successful $1-million growth capital raise.
    • Built from the bottom-up a financial model including forecast scenarios around net income and cash flow.
    • Cleaned up the capitalization table and migrated to Carta, a cap table management software platform.
    • Identified and screened eventual investors and negotiated terms.
    • Worked with legal counterparts to negotiate and edit investment documents.
    Focus areas: Venture Funding, Seed Fundraising, Cap Tables, Key Performance Indicators (KPIs), Excel Modeling, B2B, Financial Modeling, Three-statement Modeling, Investor Relations, Budgeting, Growth Capital Raising, Financial Planning & Analysis (FP&A), Pitch Decks, Business Models, Revenue & Expense Projections, Forecasting, Market Research, Total Addressable Market (TAM), Venture Capital, Early-stage Funding, Startup Consulting, Startup Growth Strategy Development, Pitch Deck Consultant, Profitability Analysis, Business Strategy, Business Operations, Break-even Analysis, Revenue Projections, Fundraising, Fractional CFO, Equity Financing, Technology, Microsoft PowerPoint, Financial Forecasting, Software as a Service (SaaS)
  • COO

    2018 - 2018
    Leviathan Analytics
    • Oversaw the integration between two investor portfolio companies.
    • Managed the team through merger, rebranding, and restructuring.
    • Led the on-demand microdata product and interfaced with the quant data analytics team to build an integrated product offering.
    Focus areas: Big Data, Data Analytics, Geopolitical Risk, Business Operations, Project Management, Business Plan Consulting, Technology, Microsoft PowerPoint, Consulting, Financial Forecasting, M&A Modeling, Financial Data, Software as a Service (SaaS)
  • Consultant

    2018 - 2018
    Findyr
    • Outlined options for supplementing existing consumer data survey platform with blockchain tech.
    • Integrated a survey company with a big data company after a merger.
    • Integrated two teams post-merger on behalf of senior management.
    Focus areas: Data, Cryptocurrency, Excel Modeling, Mergers & Acquisitions (M&A), Financial Modeling, Financial Planning & Analysis (FP&A), Blockchain, Big Data, Pitch Decks, Business Models, Revenue & Expense Projections, New Product Business Cases, Early-stage Funding, Startup Consulting, Startup Growth Strategy Development, Pitch Deck Consultant, Profitability Analysis, Business Strategy, Business Plan Consulting, Chief Operations Officer (COO), Operations, Technology, Microsoft PowerPoint, Consulting, Financial Forecasting, Software as a Service (SaaS)
  • Consultant

    2017 - 2018
    TigerTrade
    • Identified several investors who came in at various stages and/or will be coming in at the next stage.
    • Built a financial model using top-down assumptions. Currently, revising to incorporate data around ROI on marketing and sales resources.
    • Helped to identify a new product line concentrated on managing excess inventory that is currently the focus of the business, contributing to business model rationalization.
    • Created forward budgets under various financing scenarios.
    • Worked with leaders of logistics/operations, marketing, sales, and technology to model resource needs and return on investment.
    Focus areas: Marketplaces, Cryptocurrency, Excel Modeling, Financial Planning & Analysis (FP&A), Blockchain, B2B, Three-statement Modeling, Investor Relations, Budgeting, Financial Modeling, Business Planning, Pitch Decks, Business Models, Revenue & Expense Projections, Forecasting, Market Research, Total Addressable Market (TAM), Venture Capital, Early-stage Funding, Startup Consulting, Pitch Deck Consultant, Profitability Analysis, Business Strategy, Project Management, Revenue Projections, Operations, Equity Financing, Technology, Consulting, Financial Forecasting
  • Associate

    2011 - 2013
    Glenwood Capital
    • Evaluated businesses and determined optimal investment structures based on enterprise value and deal feasibility.
    • Originated a presentation used to educate current financial partners then worked towards obtaining LOI and term-sheet and set up a data room for conducting due diligence.
    • Negotiated terms working with management and legal on both sides of transactions.
    • Worked on transactions that typically involved companies with $5-30 million in EBITDA—either raising capital for growth or acquisitions or selling a controlling interest.
    • Sourced deals using a network of attorneys, accountants, entrepreneurs, and advisors.
    Focus areas: Excel Modeling, Financial Modeling, Three-statement Modeling, Mergers & Acquisitions (M&A), Mezzanine, Pitch Decks, Revenue & Expense Projections, Forecasting, Pitch Deck Consultant, Private Equity, Revenue Projections, Budgeting, Fundraising, Valuation, Investments, Financing, Loans & Lending, Equity Financing, Debt Financing, M&A (Buy-side), Microsoft PowerPoint, Manufacturing, Financial Forecasting, M&A Modeling, Deal Analysis, Asset-based Finance
  • Senior Equity Analyst

    2004 - 2010
    ReachCapital Management
    • Managed the Asia-and-emerging-markets portion of the $3 billion+ Tamarack Fund, a non-US long/short equity hedge fund. Generated significant alpha from the bucket commingled with the larger fund.
    • Advanced from junior analyst to senior analyst and eventually to junior portfolio manager over six years.
    • Grew fund AUM over 20x during tenure, helping the fund make the Barrons List of Top 50 Hedge Funds in 2007.
    Focus areas: Financial Services, Economics, Equities, Portfolio Management, Wealth Management, Forecasting, Hedge Funds, DCF Valuation, Investments, Equity Research, Equity Research Analysis, Hong Kong, Southeast Asia, Brazil, Financial Forecasting

Other Experience

Education

  • Nanodegree in Business Analyst
    2017 - 2018
    Udacity - Remote
  • Advanced Graduate Degree in Real Estate
    2002 - 2003
    New York University - New York, NY, USA
  • Bachelor's Degree in Economics
    1996 - 2000
    Lafayette College - Easton, PA, USA

Certifications

  • Chartered Financial Analyst (CFA)
    SEPTEMBER 2013 - PRESENT
    CFA Institute

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