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

Finance Expert in New York, NY, United States

Member since April 3, 2017
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

  • Financial Advisor

    2022 - PRESENT
    [Undisclosed] Financial Research Group
    • Contributed to a seven-year-old, $2.5M annual revenue, cash flow positive, bottom-up market research group.
    • Built a financial model incorporating multiple scenarios with several possible financing options.
    • 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
  • 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
  • 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
  • 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
  • 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
  • Consultant

    2019 - 2020
    Self-employed, Health-technology Client
    • 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
  • 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
  • Consultant

    2019 - 2019
    Self-employed, Services Marketplace Client
    • 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
  • Director, Finance

    2015 - 2019
    Xpand.io
    • 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
  • Product and Finance Consultant

    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
  • 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
  • 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
  • Analyst

    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
  • Portfolio Manager

    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

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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