As an investment banker and startup consultant, James has helped early-stage technology companies access over $50 million in funding from investors and governments through equity, debt, and grants. He joined Toptal to help early-stage companies with growth strategies and capital raising. James is also an entrepreneur, with experience in building a technology incubator as well as startups in digital media and health product spaces.
Built a client base of more than 200 clients for grant advisory and capital raising.
Created investor-facing business plans for clients in various industries ranging from beauty and personal care, agriculture, advertising, and exporting consumer goods.
Helped a client in the food delivery sector raise $1.2 million in government and venture funding through building financial models and investment pitch decks.
Reorganized the personnel and introduce employee evaluation for an eCommerce company with $20 million in sales—reducing their HR costs by 15%.
Helped a healthcare startup to build their financial model, pitchbook, and business plan; reached out to investors on their behalf and managed their data room.
Focus areas: Financial Planning & Analysis (FP&A), Grant Writing, Budgeting, Financial Data Analysis, Business Plan Development, Comparable Company Analysis, Capital Raising, Discounted Cash Flow (DCF), Entrepreneurial Finance
2014 - 2017
Tabulit Media Corporation
Developed a financial model that detailed Tabulit's expansion plans and burn rate—presenting them to potential investors.
Successfully led Tabulit to one of Canada's leading accelerators, Wavefront, through a series of presentations—this enabled us to build our MVP.
Bootstrapped Tabulit through different revenue strategies (pay-per-view, subscription, and more) to arrive at the present version, which can be found at TabulitComics.com.
Managed the communication between tech and management by organizing regular meetings and bridging the communications gap.
Built pitches to be delivered to two major investor groups in Canada and ten venture capital firms.
Developed a comprehensive financial model for an influencer marketing startup, valuing the company at $8 million.
Helped raise $2 million in a super-seed round from a prominent Vancouver-based real estate magnate by building financial models and pitch decks.
Managed investor relations and regular quarterly reporting for investors, including revenue and operational metrics development.
Delivered marketing pitches for strategic partnerships to some of the most prominent players in social media and influencer marketing (combined 150 million followers on Twitter and Instagram).
Conducted pro-forma and M&A analysis for acquiring/merging with other social media marketing firms and influencer marketing firms.
Focus areas: Financial Modeling, Venture Funding, Revenue Management, Entrepreneurial Finance, Working Capital Management, Revenue & Expense Projections, Angel/Seed Funding
2014 - 2015
Worked in a team of three in covering investor relations and mutual fund operations covering investment inflows and outflows into a $70 billion AUM fund.
Streamlined various operational workflows such as team reporting, fund calculations, and fund flow management by introducing new procedures and guidelines, which was implemented by the team.
Built internal-use financial spreadsheets to ease the workflow on CRM, which helped to reduce the time taken for the monthly fund accounting process by 10%.
Focus areas: Fund Analysis
2011 - 2014
RCI Capital Group
Built an industry landscape for various different metals and mining projects in the Americas, used by Korean metals traders and conglomerates to scan for mining deals.
Conducted valuations of multiple mining companies and managed communications with key stakeholders in Korea and Canada.
Implemented market research on sustainable technologies focusing on startups in Vancouver in partnership with Sustainable Development Technologies Canada (SDTC), a government entity investing and supporting startups in the sustainable technology industry.
Advised a major Korean government power producer to invest in Canadian natural resources, which led its senior management to consider investment in one of the largest coal terminals in Canada.
Developed teasers and managed communication with Korean investors, providing bilingual Korean-English pitch decks.