Jason Cape, Finance Expert in Johannesburg, Gauteng, South Africa
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Jason Cape

Verified Expert  in Finance

Management Consulting Expert

Location
Johannesburg, Gauteng, South Africa
Toptal Member Since
January 22, 2021

Jason is a finance expert, a CFA charterholder, and an MBA graduate from the University of Oxford. He has over ten years of corporate experience across investment banking (Currency Sales Trader) and top-tier management consulting (Bain & Co). Since leaving the corporate world, Jason has advised start-ups (e.g., Fintech, Proptech, and Medtech) on their fundraising efforts and built the materials to assist the process.

Career Highlights

Investment Principal
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Consultant
Bain & Company
Commodities Trader
Rand Merchant Bank

Education Highlights

Master's Degree
University of Oxford

Certification Highlights

CFA
CFA

Case Studies

Work Experience

Director/Founder

2018 - PRESENT
Oryx Capital
  • Built the pitch deck and the financial model (including valuation) for an innovative consumer funding fintech used by its founders as a tool to predict monthly debt needs in advance and to raise funding from a locally listed strategic investor.
  • Built the pitch deck for a credit fund specialising in distressed opportunities in the South African corporate credit market. The pitch deck was used to raise a new fund from global financial institutions.
  • Raised an angel and seed round for a hospital-at-home medtech startup. Built the pitch deck and the financial model to support the fundraising rounds.
  • Consulted for a top 10 African bank on its digital wallet micro-lending product to be launched across three countries in 2021. I built their lending model and advised on their route to market strategy.
  • Built a comprehensive LBO model for a target of a local PE fund.
Focus areas: DCF Modeling, DCF Valuation, SaaS, Medtech, Fintech, Small & Medium-sized Enterprises (SME), Capital Raising, Startups, Financial Modeling, Fundraising, Loans, Credit/Debt, Fundraising Consultant, Three-statement Modeling, Consumer Lending, Fintech Consultant, Revenue & Expense Projections, Pitch Decks, Forecasting, Financial Planning & Analysis (FP&A), Excel 2016, Business Models, Valuation Modeling, Venture Capital, Series A, Financing, Valuation, Card Payments, Excel 365, Waterfall Modeling, Software as a Service (SaaS), Private Capital Markets, Series B, Asia-Pacific (APAC), Cash Flow Modeling, Cash Flow Forecasting, Cash Flow, Financial Analysis, Xero Accounting, Cap Tables, Exit Strategy, Scenario Analysis, Budgeting, Excel Expert, eCommerce, Business to Business (B2B), Business Plan Consulting, Edtech, Education Technology (Edtech), Non-fungible Tokens (NFT), Early-stage Startups, Renewable Energy, Solar, Mergers & Acquisitions (M&A), Leveraged Buyout (LBO), Mobile Apps, Management Consulting, Pricing Models, Business Planning, Consulting, Energy, Web 3.0, Early-stage Funding, Fundraising Strategy, Micro Lending, Growth Strategy, Decentralized Finance (DeFi), Blockchain, Blockchain & Cryptocurrency, Cryptocurrency, Crypto, Africa, Futures

Investment Principal

2022 - 2022
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  • Led the successful fundraising for a startup that uses computer vision and machine learning to scan vehicle damages and provide a real-time vehicle health condition and repair estimate.
  • Successfully managed the crowd fundraising of four startups across a variety of business life stages and industry focus. (e.g., proptech, marketplace, edtech, and fintech).
  • Prepared a valuation for a revolutionary technology startup that powers real-time data and video integration enabling engagement for spectators and precision for professionals.
  • Built more than five models with valuations for fundraising for a variety of industries using the following methodologies: Berkus method, Bill Payne scorecard, venture capital method, and DCF.
  • Led the successful fundraising for a vehicle subscription leasing marketplace.
Focus areas: Fundraising, Startup Funding, M&A Due Diligence (Financial), Software as a Service (SaaS), Series B, Cash Flow Modeling, Cash Flow Forecasting, Cash Flow, Financial Analysis, Valuation, Venture Capital, Cap Tables, Exit Strategy, Scenario Analysis, DCF Modeling, Budgeting, Excel Expert, eCommerce, Business to Business (B2B), Business Plan Consulting, Edtech, Education Technology (Edtech), Non-fungible Tokens (NFT), Early-stage Startups, Mergers & Acquisitions (M&A), Leveraged Buyout (LBO), Mobile Apps, Pricing Models, Web 3.0, Early-stage Funding, Fundraising Strategy, Micro Lending, Decentralized Finance (DeFi), Blockchain, Blockchain & Cryptocurrency, Cryptocurrency, Crypto, Africa

Consultant

2016 - 2018
Bain & Company
  • Completed procurement spend analysis and identified potential annual savings of ~$20 million within two spend categories, for a global oil and gas firm.
  • Redesigned the fuel dispensing process within the biggest fuel depot of a downstream oil and gas firm, resulting in expected annual cost savings of ~$10 million.
  • Designed the “earn and burn” mechanism as part of the enhancement of a retail bank loyalty program, expected to drive ~$30 million increase in annual revenue.
  • Refined the strategy for a financial service firm’s premier client offering through assessing its competitive landscape and benchmarking it against competitors.
Focus areas: Oil & Gas, Telecommunications, Financial Services, Cost Benchmarking, Procurement, Strategy, Operational Modeling, Financial Modeling, Loans, Credit/Debt, Fintech, Three-statement Modeling, Consumer Lending, Fintech Consultant, Revenue & Expense Projections, Pitch Decks, Forecasting, Financial Planning & Analysis (FP&A), Excel 2016, Tableau, Business Models, Pitch Deck Consultant, Food & Beverage, Manufacturing, Hedge Funds, Cash Flow Management, RiskMetrics, Valuation, Card Payments, Excel 365, Waterfall Modeling, Leadership, Software as a Service (SaaS), Private Capital Markets, Cash Flow Modeling, Cash Flow Forecasting, Cash Flow, Travel, Tourism, Financial Analysis, Cap Tables, Scenario Analysis, DCF Modeling, Budgeting, Excel Expert, Business to Business (B2B), Business Plan Consulting, Mergers & Acquisitions (M&A), Leveraged Buyout (LBO), Management Consulting, Pricing Models, Business Planning, Consulting, Early-stage Funding, Micro Lending, Growth Strategy, Africa, Futures

Commodities Trader

2011 - 2014
Rand Merchant Bank
  • Managed the gold trading book ($600 million) across a variety of asset classes including interest rate, exchange rate, and refinancing risk.
  • Managed the full physical gold trading value chain, including buying, refining, leasing, transporting, and selling across multiple global locations.
  • Provided tailored off-take solutions and hedging strategies to global mining firms for greenfield and brownfield projects in excess of $50 million.
Focus areas: Risk Management, Portfolio Management, Embedded Derivatives, Gold Refineries, Commodity Markets, Gold, Risk Models, Stock Trading, Excel 2016, Futures & Options, Foreign Exchange (FX) Hedging, Hedge Funds, RiskMetrics, Valuation, Excel 365, Leadership, Trading, Chartered Financial Analyst (CFA), Private Capital Markets, Cash Flow Modeling, Cash Flow Forecasting, Cash Flow, Financial Analysis, Cap Tables, Exit Strategy, Import/Export, Trade, Energy, FX, Forward Contracts, Emerging Markets, Africa, Futures

FX Sales Trader

2008 - 2011
Rand Merchant Bank
  • Oversaw a client portfolio of ~$2.5 billion annual turnover; consistently grew turnover and profitability by building strong client relationships.
  • Provided hedging advice and solutions, including spot, swaps, forwards, and futures to FTSE 100 multi-national corporate clients on managing their foreign exchange exposures and risks.
  • Risk managed the FX exposure generated from the FX corporate sales desk.
Focus areas: Trading, Money Market, Risk Management, Sales, Forex, Loans, Credit/Debt, Stock Trading, Excel 2016, Futures & Options, Foreign Exchange (FX) Hedging, Hedge Funds, Cash Flow Management, Venture Capital, RiskMetrics, Valuation, Excel 365, Leadership, Chartered Financial Analyst (CFA), Cash Flow Forecasting, Cash Flow, Financial Analysis, Import/Export, Trade, Growth Strategy, FX, Forward Contracts, Emerging Markets, Africa, Futures
2014 - 2015

Master's Degree in Business Administration (MBA)

University of Oxford - Oxford, England

2003 - 2007

Bachelor's Degree in Finance

University of Johannesburg - Johannesburg, South Africa

SEPTEMBER 2011 - PRESENT

CFA

CFA

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