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
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
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
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
Valuation (DCF and Multiples Method) for Consumer-lending Fintech
DCF Valuation for Medtech Startup
Valuation for Animation Business Raising Capital from an Institutional Investor
