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Jesse Stein

Jesse Stein

New York, NY, United States
Member since December 21, 2016
Jesse is the president of Commencement Capital, an advisory firm specializing in raising capital through innovative structures. He has more than 15 years as an entrepreneur and financial professional with experience in transaction management, data analysis, platform-building, the preparation of business plans and marketing materials, and capital raising. He enjoys freelancing as it allows him to get involved in a variety of exciting projects.
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Career Highlights
Education
Case studies
Industry Expertise
  • Capital Markets
  • Commercial Real Estate
  • Real Estate
  • Venture Capital
Other Expertise
  • Equity Research
  • Financial Modeling
  • Market Research
  • Structured Finance
Employment
  • President
    2016 - PRESENT
    Commencement Capital
    • Structured a $50 million public offering for a real estate investment platform.
    • Prepared a fundraising package for a startup financial services company.
    • Developed a financial model for an insurance business.
    • Advised on raising funds through a $25 million public offering.
    • Consulted on a business plan for a development stage company.
    Focus areas: Data Analysis, Capital Structure Analysis, Financial Modeling, Fundraising, Revenue & Expense Projections, Market Research, Business Plan Development, Real Estate
  • Chief Operating Officer
    2012 - 2016
    ETRE Financial
    • Devised a unique legal structure to enable efficiencies and economies of scale.
    • Prepared and negotiated complex transaction structures.
    • Managed the IPO process for a $175 million offering and a $55 million offering.
    • Established a syndicate of more than 25 investment banks and broker dealers for a securities offering.
    • Designed and developed a web-based order management system for real estate securities.
    • Created a family of indexes using a smart-beta methodology and public data which subsequently co-branded with Nasdaq.
    Focus areas: Capital Structure Analysis, Market Research, Business Plan Development, Financial Modeling, Angel/Seed Funding, Investor Communications
  • Executive Vice President
    2011 - 2013
    United Realty Partners
    • Sourced investment opportunities for a public real estate company.
    • Prepared complex financial models.
    • Authored investment committee memorandums.
    • Spearheaded due diligence efforts on firm acquisitions.
    • Managed capital raising efforts for debt transactions.
    Focus areas: Data Analysis, Capital Structure Analysis, Financial Modeling, Market Research
  • Managing Director
    2005 - 2008
    Multi Capital Group
    • Raised more than $500 million of debt capital for a wide range of clients.
    • Prepared offering memorandums for capital raises.
    • Developed financial models for firm use.
    • Managed multiple equity raising campaigns on behalf of clients.
    • Established and maintained relationships with dozens of debt capital providers.
    Focus areas: Market Research, Financial Modeling, Fundraising
Education
  • Master's degree in Real Estate
    2005 - 2006
    New York University - New York, NY, USA
  • Bachelor's degree in Industrial & Labor Relations
    1996 - 2000
    Cornell University - Ithaca, NY, USA
  • Diploma in General Studies
    1992 - 1996
    Stuyvesant High School - New York, NY, USA
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