Jesse Stein

New York, 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

President
Commencement Capital
Chief Operating Officer
ETRE Financial
Managing Director
Multi Capital Group

Academic Highlights

Master's degree
New York University
Bachelor's degree
Cornell University

Case studies

Startup Budget
- Microsoft Excel
- Budgeting
- Startups
- Financial Modeling
Offering Circular
- Initial Public Offerings
- Securities
- Capital Raising
- Capital Markets
Road Show Presentation
- Real Estate
- Initial Public Offerings
- Securities
- Investment Banking

Industry Expertise

Commercial Real Estate
Real Estate
Venture Capital

Other Expertise

Capital Markets
Equity Research
Financial Modeling
Market Research
Structured Finance

Employment

President
Commencement Capital
2016 - PRESENT
- 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
ETRE Financial
2012 - 2016
- 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
United Realty Partners
2011 - 2013
- 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
Multi Capital Group
2005 - 2008
- 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
New York University - New York, NY, USA
2005 - 2006
Bachelor's degree in Industrial & Labor Relations
Cornell University - Ithaca, NY, USA
1996 - 2000
Diploma in General Studies
Stuyvesant High School - New York, NY, USA
1992 - 1996

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