Kelvin Jiang, CFA, Finance Expert in Boston, MA, United States
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Kelvin Jiang, CFA

Verified Expert  in Finance

Finance Expert

Location
Boston, MA, United States
Toptal Member Since
August 9, 2021

Kelvin is an investment partner with 15 years of experience in institutional investing, private equity, and investment banking. He specializes in fundraising, M&A, and investment analysis in technology sectors. Kelvin has analyzed over 400 companies, deployed over $3 billion of capital, and generated a 20% IRR throughout his career.

Case Studies

Work Experience

Founder | Principal Consultant

2020 - PRESENT
Coscaler Partners
  • Advised companies and startups on capital raising and M&A. Produced investor presentations and pitched Q&A preparation, industry research, financial models, and valuation.
  • Provided investment due diligence and portfolio company M&A to PE and VC investors. Delivered industry research, competitive analysis, expert interviews, financial models, valuation, 100-day plans, investment memos, and acquisition target evaluation.
  • Specialized in technology-enabled sectors: domain expertise in software, cloud infrastructure, AI and data analytics, healthcare technologies, direct consumer products, tech-enabled services, hardware and semiconductors, fintech, and cleantech.
  • Advised a consumer technology company on fundraising and M&A strategies. Developed the company's narrative for potential investors, produced a high-quality investor presentation, conducted industry research, and advised the CEO on investor meetings.
  • Provided advice to a startup in industrial AI on its Series A fundraise. Reviewed the company's existing presentation, evaluated its go-to-market strategies, forecasted company financials, and produced an investor-ready pitch deck.
  • Advised a fintech startup on a successful seed round. Refined the company's business model, conducted competitor research, produced a comprehensive pitch deck, developed the financial model, and coached the founder on investor meetings.
  • Delivered a fundraising presentation for a venture capital fund, raising $250 million from LPs. Developed the narrative to present the fund's investment strategy, the attractiveness of the asset class, investment case studies, and past performances.
  • Delivered a financial model to an enterprise SaaS client for its fundraise and budget forecast. Modeled and forecasted KPIs, including growth drivers, retention and churn, salesforce productivity, and LTV/CAC unit economics.
  • Delivered strategic due diligence to a private equity client that led to a platform investment in healthcare. Due diligence included industry research, competitive analysis, expert interviews, 100-day plans, and M&A target screens.
  • Performed investment due diligence for a venture capital client that led to a $27 million Series B investment in health and wellness. Produced an investment memo with industry research, competitive analysis, financial models, and valuation.
Focus areas: Private Equity, Venture Capital, Investments, Market Fit, Industry Analysis, Competitive Intelligence, Due Diligence, M&A Modeling, Software as a Service (SaaS), Enterprise SaaS, CFO, Forecasting, Revenue & Expense Projections, Financial Modeling, SaaS, Budgeting, Transportation & Shipping, Initial Public Offerings, Initial Security Offering (ISO), Mergers & Acquisitions (M&A), Fundraising, Three-statement Modeling, Startups, Business Models, Financing, Financial Planning & Analysis (FP&A), Pitch Decks, Startup Funding, Sales Forecasting, Technology, Industrials, Series A, Term Sheets, Term Sheet Negotiations, Term Sheet Advisory, Interim CFO, Fractional CFO, Part-time CFO, Market Research & Analysis, Pitch Deck Consultant, Business Plan Consulting, Strategy, Financial Forecasting, Accounting, Retail & Wholesale, Pitch Books, Valuation Modeling, M&A (Sell-side), M&A (Buy-side), Business Strategy, Semiconductors, Valuation, Edtech, Early-stage Venture Capital, Manufacturing, Renewables, Cap Table Formation, Investment Banking, Research Analysis, US GAAP, Equity Research, Investment Analysis, Bloomberg, Fundraising Consultant, Financial Analysis, Stock Analysis, Analysis, Stock Market, Financial Markets, Direct to Consumer (D2C), Machine Learning, Exit Strategy, Hedge Funds, Healthcare IT, Customer Acquisition Cost (CAC), Health IT, Marketplaces, Equity Research Analysis, Investment Briefs, Investment Thesis, Private Placements, Small & Medium-sized Enterprises (SME), Investment Memoranda, Business Analysis, Management Consulting, Writing & Editing, Commercial Strategy, Management Consultant on Demand, Medical Devices, Beauty Products, Consumer Packaged Goods (CPG), eCommerce, Project Management, Education, K-12 Education, E-learning, Education Technology (Edtech), Growth Strategy, Revenue Strategy, Startup Growth Strategy Development, Business to Consumer (B2C), Applications, B2C, Contract Negotiation, Licensing, Intellectual Property Licensing, Negotiation, Product Licensing, Fashion & Beauty, Early-stage Startups, Leveraged Buyout (LBO), Leveraged Buyout Modeling, United States, Search Fund, Search Fund Expert, Early-stage Funding, Cryptocurrency, Foodtech, Food, Food & Beverage, Cash Flow, Warehouse Operations, Market Opportunity Analysis, Total Addressable Market (TAM), Feasibility Studies, Market Research, Market Sizing, Augmented Reality (AR), Cross-border M&A, Deal Structuring, Letters of Intent, Comparable Company Analysis, Profit & Loss (P&L), Underwriting, Business Planning, Hospitality, Fintech, Leadership, Quantitative Analysis, Trading Systems, Trading, Apps, Pitch Preparation, Design, Drop Shipping, Market Segmentation, Market Research Analyst, Competition Research, Fundraising Strategy

Investment Partner

2017 - PRESENT
Monarch Partners
  • Evaluated equity investments in growth technology and healthcare companies for institutional clients. Analyzed over 100 companies, deployed $500 million of capital, and generated a 33% IRR.
  • Analyzed investor presentations and financial models. Interviewed CEOs and CFOs on industry trends, competitive dynamics, and go-to-market strategies.
  • Performed due diligence and produced investment memos on industry trends, competitive dynamics, expert interviews, financial forecasts, and valuation.
  • Advised portfolio investments on roll-up acquisitions. Assessed target valuations, identified acquisition synergies, and analyzed integration plans.
Focus areas: Investments, Due Diligence, M&A Modeling, Software as a Service (SaaS), Enterprise SaaS, CFO, Forecasting, Revenue & Expense Projections, Financial Modeling, SaaS, Budgeting, Transportation & Shipping, Private Equity, Initial Public Offerings, Initial Security Offering (ISO), Mergers & Acquisitions (M&A), Three-statement Modeling, Mobility, Business Models, Financing, Pitch Decks, Sales Forecasting, Technology, Industrials, Term Sheets, Term Sheet Negotiations, Term Sheet Advisory, Venture Capital, Market Research & Analysis, Pitch Deck Consultant, Business Plan Consulting, Strategy, Financial Forecasting, Accounting, Retail & Wholesale, Pitch Books, Valuation Modeling, M&A (Buy-side), Business Strategy, Semiconductors, Valuation, Edtech, Manufacturing, Renewables, Investment Banking, Research Analysis, US GAAP, Equity Research, Investment Analysis, Bloomberg, Fundraising Consultant, Financial Analysis, Stock Analysis, Analysis, Stock Market, Financial Markets, Financial Research, Financial Model Auditing, Direct to Consumer (D2C), Machine Learning, Exit Strategy, Hedge Funds, Healthcare IT, Customer Acquisition Cost (CAC), Health IT, Marketplaces, Equity Research Analysis, Investment Briefs, Investment Thesis, Private Placements, Small & Medium-sized Enterprises (SME), Investment Memoranda, Business Analysis, Commercial Strategy, Medical Devices, Beauty Products, Consumer Packaged Goods (CPG), eCommerce, Project Management, Education, K-12 Education, E-learning, Education Technology (Edtech), Growth Strategy, Revenue Strategy, Startup Growth Strategy Development, Business to Consumer (B2C), Applications, B2C, Contract Negotiation, Negotiation, Fashion & Beauty, Leveraged Buyout (LBO), Leveraged Buyout Modeling, United States, Early-stage Funding, Foodtech, Food, Food & Beverage, Cash Flow, Warehouse Operations, Market Opportunity Analysis, Total Addressable Market (TAM), Feasibility Studies, Market Research, Market Sizing, Augmented Reality (AR), Cross-border M&A, Deal Structuring, Letters of Intent, Artificial Intelligence (AI), Software Equity, EnergyPlus, Energy Utilities, Early-stage Venture Capital, Comparable Company Analysis, Profit & Loss (P&L), Underwriting, Business Planning, Hospitality, Fintech, Leadership, Quantitative Risk Analysis, Quantitative Analysis, Quantitative Finance, CIO, Trading Systems, Trading, Apps, Pitch Preparation, Design, Drop Shipping, Market Segmentation, Market Research Analyst, Competition Research, Industry Analysis, Fundraising Strategy

Investment Sector Head—Technology

2013 - 2017
Calamos Investments
  • Evaluated equity and debt offerings by technology companies for institutional investors. Analyzed over 200 companies, deployed $2 billion of capital, and generated a 20% IRR.
  • Interviewed and advised management teams on capital raising plans. Analyzed investor presentations, industry trends, financial forecasts, and valuation.
  • Performed due diligence on late-stage and pre-IPO investments. Analyzed industry trends, studied competitive dynamics, forecasted financials, and negotiated term sheets.
Focus areas: Investments, Due Diligence, M&A Modeling, Software as a Service (SaaS), Enterprise SaaS, Forecasting, Revenue & Expense Projections, Financial Modeling, SaaS, Budgeting, Transportation & Shipping, Private Equity, Initial Public Offerings, Initial Security Offering (ISO), Mergers & Acquisitions (M&A), Three-statement Modeling, Mobility, Business Models, Financing, Sales Forecasting, Technology, Industrials, Term Sheets, Term Sheet Negotiations, Term Sheet Advisory, Venture Capital, Market Research & Analysis, Pitch Deck Consultant, Business Plan Consulting, Strategy, Financial Forecasting, Accounting, Retail & Wholesale, Pitch Books, Valuation Modeling, M&A (Buy-side), Business Strategy, Semiconductors, Valuation, Edtech, Manufacturing, Renewables, Investment Banking, Research Analysis, US GAAP, Equity Research, Investment Analysis, Bloomberg, Fundraising Consultant, Financial Analysis, Stock Analysis, Analysis, Stock Market, Financial Markets, Direct to Consumer (D2C), Machine Learning, Exit Strategy, Hedge Funds, Healthcare IT, Customer Acquisition Cost (CAC), Health IT, Marketplaces, Equity Research Analysis, Investment Briefs, Investment Thesis, Private Placements, Small & Medium-sized Enterprises (SME), Investment Memoranda, Business Analysis, Commercial Strategy, Medical Devices, Beauty Products, Consumer Packaged Goods (CPG), eCommerce, Project Management, Education, K-12 Education, E-learning, Education Technology (Edtech), Growth Strategy, Revenue Strategy, Startup Growth Strategy Development, Business to Consumer (B2C), Applications, B2C, Contract Negotiation, Negotiation, Fashion & Beauty, Leveraged Buyout (LBO), Leveraged Buyout Modeling, United States, Early-stage Funding, Foodtech, Food, Food & Beverage, Cash Flow, Warehouse Operations, Market Opportunity Analysis, Total Addressable Market (TAM), Feasibility Studies, Market Research, Market Sizing, Cross-border M&A, Deal Structuring, Letters of Intent, Comparable Company Analysis, Profit & Loss (P&L), Underwriting, Business Planning, Hospitality, Fintech, Leadership, Quantitative Risk Analysis, Quantitative Analysis, Quantitative Finance, CIO, Trading Systems, Trading, Apps, Pitch Preparation, Design, Market Segmentation, Market Research Analyst, Competition Research, Industry Analysis, Fundraising Strategy

Investment Professional—Special Situations Investing

2007 - 2011
J.P. Morgan
  • Evaluated equity investments in technology, healthcare, and consumer industries for J.P. Morgan’s private equity platform. Estimated over 100 prospect deals and generated an 18% IRR.
  • Executed eight deal transactions. Led deal due diligence and produced investment memos. Produced financial forecasts and valuations for portfolio company acquisitions.
  • Acted as interim CFO for new portfolio companies. Forecasted 13-week cash flows and budgets, reviewed strategic plans, and installed permanent management and board members.
Focus areas: Private Equity, Private Credit, Investing, Due Diligence, M&A Modeling, Software as a Service (SaaS), Enterprise SaaS, Forecasting, Revenue & Expense Projections, Financial Modeling, SaaS, Budgeting, Transportation & Shipping, Mergers & Acquisitions (M&A), Three-statement Modeling, Business Models, Financing, Financial Planning & Analysis (FP&A), Sales Forecasting, Technology, Industrials, Term Sheets, Term Sheet Negotiations, Term Sheet Advisory, Interim CFO, Fractional CFO, Part-time CFO, Market Research & Analysis, Business Plan Consulting, Strategy, Financial Forecasting, Accounting, Retail & Wholesale, Valuation Modeling, M&A (Sell-side), M&A (Buy-side), Business Strategy, Semiconductors, Valuation, Manufacturing, Renewables, Investment Banking, Research Analysis, US GAAP, Equity Research, Investment Analysis, Bloomberg, Financial Analysis, Stock Analysis, Analysis, Stock Market, Financial Markets, Direct to Consumer (D2C), CFO, Exit Strategy, Hedge Funds, Healthcare IT, Customer Acquisition Cost (CAC), Health IT, Marketplaces, Equity Research Analysis, Investment Briefs, Investment Thesis, Private Placements, Small & Medium-sized Enterprises (SME), Investment Memoranda, Business Analysis, Commercial Strategy, Medical Devices, Beauty Products, Consumer Packaged Goods (CPG), eCommerce, Project Management, Education, K-12 Education, E-learning, Education Technology (Edtech), Growth Strategy, Revenue Strategy, Startup Growth Strategy Development, Business to Consumer (B2C), Applications, B2C, Contract Negotiation, Intellectual Property Licensing, Licensing, Negotiation, Product Licensing, Fashion & Beauty, Leveraged Buyout (LBO), Leveraged Buyout Modeling, United States, Early-stage Funding, Food Delivery Services, Warehouse Management, Foodtech, Food, Food & Beverage, Cash Flow, Warehouse Operations, Market Opportunity Analysis, Total Addressable Market (TAM), Feasibility Studies, Market Research, Market Sizing, Cross-border M&A, Deal Structuring, Letters of Intent, Comparable Company Analysis, Profit & Loss (P&L), Underwriting, Business Planning, Hospitality, Fintech, Leadership, Quantitative Risk Analysis, Quantitative Analysis, Quantitative Finance, Trading Systems, Trading, Apps, Pitch Preparation, Design, Market Segmentation, Market Research Analyst, Competition Research, Industry Analysis, Fundraising Strategy
2011 - 2013

Master of Business Administration (MBA) in Strategy, Finance, and Management

Kellogg School of Management - Evanston, IL, USA

2003 - 2007

Bachelor's Degree in Computer Science, Economics

Columbia University - New York, NY, USA

AUGUST 2014 - PRESENT

Chartered Financial Analyst (CFA)

CFA Institute

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