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

Finance Expert in Boston, MA, United States

Member since January 18, 2017
Kelvin is an investment partner with 13 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.
Kelvin is now available for hire

Case studies

Industry Expertise

  • Business Services
  • Management Consulting
  • Advertising & Marketing
  • Consumer Services
  • Finance
  • Investment Banking
  • Venture Capital & Private Equity
  • Healthcare Services

Other Expertise

Employment

  • Founder | Principal Consultant

    2020 - PRESENT
    Coscaler Partners
    • 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.
    • Advised companies and startups on capital raising and M&A. Produced investor presentations and pitched Q&A preparation, industry research, financial models, and valuation.
    • 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.
    • 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 to 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.
    • Carried out an investment study for a family office client that led to a pre-IPO deal in ad analytics. Delivered investment rationales and risks, industry analysis, and valuation.
    • Advised a startup in fintech 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.
    • 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.
    • 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 a fundraising presentation for a venture capital fund and raised $250mm from LPs. Developed the narrative to present the fund's investment strategy, the attractiveness of the asset class, investment case studies, and past performances.
    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 Operating Model, 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 Consultant, Strategy, Financial Forecasting, Accounting, Retail & Wholesale, Pitch Books, Valuation Modeling, M&A (Sell-side), M&A (Buy-side), Business Strategy, Investment Banker, Semiconductor & Semiconductor Equipment, 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 Analyst, 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 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 Operating Model, 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 Consultant, Strategy, Financial Forecasting, Accounting, Retail & Wholesale, Pitch Books, Valuation Modeling, M&A (Buy-side), Business Strategy, Semiconductor & Semiconductor Equipment, Valuation, Edtech, Manufacturing, Renewables, Investment Banking, Research Analysis, US GAAP, Equity Research, Investment Analysis, Bloomberg, Fundraising Consultant, Financial Analyst, 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 Sector Head, Technology

    2013 - 2017
    Calamos Investments
    • Evaluated equity & 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 Operating Model, 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 Consultant, Strategy, Financial Forecasting, Accounting, Retail & Wholesale, Pitch Books, Valuation Modeling, M&A (Buy-side), Business Strategy, Semiconductor & Semiconductor Equipment, Valuation, Edtech, Manufacturing, Renewables, Investment Banking, Research Analysis, US GAAP, Equity Research, Investment Analysis, Bloomberg, Fundraising Consultant, Financial Analyst, 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 Professional, Special Situations Investing

    2007 - 2011
    J.P. Morgan
    • Evaluated equity investments in technology, healthcare, and consumer for J.P. Morgan’s private equity platform. Evaluated 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 an interim CFO for new portfolio companies. Forecasted 13-week cash flows and budgets, reviewed strategic plans, and installed permanent management and Board.
    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 Operating Model, 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 Consultant, Strategy, Financial Forecasting, Accounting, Retail & Wholesale, Valuation Modeling, M&A (Sell-side), M&A (Buy-side), Business Strategy, Investment Banker, Semiconductor & Semiconductor Equipment, Valuation, Manufacturing, Renewables, Investment Banking, Research Analysis, US GAAP, Equity Research, Investment Analysis, Bloomberg, Financial Analyst, 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)

Education

  • Master of Business Administration (MBA) Degree in Strategy, Finance, and Management
    2011 - 2013
    Kellogg School of Management - Evanston, IL, United States
  • Bachelor's Degree in Computer Science, Economics
    2003 - 2007
    Columbia University - New York, NY, United States

Certifications

  • Chartered Financial Analyst (CFA)
    AUGUST 2014 - PRESENT
    CFA Institute

To view more profiles

Join Toptal
Share it with others