Kevin Douglas, Finance Expert in London, United Kingdom
Kevin is available for hire
Hire Kevin

Kevin Douglas

Verified Expert  in Finance

Finance Expert

Location
London, United Kingdom
Toptal Member Since
November 13, 2018

Kevin has helped fintech and SaaS companies analyze fundraising, growth, and M&A initiatives—including the sale of a $30 million software company and a $15 million capital raise for another SaaS business. He has originated and led five series A investments of $2-$5 million. Toptal enables him to broaden his client base and experience, leveraging his strong investment and finance skillset to create value for clients.

Career Highlights

Director
Princelet Partners
Investment Director
Antrak Family Office
Investor
Commerzbank Investment Bank

Education Highlights

Honours Degree
Natal University

Certification Highlights

Chartered Accountant
South African Institute of Chartered Accountants

Case Studies

Work Experience

CFO

2020 - PRESENT
Alertive
  • Built a financial model for external fundraising and raised £2.5 million.
  • Constructed a pitch deck and data room and managed all interactions with investors and lenders.
  • Evaluated strategic positioning and updated profile and competitive positioning.
  • Rebuilt financial reporting and set up KPIs across the business.
  • Developed pricing models and commission structures.
Focus areas: Debt Financing, Commission Planning, Data Rooms, Pitch Decks, Financial Reporting, Financial Modeling, Software as a Service (SaaS), Financial Forecasting, SaaS, Revenue & Expense Projections, Pricing Models, Fundraising

Director

2015 - 2019
Princelet Partners
  • Built a sophisticated financial model for an eCommerce retailer that led to the issuance of terms for a $5 million investment from a leading private equity firm.
  • Spearheaded the sell-side process for a digital music business, creating the investment memorandum, building the financial model, and negotiating with the buyer leading to the issuance of a letter of intent that was 40% above the client’s expectation.
  • Led the financial review and client-side response to financial due diligence in support of the $30 million sale of a niche software company to a strategic buyer.
  • Headed the fundraising process for a loyalty business with limited traction that resulted in a $2.5 million seed investment from leading European venture capitalists.
  • Provided strategic advice to founders and CEOs regarding the optimization of performance in support of financing activities.
Focus areas: Equity Capital, Equity Financing, Growth Capital Raising, Strategic Planning & Execution, Mergers & Acquisitions (M&A), Software as a Service (SaaS), Financial Forecasting, SaaS, Revenue & Expense Projections, Pricing Models, Fundraising, Financial Modeling

Investment Director

2007 - 2015
Antrak Family Office
  • Created memorandums that summarily assessed 20+ investment opportunities in technology companies resulting in five series A investments of $2-$5 million.
  • Led discussions with co-investors to coordinate a series A extension round of $5 million.
  • Sourced and managed an acquisition offer of $15 million for an underperforming software company.
  • Served as the interim CFO for a distressed portfolio company that later launched a successful IPO in 2018.
  • Oversaw numerous board initiatives, serving as the lead director of the remuneration committee and removing underperforming executives and board members.
Focus areas: Due Diligence, Mergers & Acquisitions (M&A), Minority Investments, Software as a Service (SaaS), Financial Forecasting, SaaS, Financial Modeling

Co-founder

2005 - 2006
Inverthorn
  • Built quantitative and qualitative models for assessing individual property development risk and performed financial due diligence on all development deals.
  • Created investment materials to market mezzanine debt to high net worth and institutional investors.
  • Structured debt and equity investments with lenders, equity investors, and development sponsors for $5-$100 million transactions.
  • Developed an innovative corporate structure for mezzanine debt that was listed on an alternative stock exchange.
Focus areas: Due Diligence, Investment Memoranda, Investment Summaries

Investor

2001 - 2004
Commerzbank Investment Bank
  • Built index arbitrage pricing models for Italian, Spanish and German index derivatives.
  • Managed arbitrage positions of $100+ million utilizing dividend and financing advantages to create profits of $2-$10 million per annum.
  • Developed and managed statistical arbitrage models in partnership with in-house quantitative experts resulting in the deployment of new profitable strategies.
  • Determined alternative trading strategies using futures and options, the most profitable of which made over $1 million.
  • Derived and executed long/short equity strategies including a strategy that generated over $1 million in a week.
Focus areas: Derivative Pricing, Equity Valuation, Financial Data, Investment Return Scenario Analysis

Manager

1996 - 1999
KPMG
  • Prepared a feasibility study and plan for national housing presented to the Seychelles government.
  • Ran the audit for a publicly-traded manufacturing company.
Focus areas: Investment Return Scenario Analysis, Financial Planning & Analysis (FP&A), Management, Audits
1992 - 1995

Honours Degree in Commerce

Natal University - Durban, South Africa

JANUARY 1999 - JANUARY 2007

Chartered Accountant

South African Institute of Chartered Accountants

Collaboration That Works

How to Work with Toptal

Toptal matches you directly with global industry experts from our network in hours—not weeks or months.

1

Share your needs

Discuss your requirements and refine your scope in a call with a Toptal domain expert.
2

Choose your talent

Get a short list of expertly matched talent within 24 hours to review, interview, and choose from.
3

Start your risk-free talent trial

Work with your chosen talent on a trial basis for up to two weeks. Pay only if you decide to hire them.

Top talent is in high demand.

Start hiring