Kevin Douglas, Finance Expert in London, United Kingdom
Kevin Douglas

Finance Expert in London, United Kingdom

Member since October 17, 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.
Kevin is now available for hire

Career Highlights

Education

Select Certifications

Case studies

Expertise

Employment

  • CFO

    2019 - PRESENT
    Self-employed
    • Built a financial model for external fundraising.
    • Constructed a pitch deck and data room.
    • Evaluated strategic positioning and updated profile and competitive positioning.
    • Rebuilt financial reporting.
    • Developed pricing models and commission structures.
    • Raised debt financing for a loss-making SaaS business.
    Focus areas: Debt Financing, Commission Planning, Data Rooms, Pitch Decks, Pricing Models, Financial Reporting, Financial Modeling
  • 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)
  • 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
  • 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

Education

  • Honours degree in Commerce
    1992 - 1995
    Natal University - Durban, South Africa

Certifications

  • Chartered Accountant
    JANUARY 1999 - JANUARY 2007
    South African Institute of Chartered Accountants

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