Khaled Amer, Finance Expert in Ottawa, ON, Canada
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Khaled Amer

Verified Expert  in Finance

Bio

As a VC associate, Khaled has participated in over 10 startup investments including Kngine (acquired by Samsung). He enjoys freelancing to help wide variety of clients reach their maximum potential using his financial modeling and valuation skills. A former FP&A analyst with Vodafone, Khaled accumulated experience in investment banking, private equity ($1 billion AUM) and venture capital ($50 million fund) over the past 10 years.

Career Highlights

Financial Consultant
Toptal Clients
Associate VC
Algebra Ventures
Investment Banking Associate
HC Securities & Investment

Education Highlights

Bachelor's Degree
German University in Cairo

Certification Highlights

Certified Financial Modeling & Valuation Analyst (FMVA)
Corporate Finance Institute, Canada

Case Studies

Industry Expertise

  • Finance
  • Banking
  • Lending & Brokerage
  • Investment Banking
  • Venture Capital & Private Equity
  • Food & Beverage
  • Software
  • Financial Software

Other Expertise

  • Financial Modeling
  • Financial Planning & Analysis (FP&A)
  • Investment Banking
  • Mergers & Acquisitions (M&A)
  • Private Equity
  • Startup Consulting
  • Valuation

Work Experience

Financial Advisory Senior Associate

2022 - PRESENT
Deloitte
  • Valued a portfolio of fintech startups in excess of $100 million by reviewing their financial projections and benchmarked market multiples.
  • Built financial models for 10+ tech startups, along with valuation reports.
  • Updated quarterly valuation for a publicly listed company with more than $1 billion market cap.
Focus areas: Valuation, Financial Planning & Analysis (FP&A), Financial Modeling, Forecasting, Portfolio Analysis, Financial Analysis, Equity Research, Equity Research Analysis, Alternative Investments, Budgeting, Early-stage Venture Capital, Excel Expert, SaaS, Investments, Mergers & Acquisitions (M&A), M&A (Sell-side), Early-stage Funding

Financial Consultant

2018 - PRESENT
Toptal Clients
  • Advised a European food and beverage startup with its subscription-based business model. Built the financial model with the summary presentation to raise 4 million Euros from VCs.
  • Helped SaaS startup secure venture funding to finance their marketing spend through revenue share before fundraising.
  • Built a valuation model with comps for an online marketplace targeting the MENA region.
  • Prepared financial projections for a client to secure bank financing in Canada for a leveraged buyout (LBO).
  • Created discounted cash flow (DCF) model for a $500 million merger and acquisition deal using different scenarios.
Focus areas: Startups, Funding Strategy, Market Research, Pitch Decks, Startup Consulting, Valuation, Financial Modeling, Leveraged Buyout (LBO), Cap Tables, Forecasting, Financial Analysis, Budgeting, Early-stage Venture Capital, Excel Expert, SaaS, Investments, Early-stage Funding

Investment Reporting and Data Analyst

2019 - 2022
IP Private Wealth
  • Conducted portfolio data analysis for over $400 million in assets under management.
  • Prepared custom client reporting to analyze returns in a visually appealing dashboard.
  • Developed investment-related monitoring tools using technology to support efficient scaling of the firm.
  • Provided rapid and accurate market research to colleagues and clients.
Focus areas: Financial Planning & Analysis (FP&A), Portfolio Reporting, Investment Research, Data Analysis, Portfolio Analysis, Financial Analysis, Equity Research, Equity Research Analysis, Alternative Investments, Excel Expert

Associate VC

2017 - 2017
Algebra Ventures
  • Generated deal flow through different outreach community activities creating a database of the pipeline.
  • Assessed startups in the areas of eCommerce, fintech, and business software for a $50 million fund.
  • Assisted in the execution of $1.5 million investment in consumer internet startup including term sheet revision.
  • Reviewed the business plan and financial model for a fintech scale-up with operations in three markets, raising $6 million.
  • Followed up with portfolio companies on monthly growth and operations support.
Focus areas: Fundraising, Startup Consulting, Pitch Decks, Startups, Venture Capital, Revenue & Expense Projections, Cap Tables, Forecasting, Financial Analysis, Alternative Investments, Budgeting, Early-stage Venture Capital, Excel Expert, SaaS, Investments, M&A (Sell-side), Early-stage Funding

Assistant Investment Manager

2016 - 2017
Pioneers Holding
  • Secured a debt raise of $200 million to finance real estate project development from bank syndicates.
  • Performed discounted cash flow analysis for a food and beverage company to prepare it for divestment.
  • Conducted budgeting for portfolio companies to achieve targeted returns with sales growing 2x.
  • Reviewed potential acquisition opportunities for mid-sized companies against the company's focus areas.
  • Performed sum-of-the-parts valuation for a capital raise of a real estate company with 13 projects pre-IPO.
Focus areas: Valuation, Private Equity, Discounted Cash Flow Analysis, Debt Financing, Budgeting, Revenue & Expense Projections, Forecasting, Financial Analysis, Excel Expert, Investments, M&A (Sell-side)

Investment Banking Associate

2014 - 2016
HC Securities & Investment
  • Advised Hikma Pharmaceuticals, listed on the London Stock Exchange, on a $30 million acquisition of a local manufacturer.
  • Built detailed financial models, including accretion and dilution, scenario analysis, and valuation.
  • Prepared an executive board presentation for client approval on an acquisition deal highlighting strategic rationale, potential revenue enhancement, and cost-saving synergies.
  • Sourced a regional buyer for a $100 million food and beverage company presenting a non-binding offer after analyzing its information memorandum.
  • Managed deal execution, including due diligence review of tax, financial, and legal findings.
Focus areas: Pitch Books, Financial Modeling, Valuation Modeling, Market Research, Mergers & Acquisitions (M&A), Revenue & Expense Projections, Cap Tables, Forecasting, Due Diligence, Financial Analysis, Excel Expert, Investments, M&A (Sell-side), Investment Banking

Financial Analyst

2011 - 2014
Vodafone
  • Collaborated with different teams in developing the company's annual budget, worth $1 billion.
  • Recommended cost-saving initiatives worth $20 million to maintain the company's profitability.
  • Conducted variance analysis for revenue and operating expenses on a monthly basis.
  • Founded the team of corporate venture capital with seven early-stage startup investments, including Kngine (acquired by Samsung, achieving 3x returns).
  • Prepared investment presentations for company management toward funding approval.
Focus areas: Startups, Startup Funding, Financial Reporting, Financial Planning & Analysis (FP&A), Revenue & Expense Projections, Cap Tables, Forecasting, Financial Analysis, Excel Expert, Investments, Early-stage Funding
2007 - 2011

Bachelor's Degree in Finance

German University in Cairo - Egypt

OCTOBER 2019 - PRESENT

Certified Financial Modeling & Valuation Analyst (FMVA)

Corporate Finance Institute, Canada

Finance

Budgeting, Financial Planning & Analysis (FP&A), Financial Modeling, Mergers & Acquisitions (M&A), Three-statement Modeling, Cash Flow Forecasting, Investment Return Scenario Analysis, Valuation, Leveraged Buyout Modeling, Forecasting, Revenue & Expense Projections, Portfolio Analysis, Equity Research Analysis, M&A (Sell-side), Startup Funding, Data Analysis, Private Equity, Market Research, Fundraising, Due Diligence, Equity Research, Valuation Modeling, Financial Reporting, Funding Strategy, DCF Valuation, Capital Raising, Return Analysis, Credit Risk

Output Software

Microsoft Excel

Industry Expertise

Venture Capital, Financial Services

Other

Startups, Investment Banking, Cap Tables, Financial Analysis, Alternative Investments, Early-stage Venture Capital, Excel Expert, Investments, Early-stage Funding, Financial Reporting Dashboards, Pitch Books, Startup Consulting, Pitch Decks, SaaS, Debt Financing, Discounted Cash Flow Analysis, Investment Research, Portfolio Reporting, Software as a Service (SaaS), Scenario Analysis, Key Performance Indicators (KPIs), Business Planning, Graphs, Business Strategy, Leveraged Buyout (LBO)

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