Martin Pasek, Finance Expert in Vancouver, BC, Canada
Martin Pasek

Finance Expert in Vancouver, BC, Canada

Member since February 22, 2017
Martin was a senior international investment banker at top-tier investment banks, including JP Morgan and Credit Suisse working with companies across all industries for over 20 years. He has recently raised millions of dollars in financing for technology firms that he has founded, managed, and/or advised. Martin's expertise helps founders and executives prepare financing strategy, financial projections, cap table scenarios, investor decks, valuations, and investor outreach leading to financing.
Martin is now available for hire

Career Highlights


Case studies

Industry Expertise

  • Finance
  • Banking
  • Venture Capital & Private Equity
  • Financial Modeling
  • Startups
  • Software as a Service (SaaS)
  • Cannabis
  • Merchant Banking

Other Expertise


  • Board Director | CFO

    2019 - PRESENT
    APPIX Technologies
    • Prepared and consulted on a capitalization table for founders, new investors, and employee options.
    • Prepared complex financial projections to understand budgets and funding requirements. Projections were presented to investors in order to determine the return on investment potential.
    • Prepared pitch deck for investors.
    • Reached out to over 200 venture capital seed-stage and Series A investors in the US and Canada.
    • Set up a data room and all legal documentation for investor reviews.
    Focus areas: Series A, Seed Fundraising, Capital Raising, Venture Capital, CFO, Board of Directors, Financial Forecasting
  • Board Director

    2018 - PRESENT
    • Prepared founder-friendly financial projections useful for internal controls, forecasting, budgeting, and burn rate for cash flow management.
    • Prepared the company presentation, including a company assessment and competitor analysis, which was used for investors and potential strategic partners.
    • Created a widespread offering to medical device investors resulting in an $8 million convertible note followed by a $10 million Series A financing and then a $12.5 million Series B financing.
    • Participated in financing strategy, termsheet preparation, and negotiations.
    Focus areas: Venture Capital, CFO, Capital Raising
  • Managing Partner

    2016 - PRESENT
    Green Lake Advisors
    • Provided financing and business expertise to corporate clients via a merchant banking/venture capital model that acquires equity positions, directorships, and/or executive roles in order to scale companies ranging from startups to large-cap organizations.
    • Advised clients across fintech, biotech, medtech, general tech, healthcare, social impact, and other industries on strategic partnerships and financings.
    • Partnered with advisors and investor groups in the US, Asia, and Western & Eastern Europe, in order to match companies with investors, venture capitalists, private equity funds, and potential buyers.
    Focus areas: Merchant Banking, CFO, Financial Consultation, Angel Investing, Venture Capital, Financing
  • CEO

    2015 - PRESENT
    • Managed all the aspects of a financial technology (fintech) startup which allows professional financiers, borrowers, and advisors to discover and connect with each other via a global marketplace.
    • Sourced, structured, and negotiated convertible debt funding.
    • Originated a marketplace idea and designed a platform using a combination of detailed knowledge of debt financing mechanics, and an understanding the interactions between the global network of borrowers, advisors, and financiers gained over 20 years in the international finance industry.
    • Sourced, structured, and negotiated financing transactions of $10-500 million in size to assist corporates to connect with family offices, banks, insurance companies, investment funds, and private equity firms around the world.
    Focus areas: Technology, Finance Strategy, Financial Planning & Analysis (FP&A), Debt Financing, Equity Financing, Fundraising
  • Co-founder

    2016 - 2018
    Pebble Labs, Inc.
    • Managed the financial aspects of a biotechnology startup that's building novel platform technology to control virus-based diseases.
    • Aligned the technology to focus on addressable markets for mosquito-borne diseases including Zika and Dengue, crop diseases, and aquaculture in order to commercialize and monetize the opportunity.
    • Prepared financial model, cap table, pitch decks to attract investors from Canada, USA, Hong Kong, and Singapore.
    Focus areas: Capital Raising, Strategy, Budgeting, CFO
  • Fintech Fundraising Advisor

    2017 - 2017
    Mobility Capital Finance (via Toptal)
    • Built a financial model to project the company's cashflow requirements and associated funding over the next three years.
    • Audited the company's accounting set up and recommended changes for the better management budgeting of expenses.
    Focus areas: Financial Model Auditing, Projected Cash Flow, Accounting Systems, Financial Modeling
  • Global Deputy Head of Financial Structuring

    2007 - 2014
    VTB Capital
    • Worked as a member of global management team tasked with the build-out of the front-office global—structuring functions and infrastructure for a new investment bank owned by Russia’s second largest banking group. Worked closely with the global heads of the debt and equity markets, investment banking, and asset management.
    • Structured, innovated, and executed of all non-flow/non-vanilla financing and derivative transactions including structured debt finance, equity-backed financing, treasury liability management, liability-side derivatives, and structured investor products across all asset classes. Transacted across global jurisdictions for global client set with special emphasis on emerging markets.
    • Hired and managed over 60 professionals across offices in Moscow, London, Dubai, Singapore, New York, and Hong Kong.
    • Managed and was held accountable for a revenue budget over USD 1 billion revenues plus key performance indicators (KPIs) including product development, platform build-outs, balance sheet growth, RWA improvement, ROA increases, operating efficiency, asset distribution, and credit mitigation.
    • Handled and was responsible for the asset and liability-side derivatives across all asset classes for investor clients in global financial centers, corporations, financial institution, and sovereign clients.
    • Drove the derivative business strategy and corresponding business plans for global markets businesses, promoted efficient regulatory capital usage and capital allocation across the firm, assessed market risk and credit risk taking across client and product lines, and championed new product development.
    • Implemented relevant firm-wide infrastructure including trade capture and reporting systems, compliance requirements, credit risk procedures, market risk parameters, back office functions, and legal frameworks.
    Focus areas: Cash Flow Forecasting, International Finance, Corporate Finance, Pitch Decks, Financial Planning & Analysis (FP&A), Strategy, Bank Debt Raises
  • Financing and Derivative Structuring and Marketing

    2005 - 2007
    Credit Suisse (First Boston)
    • Originated all the funding solutions for financial institution clients (banks, investment managers, pension funds, private banks, and insurance companies) across central and eastern Europe.
    • Structured and marketed unique derivative-based solutions to asset and liability risk managers.
    • Marketed yield enhancement structures across FX, interest rate, credit, equity, and commodity asset classes.
    • Developed local market investment and trading ideas for London-based hedge funds sales team.
    Focus areas: Financial Restructuring, Financing, Derivatives
  • Derivatives Structuring

    2003 - 2005
    ABN AMRO Bank
    • Structured asset and liability derivative products across all asset classes sold into Central and Eastern Europe, Middle East, and Africa for all sovereign, corporate, and financial institution client sectors.
    • Marketed the senior client contacts across the region in cross-asset class “transformational” solutions—including asset liability management, commodity, weather, insurance, equity, and fund-linked structures.
    • Managed six London-based derivatives marketers directly and 21 regional treasury sales dotted-line basis.
    Focus areas: International Finance, Derivatives
  • Derivatives Structuring and Solutions

    1997 - 2003
    J.P. Morgan
    • Structured and executed bespoke asset and/or liability derivative solutions using western and emerging market currencies and interest rates for treasury heads, sovereign treasuries, and asset and liability managers.
    • Marketed, structured, and executed investor products across asset classes to banks, insurance companies, hedge funds, central banks, sovereign wealth funds, real money accounts, and pension funds.
    Focus areas: Asset Liability Management (ALM), Commodities, Credit Structuring, Risk, Foreign Exchange, Interest Rate Risk, Derivatives
  • Financing Provider

    1994 - 1997
    European Bank for Reconstruction and Development
    • Structured and executed bilateral and syndicated debt and equity financings.
    • Modeled a client's business operations and financial projections while applying accounting principles, credit assessment, and equity valuation techniques.
    Focus areas: Legal Documentation, Industry Analysis, Financial Planning & Analysis (FP&A), Financial Modeling, Risk Management, Private Equity, Loans, Corporate, International Finance


  • Master of Business Administration (MBA) degree in Finance
    1992 - 1994
    Richard Ivey School of Business, University of Western Ontario - London, Canada
  • Bachelor of Commerce degree in Business Administration
    1985 - 1989
    University of Calgary - Calgary, Canada

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