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Paulius Uziela, CFA

Paulius Uziela, CFA

Vilnius, Vilnius County, Lithuania
Member since April 13, 2019
Paulius has successfully closed eight seed/early-stage investments in AI, technology, SaaS, and telecommunications sectors. He also has experience working on debt transactions and biggest regional M&A deals in the Baltics while being employed at a leading consulting firm (Deloitte) and DNB bank. Paulius is CFA charterholder who enjoys freelancing to help clients on valuation, financial modeling, and fundraising projects.
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Career Highlights
Education
Select Certifications
Case studies
Employment
  • Investment Project Manager
    2017 - PRESENT
    Koinvesticinis fondas
    • Prepared investment memos for 10+ investment cases, which included financial, market, competitor analysis, investment rationale, transaction description, and investment terms.
    • Successfully closed 8 seed/early-stage investments in AI, technology, SaaS, electronics, and telecommunications sectors. Funding round sizes ranged from USD $200,000 to USD $1.5 million.
    • Led meetings with co-investors, startups, and other relevant parties in facilitating negotiations and investment transactions.
    • Prepared valuation of the investments by fund for reporting purposes.
    Focus areas: Venture Capital, Term Sheets, Fundraising, Startup Funding, Modeling
  • Associate
    2015 - 2017
    Deloitte
    • Developed detailed valuation models of companies operating in the technology, energy, manufacturing, and wholesale sectors.
    • Completed valuation analysis of a complex IT company group consisting of 17 enterprises established in seven different countries.
    • Prepared numerous financial due diligence projects, which included EBITDA and net working capital (NWC) normalization, net debt calculation, KPIs, and management reports analysis.
    • Performed financial modeling of the price of services provided in a legal dispute between a rail carrier and the client.
    • Prepared numerous comparable company and precedent transaction analyses in conjunction with valuation and M&A mandates.
    Focus areas: Valuation, Due Diligence, Modeling, Mergers & Acquisitions (M&A)
  • Corporate Credit Analyst
    2014 - 2015
    DNB Bank
    • Prepared detailed financial analyses of companies operating in real estate, wholesale, retail, and manufacturing sectors.
    • Performed credit risk assessment taking into consideration the use of funds, profitability, scenario, NWC analysis, and financial projections.
    • Proposed appropriate financing structure, including debt schedule, financial and non-financial covenants, ring-fencing.
    Focus areas: Modeling, Business Loans, Credit Analysis
  • Broker
    2012 - 2014
    DNB Bank
    • Performed fixed income sales for institutional clients and attracted more than 30 new investors.
    • Maintained existing relationships with investors by generating new investment ideas.
    • Acted as a market maker in the secondary market for Baltic Government bonds.
    Focus areas: Trading, Financial Markets, Fixed Income
Education
  • Bachelor's degree in Economics
    2008 - 2012
    ISM University of Management and Economics - Lithuania
  • Bachelor's degree in Business Administration
    2008 - 2012
    BI Norwegian Business School - Norway
Certifications
  • Assistant Business Appraisal
    SEPTEMBER 2016 - SEPTEMBER 2018
    Ministry of Finance of the Republic of Lithuania
  • Chartered Financial Analyst (CFA)
    AUGUST 2016 - PRESENT
    CFA institute
  • Financial Broker Licence
    OCTOBER 2012 - PRESENT
    Central Bank of the Republic of Lithuania

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