Paulius Uziela, CFA, Finance Expert in Vilnius, Vilnius County, Lithuania
Paulius is available for hire
Hire Paulius

Paulius Uziela, CFA

Verified Expert  in Finance

Bio

Paulius has closed 20+ seed/early-stage investments in AI, technology, SaaS, energy, and other sectors. He also has experience working on debt transactions and the biggest regional M&A deals in the Baltics while employed at a leading consulting firm (Deloitte) and DNB bank. Paulius is a CFA charter holder who enjoys freelancing to help clients on valuation, financial modeling, and fundraising projects.

Career Highlights

Investment Manager
CoInvest Capital
Associate
Deloitte
Corporate Credit Analyst
DNB Bank

Education Highlights

Bachelor's Degree
ISM University of Management and Economics
Bachelor's Degree
BI Norwegian Business School

Certification Highlights

Assistant Business Appraisal
Ministry of Finance of the Republic of Lithuania
Chartered Financial Analyst (CFA)
CFA institute
Financial Broker Licence
Central Bank of the Republic of Lithuania

Case Studies

Work Experience

Investment Manager

2017 - PRESENT
CoInvest Capital
  • Prepared investment memos for 30+ investment cases, which included financial, market, competitor analysis, investment rationale, transaction description, and investment terms.
  • Successfully closed 20+ seed/early-stage investments in AI, technology, SaaS, energy, and other 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 a fund for reporting purposes.
  • Defined KPIs (MRR, LTV, CAC, churn, payback period) and created a detailed dashboard to track a SaaS startup's financial and operating performance.
  • Led the due diligence process, which included a detailed analysis of financial model assumptions and questionnaires on the market, product, team, strategy, and finance.
Focus areas: Three-statement Modeling, Financial Modeling, Valuation, Modeling, Startup Funding, Fundraising, Term Sheets, Venture Capital, Pitch Decks, Financial Forecasting, Market Research, Financial Planning & Analysis (FP&A), Financial Ratios, Financial Reporting, DCF Modeling, Financial Analysis, Equity Valuation, DCF Valuation, Forecasting, Corporate Finance, Seed Fundraising, Early-stage Startups, Investments, Due Diligence, Capital Raising, Growth Capital Raising, SaaS, Monthly Recurring Revenue (MRR), Customer Acquisition Cost (CAC), IRR, Revenue & Expense Projections, Discounted Cash Flow (DCF), Public Companies

Associate

2015 - 2017
Deloitte
  • Developed detailed valuation models of companies operating in the technology, energy, manufacturing, and wholesale sectors.
  • Completed the valuation analysis of a complex IT company group of 17 enterprises established in seven 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 the 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: Three-statement Modeling, Financial Modeling, Mergers & Acquisitions (M&A), Modeling, Due Diligence, Valuation, Financial Forecasting, Market Research, Financial Planning & Analysis (FP&A), Private Equity, Financial Ratios, Financial Reporting, DCF Modeling, Financial Analysis, Equity Valuation, DCF Valuation, Forecasting, Corporate Finance, Capital IQ, Investments, Capital Markets, EBITDA, Capital, Weighted Average Cost of Capital (WACC), IRR, Revenue & Expense Projections, Discounted Cash Flow (DCF), Public Companies

Corporate Credit Analyst

2014 - 2015
DNB Bank
  • Prepared detailed financial analyses of real estate, wholesale, retail, and manufacturing companies.
  • Performed credit risk assessment considering the use of funds, profitability, scenario, NWC analysis, and financial projections.
  • Proposed appropriate financing structure, including debt schedule, financial and non-financial covenants, and ring-fencing.
Focus areas: Three-statement Modeling, Financial Modeling, Credit Analysis, Business Loans, Modeling, Financial Forecasting, Market Research, Financial Planning & Analysis (FP&A), Financial Ratios, Financial Reporting, DCF Modeling, Financial Analysis, Forecasting, Corporate Finance, Revenue & Expense Projections

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: Fixed Income, Financial Markets, Trading, Investments, Capital Markets, Bloomberg, Public Companies
2008 - 2012

Bachelor's Degree in Economics

ISM University of Management and Economics - Lithuania

2008 - 2012

Bachelor's Degree in Business Administration

BI Norwegian Business School - Norway

SEPTEMBER 2016 - SEPTEMBER 2018

Assistant Business Appraisal

Ministry of Finance of the Republic of Lithuania

AUGUST 2016 - PRESENT

Chartered Financial Analyst (CFA)

CFA institute

OCTOBER 2012 - PRESENT

Financial Broker Licence

Central Bank of the Republic of Lithuania

Finance

Valuation, Equity Valuation, DCF Valuation, Capital Raising, Growth Capital Raising, Startup Funding, Seed Fundraising, Financial Modeling, Fundraising, Three-statement Modeling, Forecasting, Corporate Finance, Market Research, Financial Reporting, Revenue & Expense Projections, Discounted Cash Flow (DCF), Due Diligence, Series A, Mergers & Acquisitions (M&A), Financial Planning & Analysis (FP&A), Credit Analysis, Budgeting, Monthly Recurring Revenue (MRR), Customer Acquisition Cost (CAC), Weighted Average Cost of Capital (WACC), Capital, Private Equity

Output Software

Microsoft Excel, Microsoft PowerPoint

Data & Analysis Software

Capital IQ, Bloomberg

Industry Expertise

Financial Markets, Venture Capital, Early-stage Startups, Public Companies, Technology, Financial Services, Retail & Wholesale, Energy, Industrial & Manufacturing, Capital Markets, Logistics

Geographic Expertise

United States, Europe

Other

Modeling, Financial Ratios, Financial Forecasting, DCF Modeling, Fixed Income, Financial Analysis, Pitch Decks, IRR, SaaS, Term Sheets, Derivatives, Investments, Economics, Sensitivity Analysis, Trading, Business Loans, Dashboards, LTV:CAC, Scenario Analysis, EBITDA, Artificial Intelligence (AI)

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