Renzo is available for hire
Hire RenzoRenzo Dancourt
Verified Expert in Finance
Finance Expert
Location
Ladera Ranch, CA, United States
Toptal Member Since
June 15, 2017
Renzo has invested over $1 billion in listed and private companies during his over a decade career at Wall Street investment firms and has built a large global network of executives at banks, companies, and funds. He consults for businesses of all sizes in strategy, financial modeling, valuation, and capital raising.
Career Highlights
Head of Research
Deductive Capital
Portfolio Manager
Cedar Holdings Management
Education Highlights
Master of Business Administration (MBA)
New York University
Bachelor's Degree
Universidad del Pacifico
Certification Highlights
Chartered Financial Analyst (CFA)
CFA Institute
Case Studies
Industry Expertise
Other Expertise
Work Experience
Founder | Principal
2014 - PRESENT
Mallku Advisors
- Conducted comprehensive equity and debt research projects focused on industry fundamentals for a global macro hedge fund.
- Implemented a detailed asset liability and valuation model for a financial services company's multi-billion dollar balance sheet.
- Built advanced financial models to forecast monthly earnings, perform scenario simulations, evaluate interest rate risk, and estimate the market value of equity for the European subsidiaries of a multinational company.
- Advised an investor in the successful sale of private-market shares of a multi-billion Latin American conglomerate by developing the valuation methodology to estimate the fair value of the shares and crafting the selling strategy.
- Advised the sushi-focused startup Sushi Pop on market analysis, financial models, break-even analysis, and the investment amount required to roll out the 1st delivery center and the 1st restaurant in Lima, Peru.
Focus areas: Fundamental Analysis, Due Diligence, Pro Forma Financial Statements, Financial Statements, Asset Valuation, DCF Valuation, Valuation Analysis, Valuation Modeling, Valuation Multiples, Equity Valuation, Comparable Company Analysis, Private Company Valuation, Portfolio Analysis, Financial Planning & Analysis (FP&A), Capital Structure Analysis, Financial Modeling, Financial Advisory, Equity Research, Pitch Decks, Three-statement Modeling, Investment Analysis, Scenario Analysis, Excel Modeling, Startups, Forecasting, Fundraising, Pro Forma Analysis, Financial Forecasting, Industry Analysis, Research Analysis, Equity Research Analysis, Market Research & Analysis, Market Research, Investments, Investment Cases, Valuation, Asset Liability Management (ALM), Alternative Investments, Stock Market, eCommerce, Advisory, Business Advisory, Excel Expert, Business Strategy, Business Cases, Reporting, Startup Consulting, Business Models, Investor Presentations, Pitch Deck Consultant, QuickBooks Online, eCommerce Analysis, Fintech, Peru, Latin America (LATAM), Chartered Financial Analyst (CFA), Public Companies, Budgeting, Banking & Finance, IRR, Intuit QuickBooks, Negotiation, Revenue Modeling, Investment Ideas, Investment Funds, Equity Markets
Director | Head of Product | Risk Solutions
2019 - 2022
FIS Global
- Acted as a product leader who revitalized the banking risk software business by crafting the strategy and leading the execution to transform point solutions into a unified SaaS platform, create new offerings, and scale consulting services.
- Created a transformation roadmap by incorporating market trends, regulatory change, and clients' digital needs.
- Led the most successful version release in years by steering a team of direct reports, engineers, and professional services.
Focus areas: Risk Management, Asset Liability Management (ALM), Credit Risk, Product Owner, Product Management, Product Roadmaps, Strategy, Product Strategy, Market Research, Competitive Analysis, Competitive Intelligence, Digital Transformation, Advisory, Market Research & Analysis, Opportunity Assessments, Sales Strategy, Business Strategy, Investment Cases, Business Cases, Competitive Strategy, Excel Modeling, Partnerships, Mortgage-backed Securities, Interest Rate Risk, Liquidity Coverage Ratio (LCR), Stress Testing, Fixed Income, Fixed Income Analysis, Analytical Dashboards, Forecasting, P&L Forecasting, Financial Forecasting, Financial Products, Pro Forma Analysis, Industry Analysis, Research Analysis, Excel Expert, Dashboards, SaaS, Reporting, B2B, B2B Partnerships, Partnership Analysis, Strategic Partnerships, Strategic Planning, Budgeting, Fintech, Global Banking, Risk Models, Risk, Latin America (LATAM), Banking & Finance, Negotiation, Business Partnerships, Revenue Modeling, Revenue Strategy
Head of Research
2018 - 2019
Deductive Capital
- Served as an investment team leader who built and spearheaded the investment research processes to discover opportunities, conduct deep-dive due diligence, monitor portfolio companies, and recommend investment transactions.
- Initiated broad coverage within the technology industry focusing on software and consumer tech businesses.
- Doubled the pool of investment ideas by tracking corporate actions such as M&A, SPACs, spinoffs, and issuances.
- Expanded coverage into Latin America by researching opportunities in US-listed equities exposed to the region.
Focus areas: Hedge Funds, Alternative Investments, Financial Modeling, Three-statement Modeling, Value Investing, Investment Thesis, Investment Cases, Equity Research, Equity Investment, Bloomberg, Revenue & Expense Projections, Pro Forma Financial Statements, Scenario Analysis, Stock Market, Latin America (LATAM), Financial Products, P&L Forecasting, Asset Valuation, Special Purpose Acquisition Companies (SPAC), Comparable Company Analysis, Transaction Comparables, Transaction Modeling, Investment Modeling, Investment Memoranda, Investment Research, Investment Analysis, Investment Summaries, Investment Ideas, Investment Monitoring, Investment Manager, DCF Modeling, DCF Valuation, Excel Modeling, Forecasting, Financial Forecasting, Pro Forma Analysis, Market Research, Equity Research Analysis, Research Analysis, Market Research & Analysis, Industry Analysis, Investments, Investments & Risk Management, Valuation, Equity Valuation, Valuation Analysis, Fundamental Analysis, Due Diligence, Excel Expert, Business Models, Investor Presentations, Pitch Decks, Precedent Transaction Analysis, Chartered Financial Analyst (CFA), Public Companies, Banking & Finance, IRR, Revenue Modeling, Investment Funds, Investment Strategy, Equity Markets
Portfolio Manager
2014 - 2018
Cedar Holdings Management
- Acted as a fund manager who built the investment team and research processes from scratch and led an absolute return investment strategy to double-digit annualized returns.
- Expanded the focus of the investment strategy beyond the US by investing in Canada, Europe, and Latin America.
- Added material portfolio exposure to special situations by investing in spinoffs, SPACs, turnarounds, business pivots, and issuances, among others.
- Sourced investments in startups by crafting sector heatmaps to select targets and building executive relationships.
- Gained access to public and private capital transactions by building strong relationships with various investment banks.
- Launched coverage of the technology industry with a focus on software, cybersecurity, and consumer tech.
- Established healthcare coverage with a focus on medical devices, healthcare IT, and services companies.
Focus areas: Value Investing, Valuation Multiples, Investment Monitoring, Transaction Modeling, Private Company Valuation, Comparable Company Analysis, Portfolio Analysis, Fundamental Analysis, Capital Structure Analysis, Financial Statements, Investment Memoranda, Growth Equity, Financial Modeling, Investment Summaries, Investment Thesis, Equity Valuation, Equity Research, Financial Products, Alternative Investments, Revenue & Expense Projections, Family Office, Investment Ideas, Investment Cases, Equity Investment, Pitch Decks, Scenario Analysis, Pro Forma Financial Statements, Bloomberg, Three-statement Modeling, Stock Market, Latin America (LATAM), Special Purpose Acquisition Companies (SPAC), Transaction Comparables, Investment Analysis, Investment Research, Investment Manager, Investment Modeling, DCF Valuation, DCF Modeling, Excel Modeling, Startups, Startup Funding, Forecasting, Financial Forecasting, Pro Forma Analysis, Market Research, Market Research & Analysis, Equity Research Analysis, Research Analysis, Industry Analysis, Investments, Investments & Risk Management, Risk Management, Valuation, Valuation Analysis, Due Diligence, Excel Expert, Business Models, Investor Presentations, Precedent Transaction Analysis, Family Office Management, Chartered Financial Analyst (CFA), Public Companies, Budgeting, Banking & Finance, IRR, Revenue Modeling, Investment Funds, Investment Strategy, Equity Markets
Research Analyst
2012 - 2014
Caveat Emptor Capital
- Served as an investment team member focused on discovering and conducting deep-dive fundamental research on contrarian opportunities globally, primarily in the software and consumer tech sectors.
- Built hundreds of financial models that included financial statement projections, earnings power analysis, discounted cash flow valuation, private market value, comparable multiples, and scenario simulations.
- Increased the number of special situation investments by actively analyzing M&A, restructurings, spinoffs, lawsuits, and other corporate actions.
Focus areas: Value Investing, Comparable Company Analysis, Private Company Valuation, Valuation Modeling, Valuation Multiples, Fundamental Analysis, Investment Memoranda, Investment Summaries, Investment Thesis, Financial Statements, Financial Modeling, Equity Valuation, Equity Research, Family Office, Alternative Investments, Pitch Decks, S&P Capital IQ, Investment Ideas, Investment Cases, Equity Investment, Investment Research, Investment Analysis, Financial Products, P&L Forecasting, P&L Analysis, Revenue & Expense Projections, Capital Structure Analysis, Pro Forma Financial Statements, Scenario Analysis, Transaction Modeling, Three-statement Modeling, Stock Market, Investment Modeling, DCF Modeling, DCF Valuation, Excel Modeling, Pro Forma Analysis, Investments, Valuation, Valuation Analysis, Research Analysis, Equity Research Analysis, Market Research & Analysis, Market Research, Due Diligence, Excel Expert, Business Models, Investor Presentations, Precedent Transaction Analysis, Family Office Management, Chartered Financial Analyst (CFA), Public Companies, Banking & Finance, IRR, Revenue Modeling, Investment Funds, Equity Markets
Investment Analyst
2008 - 2012
DWS
- Acted as an investment research analyst for a multi-billion fund focused on evaluating and investing in a broad set of fixed-income opportunities, including corporate bonds, structured credit products, and loans.
- Developed the financial model templates with dynamic three-statement projections to analyze cash flow quality and assess the probability of default of companies in my coverage sectors.
- Crafted a master portfolio sheet to monitor current ratings and estimate forward-looking ratings actions to recommend portfolio allocations and trading activities.
- Collaborated in the marketing efforts to investors, including writing monthly market analysis pieces and investor letters.
Focus areas: Valuation Modeling, Valuation of Financial Instruments, Private Company Valuation, Fundamental Analysis, Debt Capital Markets, Financial Statements, Financial Modeling, Capital Structure Analysis, Investment Memoranda, Investment Summaries, Investment Thesis, Pitch Decks, Financial Products, Pro Forma Financial Statements, Revenue & Expense Projections, Investment Cases, Investment Analysis, Scenario Analysis, Bloomberg, Transaction Modeling, Three-statement Modeling, Investment Modeling, Investment Ideas, Investment Research, DCF Modeling, Excel Modeling, Fixed Income, Fixed Income Analysis, Forecasting, Financial Forecasting, Pro Forma Analysis, Investments, Market Research, Market Research & Analysis, Research Analysis, Due Diligence, Excel Expert, Business Models, Investor Presentations, Debt, Bonds, Investments & Risk Management, Chartered Financial Analyst (CFA), Public Companies, Banking & Finance, Credit/Debt, IRR, Revenue Modeling, Investment Funds, Debt Analysis
Education
2010 - 2013
Master of Business Administration (MBA) in Corporate Finance & Strategy
New York University - New York, USA
1998 - 2003
Bachelor's Degree in Economics
Universidad del Pacifico - Lima, Peru
Certifications
AUGUST 2008 - PRESENT
Chartered Financial Analyst (CFA)
CFA Institute
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