Finance Expert in Sydney, New South Wales, Australia
Member since May 7, 2019
As a skilled CFA charterholder, Sean specializes in commercial modeling and growth strategy for startups and corporate innovations. With over five years of experience working in venture capitals, accelerators, and CVC, he has helped 20+ startups to develop their growth strategies, business plans, and financial models. Currently, Sean is working with the largest insurer in Australia to create an incubation ecosystem for insurtech, which includes industry, VC, academic, and government sectors.
Assisted startups in establishing a foundation for achievement within a corporate setting.
Monitored effects of the supply chain innovations, set objectives, and provided guidance to achieve the $7 million benefit target.
Discovered new opportunities and measured their values and impact on our corporate partner.
Focus areas: Business Planning, Commercials, Financial Modeling, Startups, Forecasting, Revenue & Expense Projections, Business Models, Venture Capital, Pitch Decks, Strategy, Market Research, Business Plan Consulting, Pitch Deck Consultant, Early-stage Startups
2019 - 2022
Originated and explored 60+ product ideas with startup founders by identifying problems within their industries through interviews, online research, blogs, and forums.
Managed commercial due diligence to assess industry trends, market sizes, and competitive landscapes.
Assisted in creating 20+ product strategies, roadmaps, business plans, and 5-year pro forma financial models.
Raised close to $6 million in seed funding for our startups.
Focus areas: Business Planning, Early-stage Venture Capital, Fundraising, Startups, Forecasting, Revenue & Expense Projections, Business Models, Pitch Decks, Strategy, Market Research, Business Plan Consulting, Pitch Deck Consultant, Early-stage Startups
2018 - 2021
Liaised with investment partners to develop sound business models based on their strategic background and conducted feasibility studies for China and Australia.
Prepared comprehensive business plans, investor decks, and five-year three-scenario financial forecasts.
Secured a combined investment of AUD 5.5 million for projects in a range of industries, such as supply chain management, blockchain, and social eCommerce.
Managed the relationship with stakeholders in both English and Chinese.
Partnered with UNSW and worked with deep-tech professors to derive commercial applications with funding potentials from their research.
Focus areas: Pitch Decks, Strategy, Startups, Business Planning, Valuation, Financial Modeling, Startup Funding, Business Advisory, Deal Analysis, Fundraising, Revenue & Expense Projections, Venture Capital, Market Research, Business Plan Consulting, Pitch Deck Consultant, Early-stage Startups, Seed Fundraising
2017 - 2018
Managed portfolio companies through regular problem-solving meetings, strategic advice, and performance reviews.
Prepared and reviewed legal documents including term sheets, shareholder agreements, MOUs, sales agreements, and distributor agreements.
Originated new deals through networking and events and screened through over 100 deals.
Conducted due diligence on new investments and advisory projects.
Turned around a no-product, no-cash startup by helping them to hire the right team, implement processes, define accountabilities and the budget, request for more capital from investors, work on iterations of the products, plan a marketing strategy for product launch, and open up stores in prime areas such as airports and one of the largest and most popular shopping malls in Malaysia.
Executed a merger of a portfolio company with AirAsia and represented Netrove in the negotiation of the terms of the deal.
A financial forecast is a map that leads investors to the end goal. Most forecasts fail because they assume the ability to capture a market without detailing the assumptions to get them there. Startup financial models must be granular, with no missing steps from points A to Z.
Master's Degree in Quantitative Finance
2008 - 2010
University of Technology Sydney - Sydney, Australia