Finance Expert in Sydney, New South Wales, Australia
Member since February 6, 2019
A CFA charterholder with more than nine years of experience in listed and unlisted equities, Sean's worked with many startups across Asia-Pacific ranging from seed to series A stages and consulted on strategies, financial planning, and equity transactions. Fluent in Chinese, he is currently working at a venture capital firm that invests in Asia-Pacific and enjoys freelancing to help clients solve complex problems and grow their businesses.
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: Deal Analysis, Business Advisory, Startup Funding, Financial Modeling, Valuation, Business Plan, Startup Strategy, Pitch Deck
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