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Sean Kae Siang Lim, Finance Expert in Sydney, New South Wales, Australia
Sean Kae Siang Lim

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.
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Career Highlights

Education

Select Certifications

Case studies

Industry Expertise

  • Venture Capital & Private Equity
  • Insurance
  • Real Estate
  • Financial Modeling
  • Fintech
  • Startups
  • Apps
  • Early-stage Startups

Other Expertise

Employment

  • Commercial Architect

    2022 - PRESENT
    Firemark Collective
    • 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

  • Venture Builder

    2019 - 2022
    Hampton Accelerate
    • 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

  • Investment Analyst

    2018 - 2021
    Hampton Capital
    • 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

  • Senior Associate

    2017 - 2018
    Netrove
    • 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.
    Focus areas: Strategy, Startups, Startup Funding, Investment Memoranda, Pitch Decks, Due Diligence, Pricing Strategy, Investment Portfolio Management, Financial Modeling, Deal Analysis, Fundraising, Revenue & Expense Projections, Venture Capital, Market Research, Business Plan Consulting, Pitch Deck Consultant, Early-stage Startups, Seed Fundraising

  • Senior Investment Analyst

    2015 - 2017
    NAB Asset Management
    • Managed the portfolio exposures of funds with over AUD 170 billion funds under management.
    • Rebalanced currency exposures of the portfolio.
    • Created macro to automated processes and brought down execution time from an hour to 15 minutes.
    • Planned and executed financial restructuring of the portfolio to demerge the life insurance portfolios in preparation for its acquisition by Nippon Life.
    Focus areas: Investment Portfolio Management

  • Hedge Fund Manager

    2008 - 2015
    Trading Pursuits
    • Co-managed a boutique hedge fund using a macro top-down and quantitative approach.
    • Backtested strategies based on technical and fundamental analyses.
    • Developed stock and option picking screeners based on quantitative models.
    • Automated the portfolio risk report to calculate VAR, performances and sensitivity analysis.
    • Prepared weekly and monthly reporting to investors.
    Focus areas: Risk Analysis, Investment Portfolio Management, Portfolio Analysis, Investment Monitoring

Other Experience

  • Financial Forecasting When Modeling With Missing Data (Publication)
    https://www.toptal.com/finance/financial-forecasting/granular-financial-forecasting
    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.

Education

  • Master's Degree in Quantitative Finance
    2008 - 2010
    University of Technology Sydney - Sydney, Australia
  • Bachelor's Degree in Actuary and Finance
    2004 - 2007
    University of New South Wales - Sydney, Australia

Certifications

  • Chartered Financial Analyst (CFA)
    JUNE 2015 - PRESENT
    CFA Institute

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