Andrew Holliday, Management Consultant in New York, NY, United States
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Andrew Holliday

Bio

Andrew has deep expertise in building companies and financial models. His knowledge of valuation techniques for hard-to-value securities, which he developed while working at AEP Capital (private equity) and Houlihan Lokey (portfolio valuation), is extensive. Andrew also built Ostrich, helping credit unions reach young customers. He enjoys the freedom and variety that comes with freelancing, and he can be counted on to deliver high-quality work in a timely fashion.

Career Highlights

Program Lead
Startup Leadership Program
COO | Co-founder
Ostrich
Associate
Houlihan Lokey

Education Highlights

MBA
Simon Business School, University of Rochester
Bachelor's Degree
Rollins College

Certification Highlights

Series 79
FINRA
Series 63
FINRA

Case Studies

Industry Expertise

  • Commercial & Residential Construction
  • Finance
  • Banking
  • Investment Banking
  • Venture Capital & Private Equity
  • Healthcare Services
  • Hospitality
  • Fitness & Dance Facilities

Software Expertise

  • Microsoft Excel

Other Expertise

  • AI Tools
  • Annual Budgets
  • Financial Modeling
  • Private Equity
  • Valuation

Work Experience

Program Lead

2023 - PRESENT
Startup Leadership Program
  • Led cohorts of 32 founders, earning an overall NPS of 93.
  • Attracted over 150 applicants per year and managed $15,000 annual program budget while keeping program expenses flat.
  • Planned and led sessions focused on learning from failure, customer development, fundraising, finances, and business models.
  • Guided fellows through customer discovery and fundraising sprints, raising over $10 million.
  • Developed an internal class planning tool that resulted in a 100% improvement in on-time class finishes.
  • Maintained an 80% alumni engagement rate across a 300+ alumni base, resulting in 75% of applications from referrals.
Focus areas: Go-to-market (GTM) Strategies, Startup Funding, Monetization Models, Revenue Strategy, Customer Discovery, Customer Development, Cap Tables, Equity, Customer Journey, Market Research & Analysis, Growth Strategy, Go-to-market (GTM) Strategies, Growth Strategy, Business Development, Marketing Strategy, MVP Design, Minimum Viable Product (MVP), User Testing, Pitch Deck Consultant, Community Development, Early-stage Venture Capital, Seed Fundraising, Operating Models, Pitch Preparation, SaaS, Total Addressable Market (TAM), Spreadsheets, Claude, ChatGPT, AI Tools, Consumer Research, Artificial Intelligence (AI), Contract Review, Cash Flow

COO | Co-founder

2019 - PRESENT
Ostrich
  • Co-founded Ostrich, a marketing platform for credit unions that must engage indirect customers to increase member loyalty.
  • Launched higher-ed and credit union SaaS verticals from concept to first paid contracts in under 90 days, securing $20,000 and $50,000 ARR, respectively, while establishing value props and pricing from scratch.
  • Built a GPT-powered onboarding bot (Lovable and Supabase) in 30 days that raised cross-sell among dormant CU members 5x during the 1st pilot.
  • Ran automate-or-hire playbook, keeping headcount below four FTE/interns, financing sales and product development via pre-seed funding, customer revenue, and $52,000 in non-dilutive grants to reach cashflow breakeven.
  • Replaced labor-intensive CU events with software after a 6-week test, shipping an MVP and closing the 1st pilot inside one month.
  • Converted both initial pilots into annual subscriptions and expanded pipeline to $300,000 by standardizing ICP rubric, 2-week pilot, and self-serve dashboard review.
  • Raised $250,000 in a mixture of SAFE and non-dilutive capital before achieving profitability.
Focus areas: Fundraising, Social Media Marketing (SMM), Budgeting, Launch Strategy, Company Strategy, Growth Strategy, Finance Strategy, Startups, Fintech, Startup Funding, Health & Wellness, Early-stage Startups, Apple Keynote, Pitch Decks, Storytelling, Business Models, Business Strategy, United States, Microsoft Excel, Business to Business (B2B), Market Research, Mobile App Development, Mobile Apps, Venture Capital, Early-stage Funding, Pricing, Pitch Deck Consultant, Apps, Business to Consumer (B2C), B2C, Financing, Business Planning, Business Plan Consulting, Fundraising Strategy, Cash Flow Modeling, P&L Forecasting, Strategy, Go-to-market (GTM) Strategies, Customer Acquisition, Customer Acquisition Cost (CAC), Market Opportunity Analysis, B2B Partnerships, Customer Lifetime Value (CLV), Net Promoter Score (NPS), Cap Tables, Equity, Customer Journey, Market Research & Analysis, Scenario Analysis, Content Creation, Digital Marketing, Instagram Ads, Go-to-market (GTM) Strategies, Social Media Marketing (SMM), Growth Strategy, Business Development, Marketing Strategy, AI Tools, AIOps, Customer Discovery, Monetization Models, Revenue Strategy, Customer Development, MVP Design, Minimum Viable Product (MVP), User Testing, Equity Raises, Early-stage Venture Capital, Seed Fundraising, Operating Models, Pitch Preparation, SaaS, B2B, Total Addressable Market (TAM), Spreadsheets, Claude, ChatGPT, Lovable, Supabase, Consumer Research, Accounting, Artificial Intelligence (AI), Contract Negotiation, Contract Review, Cash Flow

Spreadsheet Sanitizer

2026 - 2026
Meridian AI
  • Created and vetted hundreds of spreadsheets for large language model (LLM) training data set purposes.
  • Managed a pod of seven contributors, creating spreadsheets to be used for training.
  • Vetted over 100 potential contributors for suitability for the program.
Focus areas: Microsoft Excel, Financial Modeling, Spreadsheets, Three-statement Modeling, Investment Banking, Leveraged Buyout (LBO), Valuation

Ops Consultant

2025 - 2025
SupplyMaven, Inc
  • Launched an MVP months ahead of schedule due to a focus on reducing monthly burn and solely delivering on core product features.
  • Built the operating model for the company to inform capital needs.
  • Changed the fundraising timeline, delaying until post-launch due to analysis of costs.
Focus areas: Fundraising, Grants, Pitch Decks, Financial Modeling, Three-statement Modeling, AI Tools, Consumer Research

Financial Advisor

2025 - 2025
Land Bridge Partners
  • Advised the client on multimillion-dollar debt and equity fundraise for a solar farm development.
  • Built the financial model used to underwrite the deal, including scenarios for non-development and multiple operating lease options.
  • Worked directly with the client to inform debt and equity investor conversations.
Focus areas: Financial Modeling, Equity Raises, Operating Models, Pitch Preparation, Real Estate Investment, Spreadsheets, Project Finance, Risk Analysis, Capital Structuring, Data Centers, Investment Analysis, Pitch Decks, AI Tools, Investments, Contract Review

Market Research | Fundraising Specialist

2024 - 2024
SPORTS IQ UNIVERSITY LLC.
  • Oversaw a reset of the customer discovery process to ensure that the software being built was in demand.
  • Designed an MVP of the Sports IQ University experience that cost nothing to build and test for customer discovery purposes.
  • Wrote a script for and facilitated customer interviews with 25 individuals.
  • Evaluated the viability of continuing the current development approach to determine its strategic value for the company.
Focus areas: Fundraising, Market Research, P&L Forecasting, Financial Modeling, Cash Flow Modeling, Customer Discovery, MVP Design, Minimum Viable Product (MVP), User Testing, Customer Journey, Market Research & Analysis, Growth Strategy, Digital Marketing, Go-to-market (GTM) Strategies, Growth Strategy, Business Development, Marketing Strategy, Monetization Models, Revenue Strategy, Customer Development, Early-stage Venture Capital, Pitch Preparation, Total Addressable Market (TAM), Pitch Decks, Pitch Deck Consultant, Consumer Research

Financial Consultant

2023 - 2023
Carmel Legacy Hotel
  • Helped raise tens of millions of dollars for the redevelopment of a luxury hotel in Northern California.
  • Created the three-statement financial model for the project financing.
  • Ensured sensitivity analysis and formatting were optimized for sharing and presentation to investors.
Focus areas: Excel Modeling, Debt Financing, Equity Raises, Three-statement Modeling, Real Estate, Real Estate Modeling, Real Estate Investment, Operating Models, Spreadsheets, Project Finance, Risk Analysis, Capital Structuring, Construction, Investment Analysis, Investments

Fundraising Consultant

2023 - 2023
SportUnleash
  • Collaborated with the CEO to define the value problem, value prop, and pitch story.
  • Developed a pitch deck to be used in investor presentations.
  • Designed customer interviews to deepen understanding of the problem and develop a pricing strategy.
  • Refined go-to-market strategy by narrowing down on a specific target niche to maintain focus.
Focus areas: United States, Startups, Fundraising, Venture Capital, Sports & Athletics, Sports, Early-stage Startups, Early-stage Funding, Early-stage Venture Capital, Platforms, Valuation, Startup Funding, Pitch Deck Consultant, Business to Consumer (B2C), B2C, Financing, Business Planning, Business Plan Consulting, Fundraising Strategy, Cash Flow Modeling, P&L Forecasting, Go-to-market (GTM) Strategies, Customer Acquisition, Customer Acquisition Cost (CAC), Market Opportunity Analysis, Customer Journey, Market Research & Analysis, Growth Strategy, Digital Marketing, Go-to-market (GTM) Strategies, Social Media Marketing (SMM), Growth Strategy, Business Development, Marketing Strategy, Customer Discovery, Monetization Models, Revenue Strategy, Customer Development, MVP Design, Minimum Viable Product (MVP), User Testing, Pitch Preparation, Total Addressable Market (TAM), Spreadsheets, Pitch Decks, Consumer Research

Fundraising Advisor

2020 - 2021
Danielle Hobson
  • Developed a business model with the CEO and built a complete financial model to inform fundraising needs.
  • Developed go-to-market strategy for a 2-sided marketplace.
  • Created a story with the CEO and designed a pitch deck for fundraising purposes.
Focus areas: Startups, Financial Modeling, Fundraising, Seed Fundraising, Angel/Seed Funding, United States, Platforms, Community Development, Angel Investing, Pitch Decks, Business Models, Pitch Deck Consultant, Psychology & Mental Health, Early-stage Startups, Financing, Business Planning, Business Plan Consulting, Fundraising Strategy, Cash Flow Modeling, Go-to-market (GTM) Strategies, Customer Acquisition, Customer Acquisition Cost (CAC), Market Opportunity Analysis, Customer Journey, Market Research & Analysis, Growth Strategy, Digital Marketing, Instagram Ads, Go-to-market (GTM) Strategies, Social Media Marketing (SMM), Growth Strategy, Business Development, Marketing Strategy, Customer Discovery, Monetization Models, Revenue Strategy, Customer Development, MVP Design, Minimum Viable Product (MVP), User Testing, Early-stage Venture Capital, Pitch Preparation, Total Addressable Market (TAM), Spreadsheets, Consumer Research

Financial Consultant

2020 - 2020
Plymouth Argyle Football Club
  • Developed a flexible operating model for the board to use in their decision-making regarding operations during the COVID-19 shutdown.
  • Created scenarios for board analysis based on altering key input variables, such as season start dates, length of season, crowd size, wage budget and staff furloughs, and other cost-cutting measures.
  • Worked with the CEO, executive board members, and the finance department to analyze recent historical results and create projections for the coming 2020/2021, 2021/2022, and 2022/2023 seasons.
Focus areas: Financial Planning & Analysis (FP&A), Revenue & Expense Projections, Scenario Analysis, Operating Models, Forecasting, Budgeting, Financial Analysis, Three-statement Modeling, United States, Microsoft Excel, Financials, Sensitivity Analysis, Sports & Athletics, Sports, Financing, Sportswear, Cash Flow Modeling, P&L Forecasting, United Kingdom, Spreadsheets, Capital Structuring, Investment Analysis, Accounting, Cash Flow

Associate

2017 - 2019
Houlihan Lokey
  • Conducted quarterly valuations for over 100 illiquid positions of up to $10 billion, specializing in SaaS and real estate valuation.
  • Worked directly with C-suite clients holding complex securities, explaining valuation methodologies used and results.
  • Authored a 40-page valuation methods handbook that became the go-to reference for new analysts and associates, freeing senior team members from routine ramp-up questions.
  • Built detailed cashflow and waterfall models for over 25 large-scale multifamily and commercial assets valued up to $100 million, both US-based and international, supporting deal diligence and quarterly reporting.
  • Collaborated with the tax and financial reporting teams on fairness opinions for deals worth as much as $5.1 billion.
Focus areas: Competitor Analysis & Profiling, Comparable Company Analysis, Client Briefing, Pitch Preparation, Financial Modeling, Loan Valuation, Valuation Modeling, Equity Valuation, Financial Analysis, Direct to Consumer (D2C), Three-statement Modeling, Offer Evaluation, Transaction Comparables, Asset Valuation, 409A Valuation, Banking & Finance, Financial Services, Distressed/Special Situations, Debt Financing, Due Diligence, Software as a Service (SaaS), Telecommunications, Health & Wellness, Infrastructure, SaaS, Pitch Decks, Private Equity Valuation, Capital IQ, United States, Microsoft PowerPoint, Microsoft Excel, Budget Modeling, Financials, Sensitivity Analysis, Real Estate, Mergers & Acquisitions (M&A), Business to Business (B2B), Market Research, Venture Capital, Financing, Real Estate Development, Cash Flow Modeling, P&L Forecasting, Cap Tables, Equity, Scenario Analysis, Investment Memoranda, Debt, Real Estate Modeling, Real Estate Investment, Equity Raises, Operating Models, Asset Management, B2B, Spreadsheets, Project Finance, Risk Analysis, Capital Structuring, Construction, Investment Analysis, Investments, Accounting, Contract Review, Cash Flow

CEO | Co-founder

2013 - 2018
Sports Scene
  • Created and co-founded Sports Scene, providing large, framed photographic montages to colleges to be presented to student-athletes, usually as a graduation gift or for winning competitions.
  • Worked with three colleges in Central Florida, designing and producing montages unique to each individual athlete across 14 sports.
  • Ran every aspect of the business including the legal process of creation, procurement of photographs, negotiation with suppliers and colleges for orders, design of the montages using Photoshop, and production and delivery of those montages.
  • Designed the business model in such a manner that it was profitable from day one.
Focus areas: Company Strategy, Budgeting, Photoshop Design, B2B2C, Business to Business to Consumer (B2B2C), Contract Negotiation, Management, Startups, Early-stage Startups, Apple Keynote, Pitch Decks, Storytelling, Business Models, Business Strategy, United States, Pricing, Business Planning, Go-to-market (GTM) Strategies, Customer Acquisition, Market Research & Analysis, Growth Strategy, Go-to-market (GTM) Strategies, Social Media Marketing (SMM), Business Development, Marketing Strategy, Contract Review, Cash Flow

Senior Analyst

2015 - 2017
AEP Capital
  • Sourced and vetted numerous investment opportunities, using both operational frameworks and valuation analyses.
  • Built three-statement financial models, including a full DCF valuation of a portfolio company, using management projections.
  • Carried out the 2016 budgeting process for a portfolio company, redesigning their spreadsheets and improving the accuracy of their projections.
  • Analyzed demographic data for a portfolio company, using regression analysis to provide insight into optimal new school locations.
  • Coordinated with management and Stephens Investment Bank to create a confidential information memorandum (CIM) for an ongoing portfolio company sale process.
Focus areas: Competitor Analysis & Profiling, Comparable Company Analysis, Private Equity, Financial Planning & Analysis (FP&A), Revenue & Expense Projections, Portfolio Management, Annual Budgets, M&A (Buy-side), M&A Modeling, Valuation, Financial Modeling, Financial Analysis, Three-statement Modeling, Transaction Comparables, Banking & Finance, Financial Services, Due Diligence, Family Office, Pitch Decks, Storytelling, Business Models, Business Strategy, Private Equity Valuation, Capital IQ, United States, Microsoft PowerPoint, Microsoft Excel, Budget Modeling, Financials, Sensitivity Analysis, Mergers & Acquisitions (M&A), Market Research, Financing, Cash Flow Modeling, Cap Tables, Equity, Investment Memoranda, Real Estate, Real Estate Modeling, Real Estate Investment, Equity Raises, Asset Management, Spreadsheets, Capital Structuring, Investment Analysis, Investments, Accounting, Cash Flow

Education

2013 - 2015

MBA in Finance – Competitive and Organizational Strategy

Simon Business School, University of Rochester - Rochester, NY, USA

2010 - 2013

Bachelor's Degree in International Business

Rollins College - Winter Park, FL, USA

Certifications

JUNE 2018 - NOVEMBER 2021

Series 79

FINRA

MAY 2018 - NOVEMBER 2021

Series 63

FINRA

Skills

Finance

Due Diligence, Financial Planning & Analysis (FP&A), Comparable Company Analysis, Three-statement Modeling, Valuation, Financial Modeling, Equity Valuation, Private Equity Valuation, Forecasting, DCF Valuation, Valuation Modeling, Cash Flow Modeling, Customer Acquisition Cost (CAC), Market Opportunity Analysis, Equity Raises, Total Addressable Market (TAM), Revenue & Expense Projections, Fundraising, Mergers & Acquisitions (M&A), M&A Modeling, Valuation Multiples, Weighted Average Cost of Capital (WACC), 409A Valuation, Private Equity, Asset Valuation, Market Research, Pricing, Seed Fundraising, P&L Forecasting, Monetization Models, Investment Memoranda, Debt, Project Finance, Capital Structuring, Accounting, Cash Flow, M&A (Buy-side), Budgeting, Finance Strategy, Startup Funding, Angel/Seed Funding, Customer Lifetime Value (CLV), Risk Analysis

Output Software

Microsoft Excel, Microsoft PowerPoint, Apple Keynote, Adobe Photoshop

Data & Analysis Software

Capital IQ, Financial Data, Bloomberg

Industry Expertise

Real Estate Investment, Real Estate, Financial Services, Early-stage Startups, Banking & Finance, Venture Capital, Sports, Real Estate Modeling, Asset Management, Health & Wellness, Telecommunications, Sportswear, Real Estate Development, Construction

Geographic Expertise

United States, United Kingdom

Other

Competitor Analysis & Profiling, Financials, Pitch Decks, Sensitivity Analysis, Financial Analysis, Pitch Preparation, Operating Models, Excel Modeling, DCF Modeling, Transaction Comparables, Offer Evaluation, Loan Valuation, Budget Modeling, Early-stage Venture Capital, Community Development, Pitch Deck Consultant, Business Planning, Net Promoter Score (NPS), Customer Discovery, Customer Development, Cap Tables, Equity, MVP Design, Minimum Viable Product (MVP), Customer Journey, Market Research & Analysis, Go-to-market (GTM) Strategies, B2B, Spreadsheets, Investment Analysis, Investments, Business Strategy, Business Models, Debt Financing, Storytelling, SaaS, Contract Negotiation, Growth Strategy, Scenario Analysis, S&P Capital IQ, Startups, Direct to Consumer (D2C), Annual Budgets, Distressed/Special Situations, Strategy, Sports & Athletics, Apps, Business to Consumer (B2C), B2C, Financing, Business Plan Consulting, Fundraising Strategy, Go-to-market (GTM) Strategies, Customer Acquisition, Revenue Strategy, User Testing, Digital Marketing, Social Media Marketing (SMM), Growth Strategy, Business Development, Marketing Strategy, AI Tools, AIOps, Lovable, Supabase, Claude, ChatGPT, Consumer Research, Contract Review, Infrastructure, Family Office, Client Briefing, Portfolio Management, Management, B2B2C, Photoshop Design, Company Strategy, Launch Strategy, Social Media Marketing (SMM), Microsoft 365, Fintech, Board Presentations, Industry Analysis, Client Presentations, Data Visualization, International Projects, Software as a Service (SaaS), Finance, Competitive Strategy, Business to Business (B2B), Mobile App Development, Mobile Apps, Early-stage Funding, Business to Business to Consumer (B2B2C), Platforms, Angel Investing, Psychology & Mental Health, Canva, Figma, Notion, B2B Partnerships, Content Creation, Instagram Ads, Data Centers, Grants, Artificial Intelligence (AI), Investment Banking, Leveraged Buyout (LBO)

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