Jason Cape
Verified Expert in Management Consulting
Management Consulting Expert
Johannesburg, Gauteng, South Africa
Toptal member since January 22, 2021
Jason is a finance expert, a CFA charterholder, and an MBA graduate from the University of Oxford. He has over ten years of corporate experience across investment banking (Currency Sales Trader) and top-tier management consulting (Bain & Co). Since leaving the corporate world, Jason has advised start-ups (e.g., Fintech, Proptech, and Medtech) on their fundraising efforts and built the materials to assist the process.
Career Highlights
Education Highlights
Certification Highlights
Case Studies
DCF Valuation for Medtech Startup
Valuation for Animation Business Raising Capital from an Institutional Investor
Industry Expertise
- Agriculture
- Advertising & Marketing
- Energy, Utilities & Waste
- Electricity, Oil & Gas
- Finance
- Banking
- Credit Cards & Transaction Processing
- Investment Banking
Other Expertise
- DCF Modeling
- DCF Valuation
- Financial Modeling
- Fintech
- Fundraising
- Operational Modeling
- Pitch Decks
Work Experience
Director/Founder
Oryx Capital
- Built the pitch deck and the financial model (including valuation) for an innovative consumer funding fintech used by its founders as a tool to predict monthly debt needs in advance and to raise funding from a locally listed strategic investor.
- Built the pitch deck for a credit fund specialising in distressed opportunities in the South African corporate credit market. The pitch deck was used to raise a new fund from global financial institutions.
- Raised an angel and seed round for a hospital-at-home medtech startup. Built the pitch deck and the financial model to support the fundraising rounds.
- Consulted for a top 10 African bank on its digital wallet micro-lending product to be launched across three countries in 2021. I built their lending model and advised on their route to market strategy.
- Built a comprehensive LBO model for a target of a local PE fund.
Investment Principal
simple.Capital()
- Led the successful fundraising for a startup that uses computer vision and machine learning to scan vehicle damages and provide a real-time vehicle health condition and repair estimate.
- Successfully managed the crowd fundraising of four startups across a variety of business life stages and industry focus. (e.g., proptech, marketplace, edtech, and fintech).
- Prepared a valuation for a revolutionary technology startup that powers real-time data and video integration enabling engagement for spectators and precision for professionals.
- Built more than five models with valuations for fundraising for a variety of industries using the following methodologies: Berkus method, Bill Payne scorecard, venture capital method, and DCF.
- Led the successful fundraising for a vehicle subscription leasing marketplace.
Consultant
Bain & Company
- Completed procurement spend analysis and identified potential annual savings of ~$20 million within two spend categories, for a global oil and gas firm.
- Redesigned the fuel dispensing process within the biggest fuel depot of a downstream oil and gas firm, resulting in expected annual cost savings of ~$10 million.
- Designed the “earn and burn” mechanism as part of the enhancement of a retail bank loyalty program, expected to drive ~$30 million increase in annual revenue.
- Refined the strategy for a financial service firm’s premier client offering through assessing its competitive landscape and benchmarking it against competitors.
Commodities Trader
Rand Merchant Bank
- Managed the gold trading book ($600 million) across a variety of asset classes including interest rate, exchange rate, and refinancing risk.
- Managed the full physical gold trading value chain, including buying, refining, leasing, transporting, and selling across multiple global locations.
- Provided tailored off-take solutions and hedging strategies to global mining firms for greenfield and brownfield projects in excess of $50 million.
FX Sales Trader
Rand Merchant Bank
- Oversaw a client portfolio of ~$2.5 billion annual turnover; consistently grew turnover and profitability by building strong client relationships.
- Provided hedging advice and solutions, including spot, swaps, forwards, and futures to FTSE 100 multi-national corporate clients on managing their foreign exchange exposures and risks.
- Risk managed the FX exposure generated from the FX corporate sales desk.
Education
Master's Degree in Business Administration (MBA)
University of Oxford - Oxford, England
Bachelor's Degree in Finance
University of Johannesburg - Johannesburg, South Africa
Certifications
CFA
CFA
Skills
Finance
Accounting, DCF Valuation, Valuation, Financial Modeling, Fundraising, Three-statement Modeling, Consumer Lending, Revenue & Expense Projections, Risk Models, Forecasting, Financial Planning & Analysis (FP&A), Stock Trading, M&A Modeling, M&A (Sell-side), Valuation Modeling, Foreign Exchange (FX) Hedging, Series A, Chartered Financial Analyst (CFA), Series B, Cash Flow Modeling, Cash Flow Forecasting, Cash Flow, Budgeting, Mergers & Acquisitions (M&A), Forward Contracts, P&L Forecasting, ROI, Forex Trading, Pricing Strategy, Profit & Loss (P&L), Financial Reporting, Hedge Accounting, Discounted Cash Flow (DCF), Cost Reduction & Optimization (Cost-down), Credit/Debt, RiskMetrics, Micro Lending, Angel/Seed Funding, Seed Fundraising, Market Research, CFO, Equity Research, Corporate Finance, Cost Benchmarking, Embedded Derivatives, Money Market, Capital Raising, Startup Funding, Blockchain
Output Software
Microsoft Excel, Microsoft PowerPoint, Excel 2016, Apple Keynote, Google Sheets, Apple Numbers
Data & Analysis Software
Financial Data, Xero Accounting, Tableau
Industry Expertise
Financial Services, Venture Capital, Early-stage Startups, Import/Export, Food & Beverage, Education Technology (Edtech), Renewable Energy, Healthcare, Franchises, Copper, Asset Management, Telecommunications, Oil & Gas, Gold Refineries, Energy
Geographic Expertise
Africa, United States, Asia-Pacific (APAC)
Other
Finance, Derivatives, Operational Modeling, Commodity Markets, Risk Management, Trading, Startups, Fintech, DCF Modeling, Fundraising Consultant, Fintech Consultant, Pitch Decks, Business Models, Cash Flow Consultant, Pitch Deck Consultant, Futures & Options, Cash Flow Management, Financing, Excel 365, Software as a Service (SaaS), Private Capital Markets, Financial Analysis, Accounts Receivable, Excel Expert, Business Plan Consulting, Leveraged Buyout (LBO), Trade, Management Consulting, Business Planning, Consulting, Early-stage Funding, Fundraising Strategy, Growth Strategy, FX, Emerging Markets, Futures, Financial Forecasting, Early-stage Venture Capital, Business Strategy, Pitch Presentations, Investments, IFRS 9, Business Modeling, Pitch Preparation, Automation, Dashboards, Metals & Mining, Equity, Equity Trading, Market Research & Analysis, Strategy, SaaS, Loans, Hedge Funds, Waterfall Modeling, Leadership, Travel, Tourism, Cap Tables, Scenario Analysis, eCommerce, Business to Business (B2B), Edtech Design, Non-fungible Tokens (NFT), Solar, Mobile Apps, Enterprise SaaS, Pricing Models, Decentralized Finance (DeFi), Healthcare IT, Business to Consumer (B2C), B2C, Storytelling, Investment Funds, Commercial Strategy, Revenue Strategy, Proof of Concept (POC), Sourcing & Procurement, Portfolio Management, Operations, Growth Marketing, Economics, Capital Asset Pricing Model (CAPM), Procurement, Gold, Forex, Sales, Small & Medium-sized Enterprises (SME), Medtech, Open Source, Manufacturing, Card Payments, M&A Due Diligence (Financial), Exit Strategy, Web 3.0, Blockchain & Cryptocurrency, Cryptocurrency, Crypto, Supply Chain
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