Jonathan Duarte
Verified Expert in Management Consulting
Finance Expert
Bogotá - Bogota, Colombia
Toptal member since December 12, 2018
As a successful investor turned entrepreneur, Jonathan's worked on five different investment transactions raising $20+ million for financial services and tech companies ranging from seed to series C rounds. His background as a management consultant at Monitor Group, Harvard MBA, and financial advisor make him a key asset for investors and companies alike. As a freelancer, he enjoys working on venture capital transactions and corporate finance.
Career Highlights
Education Highlights
Case Studies
Fundraising Pitch Deck
Five-year Projections Model
Industry Expertise
- Finance
- Venture Capital & Private Equity
- Pharmaceuticals
- Financial Modeling
- Fintech
Other Expertise
- Business Models
- CFO
- Financial Planning & Analysis (FP&A)
- Fintech
- Fundraising
- Latin America (LATAM)
Work Experience
Co-founder | CEO
ESCALA Educación (Fintech)
- Created a fintech model focused on savings plans for higher education targeting low-skill workers in Latin America.
- Raised over $1 million in seed funding from angels and institutional investors to support the company’s operations.
- Built an annual budget for the past three years by working with all unit heads to understand the resources needed to meet exponential growth targets.
- Built five-year projection models working with board members and operating team to create aggressive and achievable forecasts that attract new capital to support exponential growth.
- Present quarterly financial results and operating KPIs to measure the company's success.
Senior Associate
Elevar Equity
- Invested in FINAE, a company focused on education loans, as a part of their Series C round to support the company's growth efforts.
- Invested in Financiera TFC, a financial services company focused on mortgage loans, as a part of their Series C round to fund the company's geographic expansion.
- Managed relationships at the board level with 5 portfolio companies across Latin America and the U.S.
- Reviewed over 200 investment opportunities ranging from seed to Series D companies looking for institutional investments.
- Led due diligence for six different potential investments in Latin American and the US.
- Supported an exit transaction in one of the fund's investments by modeling potential proceeds, understanding tax implications, and negotiating sales documents.
Senior Consultant
Monitor Group (now Monitor Deloitte)
- Designed the market strategy of a type of gout medication for a small biotech startup by leading a group of three consultants and supporting the CEO's and COO’s negotiations with potential buyers—the company was bought out for over $1 billion USD.
- Evaluated the five-year net sales forecast of a cleaning products manufacturer as part of the due diligence process of a private equity fund looking to invest in such target company.
- Supported the senior team in the development of strategic choices for a large insurance company in order to offset a $1 billion tax bill by modeling organic and inorganic growth options, resulting in the acquisition of a regional player.
- Led, with support from three consultants, the development of B2B action segmentation for a records management company by running extensive quantitative and qualitative research while engaging multiple client stakeholders.
- Led the implementation of two pilot pricing programs for a pharmacy retailer by working closely with internal stakeholders.
Education
Master of Business Administration (MBA) Degree in General Management
Harvard Business School - Boston, MA, USA
Bachelor's Degree in Industrial Engineering
Georgia Institute of Technology - Atlanta, GA, USA
Skills
Finance
Financial Planning & Analysis (FP&A), Five-year Projections, Entrepreneurial Finance, Fundraising, Market Research, Pro Forma Financial Statements, CFO, Budgeting, Due Diligence, Venture Funding, Revenue Modeling, Startup Funding, Financial Modeling
Output Software
Microsoft Excel, Microsoft PowerPoint
Industry Expertise
Venture Capital, Financial Services, Pharmaceuticals
Geographic Expertise
Latin America (LATAM), United States
Data & Analysis Software
IBM SPSS
Other
Fintech, Term Sheet Negotiations, Growth Strategy, Business Models, Budget Modeling, M&A Pipeline Management, Corporate, Strategy, Marketing Strategy, Operations Improvement, Business Planning, Records Management
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