Kevin Douglas
Verified Expert in Management Consulting
Management Consulting Expert
London, United Kingdom
Toptal member since November 13, 2018
Kevin has helped fintech and SaaS companies analyze fundraising, growth, and M&A initiatives—including the sale of a $30 million software company and a $15 million capital raise for another SaaS business. He has originated and led five series A investments of $2-$5 million. Toptal enables him to broaden his client base and experience, leveraging his strong investment and finance skillset to create value for clients.
Career Highlights
Education Highlights
Certification Highlights
Case Studies
Graphic Business Model Representation
Investment Memorandum Extracts
Growth Insertion
Expertise
- Equity Financing
- Equity Investment
- Financial Modeling
- Growth Capital Raising
- Mergers & Acquisitions (M&A)
- Software as a Service (SaaS)
- Three-statement Modeling
Work Experience
CFO
Alertive
- Built a financial model for external fundraising and raised £2.5 million.
- Constructed a pitch deck and data room and managed all interactions with investors and lenders.
- Evaluated strategic positioning and updated profile and competitive positioning.
- Rebuilt financial reporting and set up KPIs across the business.
- Developed pricing models and commission structures.
Director
Princelet Partners
- Built a sophisticated financial model for an eCommerce retailer that led to the issuance of terms for a $5 million investment from a leading private equity firm.
- Spearheaded the sell-side process for a digital music business, creating the investment memorandum, building the financial model, and negotiating with the buyer leading to the issuance of a letter of intent that was 40% above the client’s expectation.
- Led the financial review and client-side response to financial due diligence in support of the $30 million sale of a niche software company to a strategic buyer.
- Headed the fundraising process for a loyalty business with limited traction that resulted in a $2.5 million seed investment from leading European venture capitalists.
- Provided strategic advice to founders and CEOs regarding the optimization of performance in support of financing activities.
Investment Director
Antrak Family Office
- Created memorandums that summarily assessed 20+ investment opportunities in technology companies resulting in five series A investments of $2-$5 million.
- Led discussions with co-investors to coordinate a series A extension round of $5 million.
- Sourced and managed an acquisition offer of $15 million for an underperforming software company.
- Served as the interim CFO for a distressed portfolio company that later launched a successful IPO in 2018.
- Oversaw numerous board initiatives, serving as the lead director of the remuneration committee and removing underperforming executives and board members.
Co-founder
Inverthorn
- Built quantitative and qualitative models for assessing individual property development risk and performed financial due diligence on all development deals.
- Created investment materials to market mezzanine debt to high net worth and institutional investors.
- Structured debt and equity investments with lenders, equity investors, and development sponsors for $5-$100 million transactions.
- Developed an innovative corporate structure for mezzanine debt that was listed on an alternative stock exchange.
Investor
Commerzbank Investment Bank
- Built index arbitrage pricing models for Italian, Spanish and German index derivatives.
- Managed arbitrage positions of $100+ million utilizing dividend and financing advantages to create profits of $2-$10 million per annum.
- Developed and managed statistical arbitrage models in partnership with in-house quantitative experts resulting in the deployment of new profitable strategies.
- Determined alternative trading strategies using futures and options, the most profitable of which made over $1 million.
- Derived and executed long/short equity strategies including a strategy that generated over $1 million in a week.
Manager
KPMG
- Prepared a feasibility study and plan for national housing presented to the Seychelles government.
- Ran the audit for a publicly-traded manufacturing company.
Education
Honours Degree in Commerce
Natal University - Durban, South Africa
Certifications
Chartered Accountant
South African Institute of Chartered Accountants
Skills
Finance
Investment Memoranda, Financial Modeling, Growth Capital Raising, Equity Financing, Capital Raising, M&A (Sell-side), Valuation, Venture Funding, Forecasting, Budgeting, CFO, Angel/Seed Funding, Three-statement Modeling, Mergers & Acquisitions (M&A), Financial Planning & Analysis (FP&A), Fundraising, Valuation Analysis, Revenue & Expense Projections, Equity Capital, Minority Investments, Due Diligence, Investment Return Scenario Analysis, Equity Valuation, Derivative Pricing, Investment Summaries, Financial Reporting, Investment Briefs
Industry Expertise
Early-stage Startups, Financial Services, Technology, Software, Venture Capital
Geographic Expertise
United Kingdom, United States
Output Software
Google Sheets, Google Docs, Microsoft PowerPoint, Excel 2016, Apple Keynote
Data & Analysis Software
Capital IQ, Bloomberg, Financial Data
Other
Pricing Models, Financial Forecasting, Software as a Service (SaaS), Equity Investment, Capital Advisory, Early-stage Funding, Growth Strategy, Business Strategy, Business Models, Business Plan Consulting, Business Planning, Startups, B2B, SaaS, Information Memoranda, Early-stage Venture Capital, Interim CFO, Fintech, Strategy, Investment Ideas, Trading, Equity, Digital Health, eCommerce, Pitch Deck Consultant, Strategic Planning & Execution, Audits, Management, Pitch Decks, Data Rooms, Commission Planning, Debt Financing, Company Analysis, Presentations, Pitch Preparation, Pitch Presentations, Funding Presentations
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