Marius is available for hire
Hire MariusMarius Dan Rus
Verified Expert in Management Consulting
Management Consulting Expert
Cluj-Napoca, Romania
Toptal member since June 23, 2017
Expertise
ExcelFinancial AnalysisBusiness Analysis ConsultingFinancial ForecastingBusiness ModelingBusiness DevelopmentFundraisingPitch Deck ConsultingBusiness ConsultantPricing AnalysisGrowth StrategyMarket Research AnalystMarket SizingPrivate EquityDue DiligenceRestructuringEx-McKinsey ConsultantLogistics ConsultingValuationsFinancial Modeling
Bio
After a decade in banking and an MBA at UC Berkeley, Marius focuses on consulting, investing, and executing complex deals in seed, growth equity, and distressed debt. He specializes in market analysis, pricing, modeling and valuation, due diligence, capital restructuring, and turnarounds. He loves challenging projects and working with smart, talented people—freelancing lets him do just that while also allowing him to spend time with his family.
Career Highlights
Strategy Manager
Evozon Systems
Investment Manager
ROCA Investments (previously CITR)
Associate
The Bear Fund
Education Highlights
Master of Business Administration (MBA)
Haas School of Business, University of California Berkeley
Master's Degree
Babes-Bolyai University
Bachelor's Degree
Babes-Bolyai University
Case Studies
LBO Analysis
Industry AnalysisPrecedent Transaction AnalysisSensitivity AnalysisIRRDue DiligenceLeveraged Buyout (LBO)+ 12 more
Investor Presentation
InvestmentsDistressed/Special SituationsTransaction ModelingMarket Research & AnalysisIndustry AnalysisDeal Structuring+ 8 more
Expertise
- Digital Health
- Financial Modeling
- Fintech
- Fundraising
- Market Research
- Restructuring
- Strategy
- Valuation
Work Experience
Associate Professor
2023 - PRESENT
Babes - Bolyai University, Faculty of Economics and Business Administration
- Created and taught the International Investments course focusing on alternative investments, especially the mechanisms and specific characteristics of private equity and venture capital investment processes.
- Oversaw the seminar section taught by PhD students.
- Held office hours, individual tutoring, and prepared and graded exams.
Focus areas: Alternative Investments, Private Equity, Venture Debt, Early-stage Venture Capital, Exit Strategy, Term Sheet Advisory, Business Modeling, Leveraged Buyout Modeling, Leveraged Buyout (LBO), IRR, NPV Calculation, Multiple on Invested Capital (MOIC), Return on Invested Capital (ROIC), SWOT Analysis, Innovation, Structured Finance, M&A (Buy-side), Cap Tables, Dental Care, Finance Product Manager, Financial Data Analytics, Financial Risk Analysis, Valuation Analysis, Break-even Analysis, Monte Carlo Simulations, Feasibility Studies, Financials, Startup Growth Strategy Development, Investment Return Scenario Analysis, Economics, Contribution Margin Analysis, Startup Accelerators, Deal Analysis, Private Credit, Microsoft PowerPoint, Debt Raises, LLC Agreements, Communication, Distribution Management, Legal, Fund Accounting & Administration, Use of Proceeds
Co-founder | CEO
2017 - PRESENT
Stressless SRL
- Founded a startup that developed a healthcare wearable solution for mental health and wellness.
- Ran the activity and provided the vision and resources for developing early prototypes through product launch preparation.
- Created financial models and investor materials for fundraising and successfully closed dilutive and non-dilutive funding in a total amount of $250,000.
- Prepared pitch decks and presented the company in the finals of Techsylvania 2019 Startup Avalanche, GE Healthcare VentureLab 2019 Demo Day, Innovators for Children 2021, and the European InnoStars Awards 2021.
- Secured admission to the GE Healthcare Venture Lab cohort of 2019, a traction-focused healthcare accelerator co-run by EIT Health and General Electric at Budapest, and won the 1st prize in the grand finale of the IA 2021 competition.
Focus areas: Digital Health, Financing, Modeling, Comparable Company Analysis, Excel Modeling, Project Management, Venture Capital, Market Research, Fundraising, Wearables, Healthcare, Revenue & Expense Projections, Budgeting, Financial Planning & Analysis (FP&A), Partnerships, Business Development, Finance Strategy, Market Research & Analysis, Market Sizing, Total Addressable Market (TAM), Crowdfunding, Health & Wellness, Healthcare IT, EMEA, Consumer Health, Go-to-market (GTM) Strategy, Fundraising Strategy, Business Plan Consulting, Data Analytics, Product Launch, Launch Strategy, Investor Relations, Growth, Business Strategy, Growth Strategy, Startups, Artificial Intelligence (AI), Business Planning, Kickstarter, Machine Learning, CFO, Early-stage Startups, B2C, Business to Consumer (B2C), Pitch Deck Consultant, Apps, Business to Business to Consumer (B2B2C), Presentations, Client Presentations, Competitive Analysis, Software, Excel Expert, Finance, Forecasting, Pre-revenue Valuation, Market Research Analyst, Market Segmentation, Revenue Modeling, Cost Modeling, ROI, Pitch Presentations, Early-stage Funding, Cash Flow, Profit & Loss (P&L), Chief of Staff, Microsoft Excel, Business Consulting, Cost Analysis, Marketing Research & Analysis, Revenue Analysis, Cash Flow Analysis, Healthtech, Startup Funding, Early-stage Venture Capital, Equity Investment, Term Sheets, Investor Relations Consultant, Term Sheet Advisory, Business Model Strategy, Organizational Structure, Business Modeling, Biotechnology, Life Science, Medical Devices, Pricing Models, SWOT Analysis, Innovation, Cap Tables, Pitch Preparation, Finance Product Manager, Technology, Data Rooms, Valuation Analysis, Data Visualization, Financials, Fractional CFO, Resource Planning & Analysis, Startup Growth Strategy Development, Economics, Subscriptions, Investment Briefs, Product-market Fit, Investor Reporting, Operational Finance, Dashboards, Microsoft PowerPoint, Communication, Legal, Accounting, COGS Analysis, Cash Flow Management, Business Research, Business Cases, Emerging Markets
Pitch Deck Expert
2026 - 2026
FuzeBox AI, Inc.
- Created pitch deck presentation for a company offering an AI orchestration and integration solution, raising an $ 8 million in a seed round.
- Fine-tuned and expanded financial model with funding needs, valuation, cash flow forecasts, unit economics, and break-even analysis.
- Evaluated acquisition opportunity of competitor/partner company.
Focus areas: Pitch Decks, Financial Modeling, Three-statement Modeling, Forecasting, Valuation, Business Research, Business Cases
PE Modeling Expert
2026 - 2026
Cotulla Education
- Created waterfall fund distribution model, including individual LPs and Profit Participation Units, for highly complex investment structure with a NAV of $430 million, directly based on the LLC and LPA agreements and investment data.
- Analyzed and centralized existing profit participation units grants and developed a methodology for valuation and hurdle rate determination for future grants.
- Analyzed, evaluated, and corrected alternative fund models.
Focus areas: Financial Modeling, Private Equity, Microsoft PowerPoint, LLC Agreements, Communication, Distribution Management, Legal, Fund Accounting & Administration, Use of Proceeds, Cash Flow Management, Business Research, Business Cases, Merger Modeling
Financial Modeling Expert
2025 - 2026
Seroton GmbH
- Analyzed, fine-tuned, and improved the existing business model.
- Created and optimized operational and financial models.
- Supported the company and provided advice during the fundraising process.
Focus areas: Business Models, Financial Modeling, Fundraising, Profit & Loss (P&L), Three-statement Modeling, Cash Flow Management, Business Research, Business Cases
Investment Risk Modeling Expert
2025 - 2026
Mawhiba Foundation Endowment Fund
- Conducted a comprehensive risk assessment of the $1.8 billion endowment fund portfolio.
- Developed a quantitative and qualitative risk rating framework, performed model stress testing, and evaluated the model alignment with the fund’s investment philosophy.
- Built financial model, ran market analysis, and prepared fundraising materials for an automated financial management tool being developed internally.
Focus areas: Risk Assessment, Risk Models, Risk Modeling, Scenario Analysis, Stress Testing, Portfolio Analysis, Risk & Compliance, Investment Strategy, LLC Agreements, Communication, Distribution Management, Legal, Emerging Markets
Fundraising Consultant
2025 - 2026
Chace Kamahoi Arthur
- Developed operational and financial models and business cases for an AI tool for NPL transactions.
- Conducted market research on the debt buying industry.
- Formulated fundraising strategy and prepared fundraising materials.
Focus areas: Fundraising, Financial Modeling, Three-statement Modeling, Pitch Decks, Market Research & Analysis, Business Research
Energy Business Advisor
2025 - 2025
Umbra Investments
- Conducted comprehensive market analysis for solar energy initiatives, suitable funding programs, and investment opportunities.
- Developed a detailed go-to-market strategy and business plan, and created operational and financial models for a retail investment vehicle in renewable energy projects.
- Created pitch deck materials and presentations, and supported the client in the fundraising process.
Focus areas: Business Planning, Renewable Energy, Startups, Business Plan Consulting, Fundraising, Fundraising Strategy, Fundraising Consultant, Pitch Decks, Business Models, Market Research, Business Research, Business Cases
Investments Analyst/Pitch Deck Expert
2025 - 2025
VIVA Investment Partners AG
- Developed complex financial model covering cash flow, revenue, expense projections, capital calls, waterfall distributions, and return analysis for a $500 million fund focused on oil and gas investments in Iraq.
- Ran extensive industry and market research on GCC energy markets.
- Created comprehensive fundraising presentation and pitch materials for the energy fund.
Focus areas: Financial Modeling, Fundraising, Pitch Decks, Revenue & Expense Projections, Market Research & Analysis, LLC Agreements, Distribution Management, Business Research, Business Cases, Emerging Markets
Fundraising Expert
2025 - 2025
Homerun Management AG
- Created operational and financial models for the B2B trade automation platform project.
- Reviewed and fine-tuned existing presentation and pitch deck materials.
- Defined fundraising strategy, created investor lists, and advised the client during the fundraising process.
Focus areas: Pitch Deck Consultant, Fundraising, Angel/Seed Funding, Fundraising Consultant, Early-stage Venture Capital, eCommerce, B2B, Pitch Decks, Communication, Business Research, Business Cases
Pricing Consultant
2025 - 2025
Trolley General Trading Co. W.L.L.
- Run extensive analysis on transactional data covering 3 years of sales in a retail chain of 140 niche premium convenience stores in Kuwait and KSA.
- Developed an elasticity model and pricing policy, and strategy.
- Provided price adjustments recommendations aimed at maximizing sales volume and/or profitability.
Focus areas: Pricing, Pricing Strategy, Pricing Models, Python, SQL, Emerging Markets
Market Research
2024 - 2024
Climkit SA
- Conducted an extensive exploratory market study to assess the technical and legal opportunities of geographical expansion.
- Analyzed the real estate and construction, electricity, utility, and photovoltaic markets across multiple European countries.
- Proposed market entry strategy on the most favorable foreign markets (Germany, France, Spain, and Italy), adjusted to local characteristics.
Focus areas: Market Research, Market Segmentation, Energy, Energy Management, Internet of Things (IoT), Communication, Business Research
Fundraising Expert (Music Industry)
2024 - 2024
And Friends, INC
- Created and finetuned extensive business and revenue models and financial modeling for a music production and live shows company specializing in House/Dance, R&B /Pop and Afrobeats.
- Developed deep market and industry research and benchmarking for live entertainment and ancillary revenue streams - live shows, specialty sets, publishing, royalties, and merchandise selling.
- Created investor presentation and pitch decks for a funding round of $ 1.5M.
Focus areas: Financial Modeling, Fundraising, Pitch Decks, Forecasting, Business Model Strategy, Business Modeling, IRR, NPV Calculation, Multiple on Invested Capital (MOIC), Return on Invested Capital (ROIC), SWOT Analysis, Cap Tables, Pitch Preparation, Finance Product Manager, Data Rooms, Valuation Analysis, Financial Forecasting, Data Visualization, Financials, Startup Growth Strategy Development, Investment Return Scenario Analysis, Economics, Music Streaming, Investment Briefs, Startup Accelerators, Deal Analysis, Microsoft PowerPoint
Fundraising Expert (Music Royalties)
2024 - 2024
Guira Music Publishing LLC
- Developed an extensive financial model for the music royalties investment fund.
- Ran market and industry research on IP investments and proposed suitable fund mechanics and structure.
- Created investor-ready fundraising presentations and pitch decks.
Focus areas: Fundraising, Financial Modeling, Investment Funds, Alternative Investments, Investor Relations Consultant, Business Modeling, IRR, NPV Calculation, Multiple on Invested Capital (MOIC), Return on Invested Capital (ROIC), SWOT Analysis, Scenario Analysis, Cap Tables, Pitch Preparation, Finance Product Manager, Valuation Analysis, Financial Forecasting, B2B, Data Visualization, Financials, Startup Growth Strategy Development, Investment Return Scenario Analysis, Economics, Investment Briefs, Deal Analysis, Financial Services, Microsoft PowerPoint, Business Cases
Fundraising Consultant
2024 - 2024
Hirezon Corporation
- Analyzed funding needs and future development plans for a profitable SaaS company offering a suite of HR tools for higher education. Introduced AI-powered services into its line, determined seed round size, and developed a fundraising strategy.
- Created a fully adjustable and updatable 3-statement financial model starting from L3Y financial information, including valuation, scenario, and sensitivity analysis.
- Performed market and industry analysis, calculated top-down and bottom-up market size, and evaluated competitive space.
- Created and improved fundraising materials and pitch decks for initial and secondary contact (opportunity teaser and presentation) with potential investors.
Focus areas: Fundraising, Pitch Decks, Financial Modeling, Venture Capital, Startups, Valuation, Startup Funding, Consulting, Competitor Analysis & Profiling, Excel Add-ins, Early-stage Venture Capital, Private Equity Valuation, Equity Investment, Financial Advisory, Term Sheets, Term Sheet Negotiations, Investor Relations Consultant, Term Sheet Advisory, Business Model Strategy, Business Modeling, Return on Invested Capital (ROIC), SWOT Analysis, Business Services, Innovation, Scenario Analysis, Cap Tables, M&A (Sell-side), Pitch Preparation, Finance Product Manager, Valuation Analysis, Break-even Analysis, Financial Forecasting, B2B, Data Visualization, Financials, Startup Growth Strategy Development, Economics, Subscriptions, Contribution Margin Analysis, Investment Briefs, Operational Finance, Expansion Strategy, Budget Modeling, Microsoft PowerPoint, Business Research
Finance Expert
2023 - 2023
AVRIS TECHNOLOGIES LTD
- Created detailed operational and financial models for a higher education startup in the process of raising a EUR2 million seed round.
- Prepared high-level investor material for a teaser pitch deck.
- Performed market and industry research for higher education support tools.
Focus areas: Business Planning, Financial Modeling, Pitch Decks, Business Analysis, Excel Expert, Finance, Forecasting, Market Research Analyst, Market Segmentation, Revenue Modeling, Cost Modeling, ROI, Pitch Presentations, Early-stage Funding, Cash Flow, Profit & Loss (P&L), Chief of Staff, Microsoft Excel, Business Consulting, Cost Analysis, Marketing Research & Analysis, Revenue Analysis, Mentorship & Coaching, Cash Flow Analysis, Startup Funding, Consulting, Competitor Analysis & Profiling, Excel Add-ins, Series A, Early-stage Venture Capital, Financial Advisory, Term Sheets, Term Sheet Negotiations, Term Sheet Advisory, Business Model Strategy, Business Modeling, Pricing Models, SWOT Analysis, Business Services, Scenario Analysis, Cap Tables, Pitch Preparation, Finance Product Manager, Technology, Valuation Analysis, Education Technology (Edtech), Break-even Analysis, Financial Forecasting, B2B, Feasibility Studies, Financials, Startup Growth Strategy Development, Economics, Subscriptions, Contribution Margin Analysis, Investment Briefs, Startup Accelerators, Operational Finance, Dashboards, Expansion Strategy, Budget Modeling, Microsoft PowerPoint, Business Cases, Emerging Markets
Financial Expert
2020 - 2023
Spark School
- Developed extensive financial models for seed raising and EU grant proposals.
- Realized market and industry research on online school solutions.
- Created pitch decks and investor materials for seed and EU grant proposals.
Focus areas: Fundraising, Financial Modeling, Market Research & Analysis, Industry Analysis, Grant Proposals, Fundraising Strategy, Business Plan Consulting, Product Launch, Launch Strategy, Growth, Business Strategy, Growth Strategy, Startups, Business Planning, Education, K-12 Education, Financial Analysis, Early-stage Startups, B2C, Business to Consumer (B2C), Pitch Deck Consultant, Apps, Business to Business to Consumer (B2B2C), Presentations, Client Presentations, For-profit Education, Competitive Analysis, Software, Business Analysis, Excel Expert, Finance, Forecasting, Pre-revenue Valuation, eCommerce, Market Research Analyst, Market Segmentation, Revenue Modeling, Cost Modeling, ROI, Pitch Presentations, Early-stage Funding, Cash Flow, Profit & Loss (P&L), Microsoft Excel, Business Consulting, Cost Analysis, Marketing Research & Analysis, Revenue Analysis, Mentorship & Coaching, Cash Flow Analysis, Startup Funding, Consulting, Excel Add-ins, Early-stage Venture Capital, Financial Advisory, Investor Relations Consultant, Term Sheet Advisory, Business Model Strategy, Organizational Structure, Business Modeling, Return on Invested Capital (ROIC), SWOT Analysis, Scenario Analysis, Cap Tables, Pitch Preparation, Finance Product Manager, Technology, Valuation Analysis, Education Technology (Edtech), Break-even Analysis, Financial Forecasting, Financials, Startup Growth Strategy Development, Economics, Subscriptions, Contribution Margin Analysis, Investment Briefs, Startup Accelerators, Operational Finance, Dashboards, Expansion Strategy, Microsoft PowerPoint
Freelance Financial Consultant
2019 - 2023
Home Alliance
- Realized pitch decks and investor materials for equity and debt funding and supported the client in raising $2,000,000.
- Created detailed operational and financial models for the appliance repairs and home services company with a turnover of $15 million.
- Accomplished industry and market research, market sizing calculation, and competition assessment.
- Developed a strategy to move toward a home services marketplace.
- Developed financial models and investor materials for a $10 million series A fundraising.
Focus areas: Fundraising Consultant, Financial Modeling, Business Models, Industry Analysis, Marketplaces, Market Research, Pitch Decks, Debt Raises, Fundraising, Market Research & Analysis, Market Sizing, Total Addressable Market (TAM), Marketplace Platforms, Go-to-market (GTM) Strategy, Fundraising Strategy, Business Plan Consulting, Launch Strategy, Investor Relations, Growth, Business Strategy, Growth Strategy, Startups, Business Planning, Financial Analysis, Mergers & Acquisitions (M&A), Debt Financing, Early-stage Startups, B2C, Business to Consumer (B2C), Pitch Deck Consultant, Apps, Presentations, Client Presentations, Competitive Analysis, Business Analysis, Financial Planning & Analysis (FP&A), Excel Expert, Return Analysis, Finance, Loans, Forecasting, Business Development, eCommerce, Market Research Analyst, Market Segmentation, Revenue Modeling, Cost Modeling, ROI, Investment Funds, Pitch Presentations, Early-stage Funding, Venture Studio, Cash Flow, Profit & Loss (P&L), Chief of Staff, Microsoft Excel, Business Consulting, Cost Analysis, Marketing Research & Analysis, Revenue Analysis, Mentorship & Coaching, Cash Flow Analysis, Value Creation, Startup Funding, Consulting, Excel Add-ins, Series A, Early-stage Venture Capital, Private Equity Valuation, Equity Investment, Financial Advisory, Term Sheets, Term Sheet Negotiations, Investor Relations Consultant, Term Sheet Advisory, Business Model Strategy, Organizational Structure, Business Modeling, Commercial Real Estate Finance (CREF), Fixed Costs, Pricing Models, IRR, Multiple on Invested Capital (MOIC), Return on Invested Capital (ROIC), SWOT Analysis, Competitive Strategy, Business Services, Scenario Analysis, Cap Tables, Pitch Preparation, Finance Product Manager, Financial Data Analytics, Data Rooms, Market Diligence, Valuation Analysis, Break-even Analysis, Financial Forecasting, Financials, Fractional CFO, Resource Planning & Analysis, Strategic Partnerships, Business Partnerships, Startup Growth Strategy Development, Economics, Subscriptions, Contribution Margin Analysis, Investment Briefs, Investor Reporting, Operational Finance, Dashboards, Deal Analysis, Expansion Strategy, Budget Modeling, Microsoft PowerPoint, Credit/Debt, Strategy Consulting, Accounting, COGS Analysis, Cash Flow Management, Business Cases, Merger Modeling
Fundraising and Valuation Expert
2022 - 2022
Intelligent Assist Pty Ltd
- Developed operational and financial models for an EHR solution.
- Realized deep industry and market research on EHR systems.
- Created pitch deck and investor materials for fundraising.
Focus areas: Fundraising, Pitch Decks, Valuation, Financial Modeling, Forecasting, Digital Health, Electronic Health Records (EHR), Healthcare IT, Consumer Health, Go-to-market (GTM) Strategy, Fundraising Strategy, Startups, Early-stage Startups, Pitch Deck Consultant, Presentations, Software, Excel Expert, Finance, Enterprise SaaS, Pre-revenue Valuation, Market Research Analyst, ROI, Pitch Presentations, Early-stage Funding, Cash Flow, Profit & Loss (P&L), Microsoft Excel, Marketing Research & Analysis, Cash Flow Analysis, Healthtech, Startup Funding, Consulting, Excel Add-ins, Early-stage Venture Capital, Financial Advisory, Valuation Analysis, Financial Forecasting, Financials, Economics, Microsoft PowerPoint
Market Research Expert
2022 - 2022
Innovasea Systems Inc.
- Developed extensive market research on salmon farming solutions.
- Researched competitive solutions for deep-sea farming.
- Analyzed the cost, revenue structure, and break-even for different farming options.
Focus areas: Market Research, Total Addressable Market (TAM), Competition Research, Go-to-market (GTM) Strategy, Data Analytics, Startups, Presentations, Client Presentations, Competitive Analysis, Excel Expert, Market Research Analyst, Market Segmentation, Pitch Presentations, Microsoft Excel, Marketing Research & Analysis, Cash Flow Analysis, Consulting, Foodtech, Pricing Models, Valuation Analysis, Feasibility Studies, Financials, Economics, Microsoft PowerPoint
Finance Expert
2020 - 2022
RSVTI DIRECT SRL
- Analyzed and evaluated the financials and growth strategy of an elderly care company operating three housing locations.
- Created complex financial and operational models for future investments in building additional housing locations.
- Developed strategy and models for REIT, a structure for investing in elderly care housing locations.
Focus areas: Financial Modeling, Fundraising, Seed Fundraising, Financing, Real Estate Investment Trust (REIT), Fundraising Strategy, Startups, Debt Financing, Business Analysis, Excel Expert, Waterfall Methodology, Return Analysis, Waterfall Modeling, Finance, Loans, Forecasting, Revenue Modeling, Cost Modeling, ROI, Investment Funds, Pitch Presentations, Profit & Loss (P&L), Microsoft Excel, Business Consulting, Marketing Research & Analysis, Mentorship & Coaching, Cash Flow Analysis, Startup Funding, Consulting, Excel Add-ins, Early-stage Venture Capital, Financial Advisory, Real Estate Development, Business Modeling, Acquisitions, Pricing Models, IRR, Multiple on Invested Capital (MOIC), Valuation Analysis, Break-even Analysis, Financial Forecasting, Financials, Startup Growth Strategy Development, Investment Return Scenario Analysis, Economics, Investment Briefs, Operational Finance, Budget Modeling, Microsoft PowerPoint, Legal
Freelance Financial Modeling Expert
2019 - 2022
S-Biomedic
- Created extensive market and industry research for several target geographies and product lines.
- Built a complex financial model of a joint venture partnership with a Fortune 500 company focused on reaching a fair split of expenses and returns.
- Developed operational and financial models to support BoA discussions and supported several grant applications for EU funding.
Focus areas: Fundraising Consultant, Finance Strategy, Modeling, Comparable Company Analysis, Excel Modeling, Project Management, Market Entry, Venture Capital, Market Research, Fundraising, Valuation, Revenue & Expense Projections, Profitability Analysis, Financial Modeling, Grant Proposals, Joint Venture Development, Consumer Behavior, Industry Analysis, Market Research & Analysis, Market Sizing, Total Addressable Market (TAM), Health & Wellness, EMEA, Consumer Health, Go-to-market (GTM) Strategy, Fundraising Strategy, Business Plan Consulting, Data Analytics, Product Launch, Launch Strategy, Growth, Business Strategy, Growth Strategy, Startups, Business Planning, M&A Modeling, Financial Analysis, Mergers & Acquisitions (M&A), Early-stage Startups, Marketplaces, B2C, Business to Consumer (B2C), Pitch Deck Consultant, Business to Business to Consumer (B2B2C), Presentations, Client Presentations, Competitive Analysis, Business Analysis, Financial Planning & Analysis (FP&A), Excel Expert, Return Analysis, Finance, Forecasting, Pre-revenue Valuation, Business Development, eCommerce, Market Research Analyst, Market Segmentation, Revenue Modeling, Cost Modeling, ROI, Pitch Presentations, Profit & Loss (P&L), Chief of Staff, Microsoft Excel, Business Consulting, Cost Analysis, Marketing Research & Analysis, Mentorship & Coaching, Cash Flow Analysis, Healthtech, Startup Funding, Consulting, Excel Add-ins, Series A, Early-stage Venture Capital, Private Equity Valuation, Financial Advisory, Term Sheets, Term Sheet Negotiations, Exit Strategy, Investor Relations Consultant, Organizational Structure, Business Modeling, Biotechnology, Life Science, Data Analysis, Pricing Models, Return on Invested Capital (ROIC), Scenario Analysis, Cap Tables, Pitch Preparation, Valuation Analysis, Break-even Analysis, Financial Forecasting, Financials, Startup Growth Strategy Development, Economics, Subscriptions, Contribution Margin Analysis, Investment Briefs, Operational Finance, Dashboards, Budget Modeling, Microsoft PowerPoint, Consumer Packaged Goods (CPG)
Freelance Financial Modeling Expert
2018 - 2022
Cairo Angels (via Toptal)
- Built an extended financial and operational model for an investment fund based on revenue share principles.
- Developed dashboards and reporting systems for the existing fund.
- Created a full financial model for follow-up funds with a total AUM of 5 million USD, based on a specifically carried interest split and no management fee model, and for seed funds with a total AUM of 40 million USD, on a traditional 2&20 model.
- Performed modeling, industry research, and valuation for several later-stage/post-revenue investments in diverse industries (profesional services and food and beverage).
Focus areas: Valuation, Financial Modeling, Investment Thesis, Fund Structure, Angel/Seed Funding, Early-stage Venture Capital, Total Addressable Market (TAM), Venture Capital, EMEA, Fundraising Strategy, Business Plan Consulting, Investor Relations, Startups, Business Planning, M&A Modeling, Financial Analysis, Mergers & Acquisitions (M&A), Early-stage Startups, B2C, Business to Consumer (B2C), Pitch Deck Consultant, Middle East, Competitive Analysis, Business Analysis, Excel Expert, Waterfall Methodology, Return Analysis, Waterfall Modeling, Finance, Loans, Forecasting, Pre-revenue Valuation, Revenue Modeling, Cost Modeling, ROI, Investment Funds, Pitch Presentations, Fintech Consultant, Early-stage Funding, Profit & Loss (P&L), Microsoft Excel, Business Consulting, Cost Analysis, Marketing Research & Analysis, Revenue Analysis, Risk Modeling, Mentorship & Coaching, Startup Funding, Consulting, Excel Add-ins, Private Equity Valuation, Equity Investment, Financial Advisory, Term Sheets, Term Sheet Negotiations, Exit Strategy, Foodtech, Agrotech, Investor Relations Consultant, Organizational Structure, Data Analysis, IRR, NPV Calculation, Multiple on Invested Capital (MOIC), Portfolio pacing, Return on Invested Capital (ROIC), Business Services, Innovation, Scenario Analysis, Structured Finance, M&A (Buy-side), Cap Tables, Pitch Preparation, Financial Data Analytics, Financial Risk Analysis, Due Diligence Consultant, Market Diligence, Valuation Analysis, Break-even Analysis, Financial Forecasting, Feasibility Studies, Financials, Strategic Partnerships, Startup Growth Strategy Development, Economics, Contribution Margin Analysis, Investment Briefs, Startup Accelerators, Investor Reporting, Operational Finance, Deal Analysis, Financial Services, Microsoft PowerPoint, Credit/Debt, LLC Agreements, Communication, Distribution Management, Legal, Fund Accounting & Administration, Use of Proceeds, COGS Analysis, Consumer Packaged Goods (CPG), Emerging Markets, Merger Modeling
Fundraising and Financial Modeling Expert
2020 - 2020
Aegro Informática Limitada
- Analyzed the company's KPIs and financial results for board reporting and fundraising aims.
- Developed high-level operational dashboard tracking activity and aligned it with the budget.
- Created reports for Board meetings and financial models for Series B fundraising.
Focus areas: Fundraising Consultant, Financial Modeling, Fundraising, SaaS, Financial Analysis, Foodtech, Agrotech, Investor Relations Consultant, Fixed Costs, Pricing Models, Business Services, Technology, Valuation Analysis, Break-even Analysis, Financial Forecasting, B2B, Financials, Board Reporting, Economics, Subscriptions, Contribution Margin Analysis, Investor Reporting, Operational Finance, Dashboards, Microsoft PowerPoint, Emerging Markets
Freelance Financial Consultant
2020 - 2020
Lightways (via Toptal)
- Realized detailed industry and market analysis for digital banking (neobanking and challenger banking) on global and regional levels.
- Deep-dived on competition assessment on specific geographic and customer segment perspectives.
- Performed secondary research regarding potential consumer behavior across a wide range of potential users, with specific focus recommendations.
Focus areas: Neobanks, Digital Banking, Fintech, Industry Analysis, Market Research, Market Research & Analysis, Market Sizing, Total Addressable Market (TAM), EMEA, Startups, Early-stage Startups, Business to Consumer (B2C), Pitch Deck Consultant, Presentations, Middle East, Competitive Analysis, Excel Expert, Market Research Analyst, Market Segmentation, Pitch Presentations, Fintech Consultant, Early-stage Funding, Microsoft Excel, Marketing Research & Analysis, Cash Flow Analysis, Startup Funding, Consulting, Regulatory Analysis, Forex, Business Services, Valuation Analysis, Financials, Economics, Microsoft PowerPoint, French
Freelance Financial Modeling Expert
2020 - 2020
Resolute (via Toptal)
- Created a detailed operational and financial model for a regtech startup developing a governing, compliance, and reporting platform for the MENA region.
- Realized the market research, market sizing calculation, and competition assessment for the regtech and GCR industry.
- Developed the pitch materials and fundraising strategy.
Focus areas: Regulatory Technology (Regtech), SaaS, Strategy, Fintech, Financing, Finance Strategy, Modeling, Excel Modeling, Market Entry, Market Research, Fundraising, Valuation, Revenue & Expense Projections, Financial Modeling, Market Assessment, Market Research & Analysis, Market Sizing, Total Addressable Market (TAM), EMEA, Fundraising Strategy, Business Plan Consulting, Startups, Early-stage Startups, Pitch Deck Consultant, Presentations, Middle East, Software, Excel Expert, Finance, Forecasting, Enterprise SaaS, Pre-revenue Valuation, Market Research Analyst, Pitch Presentations, Fintech Consultant, Early-stage Funding, Profit & Loss (P&L), Microsoft Excel, Marketing Research & Analysis, Cash Flow Analysis, Startup Funding, Regulatory Analysis, Financial Advisory, Business Services, Pitch Preparation, Valuation Analysis, Financial Forecasting, B2B, Financials, Economics, Subscriptions, Microsoft PowerPoint
Freelance Financial Modeling Expert
2019 - 2020
Sketchy (via Toptal)
- Realized extensive market analysis for e-learning tools.
- Performed secondary research regarding potential consumer behavior across wide range of potential users.
Focus areas: Strategy, Modeling, Comparable Company Analysis, Excel Modeling, Market Entry, Market Research, Consumer Behavior, Market Assessment, Market Research & Analysis, Market Sizing, Total Addressable Market (TAM), Startups, Education, Early-stage Startups, B2C, Business to Consumer (B2C), Pitch Deck Consultant, Presentations, Client Presentations, For-profit Education, Competitive Analysis, Excel Expert, eCommerce, Market Research Analyst, Market Segmentation, Pitch Presentations, Early-stage Funding, Microsoft Excel, Marketing Research & Analysis, Cash Flow Analysis, Startup Funding, Excel Add-ins, Series A, Financial Advisory, Valuation Analysis, Education Technology (Edtech), Financial Forecasting, Financials, Economics, Subscriptions, Product-market Fit, Microsoft PowerPoint
Freelance Financial Modeling Expert
2019 - 2019
FreeRoots (via Toptal)
- Created a detailed operational and financial model for a startup developing a social media based platform for grassroots advocacy.
- Realized the market research, market sizing calculation, and competition assessment.
- Developed the pitch materials and a fundraising strategy.
Focus areas: Strategy, Finance Strategy, Modeling, Excel Modeling, Market Research, Fundraising, Valuation, Revenue & Expense Projections, Financial Modeling, Market Assessment, Market Research & Analysis, Market Sizing, Total Addressable Market (TAM), Software as a Service (SaaS), Fundraising Strategy, Startups, Financial Analysis, Early-stage Startups, B2C, Business to Consumer (B2C), Pitch Deck Consultant, Apps, Presentations, Client Presentations, Software, Excel Expert, Finance, Forecasting, Pre-revenue Valuation, Market Research Analyst, Pitch Presentations, Early-stage Funding, Profit & Loss (P&L), Microsoft Excel, Marketing Research & Analysis, Mentorship & Coaching, Financial Advisory, Social Networks, Cap Tables, Pitch Preparation, Financial Forecasting, Financials, Economics, Subscriptions, Microsoft PowerPoint
Freelance Financial Modeling Expert
2019 - 2019
iForums (via Toptal)
- Created a detailed operational and financial model for a social media startup developing a voice connection API for forum users.
- Realized the market research, market sizing calculation, and competition assessment.
- Developed the pitch materials and fundraising strategy.
Focus areas: Finance Strategy, Modeling, Comparable Company Analysis, Excel Modeling, Market Research, Fundraising, Valuation, Financial Modeling, Market Assessment, Market Research & Analysis, Market Sizing, Total Addressable Market (TAM), Software as a Service (SaaS), EMEA, Fundraising Strategy, Startups, Early-stage Startups, B2C, Business to Consumer (B2C), Pitch Deck Consultant, Apps, Presentations, Software, Excel Expert, Finance, Forecasting, Pre-revenue Valuation, Market Research Analyst, Pitch Presentations, Early-stage Funding, Microsoft Excel, Marketing Research & Analysis, Mentorship & Coaching, Financial Advisory, Term Sheets, Cap Tables, Pitch Preparation, Financial Forecasting, Financials, Economics, Product-market Fit, Microsoft PowerPoint
Freelance Financial Modeling Expert
2019 - 2019
Modarati
- Built a complete operational and financial model for a B2B video-based platform for the fashion industry.
- Created the financial and funding pitch deck presentation for angel/seed raising.
Focus areas: Modeling, Excel Modeling, Market Research, Fundraising, Valuation, Financial Modeling, Seed Fundraising, Market Research & Analysis, Market Sizing, Total Addressable Market (TAM), Fashion, Fundraising Strategy, Startups, Early-stage Startups, Pitch Deck Consultant, Presentations, Excel Expert, Finance, Forecasting, Pre-revenue Valuation, Market Research Analyst, Pitch Presentations, Early-stage Funding, Microsoft Excel, Marketing Research & Analysis, Mentorship & Coaching, Financial Advisory, Financial Forecasting, B2B, Economics, Subscriptions, Contribution Margin Analysis, Product-market Fit, Microsoft PowerPoint
Freelance Financial Modeling Expert
2019 - 2019
Serhal (via Toptal)
- Built a complete financial model for the launching of a sports-inspired/athleisure line of clothing.
- Worked with the entrepreneur in developing the pitch deck and investor materials.
Focus areas: Modeling, Comparable Company Analysis, Excel Modeling, Market Entry, Fundraising, Valuation, Revenue & Expense Projections, Financial Modeling, Pitch Decks, Seed Fundraising, Market Research & Analysis, Market Sizing, Total Addressable Market (TAM), Fashion, Fundraising Strategy, Startups, Early-stage Startups, Pitch Deck Consultant, Finance, Forecasting, Pre-revenue Valuation, eCommerce, Pitch Presentations, Early-stage Funding, Microsoft Excel, Marketing Research & Analysis, Mentorship & Coaching, Financial Forecasting, Economics, Contribution Margin Analysis, Microsoft PowerPoint
Freelance Financial Modeling Expert
2018 - 2019
Notio (via Toptal)
- Realized detailed statistical analysis of RE transactions and value drivers across diverse geographies between 2007 and present.
- Created a real estate investment and valuation model.
- Built a full real estate investment fund model, integrating individual valuation and investment models, multiple types of leveraged acquisitions across 10-15 years, and Waterfall return distributions, valuation, and return calculations.
Focus areas: Fundraising Consultant, Strategy, Modeling, Excel Modeling, Project Management, Venture Capital, Market Research, Fundraising, Valuation, Revenue & Expense Projections, Financial Modeling, Waterfall Development, Transaction Modeling, REITs, Mortgages, Mortgage REITs, Investment Thesis, Finance, Real Estate, Fundraising Strategy, Data Analytics, Startups, Early-stage Startups, Pitch Deck Consultant, Excel Expert, Waterfall Methodology, Return Analysis, Waterfall Modeling, Forecasting, Investment Funds, Pitch Presentations, Early-stage Funding, Profit & Loss (P&L), Microsoft Excel, Marketing Research & Analysis, Financial Advisory, Real Estate Development, Affordable Housing, Commercial Real Estate Finance (CREF), Acquisitions, Financial Forecasting, Feasibility Studies, Startup Growth Strategy Development, Economics, Microsoft PowerPoint
Blockchain/ICO Finance Expert
2018 - 2018
Indiecoin
- Developed operational and financial models for innovative blockchain solutions for funding, production, and revenue distribution for independent music and movies.
- Prepared a fundraising strategy, evaluating raising through both traditional VC paths and/or ICO.
- Handled detailed mechanics of transfer between individual and general utility tokens, security tokens, and fiat currency funds.
Focus areas: Blockchain, ICO, Business Models, Startup Funding, Fundraising, Financial Modeling, Valuation, Business Planning, Tokenomics, Smart Contracts, Crypto, Decentralized Finance (DeFi), IRR, NPV Calculation, Multiple on Invested Capital (MOIC), Financial Data Analytics, Financial Forecasting, Economics, Microsoft PowerPoint
Freelance Financial Modeling Expert
2018 - 2018
Siren (via Toptal)
- Realized a detailed competitive analysis of incumbents and digital alternatives for grocery acquisition apps in US and Russia.
- Created a spending and consumption structure for groceries in the US and Russia.
Focus areas: Modeling, Excel Modeling, Valuation, Financial Modeling, Competitor Analysis & Profiling, Market Research & Analysis, Market Sizing, Total Addressable Market (TAM), Startups, Early-stage Startups, Business to Consumer (B2C), Pitch Deck Consultant, Presentations, Excel Expert, Finance, eCommerce, Market Research Analyst, Market Segmentation, Pitch Presentations, Early-stage Funding, Microsoft Excel, Marketing Research & Analysis, Financial Forecasting, Economics
Series A Fundraising Expert
2018 - 2018
Veee/Premium Digital (via Toptal)
- Realized the market and competitive landscape research.
- Built detailed financial-and-operational models, including an extensive variance-and-sensitivity analysis.
- Analyzed and finetuned the business model and GtM strategy.
- Created a company valuation on the VC valuation method, comps, precedent transactions, and cap table.
- Developed the investor materials and pitch deck for €3+ million Series A fundraising.
Focus areas: Market Research, Fundraising, Valuation, Financial Modeling, Series A, Pricing Strategy, Funding Strategy, Total Addressable Market (TAM), Cash Flow Modeling, Revenue Modeling, Market Research & Analysis, Market Sizing, Fashion, EMEA, Go-to-market (GTM) Strategy, Fundraising Strategy, Business Plan Consulting, Growth, Business Strategy, Growth Strategy, Startups, Business Planning, Early-stage Startups, Marketplaces, Pitch Deck Consultant, Presentations, Client Presentations, Competitive Analysis, Excel Expert, Finance, Forecasting, Enterprise SaaS, Market Research Analyst, Cost Modeling, ROI, Pitch Presentations, Profit & Loss (P&L), Marketing Research & Analysis, Mentorship & Coaching, Equity Investment, Financial Advisory, Term Sheets, Term Sheet Negotiations, Pricing Models, Cap Tables, Pitch Preparation, Financial Data Analytics, Valuation Analysis, Financial Forecasting, B2B, Startup Growth Strategy Development, Economics, Subscriptions, Contribution Margin Analysis, Operational Finance, Dashboards, Microsoft PowerPoint
Freelance Fundraising Expert for "Agile Marketing"
2018 - 2018
Revvelo (via Toptal)
- Created a detailed operational and financial model for a prelaunch startup developing a specialized project management tool.
- Realized the market research, market sizing calculation, and competition assessment for the collaboration and project management SaaS players.
- Analyzed and developed the pricing strategy and model.
Focus areas: Fundraising Consultant, SaaS, Fundraising, Financial Modeling, Market Research & Analysis, Market Sizing, Total Addressable Market (TAM), Software as a Service (SaaS), EMEA, Fundraising Strategy, Startups, Early-stage Startups, B2C, Pitch Deck Consultant, Presentations, Excel Expert, Finance, Forecasting, Pre-revenue Valuation, Pitch Presentations, Early-stage Funding, Microsoft Excel, Marketing Research & Analysis, Financial Advisory, Financial Forecasting, B2B, Economics, Microsoft PowerPoint
Deal Structure and Finance Manager
2017 - 2018
Risky Business
- Built an extended financial and operational model for €20 million in fundraising.
- Ran financial due diligence and structured the first deal which included participation from Romanian angel investors.
- Created the first financial reporting system for the fund.
Focus areas: Strategy, Fundraising, Three-statement Modeling, Financial Modeling, Financial Reporting, P&L Forecasting, Cash Flow Forecasting, Budgeting, Equity Valuation, Valuation Modeling, Deal Advisory, Angel/Seed Funding, Venture Capital, Software as a Service (SaaS), EMEA, Fundraising Strategy, Startups, Business Planning, M&A Modeling, Mergers & Acquisitions (M&A), Early-stage Startups, Business to Consumer (B2C), Pitch Deck Consultant, Competitive Analysis, Software, Business Analysis, Financial Planning & Analysis (FP&A), Excel Expert, Waterfall Methodology, Return Analysis, Waterfall Modeling, Finance, Forecasting, Pre-revenue Valuation, Revenue Modeling, Cost Modeling, ROI, Investment Funds, Pitch Presentations, Fintech Consultant, Early-stage Funding, Profit & Loss (P&L), Microsoft Excel, Cost Analysis, Revenue Analysis, Risk Modeling, Mentorship & Coaching, Healthtech, Private Equity Consultant, Private Equity Valuation, Equity Investment, Financial Advisory, Term Sheets, Term Sheet Negotiations, Organizational Structure, Fixed Costs, NPV Calculation, Multiple on Invested Capital (MOIC), Return on Invested Capital (ROIC), Cap Tables, Financial Data Analytics, Financial Risk Analysis, Data Rooms, Market Diligence, Valuation Analysis, Financial Forecasting, B2B, Startup Growth Strategy Development, Investment Return Scenario Analysis, Economics, Startup Accelerators, Investor Reporting, Operational Finance, Deal Analysis, Financial Services, Budget Modeling, Microsoft PowerPoint, LLC Agreements, Distribution Management, Legal, Fund Accounting & Administration, Use of Proceeds, Emerging Markets
Freelance Consultant (Cryptocurrency Tax and Regulation Research)
2017 - 2017
EvoBits Information Technology SRL (via Toptal)
- Conducted extensive pan-European research on tax, KYC, and AML regulation.
- Explored options for using the different possibilities of cryptocurrency trading.
- Focused on cryptocurrency regulations in EU countries and Switzerland, as existing stipulations and planned the development accordingly.
- Prepared a high-level strategy for an initial coin offering (ICO).
Focus areas: Market Research, Cryptocurrency, Bitcoin, ICO, Financial Regulations, Taxation, Data Analytics, Startups, Early-stage Startups, Pitch Deck Consultant, Excel Expert, Forecasting, Enterprise SaaS, Pitch Presentations, Early-stage Funding, Microsoft Excel, Cash Flow Analysis, Blockchain & Cryptocurrency, Blockchain, Regulations, Regulatory Analysis, Forex, Tokenomics, Smart Contracts, Crypto, Decentralized Finance (DeFi), Financial Forecasting, Economics, Microsoft PowerPoint
Freelance Health/Tech Startup Expert and Advisor
2017 - 2017
Apps for Gaps GmbH/Dandelin (via Toptal)
- Built a detailed financial model for a fundraising effort.
- Ran market research and estimated the total addressable market and serviceable addressable market.
- Created pitch decks for a conference presentation and for fundraising.
- Performed a variance-and-sensitivity analysis based on different operational assumptions.
- Created a company valuation on the VC valuation method, comps, precedent transactions, and cap table.
Focus areas: Fundraising Consultant, Market Research, Valuation, Three-statement Modeling, Financial Modeling, Seed Fundraising, Investor Presentations, Pitch Decks, Capital Raising, Forecasting, Budget Management, Cash Flow Forecasting, Budgeting, Cash Flow Modeling, Revenue Modeling, Market Research & Analysis, Market Sizing, Total Addressable Market (TAM), Health & Wellness, Healthcare IT, Consumer Health, Go-to-market (GTM) Strategy, Fundraising Strategy, Business Plan Consulting, Startups, Business Planning, Financial Analysis, Early-stage Startups, Pitch Deck Consultant, Apps, Business to Business to Consumer (B2B2C), Presentations, Client Presentations, Software, Excel Expert, Finance, Pre-revenue Valuation, eCommerce, Market Research Analyst, ROI, Pitch Presentations, Early-stage Funding, Profit & Loss (P&L), Microsoft Excel, Marketing Research & Analysis, Mentorship & Coaching, Cash Flow Analysis, Financial Advisory, Cap Tables, Technology, Financial Forecasting, Economics, Subscriptions, Contribution Margin Analysis, Microsoft PowerPoint, Health Insurance
Strategy Manager
2016 - 2017
Evozon Systems
- Created the market entry strategy, business case, and business development plan for the US and UK spin-off and executed the strategy.
- Conducted the operational and financial modeling for the group portfolio of startup initiatives such as car sharing, NGO financing, a CRM for small businesses, and B2B security services.
- Led the development of an advertising technology service in a joint effort with a US-based partner. Served as a project manager.
- Served as an industry expert and product manager for products focused on the banking and insurance industries.
Focus areas: SaaS, Project Management, Market Research, Three-statement Modeling, Financial Modeling, Revenue Optimization, P&L Forecasting, Cash Flow Forecasting, Budgeting, Finance Strategy, Business Planning, Market Opportunity Analysis, Market Sizing, Total Addressable Market (TAM), Venture Capital, Software as a Service (SaaS), EMEA, Go-to-market (GTM) Strategy, Fundraising Strategy, Business Plan Consulting, Data Analytics, Growth, Business Strategy, Growth Strategy, Startups, Financial Analysis, Early-stage Startups, Pitch Deck Consultant, Apps, Business to Business to Consumer (B2B2C), Presentations, Client Presentations, Software, Business Analysis, Financial Planning & Analysis (FP&A), Excel Expert, Waterfall Methodology, Return Analysis, Waterfall Modeling, Forecasting, Enterprise SaaS, Pre-revenue Valuation, Business Development, eCommerce, Revenue Modeling, Cost Modeling, ROI, Investment Funds, Pitch Presentations, Fintech Consultant, Early-stage Funding, Venture Studio, Profit & Loss (P&L), Microsoft Excel, Cost Analysis, Marketing Research & Analysis, Revenue Analysis, Risk Modeling, Mentorship & Coaching, Cash Flow Analysis, Value Creation, Private Equity Valuation, Financial Advisory, Organizational Structure, Cap Tables, Financial Data Analytics, Technology, Financial Forecasting, B2B, Feasibility Studies, Investment Return Scenario Analysis, Economics, Subscriptions, Contribution Margin Analysis, Budget Modeling, Microsoft PowerPoint, Strategy Consulting
Investment Manager
2014 - 2016
ROCA Investments (previously CITR)
- Structured and ran a €15 million debt and equity investment in the leading Romanian producer of underwear and swimwear.
- Supported portfolio companies in the development of overall strategy, expansion, and cost reduction initiatives.
- Performed investment due diligence, valuation, industry analysis, and market-sizing for multiple NPL portfolios—including a €2.7 billion portfolio within a consortium with Blackstone, HIG Capital, and AnaCap.
- Participated in the final phase of the financial restructuring process, structured a debt/equity swap, and implemented a capital structure modification for a large producer of building materials.
- Monitored and managed the restructuring process of €85 million nominal debt portfolio of companies in insolvency/distress.
Focus areas: Private Equity, Market Research, Valuation, Three-statement Modeling, Financial Modeling, Investor Presentations, Cost Reduction & Optimization (Cost-down), Deal Execution, Investment Memoranda, Deal Sourcing, Portfolio Analysis, Debt Restructuring, Mergers & Acquisitions (M&A), Transaction Modeling, Valuation Modeling, Corporate Finance, Due Diligence, Market Research & Analysis, Fashion, Venture Capital, EMEA, Business Plan Consulting, Data Analytics, Investor Relations, Growth, Business Strategy, Growth Strategy, M&A Modeling, Financial Analysis, Investment Banking, CFO, Interim CFO, Presentations, Competitive Analysis, Business Analysis, Financial Planning & Analysis (FP&A), Excel Expert, Waterfall Methodology, Return Analysis, Waterfall Modeling, Finance, Loans, Forecasting, Business Development, Market Research Analyst, Revenue Modeling, Cost Modeling, ROI, Investment Funds, Pitch Presentations, Profit & Loss (P&L), Microsoft Excel, Business Consulting, Cost Analysis, Revenue Analysis, Credit Risk, Risk Modeling, Asset Securitization, Cash Flow Analysis, Value Creation, Private Equity Consultant, Private Equity Valuation, Equity Investment, Real Estate Development, Exit Strategy, Agrotech, Lending, Organizational Structure, Investment Banking Technology, Leveraged Buyout Modeling, Leveraged Buyout (LBO), Affordable Housing, Commercial Real Estate Finance (CREF), Acquisitions, Fixed Costs, IRR, NPV Calculation, Multiple on Invested Capital (MOIC), Portfolio pacing, Return on Invested Capital (ROIC), Supply & Demand, Scenario Analysis, Structured Finance, Transportation & Shipping, M&A (Buy-side), M&A Due Diligence (Financial), Cap Tables, Financial Data Analytics, Financial Risk Analysis, Data Rooms, Due Diligence Consultant, Market Diligence, Valuation Analysis, Consumer Lending, Financial Forecasting, B2B, Feasibility Studies, Fractional CFO, Board Reporting, Business Partnerships, Investment Return Scenario Analysis, Economics, Contribution Margin Analysis, Investor Reporting, Operational Finance, Deal Analysis, Private Credit, Financial Services, Budget Modeling, Restructuring, Microsoft PowerPoint, LLC Agreements, Distribution Management, Legal, Fund Accounting & Administration, Use of Proceeds, Growth Equity, Emerging Markets, Merger Modeling
Consultant
2014 - 2014
A.T. Kearney
- Worked on a pre-deal due diligence analysis and integration plan for the largest Romanian banking M&A transaction post-crisis.
- Redesigned credit card products and developed a sales strategy for a large commercial bank in Romania.
- Analyzed sourcing activity and profitability as well as designed supplier negotiation strategy for electronics retail chains from Turkey and the Czech Republic.
Focus areas: Market Entry, Market Research, Financial Modeling, Revenue Optimization, Cost Reduction & Optimization (Cost-down), Customer Segmentation, Partnerships, Procurement, Data Analysis, Due Diligence, Price Analysis, EMEA, Management Consulting, Financial Analysis, Presentations, Competitive Analysis, Business Analysis, Excel Expert, Waterfall Methodology, Finance, Loans, Forecasting, Market Research Analyst, Market Segmentation, Revenue Modeling, Cost Modeling, ROI, Pitch Presentations, Microsoft Excel, Revenue Analysis, Value Creation, Consulting, Lending, Fixed Costs, Pricing Models, Competitive Strategy, Supply & Demand, M&A Due Diligence (Financial), Financial Data Analytics, Due Diligence Consultant, Strategic Partnerships, Economics, Credit Cards & Transaction Processing, Microsoft PowerPoint, Strategy Consulting
Adviser
2013 - 2013
Cryptomaterials
- Worked with a startup team that incorporated in June 2013—developing a software and hardware platform for the security solutions for the Bitcoin ecosystem.
- Performed market research, financial modeling, cash flow, and financing need forecasting.
- Developed an initial business model and partnership strategy and prepared a demo day presentation.
Focus areas: Financial Modeling, Finance Strategy, Revenue Modeling, Cash Flow Modeling, Partnerships, Business Planning, Software, Excel Expert, Microsoft Excel, Blockchain & Cryptocurrency, Blockchain, Tokenomics, Smart Contracts, Economics, Microsoft PowerPoint
Associate
2011 - 2013
The Bear Fund
- Evaluated 50+ investment opportunities across various industries, including healthcare, medical, gym and specialized equipment, electronics and LED, and industrial services.
- Performed LBO modeling, financial analysis, valuation, and industry diligence to determine the value drivers, operating improvement opportunities and risks.
- Participated in the negotiations and deal executions for investments in the water filtration and semiconductor industries.
Focus areas: Private Equity, Market Research, Valuation, Three-statement Modeling, Financial Modeling, Transaction Modeling, Due Diligence, Leveraged Buyout (LBO), Discounted Cash Flow (DCF), Valuation Multiples, Valuation Modeling, Venture Capital, Data Analytics, M&A Modeling, Financial Analysis, Mergers & Acquisitions (M&A), Presentations, Competitive Analysis, Business Analysis, Excel Expert, Finance, Loans, Forecasting, Business Development, Market Research Analyst, Revenue Modeling, Cost Modeling, ROI, Pitch Presentations, Profit & Loss (P&L), Microsoft Excel, Cost Analysis, Revenue Analysis, Credit Risk, Value Creation, Private Equity Consultant, Private Equity Valuation, Equity Investment, Exit Strategy, Leveraged Buyout Modeling, IRR, NPV Calculation, Multiple on Invested Capital (MOIC), Return on Invested Capital (ROIC), Supply & Demand, Structured Finance, Transportation & Shipping, M&A (Buy-side), Cap Tables, Financial Data Analytics, Financial Risk Analysis, Market Diligence, Valuation Analysis, Financial Forecasting, Investment Return Scenario Analysis, Contribution Margin Analysis, Operational Finance, Deal Analysis, Private Credit, Microsoft PowerPoint, Credit/Debt, Debt Raises, Growth Equity, Merger Modeling
Consultant
2012 - 2012
Boston Consulting Group
- Worked on a high-level turnaround strategy for the Hungarian subsidiary of a European banking group—conducted interviews, surveys, and market research, designed value proposition proposals and positioning for the retail and corporate divisions.
- Performed market research and analyzed value creation options across the entire energy generation and delivery value chain for a global energy company considering expanding its footprint in CEE.
- Performed industry research and market entry strategy for an Asian OEM looking to enter the EU market.
Focus areas: Market Research, Investments, Customer Segmentation, Value Proposition, EMEA, Management Consulting, Financial Analysis, Presentations, Competitive Analysis, Business Analysis, Excel Expert, Loans, Profit & Loss (P&L), Microsoft Excel, Revenue Analysis, Risk Modeling, Cash Flow Analysis, Value Creation, Consulting, Lending, Renewable Energy, Competitive Strategy, Supply & Demand, Credit Cards & Transaction Processing, Microsoft PowerPoint, Strategy Consulting
Bancassurance Manager
2009 - 2011
Aegon
- Recruited and managed a team of eight regional managers and 12 direct sales officers.
- Launched the banking sales through a top-three Romanian bank—reaching a target revenue within the first four months and increasing average monthly sales by 200% in 2010 (compared to 2009).
- Built and managed relationships with the commercial banks’ top and regional management teams.
- Designed and successfully conducted a pilot project that explored a direct sales channel approach.
Focus areas: Sales, Product Development, Insurance, Partnership Management, Relationship Management, EMEA, Debt Financing, Excel Expert, Business Development, Cost Modeling, ROI, Profit & Loss (P&L), Microsoft Excel, Cost Analysis, Revenue Analysis, Credit Risk, Cash Flow Analysis, Regulations, Lending, Strategic Partnerships, Business Partnerships, Microsoft PowerPoint, Credit/Debt, Health Insurance, Actuarial, Insurance Law
Executive Manager
2007 - 2009
Imocredit
- Led the credit analysis, collection, and sales teams for the mortgage arm of a Romanian-Austrian holding; specializing in financing and real-estate development.
- Prepared the budget and strategy proposals and executed them upon approval from the Board of Administration.
- Led the expansion of a branch network to six cities and increased the loan portfolio by 280% in two years.
- Created and updated operational and risk procedures in line with the National Bank’s regulations.
Focus areas: Strategy, Credit Underwriting, Commercial Mortgage-backed Securities (CMBS), Bank Debt Raises, Mortgage REITs, Credit Risk, Management, Reporting, Finance Strategy, Budgeting, EMEA, Debt Financing, Excel Expert, Finance, Loans, Forecasting, Business Development, Revenue Modeling, Cost Modeling, ROI, Profit & Loss (P&L), Microsoft Excel, Cost Analysis, Revenue Analysis, Risk Modeling, Cash Flow Analysis, Regulations, Real Estate Development, Lending, Acquisitions, Structured Finance, Consumer Lending, Board Reporting, Strategic Partnerships, Business Partnerships, Financial Services, Microsoft PowerPoint, Credit/Debt, Debt Raises, COGS Analysis
Senior Relationship Manager
2001 - 2007
Volksbank A.G.
- Performed a complete credit underwriting on a portfolio of 100+ SME and corporate customers—covering the entire process from client acquisition and negotiation through financial modeling, analysis, and monitoring.
- Designed and executed a complex MBO financing solution for the largest producer of batteries in CEE.
- Created customized financing structures for specialized types of credit facilities backed by European funding; the structures were later used extensively within the bank.
Focus areas: Three-statement Modeling, Commercial Mortgage-backed Securities (CMBS), Mortgage REITs, Credit Underwriting, Banking & Finance, Corporate, Corporate Finance, Credit Risk, Negotiation, Relationship Management, Cash Flow Calculation, Cash Flow Forecasting, Underwriting, Credit Analysis, EMEA, M&A Modeling, Mergers & Acquisitions (M&A), Debt Financing, Business Analysis, Excel Expert, Finance, Loans, Forecasting, Business Development, Revenue Modeling, Cost Modeling, ROI, Profit & Loss (P&L), Microsoft Excel, Cost Analysis, Revenue Analysis, Cash Flow Analysis, Lending, Acquisitions, Structured Finance, Consumer Lending, Business Partnerships, Private Credit, Financial Services, Credit Cards & Transaction Processing, Microsoft PowerPoint, Credit/Debt, Accounting, COGS Analysis, Consumer Packaged Goods (CPG)
Education
2011 - 2013
Master of Business Administration (MBA) in Finance and Strategy
Haas School of Business, University of California Berkeley - Berkeley, CA, USA
2000 - 2001
Master's Degree in Financial Strategy
Babes-Bolyai University - Cluj-Napoca, Romania
1995 - 1999
Bachelor's Degree in International Business
Babes-Bolyai University - Cluj-Napoca, Romania
Certifications
SEPTEMBER 2018 - PRESENT
Chartered Alternative Investment Analyst (CAIA)
CAIA Association
Skills
Finance
P&L Forecasting, Angel/Seed Funding, Credit Risk, Revenue Modeling, Seed Fundraising, Series A, Pricing, M&A (Buy-side), Due Diligence, CFO, Cash Flow, Credit/Debt, Cash Flow Calculation, Cash Flow Forecasting, Fundraising, Private Equity, Total Addressable Market (TAM), Profitability Analysis, Leveraged Buyout Modeling, Three-statement Modeling, Forecasting, Market Research, Corporate Finance, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A), DCF Valuation, Discounted Cash Flow (DCF), Financial Modeling, Financial Restructuring, Debt Restructuring, Valuation, Revenue & Expense Projections, Cash Flow Modeling, Blockchain, Budgeting, Capital Budgeting, Debt, M&A Modeling, Return Analysis, Pre-revenue Valuation, ROI, Profit & Loss (P&L), Startup Funding, Private Equity Valuation, Financial Advisory, Lending, Financial Risk Analysis, Valuation Analysis, Investment Return Scenario Analysis, Contribution Margin Analysis, Investment Briefs, Operational Finance, Deal Analysis, Portfolio Analysis, Data Analysis, Debt Raises, Risk Models, Equity Valuation, Mortgage REITs, Cost Efficiency, Finance Strategy, Fund Analysis, Transaction Modeling, Investment Memoranda, Accounting, Fund Management, Crowdfunding, Value Creation, M&A (Sell-side), Consumer Lending, Private Credit, Growth Equity, Market Opportunity Analysis, Revenue Optimization, Valuation Modeling, Cost Reduction & Optimization (Cost-down), Deal Advisory, Financial Reporting, Price Analysis, Valuation Multiples, Credit Analysis, Credit Underwriting, Commercial Mortgage-backed Securities (CMBS), Bank Debt Raises, Capital Raising, Taxation, Financial Regulations, Funding Strategy, Pricing Strategy, Investment Thesis, REITs, Fund Structure, Comparable Company Analysis, Transaction Structuring, Funds Flow, Venture Debt, Fund of Funds
Output Software
Microsoft PowerPoint, Microsoft Excel
Industry Expertise
Education Technology (Edtech), Health & Wellness, Fashion, Early-stage Startups, Venture Capital, Financial Services, Insurance, Banking & Finance, Merchant Banking, For-profit Education, Software, Real Estate Development, Affordable Housing, Apparel & Accessories, Digital Currencies, Technology, Healthcare, Real Estate, Logistics, Retail & Wholesale, Consumer Products, Tokenomics, Agrotech, Renewable Energy, Startup Accelerators, Health Insurance, Bitcoin, Energy, Cannabis, Transportation & Shipping, Dental Care
Geographic Expertise
Eastern Europe, EMEA, Romania, Hungary, Middle East, Middle East and North Africa (MENA), Moldova, Central Eastern Europe, United States, Turkey, United Arab Emirates
Data & Analysis Software
Power Pivot, SQL
Other
Business Models, Storytelling, Investor Presentations, Growth, Business Planning, Underwriting, Cryptocurrency, Finance, Investments, Business Development, IRR, Leveraged Buyout (LBO), Market Research & Analysis, Loans & Lending, SaaS, Fundraising Consultant, Cash Flow Analysis, Sensitivity Analysis, Early-stage Funding, Equity Investment, Fintech, Startups, Strategy, Pitch Decks, Business Strategy, Restructuring, Distressed/Special Situations, DCF Modeling, Excel Modeling, Modeling, Financing, Subscriptions, eCommerce, Fashion & Beauty, Budget Modeling, Distressed Assets, Excel 365, Investment Banking, B2C, Business to Consumer (B2C), Pitch Deck Consultant, Early-stage Venture Capital, Market Sizing, Healthcare IT, Competition Research, Go-to-market (GTM) Strategy, Fundraising Strategy, Business Plan Consulting, Growth Strategy, Education, Financial Analysis, Debt Financing, Apps, Presentations, Client Presentations, Competitive Analysis, Business Analysis, Excel Expert, Waterfall Methodology, Waterfall Modeling, Loans, Enterprise SaaS, Market Research Analyst, Market Segmentation, Cost Modeling, Investment Funds, Pitch Presentations, Fintech Consultant, Business Consulting, Cost Analysis, Marketing Research & Analysis, Revenue Analysis, Risk Modeling, Mentorship & Coaching, Healthtech, Consulting, Excel Add-ins, Blockchain & Cryptocurrency, Private Equity Consultant, Term Sheets, Term Sheet Negotiations, Exit Strategy, Term Sheet Advisory, Business Model Strategy, Business Modeling, Social Networks, Crypto, Commercial Real Estate Finance (CREF), Acquisitions, Fixed Costs, Pricing Models, NPV Calculation, Multiple on Invested Capital (MOIC), Return on Invested Capital (ROIC), SWOT Analysis, Business Services, Scenario Analysis, Cap Tables, Pitch Preparation, Finance Product Manager, Financial Data Analytics, Break-even Analysis, Financial Forecasting, B2B, Data Visualization, Financials, Startup Growth Strategy Development, Economics, LLC Agreements, COGS Analysis, Cash Flow Management, Business Research, Business Cases, Emerging Markets, Merger Modeling, Regulatory Technology (Regtech), Social Media, Project Management, Customer Segmentation, Reporting, Competitor Analysis & Profiling, Marketplaces, Platforms, Software as a Service (SaaS), Interim CFO, CAIA, Sourcing, Procurement, Pro Forma Analysis, Sales Funnel, Operational Efficiency Improvement, Wearables, P&L Management, Mortgages, Internet of Things (IoT), Sales, Deal Structuring, Transaction Advisory, Benchmarking, Digital Health, Direct to Consumer (D2C), Cosmetics, Structured Finance, Consumer Packaged Goods (CPG), Psychology & Mental Health, Crowdfunding Promotion, Manufacturing, Management Consulting, Consumer Health, Data Analytics, Product Launch, Launch Strategy, Artificial Intelligence (AI), Kickstarter, Machine Learning, Business to Business to Consumer (B2B2C), Venture Studio, Chief of Staff, Asset Securitization, Regulations, Regulatory Analysis, Forex, Smart Contracts, Foodtech, Investor Relations Consultant, Organizational Structure, Investment Banking Technology, Biotechnology, Life Science, Medical Devices, Decentralized Finance (DeFi), Portfolio pacing, Competitive Strategy, Supply & Demand, Innovation, M&A Due Diligence (Financial), Data Rooms, Due Diligence Consultant, Market Diligence, Feasibility Studies, Fractional CFO, Resource Planning & Analysis, Board Reporting, Strategic Partnerships, Business Partnerships, Music Streaming, Product-market Fit, Investor Reporting, Dashboards, Expansion Strategy, Credit Cards & Transaction Processing, Communication, Distribution Management, Fund Accounting & Administration, Use of Proceeds, Strategy Consulting, Deal Sourcing, Deal Execution, Market Entry, Partnerships, Relationship Management, Partnership Management, Product Development, Negotiation, Corporate, Management, Budget Management, ICO, Waterfall Development, Value Proposition, Industry Analysis, Consumer Behavior, Joint Venture Development, Grant Proposals, Market Assessment, Precedent Transaction Analysis, Growth Analysis, Investment Modeling, Distribution, Digital Banking, Neobanks, Marketplace Lending, eCommerce Platforms, Agile Workflow, Marketplace Platforms, Electronic Health Records (EHR), Real Estate Investment Trust (REIT), Investor Relations, K-12 Education, Indiegogo, Cryptocurrency Trading, Alternative Investments, Monte Carlo Simulations, Risk Assessment, Stress Testing, Risk & Compliance, Investment Strategy, Python, Energy Management, Legal, Actuarial, Insurance Law, French
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