Paulius Uziela, CFA
Verified Expert in Management Consulting
Management Consulting Expert
Vilnius, Vilnius County, Lithuania
Toptal member since October 7, 2019
Paulius has closed 20+ seed/early-stage investments in AI, technology, SaaS, energy, and other sectors. He also has experience working on debt transactions and the biggest regional M&A deals in the Baltics while employed at a leading consulting firm (Deloitte) and DNB bank. Paulius is a CFA charter holder who enjoys freelancing to help clients on valuation, financial modeling, and fundraising projects.
Career Highlights
Education Highlights
Certification Highlights
Case Studies
Valuation Analysis
Industry Expertise
- Finance
- Venture Capital & Private Equity
- Financial Modeling
- Startups
- Trading
- Information Technology
- Financial Markets
Other Expertise
- Financial Modeling
- Fundraising
- Pitch Decks
- Three-statement Modeling
- Valuation
Work Experience
Investment Manager
CoInvest Capital
- Prepared investment memos for 30+ investment cases, which included financial, market, competitor analysis, investment rationale, transaction description, and investment terms.
- Successfully closed 20+ seed/early-stage investments in AI, technology, SaaS, energy, and other sectors. Funding round sizes ranged from USD 200,000 to USD 1.5 million.
- Led meetings with co-investors, startups, and other relevant parties in facilitating negotiations and investment transactions.
- Prepared valuation of the investments by a fund for reporting purposes.
- Defined KPIs (MRR, LTV, CAC, churn, payback period) and created a detailed dashboard to track a SaaS startup's financial and operating performance.
- Led the due diligence process, which included a detailed analysis of financial model assumptions and questionnaires on the market, product, team, strategy, and finance.
Associate
Deloitte
- Developed detailed valuation models of companies operating in the technology, energy, manufacturing, and wholesale sectors.
- Completed the valuation analysis of a complex IT company group of 17 enterprises established in seven countries.
- Prepared numerous financial due diligence projects, which included EBITDA and net working capital (NWC) normalization, net debt calculation, KPIs, and management reports analysis.
- Performed the financial modeling of the price of services provided in a legal dispute between a rail carrier and the client.
- Prepared numerous comparable company and precedent transaction analyses in conjunction with valuation and M&A mandates.
Corporate Credit Analyst
DNB Bank
- Prepared detailed financial analyses of real estate, wholesale, retail, and manufacturing companies.
- Performed credit risk assessment considering the use of funds, profitability, scenario, NWC analysis, and financial projections.
- Proposed appropriate financing structure, including debt schedule, financial and non-financial covenants, and ring-fencing.
Broker
DNB Bank
- Performed fixed income sales for institutional clients and attracted more than 30 new investors.
- Maintained existing relationships with investors by generating new investment ideas.
- Acted as a market maker in the secondary market for Baltic Government bonds.
Education
Bachelor's Degree in Economics
ISM University of Management and Economics - Lithuania
Bachelor's Degree in Business Administration
BI Norwegian Business School - Norway
Certifications
Assistant Business Appraisal
Ministry of Finance of the Republic of Lithuania
Chartered Financial Analyst (CFA)
CFA institute
Financial Broker Licence
Central Bank of the Republic of Lithuania
Skills
Finance
Valuation, Equity Valuation, DCF Valuation, Capital Raising, Growth Capital Raising, Startup Funding, Seed Fundraising, Financial Modeling, Fundraising, Three-statement Modeling, Forecasting, Corporate Finance, Market Research, Financial Reporting, Revenue & Expense Projections, Discounted Cash Flow (DCF), Due Diligence, Series A, Mergers & Acquisitions (M&A), Financial Planning & Analysis (FP&A), Credit Analysis, Budgeting, Monthly Recurring Revenue (MRR), Customer Acquisition Cost (CAC), Weighted Average Cost of Capital (WACC), Capital, Private Equity
Output Software
Microsoft Excel, Microsoft PowerPoint
Data & Analysis Software
Capital IQ, Bloomberg
Industry Expertise
Financial Markets, Venture Capital, Early-stage Startups, Public Companies, Technology, Financial Services, Retail & Wholesale, Energy, Industrial & Manufacturing, Capital Markets, Logistics
Geographic Expertise
United States, Europe
Other
Modeling, Financial Ratios, Financial Forecasting, DCF Modeling, Fixed Income, Financial Analysis, Pitch Decks, IRR, SaaS, Term Sheets, Derivatives, Investments, Economics, Sensitivity Analysis, Trading, Business Loans, Dashboards, LTV:CAC, Scenario Analysis, EBITDA, Artificial Intelligence (AI)
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