GG资本
- Worked on developing and engaging with a network of institutional and private investors, sustaining a relevant investment pipeline for the business focused on direct 房地产 transactions.
- Sourced investment opportunities in the 房地产 space in Europe and across all segments, 包括办公室, 住宅, 和物流.
- 领导从指示性发行到交割的交易, 与各持份者合作, 包括律师事务所, 房地产规划师, 架构师, 商业代理.
重点领域:商业房地产金融(CREF), 股权投资, 建模, Excel建模, 融资, 资本咨询, 微软文字处理软件, EMEA, 联合王国, 债务, 融资过程, Excel 2010, 投资分析, 投资研究, 另类投资, 财经博客, 投资基金, 财务分析, 创造性的融资
萨拉
- Led the Series A fundraising process for the business and contributed to the subsequent Series B round as part of a broader team. Developed a network of venture capital investors locally as well as internationally.
- 重组FP&A function by developing processes for engaging and collaborating with the company's different departments, resulting in increased accuracy in the budgeting exercise and the tracking of key indicators.
- 为业务建立了广泛而全面的运营模式, drafted pitch decks and various other tools for analyzing financial and operational data, 并将其传达给相关的内部和外部利益相关者.
重点领域:融资,A轮,B轮,财务规划 & 分析(FP&A), 投标书, 运营模式, Excel建模, 投资融资, 策略, 产品策略, 战略规划 & 执行, 资本咨询, 产品营销, 商业策略, 增长战略, 数字战略, 中小企业/ SMB融资, 软件资产, HubSpot的, 企业资源规划(ERP), 筹集资本,, 企业融资, Three-statement建模, 微软文字处理软件, EMEA, 增长股票, 融资, 收入模型, 融资过程, 会计, Excel 2010, 私人公司估值, 内容创作, 内容写, 另类投资, 财经博客, 财务分析
Razorhorse资本
- 为成长型股权和私募股权客户寻找投资来源. 建立了整个组织的后厅和前厅, researching B2B software and tech-enabled solutions focusing on key verticals and horizontals.
- 起草大量报告和演示文稿, 量化风险资本和私募股权投资者的目标市场, 确定潜在的投资目标, 并突出M键&A、融资趋势.
- 分析美国风险投资基金的投资组合, 有助于发展他们的投资论文和它的公式.
- 制定美国和emea投资基金的营销策略, enabling them to communicate their investment rationale effectively online and offline through presentations and newsletters.
- 与科技领域的ceo和创始人交流, 在欧洲、中东和非洲及美国建立c级高管网络, 无论是投资方还是被投资方.
关注领域:B2B, 软件, Fintech, 保险科技(Insurtech), 软件即服务(SaaS), 企业SaaS, SaaS, 风险投资, 风险资本, 市场研究, 市场研究 & 分析, 投资备忘录, 金融建模, 投资, 临时首席财务官, 首席财务官, 定价策略, 定价模型, 订阅的价格, 预测, 指示板, 财务报告仪表板, 预算, 早期的资金, 创业公司, 金融, 投资经理, 建模, Excel建模, 投资融资, 股本, 融资, 战略规划 & 执行, 资本咨询, 商业策略, Salesforce的知识, HubSpot的, 电子邮件营销, 筹集资本,, 微软文字处理软件, EMEA, 融资过程, 美国, 增长型融资, Salesforce, 私人公司估值, 内容写, 另类投资, 财务分析
ESW资本
- 确定了米&A and strategic opportunities in the B2B software and financial technology spaces, 与c级高管建立关系, 执行交易.
- 研究ed market trends and conducted competitive analyses by analyzing and presenting information as part of internal and external market re港口.
- Drove the market expansion and the implementation of 投资论文 by developing a sales and customer relationship management process using software including HubSpot的 and DealCloud.
- 管理尽职调查流程, 创建财务模型, 并根据关键的软件指标确定估值, 包括留存率和客户终身价值.
- 为ESW投资委员会准备投资建议, 包括演示和财务模型, 成功收购Olive软件, ResponseTek, 与知识营销.
重点领域:尽职调查, 金融建模, 事务建模, 估值建模, M&一个建模, 投资备忘录, 投资理论, Fintech, 财务战略, 业务规划, 金融市场营销, 合并 & 收购(M&A),市场调查,市场调查 & 分析, 投资, 临时首席财务官, 首席财务官, 定价策略, 定价模型, 订阅的价格, 预测, 指示板, 财务报告仪表板, 预算, 创业公司, 早期的资金, 投资策略, 金融, 投资经理, 股权投资, 建模, Excel建模, 投资融资, 策略, 股本, 融资, 战略规划 & 执行, 资本咨询, Salesforce的知识, 电子邮件营销, 筹集资本,, EMEA, 融资, 融资过程, Excel 2010, 美国, 增长型融资, Salesforce, DealCloud CRM, 投资分析, 另类投资, 投资基金, 财务分析
Crowdcube合资企业
- Conceptualized an innovative debt-raising platform and managed the product development strategy from inception to execution.
- Designed financial models to assist the senior management of small and medium-sized UK companies with fundraising and to help optimize their capital-raising strategies.
- 对运营模式进行深入分析, stress-testing the critical assumptions that drove a company's revenue and costs, helping to validate the performance outlook of the business for potential investors.
- 包括证券在内的结构性债务交易, 摊销, 科技公司的通货膨胀也有关联, 消费者, 房地产, 可再生能源产业.
- 在多个领域开展并完成众筹活动, 通过发行零售债券筹集了多达1,000万英镑, 包括为一家可再生能源企业提供复杂的与通胀挂钩的股票.
重点领域:尽职调查, 次级债务, 债务的锻炼, 风险的债务, 债务资本市场, 股本集资”, 股权融资, 业务规划, 事务建模, 交易结构, 资本结构, 债务结构, 债务增加, 股权资本, 收入 & 费用预测, 五年的预测, 业务咨询, 金融市场营销, 筹款, 投资备忘录, 金融建模, 投资, 临时首席财务官, 定价策略, 定价模型, 订阅的价格, 预算, 预测, 指示板, 财务报告仪表板, 早期的资金, 创业公司, 投资策略, 金融, 投资经理, 集资”顾问, 债务融资, 建模, 运营模式, Excel建模, 投资融资, 策略, 产品策略, 战略规划 & 执行, 资本咨询, 市场营销, 产品营销, 商业策略, 集资”促销活动, 众包, 数字战略, 中小企业/ SMB融资, 软件资产, 企业融资, Three-statement建模, EMEA, 联合王国, 增长股票, 债务, 收入模型, 资金成本, 融资过程, Excel 2010, Crowdinvesting, 集资”, 投资分析, 私人公司估值, 内容创作, 内容写, 另类投资, 创造性的融资
QWin资本
- Worked with the co-founders for the launch of a $500 million fund targeting primary and secondary investment opportunities in Asia and the Middle East, 与潜在的有限合伙人沟通.
- 管理融资流程,并与众多有限合伙人会面, securing $50 million in commitments from a family office located in the Middle East.
- 进行基础基金分析和选择, mapping and ranking general partners in relevant regions after meeting a wide range of private equity funds operating in Asia and the Middle East.
- 建立基金资料室,包括公司治理文件, 投资论文, and the marketing strategy as well as waterfall models replicating potential fund investments over the full lifecycle of the vehicle.
- Evaluated the acquisition of Chinese secondary portfolios as well as primary investments in Turkey and Citadel for Turkish and Egyptian general partners.
重点领域:尽职调查, 基金治理, 基金管理, 私募股权二级市场, 私募股权估值, 私人股本, 基金结构, 合并 & 收购(M&A),金融营销,市场研究 & 分析, 投资备忘录, 投资, 预算, 投资策略, 金融, Banking & 金融, 杠杆融资, 私人配售, 投资银行, 股权投资, 建模, Excel建模, 投资融资, 策略, 股本, 资本咨询, 市场营销, 增长战略, EMEA, 联合王国, 增长股票, 融资, 融资过程, Excel 2010, 增长型融资, 投资分析, 内容写, 另类投资, 投资基金, 创造性的融资
瑞银投资银行
- 建立杠杆收购和M&基础设施和运输公司的模型, 包括机场, 港口, 航空公司运营商.
- Determined and executed capital structure optimization mandates advising on complex fundraising solutions such as rights issues, 首次公开募股, 以及股票挂钩产品和衍生产品.
- Prepared presentations for capital raise and advisory meetings developing equity financing models for UK 房地产 and construction companies seeking to recapitalize in the wake of the financial crisis.
- Worked as part of the syndicate team liaising with investors and marketing capital raises on behalf of issuers, 根据不同基金经理的投资策略调整市场营销.
- Built corporate finance transaction models for earnings estimates and to determine the sustainability of dividend payouts incorporating financial variables, 包括估计的波动率和信用利差.
重点领域:尽职调查, 事务建模, 杠杆收购模型, 估值建模, M&一个建模, 现金流量模型, 债务的锻炼, 次级债务, 债务重组, 债务资本市场, 可转换股权, 可转换债券, 衍生品, 股本, 股权融资, 股票发行, 股票估值, 股票研究, 交易结构, 资本结构, 债务结构, 金融市场营销, 筹款, 债务增加, 股权资本, 合并 & 收购(M&A,市场研究 & 分析, 投资备忘录, 投资, 投资策略, 金融, Banking & 金融, 杠杆融资, 私人配售, 投资银行, 股权投资, 债务融资, 建模, Excel建模, 融资, 资本咨询, 产品营销, 企业融资, Three-statement建模, 微软文字处理软件, EMEA, 联合王国, 融资, 债务, 收入模型, 融资过程, Excel 2010, 法国, 增长型融资, 彭博, 投资研究
通用电气(General Electric)
- 管理集成IT解决方案业务单元P的基本成本&L在欧洲,涉及300名员工和总计4000万美元的费用.
- Contributed to the quarterly financial reporting by consolidating accounts and analyzing performance as the business unit grew by acquiring new entities.
- Worked on accounts reconciliation and the reorganization of cost and profit centers, 构成整体报告结构.
- 开发详细的电子表格来分析趋势和预测, contributing to the company's budget review and leading to the identification of legacy costs from acquisitions and ultimately increased margins.
- Created and delivered presentations to senior management of the European Healthcare division of 通用电气(General Electric).
重点领域:财务规划 & 分析(FP&A), 财务管理, 预算, 临时首席财务官, 金融, Excel建模, 融资, 会计, Excel 2010, 法国, SAP业务对象(BO)