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Jason Cape, Management Consulting Expert in Johannesburg, Gauteng, South Africa
Jason Cape

Management Consulting Expert in Johannesburg, Gauteng, South Africa

Member since January 22, 2021
Jason is a finance expert, a CFA charterholder, and an MBA graduate from the University of Oxford. He has over ten years of corporate experience across investment banking (Currency Sales Trader) and top-tier management consulting (Bain & Co). Since leaving the corporate world, Jason has advised start-ups (e.g., Fintech, Proptech, and Medtech) on their fundraising efforts and built the materials to assist the process.
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Career Highlights

Education

Select Certifications

Case studies

Industry Expertise

  • Agriculture
  • Electricity, Oil & Gas
  • Finance
  • Credit Cards & Transaction Processing
  • Venture Capital & Private Equity
  • Healthcare Services
  • Manufacturing
  • Real Estate

Other Expertise

Employment

  • Director/Founder

    2018 - PRESENT
    Oryx Capital
    • Built the pitch deck and the financial model (including valuation) for an innovative consumer funding fintech used by its founders as a tool to predict monthly debt needs in advance and to raise funding from a locally listed strategic investor.
    • Built the pitch deck for a credit fund specialising in distressed opportunities in the South African corporate credit market. The pitch deck was used to raise a new fund from global financial institutions.
    • Raised an angel and seed round for a hospital-at-home medtech startup. Built the pitch deck and the financial model to support the fundraising rounds.
    • Consulted for a top 10 African bank on its digital wallet micro-lending product to be launched across three countries in 2021. I built their lending model and advised on their route to market strategy.
    • Built a comprehensive LBO model for a target of a local PE fund.
    Focus areas: DCF Modeling, DCF Valuation, SaaS, Medtech, Fintech, Small & Medium-sized Enterprises (SME), Capital Raising, Startups, Financial Modeling, Fundraising, Loans, Credit/Debt, Fundraising Consultant, Three-statement Modeling, Consumer Lending, Fintech Consultant, Revenue & Expense Projections, Pitch Decks, Forecasting, Financial Planning & Analysis (FP&A), Excel 2016, Business Models, Valuation Modeling, Venture Capital, Series A, Financing, Valuation, Card Payments, Excel 365, Waterfall Modeling, Software as a Service (SaaS), Private Capital Markets, Series B, Asia-Pacific (APAC), Cash Flow Modeling, Cash Flow Forecasting, Cash Flow, Financial Analysis, Xero Accounting, Cap Tables, Exit Strategy, Scenario Analysis, Budgeting, Excel Expert, eCommerce, Business to Business (B2B), Business Plan Consulting, Edtech, Education Technology (Edtech), Non-fungible Tokens (NFT), Early-stage Startups, Renewable Energy, Solar, Mergers & Acquisitions (M&A), Leveraged Buyout (LBO), Mobile Apps

  • Investment Principal

    2022 - 2022
    simple.Capital()
    • Led the successful fundraising for a startup that uses computer vision and machine learning to scan vehicle damages and provide a real-time vehicle health condition and repair estimate.
    • Successfully managed the crowd fundraising of four startups across a variety of business life stages and industry focus. (e.g., proptech, marketplace, edtech, and fintech).
    • Prepared a valuation for a revolutionary technology startup that powers real-time data and video integration enabling engagement for spectators and precision for professionals.
    • Built more than five models with valuations for fundraising for a variety of industries using the following methodologies: Berkus method, Bill Payne scorecard, venture capital method, and DCF.
    • Led the successful fundraising for a vehicle subscription leasing marketplace.
    Focus areas: Fundraising, Startup Funding, M&A Due Diligence (Financial), Software as a Service (SaaS), Series B, Cash Flow Modeling, Cash Flow Forecasting, Cash Flow, Financial Analysis, Valuation, Venture Capital, Cap Tables, Exit Strategy, Scenario Analysis, DCF Modeling, Budgeting, Excel Expert, eCommerce, Business to Business (B2B), Business Plan Consulting, Edtech, Education Technology (Edtech), Non-fungible Tokens (NFT), Early-stage Startups, Mergers & Acquisitions (M&A), Leveraged Buyout (LBO), Mobile Apps

  • Consultant

    2016 - 2018
    Bain & Company
    • Completed procurement spend analysis and identified potential annual savings of ~$20 million within two spend categories, for a global oil and gas firm.
    • Redesigned the fuel dispensing process within the biggest fuel depot of a downstream oil and gas firm, resulting in expected annual cost savings of ~$10 million.
    • Designed the “earn and burn” mechanism as part of the enhancement of a retail bank loyalty program, expected to drive ~$30 million increase in annual revenue.
    • Refined the strategy for a financial service firm’s premier client offering through assessing its competitive landscape and benchmarking it against competitors.
    Focus areas: Oil & Gas, Telecommunications, Financial Services, Cost Benchmarking, Procurement, Strategy, Operational Modeling, Financial Modeling, Loans, Credit/Debt, Fintech, Three-statement Modeling, Consumer Lending, Fintech Consultant, Revenue & Expense Projections, Pitch Decks, Forecasting, Financial Planning & Analysis (FP&A), Excel 2016, Tableau, Business Models, Pitch Deck Consultant, Food & Beverage, Manufacturing, Hedge Funds, Cash Flow Management, RiskMetrics, Valuation, Card Payments, Excel 365, Waterfall Modeling, Leadership, Software as a Service (SaaS), Private Capital Markets, Cash Flow Modeling, Cash Flow Forecasting, Cash Flow, Travel, Tourism, Financial Analysis, Cap Tables, Scenario Analysis, DCF Modeling, Budgeting, Excel Expert, Business to Business (B2B), Business Plan Consulting, Mergers & Acquisitions (M&A), Leveraged Buyout (LBO)

  • Commodities Trader

    2011 - 2014
    Rand Merchant Bank
    • Managed the gold trading book ($600 million) across a variety of asset classes including interest rate, exchange rate, and refinancing risk.
    • Managed the full physical gold trading value chain, including buying, refining, leasing, transporting, and selling across multiple global locations.
    • Provided tailored off-take solutions and hedging strategies to global mining firms for greenfield and brownfield projects in excess of $50 million.
    Focus areas: Risk Management, Portfolio Management, Embedded Derivatives, Gold Refineries, Commodity Markets, Gold, Risk Models, Stock Trading, Excel 2016, Futures & Options, Foreign Exchange (FX) Hedging, Hedge Funds, RiskMetrics, Valuation, Excel 365, Leadership, Trading, Chartered Financial Analyst (CFA), Private Capital Markets, Cash Flow Modeling, Cash Flow Forecasting, Cash Flow, Financial Analysis, Cap Tables, Exit Strategy, Import/Export, Trade

  • FX Sales Trader

    2008 - 2011
    Rand Merchant Bank
    • Oversaw a client portfolio of ~$2.5 billion annual turnover; consistently grew turnover and profitability by building strong client relationships.
    • Provided hedging advice and solutions, including spot, swaps, forwards, and futures to FTSE 100 multi-national corporate clients on managing their foreign exchange exposures and risks.
    • Risk managed the FX exposure generated from the FX corporate sales desk.
    Focus areas: Trading, Money Market, Risk Management, Sales, Forex, Loans, Credit/Debt, Stock Trading, Excel 2016, Futures & Options, Foreign Exchange (FX) Hedging, Hedge Funds, Cash Flow Management, Venture Capital, RiskMetrics, Valuation, Excel 365, Leadership, Chartered Financial Analyst (CFA), Cash Flow Forecasting, Cash Flow, Financial Analysis, Import/Export, Trade

Education

  • Master's Degree in Business Administration (MBA)
    2014 - 2015
    University of Oxford - Oxford, England
  • Bachelor's Degree in Finance
    2003 - 2007
    University of Johannesburg - Johannesburg, South Africa

Certifications

  • CFA
    SEPTEMBER 2011 - PRESENT
    CFA

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