- Provided over $800 million in debt and equity financing as well as credit analysis to clients, middle-market companies located in the US and Latin America in the past two years, including brick-and-mortar companies, SaaS, and eCommerce startups.
- Helped clients review strategic and operational plans. Some of the key topics analyzed were total addressable market, pricing strategies, volume/price mix, required organization, CAPEX, KPIs, SMG&A. Prepared clients for credit analysis review.
- Built 30+ business plans for clients. As a management consultant, guided startups and middle-market companies in the eCommerce, SaaS, retail, manufacturing, and wholesale fields to review their financial projections, KPIs, and business plans.
- Financed companies looking for different debt and equity financing types: SBA loans, USDA loans, equipment financing, commercial real estate loans, factoring, unsecured lines of credit, international trade finance, and bridge loans.
- Provided financing to companies in different development stages: franchise, startup, growth, and mature stage. The types of investors were: angel, seed, series A, B, and C, private lenders, corporate lenders, and family offices.
- Financed commercial real estate projects such as ground-up construction, fix-and-flip property stabilization, and income-producing projects for $600+ million in the last two years, including purchases, refinancing, and cashouts in the US and abroad.
- Helped startups and early-stage clients target the best debt/equity ratio and decide between seed, venture capital, or debt financing by using Monte Carlo simulations to analyze the optimum capital-raising strategy.
- Assessed the valuation of target companies by developing and analyzing financial and valuation models (DCF/comparables and precedents) for buy/sell transactions. The clients were in the renewable energy and tech industries.
- Developed 3-statement financial models, including dashboard and data visualization tools and creating pitchbooks for client companies (SaaS and eCommerce startups) looking for fundraising in the equity, debt, and mezzanine space.
- Performed an LBO analysis for four different clients: logistics, food, pharmaceutical, and energy. All of them required significant financing, using the company's assets being acquired and the assets of the acquiring company as collateral.
Focus areas: Fundraising, Debt Raises, Private Equity, Real Estate, International Trade, Investment Banking, Finance, Financial Planning & Analysis (FP&A), Cash Flow Modeling, Valuation Modeling, Commercial Real Estate, Pitch Decks, Startup Funding, Profit Optimization, Business Plan Consulting, International Finance, Restructuring, Business Planning, Mergers & Acquisitions (M&A), Startups, CFO, Loans, Reporting, Credit/Debt, Financing, Debt Financing, Equity Financing, Revenue & Expense Projections, Capital Raising, Pitch Deck Consultant, Business Modeling, Three-statement Modeling, Venture Capital, Budgeting, Business Models, Key Performance Indicators (KPIs), Fundraising Consultant, Finance Strategy, Discounted Cash Flow (DCF), DCF Valuation, Valuation, Valuation Multiples, Leveraged Buyout Modeling, Fintech, Fintech Consultant, Loans & Lending, Asset-based Lending, Commercial Lending, Lending, Leveraged Buyout (LBO), Residential Real Estate, Hospitality, Business to Business (B2B), Forecasting, Purchasing, FPA, P&L Forecasting, Profit & Loss (P&L), Corporate Treasury, Treasury, Business Strategy, Proforma, Excel 365, Investment Analysis, Investment Modeling, Microsoft 365, Monte Carlo Simulations, United States, Debt, Real Estate Development, Secured Loans, SaaS, Enterprise SaaS, B2C, B2B, Business to Consumer (B2C), M&A Modeling, M&A (Buy-side), Market Research, Consumer Marketplaces, Renewable Energy, Microsoft Excel, Free Cash Flow (FCF), Cash Flow Forecasting, Waterfall Modeling, US GAAP, Administration, Information Systems, International Commerce, Accounting, CAPEX Budgeting & Inventory Management, Cash Flow Analysis, Cash Flow Management, Pitch Books, Equity Raises, Corporate Finance, eCommerce, Software as a Service (SaaS), Budget Modeling, Early-stage Venture Capital, Cash Flow, Financial Forecasting, Fractional CFO, Venture Funding, Data Analysis, Data Analytics, Microsoft PowerPoint, Monthly Recurring Revenue (MRR), Supply Chain, Venture Debt, Early-stage Funding, Startup Consulting, SBA, Google Sheets, Data Analyst, Management Consulting, Pricing, Joint Ventures, Fixed Asset Lending, Commercial Real Estate Finance (CREF), Business Analysis, Business, Business Loans, Debt Structuring, Term Sheet Negotiations, Term Loans, Term Sheets, Term Sheet Advisory, Debt Restructuring, Debt Analysis, Debtor & Creditor Management, Due Diligence, Investments, Investment Memoranda, Investment Funds, Investments & Risk Management, Investment Manager, Alternative Investments, Property Investment, Investment Research, Financial Data, Financial Reporting, Board Reporting, Board Presentations, Pricing Models, Price Analysis, Excel Expert, Pricing Plans, Business Development, Financial Analysis, Financial Advisory, Project Management, Luxury Industry, Exit Strategy, Growth Strategy, Finance Director, Project Finance, Credit Analysis, Credit Risk, High Net Worth Individuals (HNWI), Investor Relations, Investor Reporting, Dashboards, Financial Reporting Dashboards, Risk & Compliance, Private Credit, Credit Policy, Credit Ratings, Credit Control, Debt Issuance, Cost of Debt, Debt Collection, Senior Secured Debt, Cost of Capital, Corporate Planning, Controller, Controllership, Interim Financial Controller, Financial Controlling, Control & Cost Analysis, General Ledgers, Sensitivity Analysis, Metrics, Key Performance Metrics, Modeling, DCF Modeling, Operations, Chief Operations Officer (COO), QuickBooks Online, Risk, Risk Systems, Credit Evaluation, Credit Modeling, Credit Reviews, P&L Management, P&L Analysis, P&L Responsibility, M&A Reporting, M&A Pipeline Management, M&A (Sell-side), Cross-border M&A, Change Management, Business Transformation, Communication, People Management, Startup Growth Strategy Development, Seed Fundraising, Due Diligence Consultant, Leveraged Finance, Equity Research, Capital Structure Analysis, M&A Due Diligence (Financial), Acquisitions, Strategy, M&A Strategy, Xero, Xero Accounting, M&A Value Creation, Investment Strategy, Investment Consulting, Investment Committee Advisory