Investment Manager
2017 - PRESENT
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.
Focus areas: Three-statement Modeling, Financial Modeling, Valuation, Modeling, Startup Funding, Fundraising, Term Sheets, Venture Capital, Pitch Decks, Financial Forecasting, Market Research, Financial Planning & Analysis (FP&A), Financial Ratios, Financial Reporting, DCF Modeling, Financial Analysis, Equity Valuation, DCF Valuation, Forecasting, Corporate Finance, Seed Fundraising, Early-stage Startups, Investments, Due Diligence, Capital Raising, Growth Capital Raising, SaaS, Monthly Recurring Revenue (MRR), Customer Acquisition Cost (CAC)
Associate
2015 - 2017
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.
Focus areas: Three-statement Modeling, Financial Modeling, Mergers & Acquisitions (M&A), Modeling, Due Diligence, Valuation, Financial Forecasting, Market Research, Financial Planning & Analysis (FP&A), Private Equity, Financial Ratios, Financial Reporting, DCF Modeling, Financial Analysis, Equity Valuation, DCF Valuation, Forecasting, Corporate Finance, Capital IQ, Investments, Capital Markets, EBITDA normalisation, NWC analysis, Weighted Average Cost of Capital (WACC)
Corporate Credit Analyst
2014 - 2015
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.
Focus areas: Three-statement Modeling, Financial Modeling, Credit Analysis, Business Loans, Modeling, Financial Forecasting, Market Research, Financial Planning & Analysis (FP&A), Financial Ratios, Financial Reporting, DCF Modeling, Financial Analysis, Forecasting, Corporate Finance
Broker
2012 - 2014
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.
Focus areas: Fixed Income, Financial Markets, Trading, Investments, Capital Markets, Bloomberg
Valuation Analysis
Financial Model for SaaS Startup
Financial Due Diligence
