Experience

XAHIVE
• IT Services and IT Consulting
• 1 - 100 Employee
• Advisory Board Member

  • Dec 2022 - Present


Expert Dojo

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Head of the investment

  • Aug 2019 - Present

  • Conduct analysis of potential startups’ investment targets and market sizes and trends. • Support ongoing portfolio company management and follow on financing. • Identify investment opportunities, due diligence and deal closing, including research of industry sector and comparable firm analysis. • Sourcing the potential deals; call and/or meet with prospects, and evaluate opportunities. • Network with industry peers and attend industry events to build deal flow, follow on opportunities and generally build the brand. • Monitor and diligence of portfolio companies, follow-on investment analysis and terms preparation, coordinating with attorneys and potentially co-investors. • Recruit speakers, create content and support implementation of organization of sponsored events, Angel investors and VC pitch training, to build the momentum and ecosystem relationships. Show less


Responsible Cyber Pte. Ltd.
• Advisory Board Member

  • Mar 2022 - Dec 2022


Startups

• Telecommunications

• Financial Business Consultant

  • Nov 2017 - Aug 2020

  • Analyze investment opportunities for startups and recommend appropriate strategies. • Develop financial model,business plans along with forecasting and budgeting for startups. • Conduct market analysis, resersach, competitor analysis and TAM, SAM, SOM within the market. • Prepare pitch deck and assist founders in presenting their venture and ideas before VCs and Angel investors. • Established and maintained a relationship with founders and funders. • Create a workshop for entrepreneurs and assist them with a fundraising process. Show less



Muse Capital

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Associate

  • Feb 2019 - Aug 2019

  - Conducted screening and due diligence in deal flows like Robinhood and Firefly, drafted investment committee memos, and laid out a developed and well-researched case for making an investment recommendation. - Carried out market research to identify investment opportunities across various industries, providing data as directed and making investment recommendations. - Collaborated with General Partners in deal-flow sourcing and assisting portfolio companies with fundraising and growth strategies. Managed private capital fundraising processes, including preparing financial models, and pitchbooks, contacting capital providers, and evaluating markets to provide fundraising strategy guidance. -Led the investment process from origination to execution for new and SPV opportunities and provided ongoing monitoring and reporting. Show less



Tous Capital (Private Equity)

• Investment Analyst

  • Nov 2017 - Aug 2019

  • Researched industry articles and financial statements and conducted a quantitative analysis of potential deals. • Analyzed investment opportunities, created necessary steps for financial turnover and recommended appropriate strategies. • Derived quantifiable data for the potential acquisition of the potential distressed company to add to the existing portfolio. • Conducted extensive quantitative due diligence analyses regarding potential acquisitions. • Reviewed financial statements and analyze sales revenues, costs, expenses for all business units. • Prepared monthly, quarterly and annual performance reports of the portfolio and presented to internal investment committees and third-party investors. • Developed financial model valuation using trading multiples, comparable transactions, and DCF. • Managed and organized fundraising events and presented investment opportunities within the company before the Potential Limited Partner (LP) investors. • Established and maintained relationships with the portfolio companies’ upper management to develop new strategies for financial turnover. • Created a sales pitch & presented it to new investors. Resulted in a $500k investment by the targeted LP. • Developed (LP) investors’ base; capitalized on referrals and existing LPs. Show less



Denso Product and Service Americas, Inc. (Automative)

• Business & Cost Analyst

  • Feb 2017 - Aug 2017

  •Analyze and evaluate the profitability, pricing, inventory turnover, and potential for new product lines in various sale channels for automotive parts. I am also responsible to identify new business opportunities and strategies for the company’s automotive parts business. •Suggested the company withdraw from unsuccessful Mexico market saving the company $1 million annually; reduced losses during transition period by suggesting the use of a commissioned intermediary. •Developed, summarized and presented Mexico sale channel profitability analysis to upper management and proposed the alternative solution which enhanced the profitability by 30% or $500k. •Develop financial model including discounted cash flow (DCF Model) analysis, comparable, and ROI analysis of new investment opportunities. Show less



Nuveen Investments (Asset Management)

• Performance Analyst

  • Mar 2015 - Oct 2015

  •Conducted due diligence on fund managers’ investment performance. Analyzed portfolio structure, component returns and explained changes between the portfolio and benchmark. Extracted, analyzed index statistics, market data and validated the portfolio returns against benchmarks and peer groups; used advanced excel and other software systems. •Enhanced the process of data mining by 48% through the creation of more efficient process; reduced processing time from 2 weeks to 1 week. •Managed ad-hoc requests from Marketing, Sales, Compliance, Portfolio Management, and etc. teams and ensured timely and accurate reporting. •Prepared and drafted investment due diligence memos and presented the summary of analysis to Portfolio Managers, Compliance, and Client Relationship Management teams. •Managed and updated annual GIPS verification presentation; working directly with Marketing and Product Management. Show less



F&K Delvotec, Inc. (Semiconductor)

• Senior Financial Analyst

  • Jul 2013 - Mar 2015

  •Successfully helped F&K Delvotec in acquisition analysis and process by Strama-MPS (in the automotive industry & automotive supply industry). •Researched and analyzed the key industry sectors; evaluated the opportunities across the variety of structures, including Partnership, M&A, Joint Ventures, etc. •Identified potential new business opportunities & strategies for various business lines •Developed financial models (DCF Model, comparable analysis, Scenario & transactions analysis) •Developed presentation and other material related to key strategic initiatives and communicated the summary to C-level executives, P/E, VC and M&A analysts. •Developed & maintained partnership with Fortune 500 companies; i.e. SpaceX, Tesla, and NASA •Won a $2.4 million 2-year contract with Tesla for the purchase of wire bonding machines. •Analyzed the feasibility of opening an office on the East Coast; performed risk analysis, NPV, IRR and IRO which resulted in saving a significant amount of money by finding alternative solutions. •Saved the company $400 k by suggesting they use a local partner to represent the company on a commission basis instead of opening a new office. •Conducted forecast and performed variance analysis of operating performance versus budget/forecast, to find anomalies and improve efficiencies. •Generated 25% annual savings in operational expenses by employing new procedures which streamlined the business’s vendor relationship. Show less



First Foundation, Inc. (Asset Management& Private Bank)

• Analyst

  • Oct 2012 - Jun 2013

  •Conducted investment due diligence on small-cap fund managers; analyzed the strategies of potential managers, including their holdings, research and idea generation, trading and portfolio construction, performance track record and sustainability for future investment. Prepared and presented the summary of analysis to the investment committee; resulted in the inclusion of recommended fund manager, Eric Cinnamond who managed small cap fund; ASTON River Road Independent Value (ARIVX) to the main portfolio. •Interacted with C-level executives and fund managers to identify the best investment opportunities to include to the main portfolio. •Praised by managers for persistence, enthusiasm, motivation, good research skills, and the excellent communication skills. •Analyzed the Credit Default Swap (CDS) of specific stocks within a portfolio to find a correlation of CDS trends and stocks’ movement for future investment. •Evaluated 6 months executed trades in order to minimize the sum and the variance of the execution costs; extracted and categorized data based on stocks and dealers (using Datastream and Bloomberg). •Analyzed data from management, competitors, and third parties using Bloomberg, and Factsheet to facilitate stocks’ performance analysis. Show less



Futek Advanced Technology, Inc. (S&T)

• Corporate and Strategy Analyst

  • May 2011 - Oct 2012

  •Conducted research on key potential fortune 500 companies; analyzed & evaluated the opportunities across a variety of structures, including Partnership, M&A, Joint Ventures, etc. •Responsible for researching and analyzing investment opportunities across a variety of structures, mainly in M&A. Conducting due diligence on acquisition targets; advised the upper management on potential M&A opportunities, resulting in M&A between Futek Advanced Technology, Inc and the fortune 500 company. •Developed financial models, DCF model, comparable analysis, scenario analysis, and SWOT analysis, interviewed decision makers at potential target companies, tracked the records and client activities to evaluate best target opportunity for an acquisition. •Increased firm business by 20% by developing strategies across various internal business lines and product segments. Resulted, in higher valuation offer from M&A and Private Equity analysts. •Integral key player in negotiations with Fortune 500 companies; successfully structured term sheet and drafted the deal; resulted in a win-win situation within the acquisition deal. •Developed pitch book and presented the summary of analysis to the C-level executives, P/E, VC and M&A analysts. Show less



FUTEK Advanced Sensor Technology, Inc. (S&T)

• Business Consultant

  • Sep 2009 - Apr 2011

  •Based on strong performance as a Business Consultant; I have been offered a full-time position to join a team in the United States as a Corporate and Strategy Analyst. •Conducted detailed financial & strategic analysis including a feasibility study of Foreign Direct Investment in the UK & Germany. •Developed financial models, DCF model, ROI, NVP, comparable analysis, scenario analysis, and SWOT analysis to evaluate the business opportunities for the expansion plan in the S&T sector in the UK and Germany. •Saved $600 k by suggesting the company use local commissioned intermediary in Manchester, UK instead of opening a new office. Show less



SIG International Ltd (Oil&Gas)

• Business Consultant

  • Apr 2009 - Apr 2011

  •Conducted quantitative and qualitative analysis of investments, evaluated key indicators, preparing comprehensive reports & abstracts, and developed summary proposal. •Earned praise from managers for deal-making skills, analytical skills, and good presentation skills. •Evaluated key indicators, which included market conditions, risks, and emerging opportunities. Presented data and investment strategies to C-level executives. •Conducted financial analysis (DCF model, comparable analysis, scenario analysis, and SWOT analysis) to identify the best potential investment opportunities and make a recommendation. •Prepared and pitched proposal before Fortune 500 Companies, resulting in a profit of 20% upon sale. Show less