Services: Strategic & Financial Advisory, Financial Modeling, Financial Planning & Analysis, Business / Data Insights, Fundraising, Investor Relations, Investor decks & Business plans, Problem solving, M&A

Angel Syndicate comprised of 30 angels from the startup and VC world with a focus on very early stage tech opportunities, with an aim to invest in companies we want to see in the world. Select investments:via GFV: Julienne Bruno, Lapse, Malloc, Minimum Ecovia CrowdCube / Seedrs: Cowboy, Freetrade, Nutmeg, Plum, Revolut, UFODrive

BikeClub is a kids bike subscription business (FCA regulated, consumer lending) with a focus on the circular economy and operations in UK, Germany and Spain (raised c.£50M)- Financially & operationally focused leader, working as a co-pilot to the CEO to set strategy for company growth & expansion with a focus on profitability and capital structure optimization, leading a team of 14 personnel across Financial Control, FP&A, Fraud, Business Intelligence and People- Responsible for setting & presenting annual budgets, reporting monthly financial performance to the board, owning the financial model & marketing materials for debt / equity raises and investor relationsSelect achievements include:- Raised £25M via a combination of increasing debt facilities from £5M to £25M and CLN of £5M- Strong focus on profitable growth doubling the business in under 2 years while reducing EBITDA losses by 50%- Built out the bike and customer economics and improved them by 33% YoY via leading commercial negotiations with supply and delivery operators as well as business partnering with Ops to improve utilisation and productivity- Played a key part in the German and Spain launches including ES via acquisition- Led company succesfully through a complex first year audit, initiated a new commercial depreciation policy bringing EBIT profitability forecast forward by 1.5 years, claimed back R&D refunds / VAT of £500K+ over 2 years

Leading UK fitness marketplace offering its customers flexible access to 1,500 gyms; acquired by EGYM - Key member of C-suite and Board, in charge of presenting financial & commercial performance to the Board while working closely with the founders to set future company growth strategy & directionSelect achievements include:- Led our funding efforts, raised £11M using a combination of equity, media for equity and venture debt- Worked closely with Supply & Demand to drive the business towards revenue targets; sales increased 2.3x in 15 months pre-covid, c.1M transactions p.a, at a commercially acceptable ROI (4:1 LTV:CAC)- Architect of our pricing strategy i.e. subscription price points across our B2C, B2B2C and B2B2E channels and promotion strategy to balance competition offers in market while ensuring strong contribution margins- During covid, with gyms shut (0 new sales), increased cash runway from 2.5 months to 21 months via a combination of funding from Future Fund & CIBIL, renegotiating supplier contracts worth £2M+, initiating tiered paycuts across the company - all this achieved while retaining 90% of staff

Elderly care company with £300M in ARR, 60K+ in-person care visits/dayKey member of the Leadership team, involved in shaping company strategy, recruiting and fundraising– Built our financial model & successfully led Cera through diligence to a £12m Series A raise (equity+debt)– Led Investor Relations with monthly reporting (financials, KPIs) + quarterly presentations to the Board– Responsible for financial metrics delivery: Revenues increased 3x and expanded to 4 additional citiesLed Inorganic Expansion (key growth channel currently) – devised a new inorganic growth channel byacquiring clients and carers from mom-&-pop homecare companies at a cost cheaper than our current CAC– Identified and acquired 2 companies within a span of 6 months, doubling sales; created list of 25 targets

Advised Startups across the Online Marketplaces (Furniture), Luxury Retail, Foodtech and Homecare sectors. Created business plans, investor decks for fundraising and financial models. Launched Biz Dev, Partnership and Marketing initiatives, data analysis to improve KPIs and put operational processes in place.

Expertise in Food (Restaurants, High Growth DTC food companies, Last Mile Logistics, On-Demand), Retail (Online Marketplaces, High Street, Forecourts, Luxury, Furniture, Garden Centres), Leisure (Casual Dining, Gyms) and Consumer Products (Spirits, Coffee, Cheese, Snacks) sectors Led the day to day execution of M&A / Financing transactions including advisor to a buyer on the acquisition of an European retail company and a UK forecourt operator, sellside advisor to a famous restaurateur on the sale of his chains globally among others.Proficient in valuation techniques including DCF, LBO, Sum of the Parts, Accretion/Dilution, IPO valuation, providing strategic insights including market / competitive analysis, creating marketing materials and conducting due diligence

Select experience includes Sellside Advisory to a high growth FinTech Liquid Alts manager, Buyside Advisor to a sponsor for the acquisition of an asset manager, Buyside Advisor to a bank on acquisition of another bank and corresponding capital raise to fund the transaction, and Equity Advisory on an IPO of a Specialty Finance companyLed MBA recruiting efforts for RBC at Columbia Business School

Advised a Payments focused portfolio company on potential acquisitions based on strategic and financial value Sourced and evaluated early stage and growth investments across the education, P2P lending and student loan verticals

Advised clients on managing business and technology risk in the Securities Division with a focus on Equities Sales and Trading.

Worked directly with the CFO assisting him in financial forecasting and planning