Ben Lu Email & Phone Number

Independent consultant providing strategic and operational finance guidance for companies and investors in the technology, consumer, and software sectors.

Drove the closing of a merger that injected $30M+ of much-needed cash into the company and significantly improved the company’s liquidity profile and cash runway. Negotiated and closed an amendment to a $100M Apollo-backed credit facility that materially reduced future interest expense. Implemented detailed weekly cash budgeting, forecasting, and management processes. Spearheaded financial controls improvement and implemented greater forecasting rigor and discipline. Engaged with external banking partners on fundraising and capital planning across both debt and equity.

Led the successful SPAC transaction and IPO that resulted in $860M in gross cash proceeds. Strengthened and expanded the Finance team to transition from a private company to a newly public company. Built and planned a three-year financial budget across engineering, operations, and functional teams. Designed and implemented public company SOX-compliant processes, including procure-to-pay (e.g., Coupa), ERP and other IT General Controls.

Led corporate FP&A, Investor Relations, Treasury, and Operations/Supply Chain Finance to drive greater strategic insight into short and long-term planning for the entire organization. Helped scale revenues from $2B to over $5B from 2016 to 2021 and expanded operating profits from $250M to $1.3B. In addition, managed a global team across the US, Europe, and Asia responsible for opex, cash management, and Credit and Collections.

New York, Ny

Sole analyst responsible for emerging markets and US tech equity investments, as part of the firm's combined assets under management of $1.5 billion.

New York, Ny

Primary analyst for market-neutral global tech equity investments, as part of a 3-person team with a capital mandate of $500 million.

New York, Ny

Primary buyside analyst for Asia tech (Japan, Taiwan, HK, Korea, and China) and global supply chain stocks. Helped scale Seligman Investment's long/short tech-only equity assets from $200 million to $2.5 billion. Also part of team that managed Seligman Investment's $4 billion tech-only mutual fund assets.

New York, Ny

Primary equity research analyst covering the Electronics Manufacturing Services (EMS), components, and distribution sectors.

New York, Ny

Associate equity research analyst covering the Communications Equipment and Networking sectors.

New York, Ny

Research associate covering the US Telecom Services sector.

New York, Ny