Daniel Xiao Email & Phone Number

Vancouver

I specialize in business consulting in the North American market, helping ambitious entrepreneurs expand their businesses in North America. My team and I have successfully secured hundreds of millions of dollars in investment for over 150 companies, providing services in financial planning, government incentive funding strategies, and accounting services.Financial Planning for Client Enterprises: I collaborates closely with clients to develop comprehensive financial plans that align with their business goals. This involves analyzing financial data, forecasting future financial performance, and advising on strategies to maximize profitability and growth.Government Policy Incentives: I stay abreast of the latest government policies and incentive programs that could benefit client enterprises. Advises clients on how to take full advantage of these opportunities, ensuring they comply with all requirements to receive potential benefits.SR&ED (Scientific Research and Experimental Development) Funding Applications: I specializes in guiding clients through the complex process of applying for SR&ED credits. This includes identifying eligible projects, compiling necessary documentation, and preparing detailed applications to secure funding for research and development initiatives.Financial Advisory Services include private fund-raising, initial public offering, mergers and acquisitions, and investment management for growth enterprises in China and Canada

Vancouver

I sit on the investment committee and vote on investment opportunities as well as take board seats in portfolio companies. The main point of contact with limited partners and make most of the strategical and executive decisions, mapping out the funds long term strategy.

Greater Vancouver, British Columbia, Canada

-Oversee Financial operation of the companies under Gokabu Group. -Manage and provide training to accounting personnel -Conduct weekly and monthly financial assessments and generate reports to be submitted to other management team-Establish budgets in accordance with the requirements of the company departments. -Allot funds for capital projects and work with the Director of Facilities to ensure they stay on track Financially-Develop annual financial plans and projections for the company-Conduct analysis of financial risks and benefits on business initiatives-Provide company strategic planning-Superpass's BP MP FP AP-Investment/Investor relation,Assisted KABU RIDE collect 5 million dollars for R&D and market development in May, 2022.

Vancouver, Canada Area

CheckPay Technologies is Canada’s WeChat Pay and Alipay cross-border payment partner and registered MSB. I help take the company from 0 to 1. Building relationships with key merchants and industry partners as well as local business associations, attaining financial licensing and partnerships with Alibaba, Tencent, and other companies are part of my duties. My main focus however, is marketing strategy and business planning including positioning with a strong acumen.

Beijing, China

In PwC, I worked on many different projects and customers, such as a large domestic brokerage firm to develop a strategic customer system planning project. Designed a strategic customer screening and service system by incorporating advanced experience into the company's structure.I also worked for a large international hedge funds to develop an overall market analysis and cash flow (fund collection) estimation in the aspects of domestic private equity market. Designed a business model to help the company start the business in Shanghai, China. For another project, I worked for the top 1 Chinese sovereign investment company to develop an alternative investment planning project by gathering and analyzing the business demand, and designed an implementation plan.

Ottawa, Canada Area

Improved my research and analytical skills by analyzing financial statements and relevant data on target companies. Enhanced my private companies’ valuation knowledge by discussing valuation models with investee companies.Explored potential investors’ risk tolerance, expected return, and timeline through conversation and questionnaire. Assisted INano collect 1 million dollars for R&D in February, 2016. Raised half a million dollars for MicroMetrics to expand Chinese markets in April, 2016. Promoted critical thinking by developing a new business model of property management relying on the platform of Airbnb. Augmented negotiation skills by successfully attracting a second round investment from a personal investor. Organized the 2015 delegation of Ottawa Mayor Jim Watson to China.

Ottawa, Ontario, Canada

Make sure individuals and corporations follow the many federal and provincial laws the CRA administers, including the Income Tax Act and the Excise Tax Act.

Beijing

When I was in the first year of high school, learning business became my dream. So in that year, I decided to have some practical experience in SSG Capital (A company that provides private placement service to high-growth companies in mainland China. In the past eight years since its establishment, SSG Capital has successfully helped more than 20 companies to raise about US$ 400 Million.) That would be an excellent chance to broaden my horizons. So, I sent my request to Alex Chen who was one of the managing partners of this company and he granted me the chance, The experience made me feel that learning finance would be the best choice for me.