Marc Thuot, Cfa Email & Phone Number

Is a lack of financial clarity holding you back? Are you losing time analyzing your situation when you could be executing your vision?I help entrepreneurs, investors, and advisors tell financial stories that matter.How I do it:• Financial modeling, including three financial statement models, M&A modeling, cash flow forecasting, unit economics analysis, and more• Investment research applying an institutional due diligence process to opportunities across private equity, private credit, real estate, venture capital, and beyond• Investor relations and marketing consulting for fund managers looking for direct, honest feedback from an allocator's perspectiveI have over 10 years of financial modeling and buy-side investment experience, including overseeing more than $2 billion in alternative assets as a portfolio manager and advising operating businesses with $60 million+ in annual revenues.I help explain complicated cash flow patterns, model the impacts of growth initiatives after a fundraising rounds, catch problematic terms in offering documents, and save my clients time, energy, and money in the process. Here's some feedback I got recently:"Marc’s modeling work freed up nearly a full week of the CFO’s time to focus on other priorities during fundraising crunch time. He is responsive, accurate, and my first call for modeling needs." - Investment bankerIf you've read this far and think I might be able to save you time and headaches, please get in touch and I'll be happy to schedule a complimentary consultation to learn about you, your situation, and how I may be most helpful.

Listed skills include Investments, Alternative Investments, Investment Management, Mutual Funds, and 9 others.