Patrick Schilling Email & Phone Number

Sydney, New South Wales, Australia

Investor Introductions. Venture Commercialisation. Capital Preservation Strategies. Portfolio Risk Assessment. Crisis Management
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Help early-stage ventures secure funding and achieve commercialisation

Proven track record of turning around troubled ventures with as little as 4 weeks of cash on hand

Originated and reviewed numerous start-up investment opportunities and negotiated investment terms

Actively monitor and support client ventures strategically and commercially and communicate with investors

Developed in-depth operational knowledge and networks across key industries

Pioneered Australia’s first AFSL holding equity crowdfunding platformLed 14 direct investments resulting in 3 exits (2 IPOs, 1 acquired)Sourced and analysed over 300 investment opportunitiesHelped numerous early-stage venture secure funding and achieve commercialisationDesigned innovative financial products including one focused on the thoroughbred industryLaunched podcast about entrepreneurship, perseverance & mental healthMentored founders and students of business and entrepreneurship students at UTS and UNSW

Introduced Australia’s first mobile loyalty app spanning 14 industries in 4 countriesAchieved Top 20 iTunes Lifestyle App, named Preferred Loyalty Application by Fairfax Media and Innovation Bay finalist 2012

Sydney

Edinburgh-based international banking and financial services company.
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Generated alpha creating investment ideas through fundamental research and proprietary trading insights

Account managed key institutional clients, new clients and addressed improved service with previously underserved accounts

Opened corporate access and published daily market intelligence reports via in-house and proprietary networks

Improved collaboration between research, sales, trading & quantitative analysis team for superior client outcomes

Sydney

US-based multinational investment banking and financial services corporation focused on private equity, corporate and consumer banking and wealth management.
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Developed investment recommendations with proprietary trading ideas and fundamental research

Successfully addressed challenging institutional accounts and returned AMP to Tier 1 status

Led directed client commissions in research sales

Published daily and monthly market intelligence reports

Mentored junior equity analysts, research sales and sales traders