Investor Relation Manager
The smartest people work every day to provide the best service and to make our clients happy
Focus areas include: Fundraising, Strategic Management, Operational Management, Investor Negotiations, Marketing Growth Hacking
Built a leading Business Ecosystem from the ground up over a steady trajectory of 10 years
• Systems thinker equipped for
handling complexity
• Enabled the company to scale to 10,000 locations in key areas, with 5-star reviews making Home Alliance a leader amongst competitors
• Positioned the company for expansion, by harnessing data analytics for growth hacking, optimising systems and
human capital
• Mentor, philanthropist, and an active source of inspiration for immigrants who dream of building a successful life and business in the U.S.A
Focus areas include: Pitch Deck and Teaser, Investor Relationships, Outreach Campaigns
Ex-Banker with 9 years of experience working for developing banks as Client Relationship Manager and Head of Transaction Banking, Has advised several startup founders on matters of pitch deck and teaser preparation, investor list compiling, preparation of outreach campaigns for fundraising, correspondence with investors, scheduling and holding investor meetings, conducting company presentations, discussing term sheet details, developing viable relationships with VCs, PEs, Investment Bankers, Angels. Has raised funds from USAID, EBRD and other institutional investors
30 years international sales and
marketing experience working for
startups to Fortune 500 brands, top digital advertising agencies, leading media outlets and publishers, and innovative SaaS technology firms
• Chief Marketing Officer for Home Alliance generating sales leads, maintaining customer engagement and retention
•Professional experience with The Walt Disney Company, Comcast Cable, Verizon Wireless, Vodafone, Cellular One, Macy’s, iProspect, Digiday Media and
Patriot One Technologies
• Registered U.S. Lobbyist
Focus areas: International Media, Brand & Reputation
Advisor, Founder, Board Advisor, Investor
Personal Branding authority, as featured in Forbes , Yahoo Finance, USA TODAY, Money Magazine, Entrepreneur
• Global Agency Owner (16+ years)
Representing high profile business owners , founders and public figures in the U.S , Australia and S .E Asia
• Brand & Commercialization Advisor to early- stage and post-revenue start ups
• Advisory Board Member of
tech- enabled ventures
• Mentor at Silicon Valley’s Founder Institute
Focus areas: Fund raising, Investor Relations, Negotiations
Leading early-stage and lower middle-market M&A and capital raise deals
Founder of Lightning Rod Capital
Focus areas: Financial model, Valuation, Projections
Founder StressLessStressLess
2017 - Present
Partnerships & Business Development Manager
2016 - 2017
Turnaround and Distressed Debt Investing
CIT Restructuring 2014 - 2016
Consultant 2014
Chartered Financial Analyst
(CFA Charterholder)
I love creating beautiful and insightful financial models, projections and forecasts. I've helped attract 600+ millions of dollars in investments and loans with my pitch decks, projections and business plans. My experience is especially vast within the real estate industry, having worked as a VP of Investments and CFO on +50mm projects in Canada, USA and Europe. I love helping my clients achieve their financial goals.
Focus areas: Financial model, Business model, Projections, Valuation
Entrepreneur, Founder. Experience & Expertise in Business Development, VC, GTM Strategies, B2B Sales
Focus areas: Financial model, Business model, Projections
Global Head of Business Analytics at Bolt Delivery | Forbes 30u30
Focus areas: Financial model, Business model, Projections, Valuation
Entrepreneur, Founder.
AtoZ Partner, he has spent 20 year on Wall Street and has gained significant financial product experience in several investment banking leading institutions including Lehman Brothers, Deutsche Bank, Merrill Lynch and Goldman Sachs, where he was Head of Structuring.
Focus areas: Financial model, Business model, Projections
Sergei is a veteran investment Banker with 20-years’ experience on Wall Street with Goldman Sachs and Barclays as well as at the World Bank and IMF. Sergei possesses an extensive record of preparing organisations for IPOs, structuring complex financial transactions, and raising billions in debt and equity for private and public market issuers from CIS, Eastern Europe and Africa.
Focus areas: Financial model, Business model, Projections
Finance, investor relationship and sales specialist with background in both traditional consulting (Ernst & Young), niche investment firms and business development roles (number of FinTech an media start-ups). He specializes in building lasting relationships and collaborative strategies with both ventures and investment companies