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Kelvin J.

Kelvin J.

Boston, MA

Fundraising, Business Strategy, Financial Modeling, and M&A

Kelvin has 13 years of experience in fundraising, business strategy, financial modeling, and M&A. He has evaluated and refined investor presentations, business models, financial forecasts, and M&A potentials of over 400 companies and deployed $3 billion of capital. Kelvin has worked in technology investing and private equity throughout his career. He is an investment partner and makes technology investments for major insitutitional clients in the U.S. Kelvin started his investing career in J.P. Morgan's internal private equity group, where he helped many portfolio companies refine business strategies and raise capital through the Great Recession. He holds an MBA from Kellogg at Northwestern and graduated magna cum laude with a B.S. from Columbia. Kelvin is also a CFA Charterholder. Expertise: - Pitch Decks & Investor Presentations: Prepare a compelling narrative of your business model with a modern design that's investor ready. - Fundraising Strategy: Research a list of suitable investors and prepare for investor Q&A. - Business Strategy: Refine your business model and go-to-market strategy to accelerate growth and maximize your fundraising. - Financial Modeling: Prepare a financial model with 5-year projections, cash flow, balance sheet, breakeven/sensitivity and KPIs specific to your company. - M&A: evaluate M&A potential, identify value creation levers, and manage deal process. Benefits: - Work with an investment expert. - Receive investor ready material and save time. - Avoid deal red flags and maximize your success. - Great turnaround time for quality product. Industries: - Technology - SaaS - Fintech - Health and Wellness - Consumer Goods & Services - Healthcare Technologies - Education - Adtech - Media & Entertainment - CleanTech & EV Message Kelvin today to discuss how he can help.
Apr 30, 2021 - May 4, 2021

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Private earnings
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Portfolio

Investor Deck for Tech-Focused Venture Capital Fund
Investor Deck for Tech-Focused Venture Capital Fund
Pitch Deck for Seed Fundraise in AI
Pitch Deck for Seed Fundraise in AI
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Skills

Kelvin J.

Kelvin J.

Boston, MA
1
Total Jobs
17
Total Hours

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Fundraising, Business Strategy, Financial Modeling, and M&A

Specializes in
Kelvin has 13 years of experience in fundraising, business strategy, financial modeling, and M&A. He has evaluated and refined investor presentations, business models, financial forecasts, and M&A potentials of over 400 companies and deployed $3 billion of capital. Kelvin has worked in technology investing and private equity throughout his career. He is an investment partner and makes technology investments for major insitutitional clients in the U.S. Kelvin started his investing career in J.P. Morgan's internal private equity group, where he helped many portfolio companies refine business strategies and raise capital through the Great Recession. He holds an MBA from Kellogg at Northwestern and graduated magna cum laude with a B.S. from Columbia. Kelvin is also a CFA Charterholder. Expertise: - Pitch Decks & Investor Presentations: Prepare a compelling narrative of your business model with a modern design that's investor ready. - Fundraising Strategy: Research a list of suitable investors and prepare for investor Q&A. - Business Strategy: Refine your business model and go-to-market strategy to accelerate growth and maximize your fundraising. - Financial Modeling: Prepare a financial model with 5-year projections, cash flow, balance sheet, breakeven/sensitivity and KPIs specific to your company. - M&A: evaluate M&A potential, identify value creation levers, and manage deal process. Benefits: - Work with an investment expert. - Receive investor ready material and save time. - Avoid deal red flags and maximize your success. - Great turnaround time for quality product. Industries: - Technology - SaaS - Fintech - Health and Wellness - Consumer Goods & Services - Healthcare Technologies - Education - Adtech - Media & Entertainment - CleanTech & EV Message Kelvin today to discuss how he can help.
Apr 30, 2021 - May 4, 2021

No feedback given

Private earnings
Kelvin J. has more jobs. Create an account to review them

Portfolio

Investor Deck for Tech-Focused Venture Capital Fund
Investor Deck for Tech-Focused Venture Capital Fund
Pitch Deck for Seed Fundraise in AI
Pitch Deck for Seed Fundraise in AI
Want to see more? Create Account

Skills

More than 30 hrs/week
Coscaler Partners
Coscaler Partners

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