I have six years of experience in investment banking, specializing in mergers & acquisitions, startup funding, and project financing. I hold an MBA in Finance from IBS Hyderabad with a CGPA of 8.1/10. My project portfolio includes, sell-side advisory for a bank, Startup funding in Southeast Asia, including an ERP/SaaS company, Bidding projects in the oil & gas industry in Africa, Project Financing for Green projects in Europe, Buy-side advisory to acquire an OSV Company in Africa.
I offer expertise in MS Excel-based financial modelling, projections, forecasting, financial planning, budgeting, analysis, and valuation. Additionally, I excel in crafting compelling pitch decks, business plans, company profiles, market research, competitive analysis, and presentations for diverse purposes. This enables investors, banks, and similar financial institutions to swiftly grasp your business concept and become intrigued, prompting them to initiate discussions.
I have the capability to develop a comprehensive interconnected three-statement model with following basic structure:
1. Detailed Revenue and COGS Tab: This component serves as the foundation, capturing all pertinent assumptions related to revenue and cost of goods sold (COGS). For instance, we can tailor the model to accommodate all distinct customer segments, each with its own set of assumptions regarding quantity sold, pricing, and costing. The COGS tab can be structured based on a percentage of revenue, sales commission, or a blend of various factors, ensuring a nuanced representation of cost dynamics.
2. Operating Costs: Here, we delve into the realm of operational expenses, encompassing overhead costs such as general and administrative staff expenditures, facility expenses, and electricity costs. Additionally, we can incorporate yearly inflation considerations for other operational costs, providing a comprehensive overview of expenditure trends.
3. Balance Sheet: Each balance sheet line item can be calculated separately based on factors such as networking capital gap, existing fixed assets, and planned capex. These can be supplemented with other schedules.
4. Linked Cash Flows: This segment integrates the income statement components with linked balance sheet components, offering insights into liquidity and financial health.
Furthermore, beyond the basic forecasting models, I possess the capacity to develop advanced valuation models utilizing various methodologies such as the Discounted Cash Flow (DCF) approach employing techniques like the Capital Asset Pricing Model (CAPM), relative valuation methodologies, project finance models, and Leveraged Buyout (LBO) models.
When crafting a pitch deck, I typically include the following sections:
1. Introduction: Introduce your company and offer a concise overview of its purpose and operations.
2. Problem Statement: Clearly define the problem or challenge your product or service aims to solve.
3. Market Opportunity: Describe the market size, growth potential, and target audience for your offering.
4. Unique Selling Proposition (USP): Emphasize what distinguishes your product or service from competitors and why customers should choose you.
5. Go-to-Market Strategy: Outline your approach for acquiring and engaging customers, encompassing marketing and sales strategies.
6. Business Model: Explain how your company generates revenue and maintains financial sustainability.
7. Traction: Highlight notable achievements, milestones, partnerships, or customer acquisitions to demonstrate momentum.
8. Financial Projections: Present an overview of your financial forecasts, including revenue projections, expenses, and expected profitability.
9. Funding Proposal: Clearly articulate the investment opportunity for potential investors and how they can participate in realizing your business objectives
Financial Modeling
