Firemark集体
- Discovered and validated eight new business opportunities with over $10 million value to the business using the Desirability, 可行性, 和可行性框架.
- Designed new business models using a human-centered approach with a focus on sustainability and profitability.
- Created new measurement methods to help monitor our innovation effort by synthesizing insights from diverse data sources and engaging with key stakeholders to gain a comprehensive understanding of the issue at hand.
- Supported external startups in exploring the feasibility and viability of their use case within a corporate setting.
重点领域:商业计划, Commercials, 金融建模, 创业公司, 预测, 收入 & 费用预测, 商业模式, 风险资本, 球场上甲板, 策略, 市场研究, 商业计划咨询, Pitch Deck顾问, 早期的创业公司, Three-statement建模, Excel VBA, Microsoft Excel, 微软演示文稿, 微软文字处理软件, 金融服务, 澳大利亚, 商业策略, 创业咨询, Startup Growth 策略 Development, 货币化, 商业研究, 写作 & 编辑, 技术, 竞争分析, 竞争研究, SaaS, 预估财务报表, 人工智能(AI), 机器学习, 软件
汉普顿加速
- 制定了20多个产品策略, 路线图, 商业计划, and 5-year pro forma financial models and raised close to $9 million in pre-seed funding combined.
- Originated and investigated 60+ product ideas which turned into 20+ development approvals through in-depth research of existing problems and potential technology solutions.
- Conducted commercial due diligence for 20+ startups, including assessing industry trends, 市场大小, 竞争格局.
重点领域:商业计划, 早期风险投资, 筹款, 创业公司, 预测, 收入 & 费用预测, 商业模式, 球场上甲板, 策略, 市场研究, 商业计划咨询, Pitch Deck顾问, 早期的创业公司, Three-statement建模, Excel VBA, Microsoft Excel, 微软演示文稿, 微软文字处理软件, 金融服务, 澳大利亚, 商业策略, 创业咨询, Startup Growth 策略 Development, 货币化, 商业研究, 写作 & 编辑, 英汉翻译, 技术, 竞争分析, 竞争研究, SaaS, 预估财务报表, 人工智能(AI), 机器学习, 融资顾问, 软件, 高科技创业公司, 贴现现金流(DCF)
汉普顿资本
- 进行尽职调查, evaluated investment opportunities, and negotiated deals with startups and other stakeholders.
- Performed a market scan to gain a deep understanding of emerging technologies, focusing on artificial intelligence, 机器人, 和神往.
- Collaborated with universities and research institutions to commercialize patents and other intellectual property.
- Developed positive relationships with investors and secured over $20 million of capital commitments.
重点领域:Pitch deck, 策略, 创业公司, 业务规划, 估值, 金融建模, 创业融资, 业务咨询, 协议分析, 筹款, 收入 & 费用预测, 风险资本, 市场研究, 商业计划咨询, Pitch Deck顾问, 早期的创业公司, 种子筹款, Three-statement建模, 财务规划 & 分析(FP&A), Excel VBA, Microsoft Excel, 微软演示文稿, 微软文字处理软件, 金融服务, 澳大利亚, 创业咨询, Startup Growth 策略 Development, 技术, 竞争分析, 竞争研究, 基金管理, SaaS, 预估财务报表, 投资意向书咨询, 贴现现金流(DCF)
Netrove
- Increased sales by 100% for an F&B startup through user testing and product prioritization to reduce waste.
- Prepared and reviewed legal documents, 包括投资意向书, 股东协议, 备忘录, 销售协议, 以及经销商协议.
- Originated new deals through networking and events and screened through over 100 deals.
- 进行尽职调查 on new investments and advisory projects.
- 扭转了一个没有产品的局面, no-cash startup by helping them fundraise, 雇佣, 实现流程, and open up stores in prime areas, such as airports and one of 马来西亚's largest and most popular shopping malls.
- Executed a merger of a portfolio company with AirAsia and represented Netrove in negotiating the terms of the deal.
重点领域:策略, 创业公司, 创业融资, 投资备忘录, 球场上甲板, 尽职调查, 定价策略, 投资组合管理, 金融建模, 协议分析, 筹款, 收入 & 费用预测, 风险资本, 市场研究, 商业计划咨询, Pitch Deck顾问, 早期的创业公司, 种子筹款, Three-statement建模, 财务规划 & 分析(FP&A), Excel VBA, Microsoft Excel, 微软演示文稿, 微软文字处理软件, 金融服务, 商业策略, 创业咨询, Startup Growth 策略 Development, 货币化, 食物 & 饮料, 特许经营, 马来西亚, 技术, 竞争分析, 竞争研究, 预估财务报表, 投资意向书咨询, 贴现现金流(DCF)
NAB资产管理
- Managed the portfolio exposures of funds with over AUD 170 billion funds under management.
- Rebalanced currency exposures of the portfolio.
- Created macro to automated processes and brought down execution time from an hour to 15 minutes.
- Planned and executed financial restructuring of the portfolio to demerge the life insurance portfolios in preparation for its acquisition by Nippon Life.
Focus areas: 投资组合管理, Excel VBA, Microsoft Excel, 微软文字处理软件, 金融服务, 澳大利亚, 资产管理, 基金管理, 现金管理, 财富管理
交易活动
- Co-managed a boutique hedge fund using a macro top-down and quantitative approach.
- Backtested strategies based on technical and fundamental analyses.
- Developed stock and option picking screeners based on quantitative models.
- Automated the portfolio risk report to calculate VAR, performances and sensitivity analysis.
- Prepared weekly and monthly reporting to investors.
重点领域:风险分析, 投资组合管理, 投资组合分析, 投资监控, Excel VBA, Microsoft Excel, 微软文字处理软件, 金融服务, 澳大利亚, 资产管理, 基金管理, 项目组合管理, 现金管理