Finance & Advisory
for ambitious
ventures.

Project NED — Pre-financing Investment Due Diligence

Engaged by a New York-based advisory boutique to lead a confidential pre-financing due diligence process for a high-growth target. The mandate involved multiple rounds of exchanges with the client team, deep-dive analysis of the target's financial structure, and the production of a comprehensive whitepaper — combining a DD checklist, a risk matrix, and a financial engineering framework covering capital structure, growth levers, and exit scenarios. Delivered under strict NDA; specific figures and entity names are withheld per confidentiality agreement.

Weekly Listed Equity Deep-Dives — Apollo, ASML, Estée Lauder & More

Context: Retained by a sophisticated private investor seeking independent, institutional-grade equity research to build conviction on listed stock positions across sectors.

Problem: Valuing complex, multi-business-line companies — from alternative asset managers to global consumer brands — requires tailored frameworks the client lacked the in-house capacity to build.

Methodology:

• Sum-of-the-parts (SOTP) valuation & DCF on recurring fee streams
• Comparable transactions & listed peers analysis
• Macro overlay & sector-specific risk mapping
• Sensitivity testing on key value drivers
• Weekly memo format — actionable, concise, investment-ready

Deliverables: 20+ deep-dive memos over 6 months — each including a valuation model, executive summary, and risk framework.
Impact: Client built informed positions with a clear investment thesis and structured risk management approach across each name.

RentWise — Investment Memo & Financial Structuring

Context: Brought in as Financial Specialist on a PropTech startup building a property management platform for individual landlords in the Paris region. The mandate was to build the financial foundation of the company from the ground up — not just model numbers, but craft an investment-ready narrative for early-stage fundraising.

Problem: The founding team had a strong operational vision but no structured financial framework — no market sizing, no revenue model formalisation, no projections, and no investor-facing financial story.

Methodology:

• Bottom-up market sizing: TAM (€1B+), SAM (€311M), SOM (€31M) for the IDF rental market
• Revenue model structuring: 4.2% management fee + agency fees + premium subscription tiers
• Financial projections & breakeven analysis from pre-revenue to scale
• KPI dashboard design: occupancy rates, payment delay metrics, LTV/CAC
• Competitive landscape mapping vs. Flatlooker, Liberkeys, Blue
• Full pitch deck financial narrative for seed fundraising

Deliverables: Complete investor pitch deck (32 slides), financial model, market sizing memo, and KPI framework.
Impact: Structured a compelling, investor-ready financial story for a zero-to-one PropTech venture targeting a €31M serviceable market.

Cross-industry Financing Scenarios Framework

Developed a reusable financing scenarios framework applicable across industries — from early-stage startups to mid-market companies preparing for international expansion. The methodology maps capital structure options (equity, debt, hybrid instruments, SPVs) against growth stage, risk profile, and exit horizon. Designed to be stress-tested, it has since been applied across multiple client mandates as a foundation for fundraising strategy and investor conversations.

Portfolio Restructuring — High-net-worth Individual

Restructured a portfolio from high-fee active funds to a diversified ETF allocation, reducing costs by 80bps and improving expected risk-adjusted returns over the long term.

SaaS Scale-up — Series A Preparation

Rebuilt the financial model and investor narrative for a B2B SaaS raising its Series A. Led data room preparation and supported 6 months of investor conversations.