马丁 is 可用 租用
雇佣 马丁马丁Pasek
验证专家 in 金融
金融专家
位置
温哥华，卑诗省，加拿大
至今成员总数
2017年2月27日
马丁 is a 首席财务官 for a number of tech companies and teaches tech entrepreneurship at Harbour Space University. 马丁 was an investment banker at JP 摩根, Credit Suisse, and 俄罗斯外贸银行资本 for over 20 years. He has raised millions of dollars in financing for technology firms that he works with. 马丁's expertise helps founders and executives prepare financing strategy, 财务预测, Cap表场景, 投资者的甲板, 估值, and investor outreach leading to financing.
职业生涯突出
董事会董事| 首席财务官
Appix技术
董事
Diality
首席执行官
Finstripe
教育强调
Master of Business Administration (MBA) Degree
Richard Ivey School of Business, University of Western Ontario
案例研究
行业专业知识
其他专业知识
工作经验
董事会董事| 首席财务官
2019年至今
Appix技术
- Prepared and consulted on a capitalization table for founders, new investors, and employee options.
- Developed complex 财务预测 to understand budgets and funding requirements. Forecasts were presented to investors to determine the return on investment potential.
- Prepared pitch decks for investors for seed and Series A financing.
- Reached out to over 200 venture capital seed-stage and Series A investors in the US and Canada.
- Set up a data room and all legal documentation for investor reviews.
重点领域:A轮, 种子筹款, 融资, 风险资本, 首席财务官, 董事会, 财务预测, 天使/种子资金
董事
2018年至今
Diality
- Prepared founder-friendly 财务预测 that were useful for internal controls, 预测, 预算, and burn rate for cash flow management.
- 结构化 the company presentation, including a company assessment and competitor analysis, used for investors and potential strategic partners.
- Created a widespread offering to medical device investors resulting in an $8 million convertible note followed by a $10 million Series A financing and then a $12.5 million Series B financing.
- Participated in financing strategy, term sheet preparation, and negotiations.
Focus areas: 风险资本, 首席财务官, 融资
管理合伙人
2016年至今
绿湖顾问公司
- Provided financing and business expertise to 企业 clients via a merchant banking/venture capital model that acquires 股本 positions, 董事, and/or executive roles in order to scale companies from startups to large-cap organizations.
- Advised clients across fintech, 生物技术, 医学技术, 通用技术, 医疗保健, 社会影响, and other industries on strategic partnerships and financings.
- Partnered with advisors and investor groups in the US, 亚洲, and Western and Eastern Europe, to match companies with investors, 风险投资家, 私募股权基金, 潜在的买家.
Focus areas: 商业银行业务, 首席财务官, 金融咨询, 天使投资, 风险资本, 融资, 天使/种子资金
首席执行官
2015年至今
Finstripe
- Managed all aspects of a financial technology (fintech) startup, which allows professional financiers, 借款人, and advisors to discover and connect via a global marketplace.
- 采购, 结构化, and negotiated convertible debt funding.
- Originated a marketplace idea and designed a platform, using a combination of knowledge of financing mechanics and the interactions between the global network of 借款人 and financiers gained over 20 years in the international finance industry.
- 采购, 结构化, and negotiated financing transactions of $10 million to $500 million to assist 企业s connect with family offices, 银行, 保险公司, 投资基金, and private 股本 firms worldwide.
Focus areas: Technology, 金融 Strategy, 财务规划 & 分析(FP&A), 债务融资, 股权融资, 筹款, 风险资本, 天使/种子资金
集团首席财务官
2020 - 2021
Ajlan & 兄弟控股集团
- Assessed the merits of Oracle, SAP, and Microsoft Dynamics to select a group-wide ERP system. Selected SAP and proceeded with implementation.
- Prepared group-wide and individual company budgets to forecast financing needs. Reviewed and analyzed debt vs. 股票选择.
- Set up financial operations for individual companies and the group to monitor spending for each department.
Focus areas: Accounting Systems, Investments, 股权融资, 风险资本
联合创始人
2016 - 2018
Pebble Labs公司.
- Managed the financial aspects of a 生物技术nology startup that's building novel platform technology to control virus-based diseases.
- Aligned the technology to focus on addressable markets for mosquito-borne diseases including Zika and Dengue, 作物疾病, and aquaculture in order to commercialize and monetize the opportunity.
- 准备好的财务模型, 帽表, pitch decks to attract investors from Canada, 美国, 香港, 和新加坡.
Focus areas: 融资, Strategy, Budgeting, 首席财务官, 天使/种子资金
Fintech 筹款 Advisor
2017 - 2017
Mobility Capital 金融 (via Toptal)
- Built a financial model to project the company's cashflow requirements and associated funding over the next three years.
- Audited the company's accounting set up and recommended changes for the better management 预算 of expenses.
Focus areas: Financial Model Auditing, Projected Cash Flow, Accounting Systems, 金融建模
Global Deputy Head of Financial Structuring
2007 - 2014
俄罗斯外贸银行资本
- Worked as a member of global management team tasked with the build-out of the front-office global—structuring functions and infrastructure for a new investment bank owned by Russia’s second largest banking group. Worked closely with the global heads of the debt and 股本 markets, 投资银行, 资产管理.
- 结构化, 创新, and executed of all non-flow/non-vanilla financing and derivative transactions including 结构化 debt finance, 股权支持的融资, treasury liability management, liability-side derivatives, and 结构化 investor products across all asset classes. Transacted across global jurisdictions for global client set with special emphasis on emerging markets.
- 雇佣d and managed over 60 professionals across offices in Moscow, 伦敦, 迪拜, 新加坡, 纽约, 及香港.
- Managed and was held accountable for a revenue budget over USD 1 billion revenues plus key performance indicators (KPIs) including product development, 平台扩建项目, 资产负债表增长, 风险权重的改进, ROA增加, 运营效率, 资产分布, 信贷缓解.
- Handled and was responsible for the asset and liability-side derivatives across all asset classes for investor clients in global financial centers, 公司, 金融机构, 主权客户.
- Drove the derivative business strategy and corresponding business plans for global markets businesses, promoted efficient regulatory capital usage and capital allocation across the firm, assessed market risk and 信贷 risk taking across client and product lines, and championed new product development.
- Implemented relevant firm-wide infrastructure including trade capture and reporting systems, 法规遵循需求, 信用风险程序, 市场风险参数, 后台办公功能, 以及法律框架.
Focus areas: Cash Flow Forecasting, 国际金融, 企业融资, 球场上甲板, 财务规划 & 分析(FP&A), Strategy, Bank Debt Raises
融资 and Derivative Structuring and Marketing
2005 - 2007
Credit Suisse (First Boston)
- Originated all the funding solutions for 金融机构 clients (银行, 投资经理, 养老基金, 私人银行, and 保险公司) across central and eastern Europe.
- 结构化 and marketed unique derivative-based solutions to asset and liability risk managers.
- 销售 yield enhancement structures across FX, 利率, 信贷, 股本, and 商品 asset classes.
- Developed local market investment and trading ideas for 伦敦-based 对冲基金 sales team.
Focus areas: Financial Restructuring, 融资, 衍生品
衍生品结构
2003 - 2005
荷兰银行
- 结构化 asset and liability derivative products across all asset classes sold into Central and Eastern Europe, 中东, and Africa for all sovereign, 企业, and 金融机构 client sectors.
- 销售 the senior client contacts across the region in cross-asset class “transformational” solutions—including asset liability management, 商品, 天气, 保险, 股本, and fund-linked structures.
- Managed six 伦敦-based derivatives marketers directly and 21 regional treasury sales dotted-line basis.
Focus areas: 国际金融, 衍生品
衍生品结构 and Solutions
1997 - 2003
J.P. 摩根
- 结构化 and executed bespoke asset and/or liability derivative solutions using western and emerging market currencies and 利率s for treasury heads, 主权债, and asset and liability managers.
- 销售, 结构化, and executed investor products across asset classes to 银行, 保险公司, 对冲基金, 中央银行, 主权财富基金, 真实货币账户, 还有养老基金.
Focus areas: Asset Liability Management (ALM), 大宗商品, 信贷结构, 风险, 外汇, 利率风险, 衍生品
资金提供者
1994 - 1997
European Bank for Reconstruction and Development
- 结构化 and executed bilateral and syndicated debt and 股本 financings.
- Modeled a client's business operations and 财务预测 while applying accounting principles, 信用评估, and 股本 valuation techniques.
Focus areas: Legal Documentation, Industry Analysis, 财务规划 & 分析(FP&A), 金融建模, 风险管理, 私人股本, Loans, Corporate, 国际金融
教育
1992 - 1994
Master of Business Administration (MBA) Degree in 金融
Richard Ivey School of Business, University of Western Ontario - 伦敦, Canada
1985 - 1989
Bachelor of Commerce Degree in Business Administration
卡尔加里大学 - Calgary, Canada
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