Recent Projects

  • Role: Lead Advisor
  • Client: FinTech in Wealth Management
  • Deliverables: Prepared investor presentation and teaser, valuation analysis, SaaS metrics, investor search, negotiation support for a Series A funding round.
  • Industries: FinTech; Wealth Management; SaaS; Venture Capital.
  • Expertise: Fundraising; M&A; Strategy
  • Role: Co-Advisor
  • Client: Robo Advisor
  • Deliverables: Review and overhaul of investor presentation, investor search. Series B funding round.
  • Industries: FinTech; Wealth Management; Banking Outsourcing; Venture Capital.
  • Expertise: Fundraising; M&A.
  • Role: Advisor
  • Client: Family Office
  • Deliverables: Identification of key success factors for the production of alternative proteins in the animal feed industry. Negotiation support.
  • Industries: Animal Feed Production; Private Equity.
  • Expertise: Business Model Validation; Market Research; Strategy.
  • Role: Coach
  • Client: INSEAD
  • Deliverables: INSEAD's Executive Education Programme “Strategy in the Age of Digital Disruption”. Coaching ten participants in the formulation of their digital strategy. Participants are mid and senior level executives from various industries.
  • Industries: Executive Education; Wealth Management; Corporate Banking; Construction; Telecoms; Video on Demand; Enterprise Software.
  • Expertise: Digital Strategy; Coaching.