托比 is 可用租用

托比Clarence-Smith

验证专家 in 金融

评估专家

位置

米兰，意大利米兰的大都会

至今成员总数

2016年8月25日

拥有超过十年的私募股权经验, 风险资本, 和银行, 托比 founded and successfully sold a venture-backed 电子商务 company, giving him a unique skill set that combines the financial/investment perspective with tangible operational expertise. His consulting work focuses on helping clients with diligence investment opportunities, as well as companies looking to raise capital and grow their businesses.

商业计划咨询业务发展搜索基金专家金融建模估值风险资本财务规划 & 分析(FP&A)企业融资筹款市场研究私人股本合并 & 收购(M&A)临时首席财务官小型企业顾问股票研究

职业生涯突出

风险投资者

山纳斯卡

联合创始人| CEO

Petsy

投资银行助理副总裁

巴克莱资本(Barclays Capital)

教育强调

工商管理硕士(MBA)

宾夕法尼亚大学沃顿商学院

理学学士

伦敦政治经济学院

认证了

努力的企业家

努力

GMAT: 760

管理学研究生入学委员会

案例研究

运营和财务模式

金融建模估值

市场研究

工作经验

创始人 & 管理合伙人

2019年至今

CS Investimenti

专注于交易发起, 评估, and due diligence to find one single SME to acquire and then actively manage.
Built detailed cashflow models for multiple investment opportunities to assess intrinsic cashflow generation through both up and down cycles.
Negotiated with business owners regarding the structure of acquisitions including earn-out mechanisms, 卖方票据发行, 分层融资结构.
Industry 评估 and sector-focused macro predictions to choose specific verticals in which to focus the search.

关注领域:估值、融资、小企业 & 中型企业(SME)、兼并 & 收购(M&A)，尽职调查，私募股权

风险投资者

2016 - 2017

山纳斯卡

担任常驻企业家, assisting portfolio companies with operational issues and growth-related challenges.
作为投资团队成员参与. I aided in the origination of new dealflow and 评估 of investment opportunities.
Helped develop thesis-based investment strategies around global macro trends and sectors. Areas of focus; cryptocurrency, fintech, and online commerce and marketplaces.
协助新基金的筹款工作, helping put together the pitch and other fundraising-related documentation.
Spearheaded the development of a new investment strategy akin to "company building" but where the original focus was on the entrepreneur rather than the idea itself.

Focus areas: 风险资本, 创业公司, Growth Capital Raising, 筹款, 合并 & 收购(M&),技术

联合创始人| CEO

2013 - 2016

Petsy

Launched one of the most respected and successful startups in the country, receiving multiple rounds of investment from the top 风险资本 funds in the country.
Built an extremely loyal customer base with incredibly high net promoter scores.
Oversaw an expansion from a three-person team to a 50+ person team.
Managed the entire development of the technology platform across web, 移动网络, 原生移动应用程序.
Opened our first retail store to build out a full-service omni-channel retailer.
Built all the operating and financial models underlying three rounds of capital raise with 风险资本 funds as well as business plan approval at the board level.

重点领域:财务报告, 风险资本, 筹款, 电子商务, 商业智能(BI), 数字战略, 市场营销, 技术, 零售 & 批发

创始人实习生

2012 - 2012

Linio

Led the opening of a warehouse from which we were processing over 1,000 orders a day.
Led and managed a UX/UI review with clients and delivered several recommendations to the product team regarding improvements to the platform.
Modeled and proposed an optimized customer service team structure.
Managed an offline marketing strategy (below the line) for a project.
Offered a full-time founder position by the end of my time at Linio, 但我决定拒绝，创办自己的公司.

Focus areas: Operations Analytics, 电子商务, Customer Service, 市场营销, 零售 & 批发

投资副

2010 - 2010

桥梁公司

Helped prepare the investment memorandum for an investment in a chain of gyms.
监督收到的商业计划提案和评估.
Built a detailed store rollout financial and execution model for one of the portfolio companies.
协助制定社会影响评估框架.

关注领域:创业、社会、风险投资

投资银行助理副总裁

2007 - 2010

巴克莱资本(Barclays Capital)

Prepared investment memorandums and credit memos for highly leveraged transactions.
管理投资组合和贷款账簿投资组合的评估.
为公司融资和M&一个交易.
是否进行了广泛的估值和合并分析.
Managed client responsibilities with some of the world's largest private equity funds.
提前6个月升职(极不寻常的事).

关注领域:估值、财务建模、合并 & 收购(M&A)，公司融资，债务结构，杠杆融资