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0
jobs
Toby Kelly
,
Experience
Other titles
Skills
I'm offering
Markets
United Kingdom
Language
English
Fluently
Ready for
My experience
2017 - 2019
job
Senior Associate - Growth Capital
unknown.
• Involved in all aspects of capital raises including IM writing, financial modeling and investor DD
• Originate capital raising business through targeted outreach, evaluate inbound company enquiries and present promising deals to internal committee for review
• Responsible for content production, including company blogs and earned media in leading NZ publications
Selected Transaction Experience:
• $1m raise for Suitefiles (Enterprise SaaS) - Sole responsibility for IM production and accompanying slide
deck, advised company on financial model, valuation research of comparable transactions.
• $2m raise for ArchiPro (online marketplace) - Responsibilities included financial modeling feedback,
supporting IM production, completing offer due diligence process, including market and competitor
research and ongoing work with company for quarterly reporting to shareholders.
• $3m raise for Ubco (Electric motorbikes) - Responsibilities include IM and slide deck production, financial
modeling and assessing capital raise scenarios, investor outreach, hosting clients at a pitch evening,
completing offer compliance process and screening committee presentation.
• Originate capital raising business through targeted outreach, evaluate inbound company enquiries and present promising deals to internal committee for review
• Responsible for content production, including company blogs and earned media in leading NZ publications
Selected Transaction Experience:
• $1m raise for Suitefiles (Enterprise SaaS) - Sole responsibility for IM production and accompanying slide
deck, advised company on financial model, valuation research of comparable transactions.
• $2m raise for ArchiPro (online marketplace) - Responsibilities included financial modeling feedback,
supporting IM production, completing offer due diligence process, including market and competitor
research and ongoing work with company for quarterly reporting to shareholders.
• $3m raise for Ubco (Electric motorbikes) - Responsibilities include IM and slide deck production, financial
modeling and assessing capital raise scenarios, investor outreach, hosting clients at a pitch evening,
completing offer compliance process and screening committee presentation.
Writing, Research, Content Production, Content, Saas, Compliance, Due Diligence, Hosting, Blogs, Growth, Production, Enterprise, Online
2015 - 2017
job
Associate - Private Wealth & Investor Services
Milford Asset Management.
Produced investment plans for HNW's & institutional investors utlising fact-find and risk tolerance
information. Implemented portfolios and conducted trading to ensure they aligned with tactical strategy
• Responsible for key investment sales collateral by analyzing economic and market data from Bloomberg & Factset, summarising the quarterly investment strategy and presenting fund performance
• Maintain profitable client relationships by providing investment strategy insights and firm economic views
information. Implemented portfolios and conducted trading to ensure they aligned with tactical strategy
• Responsible for key investment sales collateral by analyzing economic and market data from Bloomberg & Factset, summarising the quarterly investment strategy and presenting fund performance
• Maintain profitable client relationships by providing investment strategy insights and firm economic views
Sales, Presenting
My education
2011
-
2014
University of Otago
Bachelors, (Economics, History) & Bachelor of Commerce (Finance)
Bachelors, (Economics, History) & Bachelor of Commerce (Finance)
CFA Institute
N/a, N/a
N/a, N/a
Wellington College
N/a, 3 and NZQA
N/a, 3 and NZQA
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