加文·格里克,以色列特拉维夫-雅福的金融专家
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加文·格里克

验证专家  in 金融

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特拉维夫-雅福,以色列
至今成员总数
2017年6月7日

加文 has spent 15 years building and growing companies from scratch to profitability. At Peregrine, he successfully established new hedge funds and raised R1 billion in new assets. 作为一名自由金融专家, 加文 specializes in advising B2C and B2B mobile commerce and mobile app businesses to maximize cost per acquisition, ROI和销售通过数据驱动的分析, 业务建模, 以及构建定制的KPI仪表板.

职业生涯突出

创始人|导演
蓝色私募股权
首席运营官
线材加工技术(WMT)

教育强调

理学士(BSc)学位
威特沃特斯兰德大学

案例研究

工作经验

创始人| CEO

2019年至今
故事板
  • 在墙上艺术市场共同建立了一个新的业务, 两年内销售额超过200万美元.
  • 负责故事板整个电子商务网站的设计, 营销漏斗, 电子邮件系统, 包括任务自动化.
  • Created and implemented the marketing automation as well as underlying databases.
  • Designed and implemented all KPI monitoring tools and services used to run the business.
重点领域:筹款, 创业公司, 增长的黑客, 市场营销, 分析, BI报告, 人工智能(AI), 业务发展, 自动化, 电子邮件自动化, Zapier, Klaviyo, 电子商务, 电子商务分析, 电子商务平台, 电子商务网站的设计, 物流, 指示板, 财务报告仪表板, 数学, 脸谱网, 高科技创业公司, 金融服务, 脸谱网营销, 高级管理人员, Excel建模, 操作, 任务自动化, 首席运营官(首席运营官), 金融建模, 企业对消费者(B2C), B2C, Shopify, 预测, 包装消费品

创始人|导演

2013 - 2022
蓝色私募股权
  • Built a sophisticated financial model to value potential investments worth between $5 million and $15 million.
  • Directed valuations to assist investors in five private company acquisitions valued at $12 million.
  • Performed due diligence on business and financial aspects of a fund for high net worth (HNW) investors.
  • Mentored CEOs in financial and business planning and monitored portfolio companies.
  • Designed and implemented the fund's reporting framework and infographics.
  • Founded the fund and played an instrumental role in forming the effective management team.
重点领域:尽职调查,财务报告,合并 & 收购(M&A), 业务建模, 估值建模, 指示板, 财务报告仪表板, 高科技创业公司, 金融服务, 高级管理人员, Excel建模, 私募股权顾问, 首席运营官(首席运营官), B2C, 预测

创始人| CEO

2010 - 2022
Halyard咨询和投资公司
  • Created and pioneered a number of innovative financial products servicing the hedge fund community.
  • Provided hedge funds with detailed analyses of risk profiles and competitive products within the short-term interest rate environment.
  • Raised over $100 million in assets from managers for our cash management product.
  • Created and managed all the necessary compliance and risk systems to run the business.
  • Negotiated a number of key agreements with large banks and asset managers on behalf of fund managers.
重点领域:创新, 合规, 现金管理, 服务, 对冲基金, 金融产品, 金融服务, 高级管理人员, Excel建模, 金融建模, 企业对消费者(B2C), 预测, 包装消费品

执行

2018 - 2021
Thunda
  • Built a detailed financial model focused on customer acquisition.
  • Implemented data mining technology to report on all areas of the business.
  • Developed a conversational commerce bot to generate leads and sales in a 脸谱网 messenger environment.
  • Built complex reporting systems to enable the real-time tracking of the system performance.
  • Developed an integrated marketing outbound system to manage the generated leads.
重点领域:电子商务, 人工智能(AI), 市场营销, 建模, 电子商务平台, 脸谱网, 高科技创业公司, 脸谱网营销, Excel建模

首席运营官

2014 - 2017
线材加工技术(WMT)
  • 管理公司, 与创始人一起, gearing it up for rapid growth both on the production floor as well as in product sales.
  • Modeled the financial aspects of the business for new clients and products with a focus on balancing sales growth and profitability.
  • Pitched to investors and managed the entire fundraising process—from preparing the necessary material (deck) to term sheet negotiation.
  • Designed and programmed a comprehensive Excel-based dashboard to monitor daily business activities.
  • Reported to shareholders and other stakeholders via general meetings and formal reports, 包括法定报告和上限表.
重点领域:业务发展, 创业融资, 团队管理, 管理, 内部财务报告, 业务规划, 金融建模, 策略, 财务报告仪表板, Excel建模, 工程, 操作, 首席运营官(首席运营官)

执行董事

2010 - 2013
Tedcor
  • Established a new division focused on clean energy and recycling; created the business and marketing plans for the business.
  • Analyzed and modeled potential acquisitions and ROI of new equipment and production plants up to $50 million, 特别是在回收和废物转化为能源的领域.
  • Pioneered a new form of corporate debt within the impact investing community. 协商的债务条款为4000万美元.
  • Designed and built pricing models, enabling staff at all levels to buy and sell recyclables.
  • Created the deck and pitched it to a number of potential investors.
Focus areas: Price 分析, 金融建模, Venture Debt, 资本市场, Sales & 市场营销, 业务规划, 财务报告仪表板, Excel建模, B2C

董事总经理

1999 - 2010
游隼投资管理公司
  • Established ten new hedge funds covering a wide range of strategies, 包括长/短, 市场中性, 套利, 固定收益.
  • Raised over R1 billion of new assets for the respective hedge funds.
  • Designed and built performance fee models to manage the hedge fund business.
  • Built and modeled risk management systems used by new hedge funds, 特别是债券和衍生品市场.
  • Performed due diligence and performance attribution on potential new hedge funds and funds of funds.
  • Built automated real-time reporting engines for reporting fund performance to clients.
重点领域:孵化器管理、投资 & 风险管理, 财务风险评估, 商业策略, 业务规划, 策略, 指示板, 财务报告仪表板, 数学, 金融服务, 高级管理人员, Excel建模, 金融建模

SAP顾问

1996 - 1999
安达信咨询
  • Managed an SAP project involving over 25 staff for an upgrade at a large financial institution.
  • Led an SAP global team for the Oil and Gas vertical at an Andersen/SAP Center of Excellence in Europe.
  • 用c++编写了100多个专业模块, 组装, 和ABAP (SAP), 为客户编写100多个专业程序.
  • Developed a deep IT expertise in the financial and logistics SAP modules.
  • Built a comprehensive business plan and process models for the glass manufacturing industry.
关注领域:编程、工业 & 制造业, 咨询, 企业软件, 金融体系, 计算机科学, Excel建模, Shopify
2000 - 2004

特许金融分析师(CFA)

CFA协会-美国

1992 - 1995

理学士(BSc)学位 in Mechanical 工程

威特沃特斯兰德大学 - Johannesburg, South Africa

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