埃文 Fisher, 金融 Expert in Atlanta, GA, United States
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埃文 Fisher

Verified Expert  in 金融

金融 Expert

位置
Atlanta, GA, United States
Toptal Member Since
August 29, 2017

埃文 is a former investment bank VP offering a simple value prop: better-than-Wall-Street quality documents and advice at a fraction of the price. His work resulted in over $5 billion invested in SMEs by top-tier investors, including a16z, 软银, 老虎, 和更多的. He has sat in every seat at the boardroom table as a director, shareholder, executive, and advisor. 埃文 enjoys helping businesses plan, refine their strategies, prepare for corporate actions, and hone their capital-raising approach.

Career Highlights

Managing 合作伙伴
Minimal 资本
合作伙伴
Unicorn Business Plans

教育 Highlights

Foreign Studies
East China Normal University
Foreign Studies
Universita degli Studi di Urbino

Certification Highlights

系列79
美国金融业监管局 Organization
系列63
美国金融业监管局 Organization
美国金融业监管局您
美国金融业监管局

Case Studies

Work Experience

Managing 合作伙伴

2020 - PRESENT
Minimal 资本
  • Sourced and vetted prospective investments (both for the internal fund as well as syndicate partners).
  • Developed funding strategies and issue termsheets to potential portfolio companies.
  • Worked with our portfolio companies on improving their businesses, typically focusing on institutional capital and corporate strategy.
  • Managed syndicate partner relationships and onboarded additional syndicate partners.
Focus areas: Venture 资本

合作伙伴

2017 - PRESENT
Unicorn Business Plans
  • Developed pitches and investor documents have successfully pitched 软银, 老虎, a16z, 迦南地, Google Ventures, Silicon Valley super angels, NFL team owners, 和更多的.
  • Produced work to raise more than $5 billion for SMEs and funds.
  • Helped clients achieve an 80%+ hit rate for successfully raising capital.
  • Built a Series B pitch deck for an AR/VR company backed by Sir Richard Branson and Mark Cuban.
  • Worked four times with a cannabis industry client and raised $12.8 million within three weeks.
Focus areas: Graphic Design, Funding 策略, Business Advisory, Deal Advisory, 资本, Executive Summaries, 卖弄风骚的, Confidential Information Memorandum (CIM), Information Memoranda, 资本 Raising, Investor Presentations, Business Planning, Pitch Decks, Storytelling, Presentation Design, United States, 创业公司, Transportation & 物流, 物流 & Supply Chain, Supply Chain

SVP of 策略 and Business Development in Europe

2015 - 2017
SIS Digital
  • Developed and led the sales strategy and initiatives, including replicating in continental Europe the successful business model pioneered in the UK.
  • Generated a new business pipeline of over $50 million worth of projects within the first nine months.
  • Solved the clients’ primary concern by bundling unique financing and lending packages which expanded project pipeline by over 200%.
  • Generated a deep client relationship with the number two media owner in Europe; now on the client's short-list for all project bids.
  • Negotiated two tranches of financing for a client which won a €5-million sale.
Focus areas: Business Development, 销售, Corporate 金融, 金融 策略, 策略, Pricing 策略, 创业公司

Chief Financial Officer (CFO)

2014 - 2016
The American Organic Company
  • Negotiated a national (US) distribution and investment agreement with an NYSE-listed public company as well as all supplier agreements with full contract drafting responsibility.
  • Revamped a procurement strategy—resulting in a year-to-year savings of 30% versus the prior year.
  • Led the fundraising activities, including $300,000 raised from angel investors.
  • Negotiated multiple $5 million asset-backed trade finance offerings as well as a complex SBIC debt structure with $5 billion AUM hedge fund.
Focus areas: Angel/Seed Funding, Debt 资本 Markets, Venture Funding, Startup Funding, Fundraising, Negotiation, 收入 & Expense Projections, Business Planning, Financial Planning & Analysis (FP&A)

Vice President

2009 - 2015
Swiss Investment Bank
  • Saved the client $2.5 million by independently negotiating improved terms with the lender on a circa $17 million debt offering.
  • Restarted negotiations at the request of the client CEO and shareholders in an M&A transaction when discussions reached an impasse. Regained control of the process, restarted talks, and guided the transaction to a successful sale at 4x market price.
  • Advised and assisted in public listing on the Toronto Stock Exchange.
Focus areas: Late-stage Funding, Funding Process, Fundraising, Business Planning, 策略, 金融 策略, Strategic Planning & 执行, Financial 建模, Investment Memoranda, 合并 & Acquisitions (M&A), Storytelling, Presentation Design, 创业公司, Transportation & 物流
2005 - 2009

Bachelor of Science of Business Administration (BSBA) in 金融 and International Business

Villanova University - Villanova, PA, USA

2007 - 2007

Foreign Studies in Chinese Language, Business, and Cultural Studies

East China Normal University - Shanghai, PRC

2006 - 2006

Foreign Studies in Italian Language

Universita degli Studi di Urbino - Urbino, Italy

JANUARY 2021 - PRESENT

系列79

美国金融业监管局 Organization

DECEMBER 2020 - PRESENT

系列63

美国金融业监管局 Organization

MAY 2019 - PRESENT

美国金融业监管局您

美国金融业监管局

金融

Private Equity, Financial 建模, Venture Funding, 金融 策略, Angel/Seed Funding, 资本 Raising, 资本, Deal Advisory, Funding 策略, Growth 资本 Raising, Seed Fundraising, M&A (Sell-side), 收入 & Expense Projections, Funding Process, 合并 & Acquisitions (M&A), Corporate 金融, Forecasting, Fundraising, 预算, Late-stage Funding, M&A (Buy-side), CFO, Valuation, Investment Memoranda, Pricing 策略, Financial Planning & Analysis (FP&A), Startup Funding, Business Advisory, 资本 Placement, Large-scale Funding

Output Software

Microsoft PowerPoint, Microsoft Excel, Adobe InDesign

Data & Analysis Software

资本 IQ, Crunchbase

Industry Expertise

Financial 服务, Venture 资本, Confidential Information Memorandum (CIM), US Venture Funds, Luxury Goods, 技术, 航空, Consumer Products, 飞机 & Airlines, 大麻, 能源, Telecommunications, Transportation & Shipping, Entertainment & Leisure, Industrial & Manufacturing, 零售 & Wholesale, Oil & Gas, Real Estate, Debt 资本 Markets, Travel & Leisure, 航空航天 & 国防

Geographic Expertise

United States, Netherlands, Switzerland, United Kingdom, Europe

其他

Business Plan 咨询, Pitch Decks, Pitch Preparation, Pitch Deck Consultant, Pitch Books, Fundraising Consultant, 创业公司, Investor Presentations, Pitch Presentations, Early-stage Venture 资本, PowerPoint Design, 医学技术, Biotechnology, Investment 资本 Raising, Green 能源, 电子商务, 投资, Financial Statements, 模型, Business 模型, Excel 建模, Business 策略, Investment Cases, Investment 策略, Digital 媒体, 金融类股, 快速消费品, Information Memoranda, Business Planning, 建模, Investment Banking, 媒体, Pro Forma Analysis, Business 建模, Search Fund, Financial Analysis, B2C, Business to Consumer (B2C), Storytelling, Presentation Design, Graphic Design, Applications, 应用程序, Information 技术, 化妆品, Transportation & 物流, 物流 & Supply Chain, Supply Chain, Strategic Planning & 执行, 策略, 销售, Business Development, Negotiation, 卖弄风骚的, Executive Summaries, Startup Growth 策略 Development, 咨询, Company 策略, Communication, Communication 策略, 销售 Pitches, Medical Devices, B2B, Business 服务, 市场营销 技术 (MarTech), Advertising 技术 (Adtech), Advertising, Mobile Advertising, Digital Advertising, CIM, 证券交易委员会的文件, Business to Business (B2B), Investor Reporting, Private Equity Consultant, Private 资本 Markets, Initial Public Offerings, Presentations, Board Presentations, Video Presentations, Client Presentations, Funding Presentations, Financial Presentations, Investment Presentations, Executive Presentations, Presentation Development

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