Bianca
Fractional CFO: Due Diligence, Investment Case, Pitch Deck, Pitch Coaching
London, United Kingdom
I'm a former Equity Analyst at Morgan Stanley and Merrill Lynch, and during my decade as a sell-side analyst, I have had over 10,000 conversations with sophisticated investors, authored hundreds of insightful investment reports and convinced sceptical investors to invest in little-known small stocks that would turn out to be hyper-growth: Stocks like Deutsche Wohnen (whose valuation went 10x whilst I covered it, and I was the ONLY analyst who consistently had the stock on a BUY), Unite Students, and Big Yellow. I am a qualified chartered accountant and an accredited executive coach, plus I'm an active post-seed-stage angel investor via Angel Academe, a UK-based angel syndicate, where I have been an active member of various deal teams focusing on financial DD, people and marketing. The 5 times clients call on me are: 1. When yet another VC tells them they have no time to meet them (probably because their pitch deck sucks) 2. When they lose a major contract to a competitor who has much better speed to market 3. When they're getting closer and closer to the end of their runway but can't afford to take time away from running the business in order to raise capital 4. When a key member of the leadership team leaves just before a major capital raise My most-requested services: - Pitch deck and model creation / review - Market research and competitor analysis - Creation of a watertight investment case - Storytelling coaching - Pitch preparation - Pitch mock dry- runs with feedback and coaching - Fractional CFO: I'll run the capital raise for you - Investor Reporting: Set up and Advisory - Team Coaching: Customised Programs - Stakeholder- Centred Coaching for Individuals and Teams - "From Founder to Leader" Group Coaching Program - "Words That Change Minds" Leadership Program Contact me today to arrange a chat!
Domain experience
Relevant Total Experience: 19 years
Seniority Level: Senior
Sector Experience:
Alternative Finance Asset Management Consumer Durables and Apparel Data and Analytics Personal Finance and Planning RetailingSkills
Skilled in: Commercial Due Diligence, Financial Due Diligence, Private Equity & Growth Capital
Technical Skills: Microsoft Excel, PowerPoint, Microsoft Office
Languages: German, Spanish, Italian, English, French
Work Experience
Freelance
Business Development & Fundraising Coach & Consultant
●01/06/2018
- Now
I work with individuals and companies who want to grow their revenue and/or raise capital. I help them create and present a "killer pitch", position themselves as the only go-to solution to the problem their customer is experiencing. I show them the exact consultative sales process that helped me become the top sell-side analyst in my niche, and help them remove any potential inner subconscious blocks they may have from seeing investors and customers as equals - yes, as a woman with a strong foreign accent I had to overcome that problem myself. I learnt the hard way that it's not the logic of your pitch that wins clients and investment, it's the rapport and the relationship that you build with your clients and investors... Since leaving investment banking 4 years ago, I have studied the science of persuasion and delivered over 500 hours of coaching to help others. See my website for testimonials.
Bank of America Merrill Lynch
Head of the General Retail Team in Equity Research for European online and offline retail stocks
●01/09/2017
- 01/06/2018
Morgan Stanley
Top-ranked, multi-award winning Equity Research Analyst for UK, Swiss and German property stocks
●01/10/2007
- 01/09/2017
Thought leader and go-to expert on German residential property stocks and student property. Awards: Starmine Best Stockpicker in Germany 2014 https://www.handelsblatt.com/today/finance/german-stocks-picking-winners/23503020.html?ticket=ST-3424139-I9pbDhrgZ1GFi5Qpgi6f-ap4 Starmine Best Earnings Estimator Financial Services 2014 and 2015 Team ranked #1 in Extel and Institutional Investor Surveys Individually ranked in Extel survey among top 5 analysts out of over 200 TWICE despite 2 long 9-month maternity breaks. This is proof that you don't need to be switched on 24-7 and out-work everybody else in order to get to the top. What you need instead is the courage to lead, to innovate, to collaborate and to listen to your customer. Today, I help others create the crucial relationships you need to succeed in multiplying your revenue and raise investment. Interested? Send me a direct message today to enquire about working with me.
BNY Mellon
Global Internal Audit Manager, covering the UK, German-speaking Europe and Latin America
●01/10/2006
- 01/10/2007
I managed internal audit projects across multiple functions including private wealth, finance, fixed income research, equity research, in the UK, Germany and Brazil. I learnt Brazilian Portuguese from scratch in 4 months, and personally identified two issues that were reported to board level.
PwC
Chartered Accountant and Financial Services Auditor in the UK and German-speaking Europe
●01/09/2003
- 01/09/2006
I managed and participated in statutory audit projects and controls audits in the insurance, banking and asset management industries across the UK and German-speaking European countries. I was also heavily involved in recruitment, attending careers fairs, managing assessment centres, and conducting interviews. Moreover, I delivered technical and non-technical training workshops to new recruits, including our in-house 5-day Audit course, and a 1-day "Introduction to Insurance" seminar.
Institute for Ecological Economy Research (IÖW)
SRI intern
●01/06/2001
- 01/08/2001
Education
Henley Business School
University of Birmingham
Economics with French
●01/02/1999
- 01/02/2003
Activities and societies: Vice Chair of International Students Standing Committee, Winner of Department of Economics Undergraduate Prize 2000
University of Paris I: Panthéon-Sorbonne
Economics
●01/02/2001
- 01/02/2002
Activities and societies: Member of Swim Team
Christian Gymnasium, Hermannsburg, Germany
01/02/1999
- 01/02/1999
Activities and societies: Member of Choir (Soprano), Jazz Dance Performance Team, Orff Orchestra
Licenses / Certificates
Institute for Influence
LAB Profile Communication & Sales Trainer (NLP)
●01/04/2021
Health Coach Institute
Certified Transformational Coach (NLP)
●01/06/2020
ICAEW
ACA
●01/09/2006
CFA Institute
Investment Management Certificate (IMC)
●20/01/2022
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