SaaS Startup Investment Memo – The Oak Capital: East African Startup
→
Summary
Developed a comprehensive investment memo for a SaaS startup in East Africa during tenure at The Oak Capital.
Highly accomplished Investment Professional with over five years of experience in venture capital, investment banking, and fintech across Africa, specializing in financial modeling, due diligence, and strategic growth. Proven track record in sourcing, evaluating, and structuring high-impact investment opportunities, driving portfolio performance, and mitigating risks. Adept at leveraging data analytics and operational leadership to create compelling investor materials and foster organizational growth within innovative environments.
Investment Associate
Remote, N/A, N/A
→
Summary
Led investment advisory and fundraising efforts for high-growth startups across Africa, structuring tailored financial solutions and securing significant capital.
Highlights
Coordinated investor due diligence and roadshows, developing tailored databases for Francophone M&A and capital raise clients, enhancing deal flow efficiency.
Pioneered and implemented a convertible note strategy, advising on structured equity, debt, and guarantee instruments to provide flexible capital solutions for high-growth startups.
Led the preparation of critical investor engagement materials, including Private Placement Memoranda (PPMs), Due Diligence Questionnaires (DDQs), and Subscription Documents.
Facilitated the successful close of a **$3.45 million fundraise** for a Senegalese health insurance startup by developing comprehensive business plans and investment memos.
Advised on strategy and financial modeling for a fintech debt system, contributing to the creation of a new financial product and securing **$4 million in funding**.
Supported a **$3 million Series A fundraising** for an HR/Education startup in Cote d'Ivoire, providing extensive investment banking and advisory support.
Organized and executed investor networking events and webinars, strengthening relationships with institutional and high-net-worth investors.
Founder's Associate
Remote, N/A, N/A
→
Summary
Drove fundraising, operational efficiency, and product launch initiatives, contributing significantly to revenue growth and market expansion for a fintech startup.
Highlights
Spearheaded fundraising initiatives, preparing investor pitch decks, conducting investor calls, and negotiating deal terms, securing vital capital for the company.
Designed and implemented streamlined operational workflows, resulting in a **25% reduction in overhead costs** and significant increase in overall efficiency.
Managed the successful launch of a new fintech product, coordinating cross-functional teams and acquiring **3,000 users within the first month**.
Secured a **$150,000 revolving credit facility** to optimize FX liquidity and enhance cross-border payment operations.
Led product and customer research, identifying new growth opportunities and contributing to a **20% revenue increase**.
Provided strategic insights for investor presentations and competitive analysis through comprehensive market research.
Investment Associate
Lagos, Lagos, Nigeria
→
Summary
Drove investment evaluation, due diligence, and fund management activities for a venture capital firm, significantly enhancing portfolio value and impact.
Highlights
Evaluated **over 1,200 investment opportunities** across diverse sectors (fintech, healthtech, agri-tech), identifying high-growth startups and contributing to a **25% increase in portfolio value**.
Executed comprehensive due diligence, financial modeling, and risk analysis, supporting **$2.5 million in venture capital investments** and **$1.5 million in debt funding**.
Monitored and reported on impact metrics, including **18% farmer income uplift**, **12% household energy cost savings**, **22% job growth**, and **3,000 individuals onboarded** for financial inclusion.
Coordinated investor roadshows and due diligence, providing in-depth market research and performance analysis to support investment decisions.
Played a key role in launching the Acorn 700 fund, developing fund strategy, investment thesis, and preparing all investor materials (PPMs, pitch books, DDQs).
Cultivated partnerships with incubators/accelerators, building a seed pipeline of **20+ B2C SaaS and agri-tech startups**.
Managed fund administration activities, including investor capital calls, operations, performance tracking, and drafting investor reports to maintain LP communications.
Co-founder
Remote, N/A, N/A
→
Summary
Co-founded a Web3 fintech platform, leading product development, team management, and fundraising efforts to drive financial inclusion and achieve market traction.
Highlights
Co-founded a pioneering Web3 fintech savings platform, defining strategic vision to address financial inclusion in underserved African communities.
Led comprehensive market research and product validation, successfully launching an MVP that garnered **85% positive early adopter feedback**.
Built and managed a core team of **five professionals**, establishing performance metrics and operational processes that increased team productivity by **20%**.
Cultivated strategic partnerships with key blockchain protocols and industry experts, driving rapid user growth from **50 to 1,500 active users monthly**.
Spearheaded fundraising initiatives, crafting investor pitch decks and memos, and engaging potential investors to secure early-stage capital.
Managed investor relations, ensuring transparent communication and aligning long-term strategic objectives with investor expectations.
→
Bachelor of Agriculture
Pasture & Range Management
Issued By
CFI
Issued By
CFI
Issued By
Microsoft
Financial Modeling, Valuation, DCF, Comps, Investment Analysis.
Investment Analysis, Portfolio Management, Due Diligence, Risk Assessment, Deal Sourcing.
Fundraising, Investor Relations, Pitch Decks, PPMs, DDQs, Capital Raise.
Portfolio Management, Performance Reporting, KPI Tracking, Impact Analysis.
Market Research, Competitive Analysis, Industry Analysis, Product Research.
Data Analytics, Excel, PowerBI, SQL, Tableau, Data Visualization, AI Model Training.
Strategic Planning, Operational Efficiency, Growth Strategy, Leadership, Workflow Optimization.
Risk Management, Scenario Planning, Financial Risk, Regulatory Compliance.
Project Management, Product Management, MVP Development, Cross-functional Team Leadership.
Communication, Presentation Skills, Stakeholder Management, Investor Engagement.
→
Summary
Developed a comprehensive investment memo for a SaaS startup in East Africa during tenure at The Oak Capital.
→
Summary
Engaged in AI model training using Reinforcement Learning from Human Feedback (RLHF) to enhance data analytics capabilities.
→
Summary
Contributed as a founding team member to a location-based discount shopping platform, focusing on early-stage development.