Carolyn Deng, CFA

Management Consulting Expert

Location

Singapore, Singapore

Toptal Member Since

May 30, 2017

A Wharton MBA and CFA charterholder, Carolyn has managed a $700 million VC portfolio, executed 20+ VC/PE investments and exits, and advised Bain clients on growth and return strategies. She's worked with startups and corporates across China, Canada, US, and Australia in VC financing, investment management, strategy, M&A and business development. Freelancing allows her to choose the projects that best leverage her unique experiences.

Revenue & Expense Projections Financial Planning & Analysis (FP&A)Financial Modeling Venture Capital Mergers & Acquisitions (M&A)Fundraising Small Business Consultants Startup Funding Consultant Market Research Analyst Budgeting Consultant Energy Sector Expert Private Equity Blockchain Real Estate

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Career Highlights

Investment Associate, Global Funds, Co-invest, and Venture Capital

Ontario Teachers' Pension Plan Investment Board - Teachers' Private Capital

Education

Master of Business Administration (MBA) Degree

The Wharton School at the University of Pennsylvania

Chartered Financial Analyst (CFA)

CFA Institute

Select Certifications

Chartered Financial Analyst (CFA)

CFA Institute

Case Studies

Investment Pitch for Fintech Digital Platform

P&L ForecastingDCF ValuationReturn AnalysisNew Product Business CasesFinancial Planning & Analysis (FP&A)

Pitch Deck for an Early-stage Tech Startup Fundraising

Pitch DecksMarket Opportunity AnalysisCompetitor Analysis & ProfilingBusiness PlanningFundraising

Residential Apartment Development Feasibility Study Summary

Residential Real EstateReal EstateFeasibility Studies

Industry Expertise

AgricultureEnergy, Utilities & WasteFinanceVenture Capital & Private EquityFitness & Dance FacilitiesInsurancePharmaceuticalsPlastic, Packaging & Containers

Other Expertise

AustraliaFinancial Modeling Financial Planning & Analysis (FP&A)Fundraising Mergers & Acquisitions (M&A)Pitch PresentationsUnited States

Work Experience

2016 - 2017

Senior Manager, Group Strategy and M&A

Westpac

Created a new digital banking proposition (including prototypes) for the business development team to acquire more than 200,000 new millennial customers and developed a product business case, including detailed P&L, cash flow, investment, and valuation projections, to internally pitch for funding.
Developed medium-term strategic options for a mortgage portfolio business to improve profitability (ROTE) by 40%.
Led the strategy review in the mobility ecosystem to develop a new revenue source for the bank.

Focus areas: Profitability Optimization, Business Planning, Strategy

2014 - 2016

Consultant

Bain & Company

Created an outside-in, full-potential strategy to improve the shareholder return by 5% for a top Australian bank.
Designed and implemented an NPS-based customer advocacy strategy for a leading wealth manager with more than 5,000 employees by designing surveys, establishing KPIs, and implementing operating rhythms across account management and operations team.

Focus areas: Paper & Packaging, Business Strategy

2010 - 2012

Investment Associate, Global Funds, Co-invest, and Venture Capital

Ontario Teachers' Pension Plan Investment Board - Teachers' Private Capital

Evaluated private equity and venture capital direct and co-investment opportunities in technology, biopharmaceutical, and energy sectors.
Led the due diligence and execution of more than 20 venture capital financing transactions worth more than $200 million (total money raised by startups backed by well-known venture capital investors such as Kleiner Perkins and NEA).
Led management of a $700 million portfolio with more than 80 venture capital direct and funds investments.
Developed an LBO, trading multiples, precedent transactions, and DCF valuation models.
Negotiated NDAs, term sheets, and sales and purchase agreements; conducted management interviews.
Provided the sole support to the head of venture capital (VC) and represented OTPP on VC fund limited partners (LP) advisory board.
Managed investment exit process: completed one IPO, three M&A, one short sale, and 20 stock sale transactions.
Executed eight global private equity and venture capital funds' investments, resulting in a $750 million aggregate commitment.

Focus areas: Deal Advisory, Due Diligence, Private Equity, Venture Capital