Khaled Amer
Finance Expert
Location
Ottawa, ON, Canada
Toptal Member Since
November 25, 2019
As a VC associate, Khaled has participated in over 10 startup investments including Kngine (acquired by Samsung). He enjoys freelancing to help wide variety of clients reach their maximum potential using his financial modeling and valuation skills. A former FP&A analyst with Vodafone, Khaled accumulated experience in investment banking, private equity ($1 billion AUM) and venture capital ($50 million fund) over the past 10 years.
Khaled is available for hire
Hire KhaledCareer Highlights
Financial Consultant
Toptal Clients
Associate VC
Algebra Ventures
Investment Banking Associate
HC Securities & Investment
Education
Bachelor's Degree
German University in Cairo
Select Certifications
Certified Financial Modeling & Valuation Analyst (FMVA)
Corporate Finance Institute, Canada
Case Studies
SaaS Financial Model with DCF Valuation
Software as a Service (SaaS)Financial ModelingDCF ValuationScenario AnalysisKey Performance Indicators (KPIs)
LBO Model with Returns Analysis
Return AnalysisCredit RiskGraphsThree-statement ModelingInvestment Return Scenario AnalysisLeveraged Buyout Modeling
Industry Expertise
FinanceBankingLending & BrokerageInvestment BankingVenture Capital & Private EquityFinancial ModelingStartupsSoftware as a Service (SaaS)Work Experience
2019 - PRESENT
Investment Reporting and Data Analyst
IP Private Wealth
- Conducted portfolio data analysis for over $400 million in assets under management.
- Prepared a custom client reporting to analyze returns in a visually appealing dashboard.
- Developed investment-related monitoring tools using technology to support efficient scaling of the firm.
- Provided rapid and accurate market research to colleagues and clients.
Focus areas: Financial Planning & Analysis (FP&A), Portfolio Reporting, Investment Research, Data Analysis
2018 - PRESENT
Financial Consultant
Toptal Clients
- Advised a European food and beverage startup with its subscription-based business model. Built the financial model with the summary presentation to raise 4 million Euros from VCs.
- Helped SaaS startup secure venture funding to finance their marketing spend through revenue share before fundraising.
- Built a valuation model with comps for an online marketplace targeting the MENA region.
- Prepared financial projections for a client to secure bank financing in Canada for a leveraged buyout (LBO).
- Created discounted cash flow (DCF) model for a $500 million merger and acquisition deal using different scenarios.
Focus areas: Startups, Funding Strategy, Market Research, Pitch Decks, Startup Consulting, Valuation, Financial Modeling, Leveraged Buyout (LBO)
2017 - 2017
Associate VC
Algebra Ventures
- Generated deal flow through different outreach community activities creating a database of the pipeline.
- Assessed startups in the areas of eCommerce, fintech, and business software for a $50 million fund.
- Assisted in the execution of $1.5 million investment in consumer internet startup including term sheet revision.
- Reviewed the business plan and financial model for a fintech scale-up with operations in three markets, raising $6 million.
- Followed up with portfolio companies on monthly growth and operations support.
Focus areas: Fundraising, Startup Consulting, Pitch Decks, Startups, Venture Capital
2016 - 2017
Assistant Investment Manager
Pioneers Holding
- Secured a debt raise of $200 million to finance real estate project development from bank syndicates.
- Performed discounted cash flow analysis for a food and beverage company to prepare it for divestment.
- Conducted budgeting for portfolio companies to achieve targeted returns with sales growing 2x.
- Reviewed potential acquisition opportunities for mid-sized companies against the company's focus areas.
- Performed sum-of-the-parts valuation for a capital raise of a real estate company with 13 projects pre-IPO.
Focus areas: Valuation, Private Equity, Discounted Cash Flow Analysis, Debt Financing, Budgeting
2014 - 2016
Investment Banking Associate
HC Securities & Investment
- Advised Hikma Pharmaceuticals, listed on the London Stock Exchange, on a $30 million acquisition of a local manufacturer.
- Built detailed financial models, including accretion and dilution, scenario analysis, and valuation.
- Prepared an executive board presentation for client approval on an acquisition deal highlighting strategic rationale, potential revenue enhancement, and cost-saving synergies.
- Sourced a regional buyer for a $100 million food and beverage company presenting a non-binding offer after analyzing its information memorandum.
- Managed deal execution, including due diligence review of tax, financial, and legal findings.
Focus areas: Pitch Books, Financial Modeling, Valuation Modeling, Market Research, Mergers & Acquisitions (M&A)
2011 - 2014
Financial Analyst
Vodafone
- Collaborated with different teams in developing the company's annual budget, worth $1 billion.
- Recommended cost-saving initiatives worth $20 million to maintain the company's profitability.
- Conducted variance analysis for revenue and operating expenses on a monthly basis.
- Founded the team of corporate venture capital with seven early-stage startup investments, including Kngine (acquired by Samsung, achieving 3x returns).
- Prepared investment presentations for company management toward funding approval.
Focus areas: Startups, Startup Funding, Financial Reporting, Financial Planning & Analysis (FP&A)
Education
2007 - 2011
Bachelor's Degree in Finance
German University in Cairo - Egypt
Certifications
OCTOBER 2019 - PRESENT
Certified Financial Modeling & Valuation Analyst (FMVA)
Corporate Finance Institute, Canada