Paulius Uziela, CFA
Finance Expert
Location
Vilnius, Vilnius County, Lithuania
Toptal Member Since
October 7, 2019
Paulius has closed 20+ seed/early-stage investments in AI, technology, SaaS, energy, and other sectors. He also has experience working on debt transactions and the biggest regional M&A deals in the Baltics while employed at a leading consulting firm (Deloitte) and DNB bank. Paulius is a CFA charter holder who enjoys freelancing to help clients on valuation, financial modeling, and fundraising projects.
Paulius is available for hire
Hire PauliusCareer Highlights
Investment Manager
CoInvest Capital
Associate
Deloitte
Corporate Credit Analyst
DNB Bank
Education
Bachelor's Degree
ISM University of Management and Economics
Bachelor's Degree
BI Norwegian Business School
Select Certifications
Assistant Business Appraisal
Ministry of Finance of the Republic of Lithuania
Chartered Financial Analyst (CFA)
CFA institute
Financial Broker Licence
Central Bank of the Republic of Lithuania
Case Studies
Valuation Analysis
ValuationModelingScenario AnalysisForecastingWeighted Average Cost of Capital (WACC)Financial Forecasting+ 12 more
Industry Expertise
Venture Capital & Private EquityFinancial ModelingStartupsTradingInformation TechnologyFinancial MarketsOther Expertise
Due DiligenceFinancial ModelingFundraisingPitch DecksThree-statement ModelingValuationWork Experience
2017 - PRESENT
Investment Manager
CoInvest Capital
- Prepared investment memos for 30+ investment cases, which included financial, market, competitor analysis, investment rationale, transaction description, and investment terms.
- Successfully closed 20+ seed/early-stage investments in AI, technology, SaaS, energy, and other sectors. Funding round sizes ranged from USD 200,000 to USD 1.5 million.
- Led meetings with co-investors, startups, and other relevant parties in facilitating negotiations and investment transactions.
- Prepared valuation of the investments by a fund for reporting purposes.
- Defined KPIs (MRR, LTV, CAC, churn, payback period) and created a detailed dashboard to track a SaaS startup's financial and operating performance.
- Led the due diligence process, which included a detailed analysis of financial model assumptions and questionnaires on the market, product, team, strategy, and finance.
Focus areas: Three-statement Modeling, Financial Modeling, Valuation, Modeling, Startup Funding, Fundraising, Term Sheets, Venture Capital, Pitch Decks, Financial Forecasting, Market Research, Financial Planning & Analysis (FP&A), Financial Ratios, Financial Reporting, DCF Modeling, Financial Analysis, Equity Valuation, DCF Valuation, Forecasting, Corporate Finance, Seed Fundraising, Early-stage Startups, Investments, Due Diligence, Capital Raising, Growth Capital Raising, SaaS, Monthly Recurring Revenue (MRR), Customer Acquisition Cost (CAC)
2015 - 2017
Associate
Deloitte
- Developed detailed valuation models of companies operating in the technology, energy, manufacturing, and wholesale sectors.
- Completed the valuation analysis of a complex IT company group of 17 enterprises established in seven countries.
- Prepared numerous financial due diligence projects, which included EBITDA and net working capital (NWC) normalization, net debt calculation, KPIs, and management reports analysis.
- Performed the financial modeling of the price of services provided in a legal dispute between a rail carrier and the client.
- Prepared numerous comparable company and precedent transaction analyses in conjunction with valuation and M&A mandates.
Focus areas: Three-statement Modeling, Financial Modeling, Mergers & Acquisitions (M&A), Modeling, Due Diligence, Valuation, Financial Forecasting, Market Research, Financial Planning & Analysis (FP&A), Private Equity, Financial Ratios, Financial Reporting, DCF Modeling, Financial Analysis, Equity Valuation, DCF Valuation, Forecasting, Corporate Finance, Capital IQ, Investments, Capital Markets, EBITDA, Capital, Weighted Average Cost of Capital (WACC)
2014 - 2015
Corporate Credit Analyst
DNB Bank
- Prepared detailed financial analyses of real estate, wholesale, retail, and manufacturing companies.
- Performed credit risk assessment considering the use of funds, profitability, scenario, NWC analysis, and financial projections.
- Proposed appropriate financing structure, including debt schedule, financial and non-financial covenants, and ring-fencing.
Focus areas: Three-statement Modeling, Financial Modeling, Credit Analysis, Business Loans, Modeling, Financial Forecasting, Market Research, Financial Planning & Analysis (FP&A), Financial Ratios, Financial Reporting, DCF Modeling, Financial Analysis, Forecasting, Corporate Finance
2012 - 2014
Broker
DNB Bank
- Performed fixed income sales for institutional clients and attracted more than 30 new investors.
- Maintained existing relationships with investors by generating new investment ideas.
- Acted as a market maker in the secondary market for Baltic Government bonds.
Focus areas: Fixed Income, Financial Markets, Trading, Investments, Capital Markets, Bloomberg
Education
2008 - 2012
Bachelor's Degree in Economics
ISM University of Management and Economics - Lithuania
2008 - 2012
Bachelor's Degree in Business Administration
BI Norwegian Business School - Norway
Certifications
SEPTEMBER 2016 - SEPTEMBER 2018
Assistant Business Appraisal
Ministry of Finance of the Republic of Lithuania
AUGUST 2016 - PRESENT
Chartered Financial Analyst (CFA)
CFA institute
OCTOBER 2012 - PRESENT
Financial Broker Licence
Central Bank of the Republic of Lithuania