Financial Modelling: Build and maintain the Edgewater project-level financial model — yield analysis, scenario modelling (base, bear, bull), DCF valuation. Updated as leasing data and construction costs firm up.
Investment/Funding Deck & Information Memorandum: Prepare investor and banker presentation materials — project overview, market positioning, financial returns, risk matrix, and use of funds. Maintain and version-control as the project progresses.
Capital Raising Support: Support the GM in active engagement with banks, institutional investors, and PE firms. Prepare Q&A packs, data room materials, and financial due diligence responses. Attend investor meetings as required.
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Build and maintain strong relationships with clients especially Wealth/retail segment to understand their needs and objectives.
Present investment solutions to clients ensuring they align with their strategic goals.
Responsible for product approvals, segment approvals, preparation of term sheet, product highlight/ disclosure sheet, develop booking process as well as ensuring external policies and guidelines e.g. SC.
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Research, identify, and maintain a robust pipeline of global and regional investors, including Venture Capital (VC), Private Equity (PE), family offices, and strategic investors. Initiate first-contact outreach and qualify opportunities based on investment mandates.
Lead the end-to-end execution of equity fundraising exercises, managing the full transaction lifecycle from initial engagement through due diligence, negotiations, documentation, and legal completion.
Develop and maintain high-quality investment materials, including pitch decks, Information Memorandums (IMs), investor presentations, and fundraising documents, ensuring they accurately reflect CapBay's financial performance, business model, and growth strategy.
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