CS

Carlos Simonsen

Co-Founder and Managing Partner at Upload Ventures

São Paulo

Invests in

  • Min Investment:

    $1,000,000.00
  • Max Investment:

    $10,000,000.00
  • Target Investment:

    $5,500,000.00

Skills

Financial Modeling
Financial Analysis
Valuation
Statistics
Finance
Research
Data Analysis
Corporate Finance
Strategy
Analysis
Economics
Risk Management
Derivatives
Capital Markets
Mathematics
Investment Banking
Quantitative Analytics
Business Strategy
Equities
Investments

Education

Work Experience

2024

  • Board Member

    2024

    Topsort is the leading AI and auction-based retail media infrastructure, powering retailers in 35+ countries, from Liverpool to Woolworth. They outperform legacy providers by 300-500% in revenue generated, and it only takes 1-2 days to integrate and test.

2024

  • Board Member

    2024

  • Co-Founder and Managing Partner

    2022

  • Senior Partner

    2021

  • Senior Partner

    2019

2017 - 2019

  • Director of Finance

    2017 - 2019

    • Member of the Private Equity Group, actively conducting diligence and evaluating investment opportunities; • CFO for the Energy Business (Eligo Energy)

The Kraft Heinz Company / 3G Capital

2013 - 2017

  • Head of Budget and Financial Planning

    2013 - 2017

    Corporate Restructuring, part of the 3G restructuring group • Post-Merger Integration & Strategy Execution: leading responsibilities for Commercial Planning & Finance, data analytics for Revenue Management (Pricing), Sales Analytics, and Trade Management. Lead a team responsible for implementing the Financial Planning, Revenue Management, Zero base budgeting, a pillar of the 3G style of management, in the business unit of Kraft Heinz that holds its Sauces and Frozen brands. Recruited and trained a first-class finance team. • High collaboration with CFO, COO on all financial processes

  • Financial Analyst

    2013 - 2013

    • Responsible for FX hedging overseeing $6.5billion of exposure to foreign currency • Led effort in the risk management project responsible for reshaping debt allocation currency risk • Created a model to optimize commodities exposures and hedging strategy to integrate Grupo Modelo • Responsible for structuring different financial products within the Treasury department, generating positive NPV

  • Master Student

    2011 - 2013

    Academic Distinction (top 5%) in Spreadsheet Modeling, Capital Markets, Asset Allocation, Probability Theory Relevant coursework: Financial Analysis, Probability Theory, Numerical Methods, Programming, Corporate Strategy SAMPLE COURSEWORK : Data Science ‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾ • Introduction to Statistical Learning • Analytics from Big Data • Modern Applied Statistics : Data Mining General Management ‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾ • Financial Accounting • Corporate Finance • Negotiations Technology Industry ‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾ • Strategic Management of Technology and Innovation • Algorithmic Trading • Digital Business • Product Launch Other: Columbia Alumni Association

2010 - 2010

  • Investment Banking Analyst

    2010 - 2010

    • Worked in the bank’s Fixed Income structuring Force, involved in all steps of debt issuance • Analyzed leading economic indicators from Latam countries to construct an optimal term structure model