JA

Jawad Ansari

Managing Director at FinTech Global Markets, Inc.

Menlo Park, California

Work Experience

  • Managing Director

    2019

    A wholly owned subsidiary of Boustead Securities, Fintech operates an online securities platform that enables companies to raise capital from both institutional investors and retail channels. Fintech has built the technology and regulatory infrastructure to facilitate distributed securities offerings and owns/operates FlashFunders.com, Fintechclearing.com as well as other affiliated technologies. Business Development Responsibilities • Actively pursue business development opportunities with new and established relationships globally to market a full range of services to prospective clients. • Act as a trusted advisor to clients and prospective clients through relationship development, industry knowledge and capital markets expertise. Financial Strategist Responsibilities • Lead on M&A, capital raising, corporate finance and strategic advisory opportunities for private and public companies seeking to raise $10m - $150m equity and debt in the Blockchain and Cannabis industries, including product development, strategy formulation and GTM execution. • Conduct financial statement analysis and model development, valuation analysis, and industry research; prepare numerous presentations and documents including information memorandums and management presentations. Technology Expertise • Co-authored industry whitepapers on “Tokenization of Global Assets on Blockchain.”

  • Managing Director, Head of Blockchain Investment Banking

    2015

    An investment banking firm that advises clients globally on IPOs, mergers and acquisitions, capital raises and restructuring assignments in a wide array of industries, geographies and transactions. Business Development Responsibilities • Maintain and expand existing multi-year relationships with global institutional investors, venture capital and private equity firms, family offices and strategic corporate investors. Financial Strategist Responsibilities • Lead / co-lead regional and global (including China, Europe, Canada) client engagements covering a wide range of complex transactions including acquisitions, mergers, joint ventures, corporate restructurings, leveraged buyouts and strategic advisory assignments and executions of public and private capital markets transactions. • Manage client portfolios across multiple industries with specialized focus on Technology (SaaS software, security, infrastructure, Fintech, tech-enabled services, and internet), Media, Industrials and Business Services. Full P&L responsibility for client engagements ranging from $10m - $150m in transaction size, generating new business for the firm and managing client KYC/AML, adherence to security protocols and full SEC / FINRA compliance. • Lead cross functional teams originating and executing a wide variety of advisory mandates, including strategic and financial buy-side and sell-side mandates as well as minority interest capital raises. Technology Expertise • Provide thought leadership in Blockchain, Digital Financing and regulated Security Tokens at key industry conferences, speaking opportunities, media interviews, and marketing efforts to generate exposure and promote the firm.

  • Mentor

    2015

    Helping aspiring founders build technology companies by advising them on product development and strategy, market positioning and GTM, team building and financing.

2014

  • Investor and Advisor

    2014

    SaaS platform for Digital Agencies and Brands to manage and monetize influencers and their channels. • Served as founding advisor; focused on product design, partnerships and strategic alliances. • Strategized on crafting growth and long-term market opportunity narratives highlighting company operations and financial achievement.

  • Co-founder, CEO & VP of Business Development

    2010 - 2014

    A series of startups founded in collaboration with other co-founders & investors. • Co-founded three AI & Big Data powered technology startups and served in a C-level role: HiveMind (successfully exited in a private sale), AssistMyCase (shut down) and Razzor Technologies (on-going). • Developed IR programs to attract investors, built investor database, managed investor relationships, created reports/presentations for investors to maintain financial transparency. • Secured Perkins Coie and Dell as paying customers and go-to-market (GTM) channel partners. • Recruited Chief Data Scientist from eBay, Head of Search from Apple, and Head of Big Data from HP.

2008 - 2010

  • Co-founder & Chief Business Development Officer

    2008 - 2010

    GCube is the first firm to focus solely on the global game industry, one of the fastest-growing markets. GCube provides value-added resources and strategic ongoing guidance -- acting as a “growth-engine” for promising companies. GCube provides its portfolio companies with an end-to-end business platform, which includes best-in-class human capital, cutting-edge business intelligence, industry-leading expertise, and a strong global co- investor network. Portfolio company value adds: recruited top talent for the Board of Directors, including • Bob Moles, co-founder/Chairman of Intero • Darry Rodriguez, Chief Creative Officer, IGT Helped companies negotiate and structure partnership and licensing deals with companies such as Paramount, Electronic Arts, etc.

  • Co-founder & Managing Partner

    2006 - 2008

    Seeded by Victor Tsao (Linksys) to invest in technology, media, and wireless companies. • Built strong investment team to manage all aspects of venture capital investments, e.g., superior financial modeling and analysis, due diligence, deal negotiations. • Co-sourced and managed all portfolio companies financed: Proofpoint, A10 Networks, Tzero, ZeroG, VivoTech, Pixim.

  • Founding CEO & Chief Investment Officer

    2003 - 2008

    A diversified global investment firm based in California providing end-to-end investment management and multi-family office services to ultra-high net worth clients in California. Built a team of seasoned investment professionals from ground-up to manage all major asset classes, developed strategic partnerships with leading asset managers to get access to their products. Forged relationships with leading legal and accounting firms, insurance companies and boutique advisory firms to provide comprehensive wealth protection and preservation solutions to Corporate Metrix clients. Leading a global team of seasoned investment professionals: - Created investment policies, determined strategic and tactical asset allocation - Conducted due diligence and investment evaluation on products in every major investment class - Oversaw investments in PE, VC and Hedge Funds including Real Estate Funds - Developed the firm organically into one of the largest diversified multi-family office firms in California.

  • Venture Partner

    1997 - 2002

    An early stage venture capital fund backed by Safi Qureshey, (AST Computers) and other senior technology executives with a 20,000 sq ft technology incubator in Irvine, CA. - Seed investment in Avaz Networks (VoIP), raised follow-on $15M financing from VantagePoint Venture Partners, and several notable investors, including Stuart Alsop, Sohaib Abbasi (Oracle, Informatica). Avaz Networks was acquired by Quartics. - Investment in Mobile Automation (acquired by iPass)- - Other seed investments included: NotifyUS, Connectcom Microsystems, Zatera, MindShare Technologies, Nexgenix, Firstuse, Patheo, ToyTime, Sacor/Vis, AudioRamp Networks. AutoFusion/CarPrices - Seed invested in iBank (became NextCard - NXCD), Vivosoft (acquired byYahoo), - Managed all aspects of the operations at Skyline Ventures Incubator in Irvine (1999 - 2002).

1996 - 1999

  • Senior Audit Professional

    1996 - 1999

    Managed all aspects of the audit for clients in the technology, entertainment and cable industries. - Notable clients included Time Warner, Teledyne, and Red Bull.