RC

Rafi Carmeli

Vice President, Strategic Finance

Demarest, New Jersey

Invests in

Locations:

  • Min Investment:

    $100,000.00
  • Max Investment:

    $5,000,000.00
  • Target Investment:

    $1,500,000.00

Skills

Business Analysis
Finance
Board of Directors
Analytical Skills
Project Management
Strategic Thinking
Fundraising
Leadership
Initial Public Offerings (IPO)
Team Building
Business Development
Corporate FP&A
Strategic Planning
Joint Ventures
Equity Financing
Debt Financing
Planning Budgeting & Forecasting
Financial Planning
Software as a Service (SaaS)
FinTech

Education

Work Experience

  • Vice President, Strategic Finance

    2023

  • Board Member

    2022 - 2023

    FinTech, PropTech tech enabled solution

2020 - 2023

  • Board Member

    2020 - 2023

    SaaS Enterprise Software, B2B, Customer Engagement

2019 - 2023

  • Board Member

    2019 - 2023

    SaaS Enterprise B2B software, Sales & Marketing

2018 - 2023

  • General Partner

    2018 - 2023

    Lead sourcing, diligence, quantitative & qualitative analyses and execution of Technology/Software (SaaS) and FinTech investments ā€¢ Board member - guide management through growth, strategy, operational, and financial decision-making ā€“ including annual budgets, financial feasibility of new initiatives, driving cost efficiencies, affordability of growth and M&A opportunities * Guide and support management teams through capital raising (equity), debt and IPO preparation Spearhead expansion of U.S. business development activities - Manage key relationships with existing and new investors - Build comprehensive relationships with financial services, technology corporations, corporate development teams, and Private Equity funds

2010 - 2018

  • Senior Vice President, Investment Banking

    2013 - 2018

    Financial Technology coverage and execution - Head of Emerging FinTech practice - SaaS and Tech Enabled solutions. * Financial Services coverage * Technology/Software Coverage Financially analyzed and executed, sourced, led and executed numerous transactions across M&A, equity and debt, IPO Sourced and executed growth investments in leading FinTech companies. Co-Captain of investment banking recruiting at Chicago Booth MBA program

  • Investment Banking Associate

    2010 - 2013

    Financial Institutions Group

2009 - 2009

  • Summer Associate

    2009 - 2009

    Financial Institutions Group

Dunrath Capital

2009 - 2009

  • Associate

    2009 - 2009

    Venture Capital & Private Equity internship - researched and analyzed investment opportunities

S.Horowitz & Co., Adv.

2004 - 2008

  • Corporate Attorney

    2004 - 2008

    Corporate law Associate. Focused on Mergers and Acquisitions, Finance and Banking transactions, and other corporate and commercial matters. Rrepresented private and public companies both domestic and international.

Heseg- Non Profit Organization

2004 - 2008

  • Founder & Chairman

    2004 - 2008

    Heseg is a registered non profit association aimed at reduction of social gaps in Israel via development of learning skills in children and teenagers. The organization's activity concentrates in supporting families and children from low social-economic backgrounds.