Karim A.

I provide financial modeling, investment underwriting, valuation, financial due diligence, and transaction advisory support to investors, business owners, investment firms, and corporate finance teams. My work focuses on one central question: Does the investment, acquisition, financing, or business decision make financial sense? I build and review financial models, analyze financial statements, assess risk and returns, and prepare investment materials that turn complex financial information into defensible decisions. M&A, ACQUISITIONS & INVESTMENT UNDERWRITING Buy-side financial analysis and acquisition underwriting Business valuation: DCF, comparable companies, precedent transactions Leveraged buyout (LBO) modeling and acquisition financing scenarios EBITDA normalization, quality-of-earnings support and working capital analysis CIM review, financial due diligence and investment opportunity screening Debt capacity, leverage ratios, DSCR and cash flow coverage analysis IRR, MOIC, NPV, payback period and investment return scenarios Investment memoranda, transaction summaries and investment committee materials FINANCIAL MODELING & FP&A Integrated three-statement models: P&L, balance sheet and cash flow Driver-based revenue, cost, margin and profitability forecasts Annual budgets, rolling forecasts and budget-versus-actual analysis 13-week cash flow forecasts, cash runway and liquidity analysis Scenario planning, sensitivity analysis and financial stress testing Model audits, assumption validation and Excel model restructuring Unit economics, customer concentration and segment profitability analysis Management reporting, financial dashboards and KPI analysis FUNDRAISING, INVESTOR MATERIALS & CAPITAL ADVISORY Investor-ready financial projections and fundraising models Pitch decks, investor presentations and investment memoranda Pre-money and post-money valuation analysis Capital requirements, use-of-funds plans and funding scenarios Financial data-room preparation and investor due diligence support Market sizing, competitive analysis and investment research Board reporting and financial narratives for investors INVESTMENT RESEARCH & SPECIAL SITUATIONS Equity, ETF, banking and capital markets research Financial statement and balance sheet analysis Banking liquidity, interest rate risk and financial distress analysis Company, industry and competitor research Institutional-style investment reports and financial presentations RELEVANT EXPERIENCE My background combines corporate finance, investment research, startup fundraising and private-company financial analysis. My assignments include a comprehensive forensic investigation of Silicon Valley Bank's collapse, examining liquidity risk, balance sheet exposure and financial contagion; a quarterly global Shariah ETF research report covering $66.46 billion in reported assets using Bloomberg data; and financial and investor-material support for private-company fundraising assignments, including life sciences. I work with independent sponsors, investment and acquisition teams, founders, financial advisory firms, family offices and growing businesses seeking flexible, project-based analytical support. LET'S DISCUSS YOUR PROJECT Send me the financial statements, existing model, CIM, investor materials or investment opportunity you are evaluating. I can help define the analytical scope, identify missing information and deliver a structured financial model, valuation, underwriting analysis or investment report tailored to your decision.