Summary
Overview
Work History
Education
Skills
Certification
Timeline
AccountManager
Hudson Cashdan, CFA

Hudson Cashdan, CFA

Financial Professional
Carmel,NY

Summary

Versatile financial professional with two decades of experience analyzing large public companies and advising on venture capital transactions and blockchain token issues in the US and abroad. Always a team player willing and able to contribute in multiple ways including financial projections and strategy, deal structure, blockchain token economics, cap table management, pitch decks, data analytics, business development, writing/publishing, and investor relations. Strong soft skills.

Overview

22
22
years of professional experience
6
6
years of post-secondary education
1
1
Certificate

Work History

Business Intelligence, Moderator, Consultant

AlphaSights
New York, NY
01.2021 - Current
  • Collaborate with AlphaSights team to identify key areas of investor interest in advance of virtual conferences
  • Lead discussion with panel of industry experts
  • Understand key areas of investor interest and address to panelists on call

Founder, Advisor

Offramp, LLC (DBA: TopStonks.com)
Carmel, NY
12.2019 - Current
  • Led product development for trading sentiment SaaS
  • Crawl 25+ Subreddits and other forums used by Millennial and Gen Z stock and crypto traders
  • Retail investors access via web, institutional investors via API
  • Employ full-time co-founder CTO
  • Press: “How Redditors Find the Next GameStop Stock,” and WSJ, WSJ, WSJ, Forbes, Business Insider

Consultant

Toptal (+Independent)
01.2019 - Current
  • Analyzed problematic areas to provide recommendations and solutions.
  • Collaborated with teams to define, strategize and define financial goals and track performance on ongoing basis
  • Client sample: Magellan Research Group, Hand Barrel Bourbon, Braintrust (BTRST, blockchain-based freelancer marketplace), AlphaSights, Mele (blockchain), She’sWell (SaaS), AirForest (RE development), Banyan Hill (financial publishing), Dura (private equity, SaaS), TigerTrade (marketplace), Xpand (SaaS), Findyr/Tru (marketplace), Mele (blockchain), Twyst (industrial SaaS)
  • Financial Projections and Analysis (FP&A), KPIs: Magellan, Hand Barrel Bourbon, She's Well, AirForest, Tigertrade, Xpand
  • Pricing Strategy: Twyst
  • Fundraising: Xpand, She's Well, Dura, Braintrust
  • Cap Table Management: Xpand, She's Well
  • Blockchain Token Economics: Braintrust, Mele. Architected blockchain, monetary/token economics, financial projections in advance of Braintrust $18M Series A and Coinbase listing
  • Investor Communications: Xpand, AlphaSights, Banyan Hill
  • Writing: A Step-by-step Guide to Building an Accurate Financial Model, Modelling an Asset Class: Why Wall Street May be in the Single-family Rental Market for Keeps

Director

Xpand.io
New York, NY
01.2015 - 01.2017
  • Led ~$1M capital raise in ‘16/’17: bottom-up financial model; presentations; outreach; investor communications; cleaned up cap table; legal review; negotiations
  • Worked closely with organizational leadership and board of directors to guide operational strategy.
  • Achieved 200% revenue growth in 2016
  • Regularly evaluated business assumptions and drivers; updated and presented cash flow, budget, and balance sheet scenarios
  • Migrated capitalization table onto Carta and advised on negotiations with several multinational public corporations

Senior Associate

Glenwood Capital
New York, NY
01.2011 - 12.2013
  • Evaluated businesses and determined optimal investment structure based on enterprise value and deal feasibility
  • Served as liaison, facilitating negotiation between management and prospective private equity partners
  • Sourced deals using network of attorneys, accountants, entrepreneurs, and advisors
  • Typical transaction involved companies w/$5-30M EBITDA either raising capital for growth or acquisitions, or selling controlling interest
  • Originated presentation and negotiated terms from LOI to Term-sheet to closing

Senior Analyst

ReachCapital Management
Harrison, NY
01.2004 - 06.2010
  • International, Bottom-Up, Evaluated investment opportunities on behalf of ReachCapital’s $3.5B Tamarack and Lucerne International Equity Funds (Barron’s Top 50, 2007)
  • Managed Asia/EMEA portion of global portfolio (2006-2010) and advised on regional, sector allocation within global portfolio
  • Conducted due diligence, entry and exit points, financial models, industry and market analysis, and sensitivity analysis on prospective investments using ROIC/WACC model
  • Gained extensive travel experience and contacts throughout UK, Europe, Scandinavia, and Asia (Hong Kong, China, Vietnam, Singapore, South Korea, Japan)

Principal Trading Firm, Equities Trader

Carlin Equities, WorldCo LLC
New York, NY
05.2001 - 01.2004
  • Initiated and managed investments in equity markets employing technical, quantitative, fundamental, relative value, event driven, and global markets analysis; confirmed investment decisions via specialist order flow and general market sentiment
  • Responsibilities included daily P&L and managing buying power of more than $1 million Organized and led company’s pre-market analysis meetings, discussing stock-level news and trends in the markets

Education

Graduate Certificate - Estate

New York University
New York, NY
01.2002 - 05.2003

Bachelor of Arts - Economics

Lafayette College
Easton, PA
09.1996 - 05.2000

Business Analyst Nanodegree With Alteryx -

Udacity
San Francisco, CA
06.2017 - 01.2018

Skills

Excel, Alteryx, Tableau, SQL, Excel, PowerPoint, Bloomberg, Carta, Data Analytics, Python (intro), Investor Relations, FP&A, Cap Table Management, Fundraising, Investor Presentations, KPI, Marketing Attribution

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Certification

Chartered Financial Analyst (CFA)

Timeline

Business Intelligence, Moderator, Consultant

AlphaSights
01.2021 - Current

Founder, Advisor

Offramp, LLC (DBA: TopStonks.com)
12.2019 - Current

Consultant

Toptal (+Independent)
01.2019 - Current

Business Analyst Nanodegree With Alteryx -

Udacity
06.2017 - 01.2018

Director

Xpand.io
01.2015 - 01.2017

Chartered Financial Analyst (CFA)

08-2014

Senior Associate

Glenwood Capital
01.2011 - 12.2013

Senior Analyst

ReachCapital Management
01.2004 - 06.2010

Graduate Certificate - Estate

New York University
01.2002 - 05.2003

Principal Trading Firm, Equities Trader

Carlin Equities, WorldCo LLC
05.2001 - 01.2004

Bachelor of Arts - Economics

Lafayette College
09.1996 - 05.2000
Hudson Cashdan, CFAFinancial Professional