Tel Aviv University

Senior VP @ HSBC Innovation Banking  -  Growth Capital  -  Venture Debt  -  Financing early to growth tech businesses across EMEA

HSBC Innovation Banking

Director - Venture & Growth

• Strategic projects management across EMEA venture & growth credit solutions, and as part of the post-M&A integration.
• Leading and supporting financing transactions for multi-stage borrowers across various tech sectors.
• Tracking and reporting various business KPIs to internal senior stakeholders.

Senior Vice President, Venture & Growth

• Leading various venture financing transactions in the Israeli tech market, working closely with multiple Enterprise Software, D2C, Gaming and E-Commerce companies across multi-stages.
Managing banking relationships and cultivating long-term partnerships with C-level executives and investors across the EMEA tech ecosystem.

• Performing deep due diligence, analysis and structuring for various financing opportunities: working capital financing, recurring revenue lines of credit, growth capital, bridge financing and mezzanine.

• Executing market and business research, analyzing business models, assessing KPIs, market trends, value propositions and Go-To-Market strategies.

• Overseeing the underwriting process, presenting on internal committees, structuring financing proposals, and closing legal negotiation and documentation process.

• Managing an assigned portfolio, tracking business performance, KPIs and evaluating credit risk. Communicating internally to present, recommend and execute on responses to clients’ business changes.

Silicon Valley Bank

Senior Vice President, Venture and Growth, EMEA and Israel

Skills: Banking · Venture Financing · Credit Analysis · Portfolio Management · Business Development

Vice President, Venture and Growth, Israel Coverage

• Underwrote various venture financing transactions and managed the loan portfolio as part of a small, dynamic team.

• Performed deep financial due diligence, understanding of diversified business models for new and existing debt structures.

• Ensured appropriate credit risk assessment, tracked KPIs and business performance of portfolio clients and monitored financial and legal compliance.

Senior Associate, Venture and Growth, Israel Coverage

Associate, Venture and Growth, Israel Coverage

• Team Leader in the Financial Services and Capital Markets Division.

• Led a team of 8 associates in executing financial statements audits, reviews, and management consulting projects for large clients in the financial services sector, including Israel’s leading commercial banks and credit card issuers.

• Performed deep due diligence for several buy-side M&A transactions and projects, supporting decisions making.

• Participated and guided the firm's "Elite" program for outstanding students, training and coaching interns.

KPMG

Senior Associate, CPA

• Managed Clients' provident, pension and training funds portfolios on internal CRM.
• Tracked KPIs and financial performance of key funds, conducting public equity and capital markets research for internal projects.

Altshuler Shaham Investments Ltd.

Business Analyst

Skills: Data Analysis · Project Management · Cross-functional Team Leadership · Strategic Insights · Research

Adi Keren