Kacper Łopuski
Associate / Investment Analyst
In my role as an Associate / Investment Analyst - I leverage two different worlds: the venture
capital perspective, which provides insight into the fundamentals and the capital markets
perspective, shaped by my trading experience with various financial instruments. This
combined approach enables a deeper understanding and practical implementation of
investment processes.
EXPERIENCE
2024-01
- present
[Road to PhD] R&D SPECIALIST
R&D Project "Rateyourstartup"
Development of two scientific publications (Literature Review and Market
CONTACT
Research in Poland) as a foundation for creating a startup rating tool.
Email
investment categories and criteria.
The publications are grounded in previous research on venture capital
-Results will be publicated in form of research paper and discussed at SGH in
Phone
form of event/conference. Progress so far: In a very short time, we have
-
engaged over 20 top VC. Our target is to reach N=100 (out of +/- 166 VC/PE)
LinkedIn
https://www.linkedin.com/in/kacper-
2023-11
łopuski/
- 2025-01
INVESTMENT ANALYST / EXPERT EVALUATING
ACCELERATION AND GRANT APPLICATIONS
The National Centre for Research and Development
EDUCATION
[From scratch to term sheet]
In charge of investment process among startups above 1 mln $ Valuation
2018-10 - 2024-09
(best chemistry with startup up to 10 mln $ valuation). I manage the whole
Master's Degree
investment process.
Warsaw School of Economics
Initial Startup Analysis: Conducted preliminary assessments of startup
EXPERTISE
viability and growth potential
[PhD] Screnning Process - VC/PE
materials and documentation necessary for investment rounds.
Preparation of Presentation and Documentation: Created essential
Detailed Analysis: deep dive into the management team, financials,
[PhD] "AI as a Core Value" & Big Data
product-market fit, strategic-competitive positioning and alignment with
Business Models
fund-specific criteria and deal issues.
Investment Process from Scratch to
Serving as a financial controller, offering analytical support and advisory
services to startups
Term Sheet & Investment Agreement
Identifying Potential Investors: Identified and engaged potential investors,
Negotiation
facilitating strategic investment opportunities.
Financial Modelling
In-depth Macroeconomics Perspective
2023-05
& Global Trends
- 2024-12
Languages
PROP TRADER / FOREX, INDEXES, ENERGY RESOURCES
Audacity Capital Management, London
Engaged in proprietary trading opportunity. I confronted the
realities of the forex market dynamics and gained firsthand experience
English - C1
German - forgot 99%
Spanish - forgot 99%
in strategic decision-making, risk management, and market analysis.
Continued trading on a private account due to discrepancies in investment
strategy assumptions. Specialized in instruments such as Forex, Indexes and
Energy Resources. Leverage from 1:5 to 1:100
2022-09
- 2023-12
BUSINESS DEVELOPMENT
IT/ICT Community Platform [Failure - > Pivoted]
Here’s the key takeaway: If you identify a problem you can solve and have
the necessary data like market validation, there’s a higher likelihood of
success if you pitch a specific functionality to an existing company, rather
than attempting to build a moonshot startup from scratch.
Founder Perspective: Through my involvement in the management team, I’ve
gained deep insights into the founder's perspective - their struggles and
challenges which has broadened my understanding of both the founder and
investment analyst roles.
Financial and Business Development - specializing in preparing startups from
the initial idea stage through to the first investment round.
2023-06
- 2023-08
INVESTMENT ANALYST
Veolia
Gained experience in developing advanced financial models and valuations
for mature companies in the utilities sector. Provided organizational support
in M&A processes.
The goal was to develop the CVC department in the energy sector in
collaboration with PFR, but the project was postponed.
2021-12
- 2022-10
INVESTMENT ANALYST
Assay Group
Screening process specialist
2021-07
- 2021-10
ANALYST - PORTFOLIO MANAGEMENT
JLL
Real Estate Financial Management - BlackRock, Xerox, Thomson Reuters,
Resideo, HP
2018-06
- 2021-06
FAMILY BUSINESS
U Jana S.C Skład Budowlany
Learning about the company in operational, investment, and financial
activities, including investing financial surpluses in the capital market (energy
commodities).
Personally provided investment advices in terms of changing loan interest
rates from variable to fixed, which resulted in significant savings for the
company.
