Anastassiya Nikolayeva

Working with early-stage and growth-focused clients across AgriTech, mobility, and education sectors, delivering strategic, financial, and fundraising advisory.

Engaged across strategic development, VC, and IB/PE activities. Advanced the firm’s growth through investor materials and strategic planning, while advising portfolio companies and founders on fundraising, business planning, and market positioning.

Leading business development efforts for an AI-powered wealth management platform expanding across Southeast and Central Asia, and MENA region. The platform serves both B2C and B2B segments, offering investment options for HNW individuals and a modular, white-label PaaS solution for family offices, wealth managers, and banks.

Developed financial models and business cases for oil & gas, energy, and mining projects, including DCF valuations (WACC, NPV, IRR), CAPEX/OPEX analysis, and risk assessment. Supported 4 investment projects that attracted investor interest, prepared investor presentations, managed USD 1M+ budgets and grant applications, led strategy development, and trained junior analysts.

Managed monthly CAPEX/OPEX and sales reporting, margin and investment KPI calculations. Monitored budget execution and plan-actual deviations across 5 regional units, working closely with accounting and regional teams. Forecasted financial and operating results and prepared quarterly and annual management reports. Built and stress-tested 40+ financial models during oil price volatility, supporting C-level cost optimization decisions.

Processed and reconciled 150+ invoices monthly, including daily payment preparation and vendor reconciliations. Supported month-end closing and prepared AP performance reports. Trained and onboarded two accounting specialists, ensuring accurate handling of primary accounting documents and internal procedures.

Assisted investment projects and claim management teams with administrative tasks, gained exposure to business plan preparation and investment project valuation approaches.

Prepared financial reports, analyzed plan/actual deviations, monitored budget execution, drafted supplier contracts.