CrediLinq.Ai 

We believe that every business should have hassle-free and fair access to capital that enables them to meet their growth aspirations. That is why we are disrupting credit underwriting and designing technology solutions to power business growth for small and medium enterprises (SMEs). 

As a fintech company, we are building a credit lending platform powered by our proprietary artificial- intelligence (AI) and machine learning algorithms. Our goal is to create a more inclusive, accessible, digital-first and frictionless customer journey where every business can get quicker access to growth capital.

We didn’t want to reconstruct or digitize the credit underwriting process. We wanted to reimagine it, and now we have revolutionized it.

We are also redefining private credit as an asset class. Our platform creates transparency for investors like Impact Funds, Institutional Investors, and Family Offices. 

Our technology allows us to mitigate threats and analyze risk factors way ahead of the traditional financing system. In turn, our data insights and reporting will give investors the needed transparency and peace of mind.

Partner and Chief Investment Officer

FXPRIMUS

Head of Investment Research

Boutique Hedge Fund

Senior Investment Associate - Multi strategy

Bank of America Merrill Lynch

Head of South-East Asia banking and markets business controls - Vice President

Business manager - South-East Asia corporate and investment banking 

APAC liquidity management and payments / Treasury management 

Estonian Ministry of Forgein Affairs

I this voluntary role I was involved in consular activities, promoting collaboration between ASEAN countries and the Republic of Estonia . Also, I was responsible for orchestrating events and meetings for delegates and representing the interests of Estonian citizens in Singapore and South-East Asia

Assistant Honorary Consul of Estonia

I am an entrepreneurial and creative problem solver with a can-do attitude. A natural communicator, culturally aware professional, and public speaker with a wealth of experience on TV and other forms of media. I speak and mentor on leadership, career and talent management, as well as financial markets.  

I've been described as adaptable, tenacious and resilient self-starter, and I enjoy work in high-pressure, dynamic environments. I consider myself pragmatic, people centric and result-driven. 

I have more than a decade of experience in financial services industry, having worked for a top-tier investment bank, hedge fund and a regional brokerage house. I am currently a senior executive (CIO and a Board Member) of a financial technology company, responsible for revenue generation, scaling the business, capital raising, and managing a portfolio of stakeholders. 

Professional conduct and impeccable work ethic are always my priorities.

Key competencies:

- Public speaking, Communication and Negotiation;
- Relationship Management;
- Critical Thinking and Strategic Analysis;
- Portfolio and Investment Management with a proven track record;
- Investment and risk management strategies across different asset classes;
- Financial analysis and modelling skills;
- Extreme resiliency and adaptability in high-pressure situations;
- Keen Attention to Detail while maintaining Big Picture focus.

Kaia R. Parv, CFA

Aisot Technologies

Consultant for Aisot on market needs, opportunities and potential clients in APAC.

Aisot builds AI for asset managers - from workflows and data screening to AI-enabled portfolios - enabling smaller teams to customize portfolios for clients and helping them level the playing field to major institutions. And that's before even talking about onboarding new asset types cryptocurrencies, tokenized assets or traded computing power.

Consultant

Zonthur

Primarily supporting Zonthur's finance strategy and planning. Also advising the team on market needs for both product features and implementation readiness for large, sophisticated portfolio managers and trading firms.

Finance Advisor

Kinsui Whisky

Whisky distilling has awful startup cash flows. It's my job to fix that for Kinsui.

Leading corporate FP&A, financial modeling & forecasting, product pricing, and alternate / early cash flow generation for Kinsui Whisky. Our goal is to produce Japanese whisky barrels at scale and create a much more accessible product.

Finance Lead

Cotebas Group

Advising Cotebas Group and it's portfolio of initiatives across finance and operations, including capital structure, financial analysis, and operating metrics.

Cotebas Group focuses on (influencer) marketing, digital audience engagement and strategy covering marketing, sales, and operations.

https://www.cotebasinteractive.io/

Venture Advisor - Finance & Operations

Shinzui no Zo (神水の倉)

Blog on investing in Asian spirits, exploring their value as an alternative investment and what they will teach me in areas such as investment management, personal development and content creation. Available at https://www.shinzuinozo.com/

Writer

KPMG China

Manager in the Strategy & Operations team of KPMG Advisory in Hong Kong, focusing on Wealth & Asset Management initiatives and clients.

Project manager for large international banks, asset managers and insurance companies; on topics including:
 - Risk-Based Capital (RBC) regulations and capital booking advisory
 - Operating Models and Process Optimization & Digitaliziation opportunities
 - Structured Products structuring, risk classification, and pricing
 - Corporate banking sales digitalization & process optimization

Additionally I represented KPMG in the Private Wealth Manager's Association (PWMA) Fintech Committee.

Manager

Synpulse Management Consulting

Synpulse is an international management consulting company and valued partner of many of the world’s largest financial services providers. Since 1996, Synpulse has been supporting banks and insurers along the entire value chain; from the development of strategies and their operative realization, to technical implementation and hand-over.

In my role at Synpulse I helped banks and investment managers analyze their product offerings better - from deep risk analytics frameworks including variance and tail risk across the product portfolio, to credit and margin offerings. In the role I drove efforts from framework design to business process implementation in order to service the world's most complex personal investment portfolios.

Areas of responsibility at Synpulse:
 - Lead for the Investment Lending & Credit practice in Asia
 - Lead for Taiwan market entry.
 - Asset Management industry lead in Hong Kong.

Projects included supporting an upgrade of credit systems in a bank, enabling said bank to offer credit functions on their digital client investment platform. I also led the data and risk analytics work on a large analytics platform integration for a private bank front office systems upgrade, and advised multiple private banks on front office systems implementation and core banking platform change for securities and derivatives End-to-End Processing.

Director

Senior Consultant at Synpulse Management Consulting. Key achievements:
- Created the Credit & Investment Lending Service in APAC, leading a team of 5 across Singapore & Hong Kong.
- Driving Risk Analytics for Banking, supporting Advisory Mandate and Discretionary Portfolio implementations across Synpulse's clients in Hong Kong.
- Taiwan Entry Assessment Lead for potential new opportunities in Taiwanese Wealth Management.
- Led co-operation betweren a global data and analytics platform and Synpulse.

Senior Consultant

Initially at Synpulse, I was heavily involved in developing robo-advisory offerings as well as core banking implementation projects. This role offered me work experience from Thailand, Singapore and Hong Kong, where I was actively involved in developing digital wealth management solutions for mass affluent clients, and assessing the systems and business processes needed to offer products to Asia's UHNWI clients.

Projects included designing a robo-advisory solution for a Southeast Asian bank for the entire client journey, and performing end-to-end business process mapping of securities and derivatives trading on a core banking platform implementation project for a large Southeast Asian private bank.

Viral Access

Analyst supporting Viral Access's data models, usage and broader needs for building analytical frameworks with multivariate and fuzzy data. I covered topics from data extraction and SNS engagement model builds to data processes needed to support sales and finance activities.

Analyst - Data Analytics & Modelling

Kuchi Inc.

Kuchi Inc. is a Taiwanese startup developing a platform for automating and personalizing financial advise.

My role was to drive international growth, represent the company to international investors and partners, manage the company's finances and capital raising, as well as contributing to product development (quantitative finance products and strategic portfolios for HNWI and margin trading offerings delivered in partnership with banks) and branding. I successfully led the project to bring Kuchi into the Startupbootcamp Fintech accelerator as one of the top 10 companies from over 350 applications and secure S$25,000 in seed funding.

Chief Financial Officer

eSobi Inc.

eSobi is a Taiwanese company which has delivered content aggregation services since 2005. eSobi's apps - newsXpresso & Dailyaha - are localized for 22 global regions and provide cloud-powered news aggregation, summarization and personalization solutions on platforms from PCs to smartwatches. eSobi is also part of Websurfia Group, which specializes in Greater China e-Commerce, electronic consumer banking and financial transactions.

Responsibilities included:
- Finding content partnerships for the eSobi Cloud news service.
- Managing- and creating investor relationships during eSobi's fundraising stages.
- Representing eSobi at startup events such as the MOSA 2015 Conference.
- Assisting Websurf Technology in cross-border business development for e-C & B2B2C activities.
- Managing inter-group business development initiatives for Websurfia Group.

Business Development & Fundraising Manager

Portfolio Consultant & Venture Financier

I help businesses and people make sense and use of finance. Currently, I am advising multiple early-stage & growth firms on structuring and capital raising. Sample: 

- At-scale Japanese Whisky Distilling (Kinsui)
- Social Media / Influencer Marketing (Cotebas)
- Market & Investment Analytics (Zonthur)
- AI for Buy-side Financial Institutions (Aisot)

Non-public - contact me if you're interested:
- Battery production, projects and distribution
- Low-impact protein- & biologics production automation
- Health & wellness management leveraging AI
- Solar panel installation & facility energy management
- Fundraising, deal assessments & angel networks
- Green energy, weather forecasting and derivatives market

My work prior includes helping private banks implement new analytics platforms for over US$300 billion in total portfolio value with End-to-End connectivity. I've also built a credit & lending analytics framework from client sales to system booking - thereby cutting regulatory risk capital by US$2 billion, and developing a structured products and derivatives portfolio framework for one of the world's biggest wealth managers. Separately, I have also worked with private equity firms in building FX & fixed income hedging frameworks for longer-term portfolio company borrowing and cut costs with their banks by over 30% for project financing costs.

Work Expertise:
- Portfolio Risk Analytics & Platforms, including Robo-Advisory
- Structured Products & Derivatives Trading Enablement
- Lombard- & Portfolio-Based Lending, including Securities-Based Lending & Prime Brokerage
- Wealth Management Advisory from Mass-Affluent to UHNWI segments
- Corporate Financial Planning & Advisory
- Corporate Financial Risk Mitigation such as FX hedging.

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Kaia R. Parv, CFA

Tim Alvner

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