Dennis Winata

Monitoring:
- Monitor key portfolio KPI, its financial/operating metrics and projects (e.g. fund raising, revenue
growth, valuation growth, business health, restructuring, etc.).
- Provide timely report on portfolio performance to enable proper control & monitoring.

Value Adding:
- Actively manage key portfolios throughout investment life-cycle.
- Providing necessary support on each stages from post investment, define strategy, hiring talents,
execution to achieve growth and operational excellence.
- Work closely with both internal and external stakeholders to help the companies grow value and
achieve a healthy return on investment.
- Assist founder and senior management of portfolios in fundraising
- Creatively find strategic partnerships or corporate development actions to increase the value of
the key portfolio.
- Actively create opportunity to secure a profitable exit.

Legal & Compliance:
- Work with Compliance team to ensure key portfolios follow the necessary compliance
requirements, especially in corporate actions and related to our shareholding
Investor Relation Support:
- Work with IR team

• Spearheaded the comprehensive restructuring of portfolio companies (Fita, Kuncie, Majamojo) from inception to monetization stages.
• Involved leading internal fundraising efforts directed towards Telkomsel for Indico and our portfolio.
• Incharge of developing strategies for our portfolio, encompassing business strategy formulation, Investment Memo creation, and Financial Modeling.
• As role of Investor Relations lead to facilitate fundraising for our portfolio from external investors

VP Corporate Finance and Investor Relations from Jul 2021 to January 2022, I successfully:

• Orchestrated and guided the development of Investment Teasers, Investment Memos, and Financial Models for both internal stakeholders (BOD and BOC) and external investors.
• Directed the preparation of a Right Issue exceeding USD 10 million.

As an Associate Partner from jan'22 - Apr'22, actively pursued new opportunities including:

• Spearheading the origination and execution phases of the IPO process for a Masker company.
• Leading advisory services as the sell-side mandate for a Fashion E-commerce venture.

• Improved financial reporting accuracy by streamlining processes and implementing efficient financial controls.
• Oversaw all aspects of the month-end close process, ensuring timely completion of accurate financial statements for executive review.
• Planned budgets, authorized expenditures, monitored accounting processes, established service rates and coordinated financial reporting to oversee all fiscal procedures.
• Maintained strong relationships with external auditors, facilitating smooth annual audit processes and addressing any concerns promptly.

• Facilitated the fundraising for Series B investment rounds for the foremost logistics company in Indonesia.
• Provided support in structuring the logistics company in collaboration with other investors.

• Liaised with client management to construct financial models based on customer pipeline and revenue ramp assumptions.
• Conducted comprehensive due diligence on potential investments, ensuring minimal risk exposure for clients'' portfolios.
• Supported the successful completion of numerous mergers and acquisitions through careful valuation analysis and negotiation tactics.
• Leveraged extensive industry contacts to source new business leads, expanding the firm''s clientele base.

Achievement:

Successfully completed deals:

1. Sell side advisory of in the biggest F&B lifestyle operator in Indonesia.

2. Sell side advisory in the leading herbal companies in Indonesia.

3. Sell side advisory in medical distributor company located in Jakarta and Bali.

4. Sell side advisory in hospital operator specializing in maternity.

• Trained and supported new team members, maintaining culture of collaboration.
• Collaborated with cross-functional teams to drive successful completion of complex projects within deadlines.
• Consistently maintained strong relationships with clients, ensuring clear communication and timely updates on project progress.
• Effectively managed multiple competing priorities while maintaining focus on delivering exceptional results for clients and the organization.
• Implemented process improvements that led to significant time savings and increased accuracy in deliverables.
• Increased client satisfaction through thorough analysis of project requirements and delivering high-quality results.