Katarzyna Kowalczyk

Managing partner

2024 - Current

Investment Manager

2020

- 50 m PLN AUM (~11.5 m EUR) - 15 portfolio companies sourced from 3k projects - sourcing and monitoring portfolio companies

Senior Analyst

2013 - 2019

- Conducting valuation process of enterprises and intangible assets - Preparing financial models and markets analysis - Participation in commercialisation process: assessment of market potential, selection of commercialisation method, valuation of IP - Conducting valuation trainings

Equity Research Analyst - winner of the Global Final

2012 - 2013

1st place in Global Final 1st place in EMEA Final 1st place in Polish Final (as a team member) Preparing and presenting a comprehensive research report on a copper producer KGHM Polska Miedź S.A. regarding valuation of the company, business, industry and risk analysis. Major responsibilities: - copper market analysis, - firm’s growth projects and synergies with acquired Quadra FNX, - corporate social responsibility, - co-writing the report, - co-presenting the analysis to high-profile panels of experts from top financial institutions.

Middle Office Intern

2012 - 2012

- Creating spreadsheets that enable processing of financial data provided by investment companies. - Performing reconciliations of transactions and holdings of hedge funds and their custodians. - Investigating possible discrepancies and suggesting solutions of appearing breaks. - Working in international environment and attending many professional trainings. - Project: 'Information Flow at BNY Mellon'

Intern

2011 - 2011

- Business plans preparation: financial analysis of companies and market research. - Completing documentation of loan applications for consumers, small and medium-sized enterprises. - Achievements: chosen one of the four team leaders for business plan preparation, winner of the best essay competition (‘Foreign currency, denominated and indexed loans and the problem of an exchange rate risk’).

Intern

2010 - 2010

Purchase and sales invoices accounting.