CFA, Fund Advisor and CFO
A seasoned professional with over a decade of experience in large corporations and early-stage startups. Highly proficient in finance, fundraising, strategy, and analytics.
She was a trusted advisor to a digital health startup’s CEO and Board of Directors. Orchestrated $3M seed round fundraising, and the first phase of series A fundraising secured a term sheet. She led an acquisition project, including valuation analysis, due diligence, and negotiation. Oversaw a turnaround effort to significantly improve the output of a 10 MW solar plant at Sempra Energy. Created a $3M margin increase by developing a pricing strategy for a structured deal to sell 50-75MW power for three years. Developed a dynamic analytical platform to evaluate a wide range of energy products. Qun Xu is a Finalis Securities LLC Registered Representative and a Member of FINRA/SIPC.