Zhiyi Li
Learner -
(3)
6
Portals

Skills

Finance 2 Financial modeling 2 Research 2 Due diligence 1 Financial statements 1 Fundraising 1 Investor relations 1 Joint ventures 1 Marketing 1 Mortgage loans 1 Planning 1 Real estate 1 Real estate investment trust 1

Achievements

Latest feedback

Recent projects

Sodale Group
Sodale Group
Mississauga, Ontario, Canada

Capital raise Planning - Phase 1

We would like to collaborate with students to plan a capital raise plan to help meet our goals. This will involve several different steps for the students, including: Familiarizing themselves with our mission, values and goals. Estimating and establishing the budget of the fundraising event. Creating a plan of action and a detailed breakdown of tasks for volunteers to complete Assisting in marketing and promoting our event. The main goal of this project is to update the website for Sodale Group and add a UGotThis and Developer Tabs and refinement of investor finance fund raise information. This includes support of a private REIT & REDT listing on FrontFundr, including a pitch book, and potential research support of refinement of the REIT financial model that a modeller is building.

Matches 4
Category Marketing strategy + 3
Closed
Sodale Group
Sodale Group
Mississauga, Ontario, Canada

Capital Raise Phase 3

This project contains 3 phases: Phase 1: Nov. 15 - Jan. 30, 2023/2024 Phase 2: Jan.15 - Mar. 15, 2024 Phase 3: Feb. 12 - Mar. 31, 2024 *Please set your dates accurately when applying for position. Sodale group is looking to collaborate with students to prepare for a capital raise plan. Work stream 1 will be working on communicating metrics with investors. Work stream 2&3 will focus on doing research for UrBestLife and UGotThis. Understanding rental rates and mortgage rates, zoning regulations and development and financial evaluation of multiplexes in various neighbourhoods across the GTA and nearby regions. Work stream 4 will work to create an integrated financial model based off the research done by all the other work streams and test to make sure that data is accurate. ALL final deliverables should include: Related financial model Summary deck Marketing / Messaging component

Matches 3
Category Market research + 3
Closed