Michelle Nabagesera Lovisa, ACCA, MBA
Transaction And Investment Advisor | Fund Portfolio Lead
Kampala
Summary
With over seven (7) years of advancing experience in Business Management consulting and Financial and Investment Advisory within the private sector, I have worked extensively with micro, small, and medium enterprises in East Africa.
My expertise is empowering entrepreneurs by delivering innovative growth solutions and investment opportunities. My primary focus lies in due diligence, financial modeling, program management, and investment readiness across diverse sectors like agriculture, education, health, IT & tech, manufacturing, and more.
Throughout my career, I have provided personalized assistance to over 250 early and growth-stage businesses, aiding them in talent development, capital raising, and enhancing their overall revenues and operations.
Overview
11
11
years of professional experience
22
22
years of post-secondary education
Work History
Investment Portfolio Lead
Bid Capital Partners (Impact Mezzanine Fund)
11.2023 - Current
- Coordinate with Fund Manager and BiD Managing Partner to ensure that sufficient personnel resources are available to manage investment pipeline and achieve contractual milestones
- Coordinate fundraising activities for SMEs to leverage Fund investments
- Coordinate and deliver Technical Assistance (TA) for pipeline and portfolio SMEs
- Collate both baseline and post-investment impact data and necessary performance date required for donor and investor reporting
- Liaise with Fund Manager regarding pipeline sourcing and development
- Draft investment proposals for Investment Committees
- Build financial models supporting financial structuring objectives
- Update MIS system, deals progress and repayment tracker
- Take minutes at IC meetings
- Manage collection of Condition Precedent and Condition Subsequent documentation
- Draft reports on TA and impact for inclusion in investor/donor reports
- Support Fund Raising activities led by Fund Management
- SME Advisory and Management Consulting
- Build financial models, projections, and valuations for SMEs
- Support Deal structuring and due diligence assignments
- Other Transaction Advisory functions including, but not limited, to buy side / sell side due diligence, valuations, and feasibility study support
- Project management for USAID FTF IAM – Impact Mezzanine Fund (IM Fund); Eight agricultural businesses have been shortlisted to receive de-risk capital from the Impact Mezzanine Fund and to establish connections with external investors. The aim is to raise up to USD 3.5 Million by 2024 within the project zones of influence. Six of these businesses have undergone due diligence, received technical assistance and received over USD 2.5M from the IM Fund and catalyzed external investments
Senior Investment Associate
BiD Capital Partners
10.2022 - Current
- Lead and supervise junior support in delivering investment readiness services
- Support collaboration with various development partners such as USAID, Technoserve etc
- Creating or reviewing client financial models and projections, conducting due diligences, valuations and feasibility studies
- Conduct due diligence engagements in support of Development partner programs
- Preparation of all required Investor facing documentation
- Deal structuring support including origination, negotiation of closing terms
- Completing of any Fund management Tasks
- Project support for HortiMAP project under Technoserve: The project with BiD Capital aims to transform Ugandan Horticulture into a modern, efficient, and competitive sector. Goals include increased productivity, reduced food losses, improved market access, resilience to shocks, and government support. 44 shortlisted businesses received technical assistance and underwent comprehensive due diligence, focusing on financial analysis, risk identification, impact evaluation, and market assessment.
Venture Development Consultant
Outbox Uganda Limited
01.2022 - 09.2022
- I led the delivery of high-quality small business innovation programs that are responsive to the needs of the businesses, startups, and corporate partners attached to Outbox by designing, implementing, and evaluating training programs including curriculum design, business needs assessments, due diligence, investment readiness, deal structuring and impact measurement.
- Project Lead at Outbox for the USAID Feed the Future Inclusive Agricultural Market Activity (FtF IAM); The USAID FtF IAM activity, implemented by DAI Global, aims to enhance incomes and livelihoods through inclusive agriculture-led growth in 38 focused districts in Uganda. The project supports the private sector's access to technologies and services, including business advisory support and cost-saving digitization. It successfully identified and supported 10 SACCOs with over 5000 members through profiling and digitization in collaboration with the consortium partners (Ensibuuko and Hamwe).
- Project lead at Outbox for the UNICEF Uganda Innovation Fund Challenge Cohort 1 and Cohort 2 – The UNICEF Innovation Fund challenge was initiated to foster innovative solutions to national policy issues and child-related challenges using technology. Eight businesses were shortlisted, trained, scrutinized, and granted up to USD 80,000 to enhance their innovative ideas.
Venture Development Associate
Outbox Uganda Limited
01.2021 - 12.2021
- Conducting due diligence and investment readiness support on shortlisted SMEs
- Create and execute a knowledge strategy for programs aiding young innovators and MSME entrepreneurs with clear goals and indicators
- Creating entrepreneurship learning content for entrepreneurs in collaboration with industry stakeholders especially on the Hi-Innovator NSSF learning platform
- Leading venture development team, ensuring program success in monitoring, evaluation, due diligence, and business analysis
- Supporting regional Innovation catalysts with training, mentorship, and MSME entrepreneurship collaboration
- Project lead at Outbox for the NINJA Accelerator (May 2021- December 2021) – JICA Task Force and private sector players, including KPMG ASZA LLZ, Rakuten Europe, and others, collaborated with Innovation Village, Outbox, and Hive Collab to launch the NINJA Innovation challenge. The project aims to survey Uganda's startup ecosystem and explore ways JICA can support its growth. It focuses on providing growth-stage businesses with A-series investments, business support, and mentorship sessions.
- Project support (content development, due diligence and training) for the Hi-Innovator Young Africa works project (January 2021 to date)– NSSF and the Mastercard Foundation launched the Hi-innovator project in Uganda, a UGX 35Billion innovation program. It aims to support Small and Growing Businesses and help up to 75,000 entrepreneurs build profitable and sustainable ventures over the next 5 years.
Senior Investment Analyst
Transformational Business Network
04.2019 - 01.2021
- Overseeing program management in Uganda and engaging with all pertinent stakeholders
- Creating content and conducting training programs on finance, investment readiness, and more for businesses in Uganda and Nairobi
- Conducting Pre-Investment Support activities, including sourcing and screening and due diligence for businesses entering the Scale for Success Program in East Africa. Assisting with leadership capacity review, financial modeling, and creating investment materials. Performing valuations, market insights reports, and site visits for impact assessment and due diligence.
- Engaging in Transaction Brokerage tasks, including deal syndication, data room setup, term sheet review, and facilitating introductions and communication between investors and entrepreneurs.
- Providing Post-Investment Support, which includes investee performance and impact reporting, coordinating investor visits, and organizing networking events for peers and alumni
- Sharing reports and collaborating with monitoring and evaluation personnel to ensure timely delivery to partners
- Project Lead supporting the International Trade Center (ITC) and the European Union to assist Coffee, Cocoa, and Vanilla farmers through providing investment-ready trainings, mentoring and technical assistance, including business plan development and investor materials. Engaged with investors and working capital providers to access early-stage finance and fostered collaboration with other stakeholders in the value chains. We provided financial advisory services based on the farmers' funding requirements and successfully completed ITC cohorts with over 60 entrepreneurs and facilitated connections for more than 10 businesses to obtain working capital.
- Collaborating with the team to organize the TBN Annual Investment Summit in Uganda, bringing together entrepreneurs from Nairobi and Uganda, along with investors and partners.
- Collaborating with the finance manager to develop and oversee project budgets and expenditures handling various other duties specific to the Uganda office, such as tax filing, creating partnerships to expand the investor network, managing petty cash, overseeing company procurement, providing administrative support for projects, and assisting in consultant recruitment for the various projects.
Financial Transaction Advisory Associate
Grant Thornton Management Limited
01.2018 - 03.2019
- Creating business proposals, feasibility studies and valuations for clients prior to investment opportunities
- Carrying out financial modeling
- Carry out transfer pricing engagements
- Do analysis and interpretation of financial statements for selected SMEs
- Conduct financial statement analysis and interpretation to create financial projections for companies
- Extraction and use of data from software such as Tally, and Navision in order to do financial analysis
- Carrying out market research insight reports
- Carrying out due diligence on selected SMEs
- Organizing and attending site visits for selected SMEs
- Giving weekly progress reports on the different ongoing engagements
- Taking minutes in the different client site visits
Sales Professional
Motorcare Uganda Limited, NISSAN
11.2014 - 12.2017
- Prepare proposals and quotations for clients, helping them select the appropriate products that best fit their requirements
- Selling all brands that is; Nissan, BMW, Suzuki MC’s, workshop aftersales services
- Inputting data into the interrelated CRM system to be analyzed by management
- Building, maintaining, and enhancement of relationships with customers and maintaining their records
- Managing assigned clientele database; clientele being donor agencies and non-government organizations e.g DANIDA, Chemonics, JICA, USAID various entities, and Embassies
- Formulation of monthly sales forecasts
- Market analysis and advice on pricing to be used on brand-new motor vehicles
- Visiting upcountry customers monthly and following up on the aftersales experience with the vehicles
Fixed Assets Identification Officer
Lake Victoria Fisheries Organization
03.2017 - 04.2017
- Carried out a fixed assets audit
- Prepared a report of my findings which was shared with management in order to facilitate decision making.
Internal Audit and Compliance Intern
Uganda Revenue Authority
06.2013 - 08.2013
- Organizing internal and external meetings with the different institutions that were undergoing audits to facilitate the auditing process
- Processing payments that have been approved by my supervisor
- Banking cheques and cash as and when required
- Formulation of Audit risk Templates and completion of audits such as postdated cheques, internal control systems, and information systems
- Execute detailed audit procedures, including reviewing transactions, documents, records, reports, and procedures and conducting audit tests that are sufficient in scope to support professional opinions as to the fair representation of client financial statements
- Assist with departmental administration tasks such as filing and updating files as requested, and taking minutes in board meetings
Education
MBA -
Edinburgh Business School- Heriot-Watt University
04.2001 - 04.2023
Gender Lens Investing Certificate
United Nations Industrial Development Organization
04.2001 -
Certificate in Private Equity & Venture Capital -
Strathmore University Business School
07.2021
ACCA -
MAT Abacus Business School
04.2001 - 04.2001
Advanced Diploma in Accounting And Business (ACCA) -
MAT Abacus Business School
12.2016
Bachelor of Commerce (Accounting Option) -
Makerere University
Kampala01.2015
U.A.C.E -
St. Mary's SSS Kitende
01.2011
U.C.E -
Gayaza High School
12.2009
Skills
Deal Sourcing and Structuring
Timeline
Investment Portfolio Lead
Bid Capital Partners (Impact Mezzanine Fund)
11.2023 - Current
Senior Investment Associate
BiD Capital Partners
10.2022 - Current
Venture Development Consultant
Outbox Uganda Limited
01.2022 - 09.2022
Venture Development Associate
Outbox Uganda Limited
01.2021 - 12.2021
Senior Investment Analyst
Transformational Business Network
04.2019 - 01.2021
Financial Transaction Advisory Associate
Grant Thornton Management Limited
01.2018 - 03.2019
Fixed Assets Identification Officer
Lake Victoria Fisheries Organization
03.2017 - 04.2017
Sales Professional
Motorcare Uganda Limited, NISSAN
11.2014 - 12.2017
Internal Audit and Compliance Intern
Uganda Revenue Authority
06.2013 - 08.2013
MBA -
Edinburgh Business School- Heriot-Watt University
04.2001 - 04.2023
Gender Lens Investing Certificate
United Nations Industrial Development Organization
04.2001 -
ACCA -
MAT Abacus Business School
04.2001 - 04.2001
Certificate in Private Equity & Venture Capital -
Strathmore University Business School
Advanced Diploma in Accounting And Business (ACCA) -
MAT Abacus Business School
Bachelor of Commerce (Accounting Option) -
Makerere University
U.A.C.E -
St. Mary's SSS Kitende
U.C.E -
Gayaza High School
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