Natasha Dolph

Experience

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  Excalibur Resources ltd. / Metalla Royalty & Streaming

  Jan 2011 - Jan 2014

  Investor Relations and Communications Manager

  • Built investor relations programs, including peer companies’ analysis; • Engaged with analysts, media and public industry speakers and increased company’s awareness and share price appreciation by 300% (XBR: $0.10 to $0.30);• Researched and engaged with institutional and retail investors and raised over $3m in financing;• Organized and presented company at industry events, conferences and worldwide roadshows;• Developed and maintained relationships between the company and its shareholders; • Verified private placement documentation, wire transactions including warrant exercises; • Coordinated corporate proposals, reports, press releases, quarterly and annual disclosure materials;• Drafted, coordinated approval and distributed press releases and filed on various news platforms; • Researched and analyzed potential gold-silver near-production projects for acquisition; • Developed investor presentations, fact sheets, website and monitored monthly updates; • Supported CEO to prepare production permits such as water and explosive applications; • Drafted permit application translation in Spanish;• Assisted CFO with annual report development, invoices & payments reconciliation including audit; • Answered and responded to all investor emails and telephone inquiries; • Collaborated with corporate secretary to file company’s disclosure materials to exchanges;• Prepared and coordinated Annual General Meeting and other events. Show less

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  Consultant

  Jan 2014 - Feb 2017

  Business Analyst & Investor Relations

  • Served private equity firms to identify investment opportunities including financial modeling and analysis;• Completed over 100 marketing plans for start-up companies in multiple industries;• Implemented business research and projected financial statements and break-even analysis; • Analyzed start-up companies and implemented effective IR programs for junior mining companies; • Conducted market analysis surveys regarding ERP priorities of over 1,000 manufacturing companies;• Analyzed clients’ IR programs for junior mining, oil & gas, technology, and health & science companies;• Implemented improvements and achieved share price increases for several clients; • Copywriting, editing, creating appealing storytelling and positioning via all communication channels; • Created marketing material and other collateral;• Managed web developers and marketing consultants including approval of their final projects; • Coordinated dissemination of news releases via Marketwired and verified posting on platforms;• Posted disclosure materials on client websites and verified posting on Sedar and Edgar;• Coached entrepreneurs on how to attract financing and assisted with pitch development. Show less

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  Manulife Securities

  Mar 2017 - Sept 2017

  Investment Associate

  • Assisted senior investment professionals to manage and grow their wealth management practices;• Processed transfer forms, KYC forms and new account applications;• Performed and monitored banking duties; trading activities including currency exchange transactions;• Prepared documentation for securities (share certificates, warrants, options) deposit; • Completed cash transactions, ensure account had sufficient funds and verification;• Prepared clients’ account, portfolio reports and daily advisor transaction reports;• Built strong relationships with advisor’s clients in “ready to assist” mode; • Developed three websites for financial advisers including LinkedIn profiles to build awareness. Show less

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  MG Stover & Co.

  Sept 2017 - Oct 2019

  Investor Relations and Treasury Associate

  • Manage investor relations for hedge funds, private equity, and venture capital funds; • Review investors’ subscription agreements and supporting KYC documentation; • Perform anti-money laundering screening of all new investors and monitor on-going screening; • Reported to management and informed client of true matches of money-laundering violations; • Reconciliation of investment documentation with incoming wires and client follow up to match records;• Accurately book investor activity based on clients’ formation documentation;• Monthly review and process of all investor contributions and withdrawals; • Finalized investor reports prior to deadlines with a high level of quality and accuracy;• Monitor and ensure overall client satisfaction and develop strong relationships with client contacts;• Wire Initiation and coordination of approval and release of cash for clients requiring treasury services;• Initiated multiple wire transactions over several million dollars and verified funds are received; • Lead projects to improve client onboarding and implementation through the early engagement process; • Developed guides for new employees and achieved an efficient and easy process for IR workflow. Show less

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  EverWest Real Estate Investors

  Feb 2020 - Mar 2022

  Senior Associate of Investor Relations and Capital Strategies

  • Client relationships for open-end real estate investment fund• Business development and fund launch and fund documentation• Prospect investor and consultants’ outreach to position the company’s funds, SMAs to raise capital• Assisted senior management in the entire sales process• Lead IR team in developing marketing materials: investment case studies, factsheets, pitch books • Managed client and fund reporting process• Lead IR team in compliance and regulatory matters working with CCO and company’s broker-dealer• Responsible for managing client subscription agreements, side letters, and all fund documentation• Managed and review RFI, RFP, and DDQ submissions with strict deadlines• Created and managed track record and benchmarking process quarterly• Served on the ESG and DEI committee including annual GRESB submissions, PRI signatory & SDGs, policy development, creation of annual sustainability and investor reporting Show less

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  Dolph Capital LLC

  Mar 2022 - now

  Founder, Partner

  • Partner with strong commercial real estate operators to build a passive steady income, back equity, and diversification for their investors; • Deal launches from PPM and pitch book creation to onboarding investors with ongoing communication on progress;• Website and social media development including communication messaging creation;• Events attendance and presenting clients' stories; • Operations and systems support to run clients' businesses smoothly.

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  Steady Stream Investments

  Nov 2022 - now

  General Partner of Steady Stream Debt Fund

  At Steady Stream Investments, we help you build wealth by investing passively in group investments so you can have financial peace of mind and leave a legacy for your family.

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  Forterra Investment Partners

  Oct 2023 - now

  Principal, Investor Relations

  Forterra Investment Partners is a boutique private equity real estate investor offering sponsors and developers tailored transaction structuring, analysis, and financing. - Natasha is representing the company and sourcing new investor interest in the Company's projects from Family Offices and High Net Worth individuals. - Attending industry conferences in support of corporate presence, new business relationships, and investor relationships. - New and existing investor relationships by traveling to areas with concentrations of existing and prospective investors to discuss current offerings and provide updates on current investments with the Company.- Supporting the origination of new project JV opportunities. - Corporate marketing and communication activities and the creation of collateral materials. Show less