Alex Wilson

Questioner
DISC Type : c

Limited Partner at Portfolio Ventures Angel Fund

London Area, United Kingdom

Overview

Alex Wilson is the Head of Corporate & Institutional Banking for Europe & Asia at CIBC Capital Markets, leading a 50-person Structured Finance team. With 25 years of experience, he focuses on the Energy, Infrastructure, and Technology sectors, drawing on his Bachelor of Arts from Keele University.

Outside of his corporate role, Alex is an active UK angel investor with a portfolio of FinTech and ClimateTech investments, including one successful exit. He mentors early-stage startups in these fields at Techstars and is a fluent German speaker, having studied at Otto-Friedrich-Universität Bamberg.

He plays a dual role as a senior institutional banker and a hands-on angel investor in disruptive technology ventures.

Personality Overview

Price-Sensitive

Value Seeker

Cautious & Analytical

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. It is quite likely of them to ask for pricing or other concessions.

Topics They Care About

Energy Transition
He leads financing for major renewable energy deals, recently winning an award for a €2. 6bn transaction and speaking at CIBC's Electrification Summit.
ClimateTech Investing
As a UK angel investor and a Techstars mentor, he actively invests in and advises early-stage ClimateTech companies, showing a strong personal commitment to the sector.
Structured Finance
This is his core professional expertise, where he leads the origination, structuring, and execution of complex debt mandates for institutional clients across Europe and Asia.

Media Appearances

Alex has no verified media appearances

Work History

4-2022
Limited Partner at Portfolio Ventures Angel Fund
8-2017
Mentor - Financial Services & ClimateTech at Techstars
7-2013
Managing Director & Head | Corporate & Institutional Banking, Europe & Asia at CIBC
7-2013
Managing Director & Head | International Corporate Banking at CIBC
9-1998 - 7-2013
Managing Director at Lloyds Banking Group

Education

Bachelor of Arts from Keele University
Vordiplom from Otto-Friedrich-Universität Bamberg

More Information

Social Presence :

Prographics :

Exp : 27 Location : London Area, United Kingdom Job Level : Mid-senior Designation : Limited Partner at Portfolio Ventures Angel Fund
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Insights For Selling To Alex

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • Back up any claims with data and numbers
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alex is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Alex

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Alex move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Alex take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Alex

Personality Compatibility


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