Kristoffer Warren, CAIA
Expert in valuations and alternative finance for private markets
Greater Seattle Area
Summary
Kristoffer Warren is a Chartered Alternative Investment Analyst (CAIA) charterholder with a strong academic background in finance, holding a Master of Science in Finance from Seattle University and a Bachelor of Business Administration from the University of Washington Bothell, where he graduated Summa Cum Laude and as Valedictorian. carta+1
He possesses deep expertise in valuations and alternative finance, specifically within private markets, evident from his progression through valuation roles at Carta and his contributions to various articles and presentations on topics like 409A valuations, waterfall modeling, and phantom equity. carta+4
Kristoffer has actively participated in industry events, including presenting on waterfall modeling at The Wharton School's PE/VC Club, demonstrating his ability to share complex financial concepts with a professional and academic audience. linkedin+1
His early career involved internships in angel investment with Alliance of Angels, audit with the Washington State Auditor's Office, and fund administration with Energy Transition Partners, providing a foundational understanding of various aspects of the financial and regulatory landscape. carta
Work
Education
Writing
Waterfall Modeling: Guide for deal teams, CFOs, and legal advisors
August 29, 2024A comprehensive guide on waterfall modeling, a financial exercise used by investors and portfolio companies to determine proceeds distribution during liquidity events.
Phantom Equity Explained: A Founder's Guide
An article explaining phantom equity as a form of equity compensation, detailing its mechanics, advantages, and variations for founders.
What Is A 409A Valuation - Key Concepts & Process
A document outlining the key concepts and process of 409A valuations, which are critical for private company equity.