Regardless of your expertise, always be confident that you will provide the best service to your customers. If you can keep your customers happy you can achieve anything.

The company story and narrative is an important part of evaluation because it helps you understand the company’s business model. Invest in lots of diversified resources to be able to understand valuation.

The financial industry is a very fast-moving and highly regulated industry. So your knowledge has to be very specific and perfect or close to perfect. 

The biggest mistake people make when valuing an early-stage startup is not thinking critically enough about the potential of the business in terms of the market and the exit opportunity.

Finance is very dynamic and moves quickly. You have to keep up with the pace of the industry. So keep studying, if not you will get outdated very quickly. 

Be prepared even before the opportunity comes knocking. To succeed in finance you need good financial modeling skills or valuation, PowerPoint skills, and soft skills. 

To succeed in finance, work on your mindset first, then have a good understanding of risk and then learn about trading. You also need to have good risk management strategies.