EXPERIENCE BEHIND THE ADVICE
A specialist perspective.
A seasoned operator’s judgment.
Focused on what
creates lasting value.
Moat Vision is a founder-led strategic advisory and investment research firm grounded in operating experience. Its advice draws on businesses led, P&Ls owned, and results delivered, helping companies and investors turn competitive advantage into growth, profitability, and durable value.
We connect strategic ambition with operating realities and financial outcomes. Each recommendation is tested against the economics, capabilities, capital requirements, and execution needed to deliver it.
Sid Breja
FOUNDER, MOAT VISION
Sid Breja is the founder of Moat Vision. He advises companies and investors on growth, profitability, capital allocation, and competitive advantage, drawing on more than 20 years of finance and operating leadership across Amazon, Uber, eBay, Capital One, and JUUL Labs.
He led finance for Amazon’s $25B Consumables business and served as CFO and Head of Strategy for Uber’s Global Vehicle Solutions business. His experience spans large-scale P&L leadership, global finance organizations, business-model transformation, business incubation, capital strategy, and strategic transactions.
Since founding Moat Vision in 2019, Sid has advised on more than $20B in investments. He combines operating experience, strategic judgment, and financial analysis to help companies grow, deploy capital, and create durable value.
EXECUTIVE EXPERIENCE ACROSS
SELECTED EXECUTIVE IMPACT
Operating experience. Measurable outcomes.
- Growth & profitability
- Led finance for Amazon’s $25B Consumables business through fivefold growth and first-time profitability; delivered $150M in incremental annual profit.
- Business-model transformation
- Reworked Subscribe & Save and shaped Amazon Family and Luxury Beauty initiatives. At Uber, led the shift from vehicle ownership to partnerships, reducing annual losses by $250M.
- Business incubation
- Launched Prime Pantry and scaled it to $500M in revenue within 2.5 years; helped shape Amazon’s private-label and healthcare growth initiatives.
- Global expansion
- Secured $500M of investment for Amazon Fresh’s international expansion and supported JUUL Labs’ expansion into more than 10 countries.
- Capital transactions & IPO readiness
- Supported $20B+ in capital raises, including $9.5B at Uber and $12.8B at JUUL Labs. Led board and investor reporting, financial planning, and equity-story development in support of major financing decisions and IPO readiness.
- M&A and strategic partnerships
- Directed diligence for Amazon’s $13.7B Whole Foods acquisition, structured and negotiated $2B in Uber credit facilities, and generated $200M through divestitures and asset reallocation. Supported strategic partnerships underpinning Uber’s operating-model transition.
- Global leadership
- Led finance and strategy organizations of 150+ professionals, including regional and subsidiary CFOs as direct reports, with responsibilities spanning FP&A, operating performance, resource allocation, and executive decision support across international businesses.
MOAT VISION ADVISORY
Selected advisory experience
Strategic advice to companies and institutional investors navigating consequential investment, growth, and transformation decisions.
- Mobility growth and IPO strategy
- Advised a leading Southeast Asian mobility platform on international expansion, monetization, capital strategy, and IPO readiness, supporting preparations for a potential public listing targeting a valuation of approximately $20B.
- Institutional equity investment advisory
- Advised a leading institutional investment manager on a $1B+ investment in a global technology and commerce leader, assessing competitive advantage, business economics, and long-term value creation.
- Enterprise AI and commercial transformation
- Advised a $6B+ global consumer products company on enterprise AI strategy, commercial transformation, and negotiation strategy involving major retail customers accounting for approximately 50% of company revenue.
- Global manufacturing growth strategy
- Developed a five-year strategic growth roadmap for a $1B+ global healthcare manufacturing business, evaluating emerging markets, competitive disruption, technologies, and strategic partnerships to inform long-term investment and expansion priorities.
EDUCATION
THE NEXT STRATEGIC QUESTION
Discuss your next
strategic decision.
Growth, profitability, capital, or an investment thesis: start with the decision that matters.