- Managed and contributed to engagements within a newly formed financial advisory division responsible for assisting intellectual property-rich companies in assessing and monetizing intangible assets.
- Assisted clients with strategic initiatives, including debt and equity capital raise efforts, intellectual property valuation, licensing, diligence, M&A, and divestiture.
- Created pitch material for potential venture capital and private equity investors by efficiently synthesizing technical and financial information to identify market opportunity, highlighted product superiority, and conveyed value proposition.
- Coordinated teams of subject matter experts in the role of project manager, delivering clients a variety of patent review services to assess utilization and detectability of patent claims in commercialized technology.
Focus areas: Corporate Finance, Financial Statements, Financial Planning & Analysis (FP&A), Market Research & Analysis, Fundraising, Agricultural Robots, DCF Valuation, Investments, Financial Analysis, Financial Modeling, Valuation Modeling, Early-stage Venture Capital, Venture Capital, Finance, Valuation, US Patent Process, Patent Applications, Patents, Licensing, Intellectual Property Licensing, Intellectual Property Valuation, Intellectual Property, Business Planning, Revenue Modeling, Revenue & Expense Projections, Business Plan Consulting, SaaS, Fundraising Consultant, Pitch Decks, Fintech, Data Visualization, Startups, Early-stage Startups, Capital Raising, Mergers & Acquisitions (M&A), Statistics, Statistical Analysis, Pitch Deck Consultant, Investment Banking, Private Company Valuation, Forecasting, Three-statement Modeling, Market Sizing, Market Research, Market Research Analyst, Market Segmentation, Total Addressable Market (TAM), Business Models
Pitch Materials for Facial Recognition Technology Capital Raise
FP&A and Business Enterprise Valuation for Construction Safety Startup
Pitch Materials for Agricultural Robotics Company Capital Raise
