Jeffrey has been a trusted advisor for several years, focused on working with entrepreneurs and helping them build and grow their business, often from the ground up. He's successfully helped entrepreneurs raise more than $750 million. His ability to work across a wide variety of industries is the result of a diverse investment background. Freelancing enables him to work directly with leadership in order to achieve efficient and positive results.
Acted as a principal for AI Capital Advisors, ab advisory group of a multigenerational, single-family office, based in NYC, specializing in real estate financing and venture advisory.
Worked with entrepreneurs and organizations ranging from pre-development to Series B providing financial guidance, capital to raise advisory, and strategic business advisory.
Facilitated various types of financings: bridge loans, hard asset loans, construction financing, and commercial mortgages.
Contributed to AI Capital's success by helping entrepreneurs secure over $350 million in capital and RE developers over $500 million in equity/debt.
Focus areas: Venture Capital, Real Estate, Family Office, Valuation, Financial Modeling, Debt, Early-stage Venture Capital, Financial Advisory
2015 - 2016
Established a VC fund with a crowdfunding platform to extend additional capacity. Built and executed business processes for origination, diligence, allocation, and portfolio management.
Allocated ~$120 million in eight months, with the remaining cash left for follow-on rounds and pro-rata rights. Average check size of $1-5 million—all tech-enabled companies that were at the seed or round A stage.
Worked closely with venture capital and private equity funds to source investments.
Managed and was responsible for the strategic marketing and business development by creating efficient processes and profitable investment decisions.
Made pre- and post-market trades (syndicate, block trades, and IPO).
Piloted the International Client Advisor program.
Co-managed $350 million in-depth analysis of pre-IPO and block trades.
Was hired by Morgan Stanley Smith Barney (now Morgan Stanley Wealth Management). After the merger and ultimate take over by Morgan Stanley, all international business was consolidated to the US. My partner and I were then given the opportunity to exclusively represent Russian, Ukrainian, and the Kazak Region.