- Managed all investment functions including sourcing, market and company research, valuation, negotiation, documentation, and portfolio company support for a US-based venture capital firm with over 20 investments and $100 million AUM.
- Worked closely with portfolio companies to develop pricing, marketing, growth, recruiting, and operational strategies; advised on exit and acquisition opportunities. Implemented deal tracking, due diligence processes, and LP communication protocols.
- Led internal research teams to identify trends and potential investment opportunities in artificial intelligence, blockchain and cryptocurrencies, Internet of Things, robotics and augmented reality.
- Recruited and managed a team of eight MBA associates from Harvard, Stanford, Wharton, Chicago, Columbia, Northwestern, UCLA, and USC.
- Accomplished the following investment highlight: Factual: Geotargeted data-mining platform for the $40+ billion location-based advertising market.
- Accomplished the following investment highlight: Gem: Operating system for the development of applications in the blockchain.
- Accomplished the following investment highlight: ChowNow: SaaS online ordering product serving the $1.4 billion independent restaurant market.
- Accomplished the following investment highlight: Parasail Health: Automated lender serving the $200+ billion market for out-of-pocket medical expenditures.
- Accomplished the following investment highlight: Market: Amplify. an LA-backed on-demand sales marketplace for popular brands.
- Accomplished the following investment highlight: Winc: Subscription-based, digitally-native vertical brand serving the $60+ billion domestic wine market.
Focus areas: Digital Media, ICO, Blockchain & Cryptocurrency, Blockchain Platforms, Blockchain, Capital Raising, Venture Funding, Operational Finance, Strategy, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A), Fundraising, Investment Strategy, Startups, Fintech, Leadership, Revenue & Expense Projections, Web3, Forecasting, Business Models, Digital, Business Strategy, COO, Private Equity, Go-to-market Strategy, Financial Management, Business Planning, Board Presentations, Non-fungible Tokens (NFT), Business Plan Consulting, eCommerce, Valuation, M&A (Sell-side), Fractional CFO, Budgeting, Accounting, Cash Flow, Small & Medium-sized Enterprises (SME), United States, Pricing, Part-time CFO, Early-stage Funding, Early-stage Venture Capital, Early-stage Startups, Financing, Market Research, Pitch Decks, Startup Funding, CleanTech, Clean Energy, Pitch Deck Consultant, Fundraising Consultant, Fundraising Strategy, Seed Fundraising, SME/SMB Financing, M&A (Buy-side), Equity Financing, Debt Financing, Entertainment & Leisure, Finance, Cryptocurrency, Startup Consulting, Subscriptions, Web3.js, Digital Asset Management, Digital Marketing Strategy, Interim CFO, Marketplace Platforms, White Papers, Tokenomics, Cryptocurrency Wallets, Online Media, Competition Research, Microsoft PowerPoint, Information Memoranda, Confidential Information Memorandum (CIM), Media, SaaS, Three-statement Modeling, Enterprise SaaS, Web 3.0, Decentralized Finance (DeFi), Digital Product Development, Financial Risk Assessment, Deal Structuring, Go-to-market Plans, US GAAP