Sectors:
Locations:
Min Investment:
Max Investment:
Target Investment:
2024
2019 - 2024
2019 - 2024
Conducted due diligence, performed valuations of companies and innovations, analyzed markets, and identified potential acquirers to inform strategic decision-making. Designed and upgraded internal dealflow, due diligence, and portfolio valuation processes, streamlining operations and increasing efficiency. Worked with founder teams to gather and analyze data, distilling complex information into clear and actionable insights that drove successful deal outcomes.
2019 - 2024
2019 - 2024
Conducted financial modeling to support patent monetization, patent valuations, and competitive intelligence efforts for Fortune 500 companies Synthesized large amounts of unstructured data into key takeaways and strategic insights to direct patent analysis Collaborated closely with key stakeholders to distill complex data sets into actionable insights that informed strategic decision-making
2020 - 2024
2020 - 2024
Led all financial and accounting functions for the company, from managing day-to-day transactions to preparing strategic financial forecasts that informed critical decisions around budgeting and capital raising efforts. Orchestrated the company's financial operations and managed a $2 million budget, directing cash flows to ensure the organization's financial health and stability. Strategized with the Board of Advisors to develop and execute on a long-term capital strategy that supported the company's growth objectives, driving effective decision-making through in-depth financial analysis and modeling. Fostered close collaboration with the operations team to identify opportunities for optimizing capital expenditures and aligning them with cash availability, allowing for streamlined and efficient use of company resources. Demonstrated exceptional financial acumen and strategic thinking, achieving mission-critical results in a dynamic and challenging financial environment. Proactively tackled complex company challenges outside the scope of my finance role.
2016 - 2019
2016 - 2019
Managed Results Reporting process for the Clean Technology Fund's $6.5 billion portfolio of ~100 renewable energy, energy efficiency and clean transport projects in middle income countries. Prepared annual results reports and portfolio evaluation for Trust Fund Committee. Assisted with design and implementation of results reporting platform.
2018 - 2019
2018 - 2019
Responsible for poking holes in business ideas, helping entrepreneurs figure out why people aren’t throwing money at them, fixing what we can, and building tools and processes that empower entrepreneurs to run investor outreach efforts that don’t take forever.
2018 - 2018
2018 - 2018
Developed comparable companies-based valuation methods, created processes for identifying likely investors and acquirers, ran risk identification and prioritization workshops.
2016 - 2018
2016 - 2018
Implemented unconventional accelerator/incubator programs across the state of Utah Built data systems to better track entrepreneurship development on an individual and institutional level
2013 - 2018
Managed South Africa Entrepreneurship Ecosystem project, including conceptualization, data collection, analysis and final report preparation Invited to and presented at Global Entrepreneurship Congress+ in Seoul, South Korea in 2015 and 2016 Oversaw website redesign—solicited proposals, met with designers for scoping, and provided feedback on design progress Produced infographics for 2016 and 2017 Global Entrepreneurship Index Co-developed the Female Entrepreneurship Index
2013 - 2016
2013 - 2016
Coordinated the creation and launch of website content and graphics for a pilot system of climate-related indicators to support the National Climate Assessment