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Bachelor of Management - BMgt
(2016 - 2021)
2023
2023
Regularly source potential investment opportunities from our accelerator cohorts, referrals, cold outreach and through attending conferences and demo days. Arrange initial and follow up meetings with founders, investors and vertical experts. Research markets, recent trends, competitors and risks. Review company financials, business model, go-to-market strategy, and experience of founders, first hires, advisors and other relevant stakeholders. Discuss summary memos of shortlisted companies in weekly partners meetings to determine next steps. Present exhaustive materials covered in due diligence at investment committees. I meet with 10+ companies weekly, revisiting again following an initial review from the partners, and prepare detailed memos accordingly. I oversee all verticals, targeting early stage startups with a preference for young founders within Canada. I led research on portfolio companies Frenter, Deskree, Monark, Holdr, Retreats and Venues, Sipply, Superpanel, Haloo, PureCode AI, Quorum Earth, Unified and Rainbo.
2024
2023
The EVCA is the primary community for the emerging venture capital investor. Founded in 2017, its 1,300+ investors come from a diverse assortment of backgrounds to share insights on industry verticals, co-investment opportunities, career planning, community service and personal interests. I joined the EVCA in June 2023 and regularly network with others in the community.
2023
Front Row Ventures is a prominent student-led venture capital fund in Canada that invests in promising founders still enrolled in university. I volunteer as a mentor for the British Columbia cohort, meeting with student fund managers to discuss my experience and review potential investments.
2023
2022 - 2023
Meet with startup founders to review business materials and discuss desired presentation outcomes, which helps determine copy, messaging and the order of materials. Assemble iterative presentation drafts that incorporate text and visuals while accounting for formatting and visual instructions. Relay info to graphic designers, leading the transition between draft to finished product. I assembled 10+ presentations across market verticals, and now leverage my existing and new network to generate customer leads and partnerships.
2023
2023
2022 - 2023
2022 - 2023
Periodically source potential investment opportunities through referrals from network of academics, accelerators, experts and research institutions, concentrating outreach to a handful of resources with high standards of excellence. Arrange initial meetings with founders, investors and vertical experts. Meet with institutional leads to discuss potential for partnerships. Research markets, recent trends, competitors and risks. Review company financials, business model, go-to-market strategy, and experience of founders, first hires, advisors and other relevant stakeholders. Discuss summary memos of shortlisted companies in weekly partners meetings to determine next steps. Publish short articles and visual social media posts covering opinions on investing in a variety advanced technologies. I met with 250+ early-stage startups, maintaining relationships with 100+ founders during the process of fund formation. I oversaw the technology vertical, targeting startups focused on artificial intelligence, computing, semiconductors, sensors and software.
2021 - 2022
2022 - 2022
2021 - 2021
Regularly source potential investment opportunities through a sales approach to prospecting that maximizes the scope of search while also vetting extensively for highest quality leads. Arrange initial and follow up meetings with founders, investors and vertical experts. Research markets, recent trends, competitors and risks. Review company financials, business model, go-to-market strategy, and experience of founders, first hires, advisors and other relevant stakeholders. Discuss summary memos of shortlisted companies in weekly partners meetings to determine next steps. Present exhaustive materials covered in due diligence at investment committees. I met with 125+ early-stage startups, arranged 50 follow up meetings, prepared detailed memos for ten candidates and presented two at investment committee meetings. I oversaw the healthcare vertical, targeting startups focused on digital health, food as medicine, longevity and telehealth.
2021 - 2021
2021 - 2021
In collaboration with the Vice-President, External, I was responsible for creating engagement opportunities between students at member universities and CABS alumni. Our focus was on direct outreach, the use of social media platforms to publish alumni profiles and achievement, and the creation of an alumni mentorship program.
2021 - 2021
Manage the submitting of raw performance figures into client relations database; use of TIBCO software. Finalize an internal Client Reference Guide, summarizing client profiles, performance and governance; published by Communications and presented to company executives. Initiate redesign of client dashboards, assessing accessibility and flow of performance data.
2020 - 2021
Build quarterly client investment, pool and consultant reports, liaising with directors and other departments to ensure accuracy of commentary and data within. Create dynamic performance tables by collecting and filtering available data; use of MS SQL Server Management Studio and SylvanPad. Contribute to final iteration of the mock-up investment report, new format presented to clients in quarterly report release. Manage email automation project for internal requests regarding quarterly performance commentary and data. Design software program to automate certain build components of client reports and presentations; use of HTML, Python. Integrate data from newly onboarded clients into existing client workbooks. Handle ad-hoc deliverables at the request of the senior analysts, managers and directors.
2018 - 2020
Establish a club constitution, onboarding documents for new members and activity calendar with forecasted budget details. Hire for new positions in Business Technology, Community Outreach and Human Resources. Recruit for competitions and assist in forming teams for the Rotman Interactive Trading Competition and the CFA Institute Research Challenge. Coordinate plans with the faculty and Dean’s office and negotiate requests for funding. I oversaw an increase in attendance for all competitions, submitted entrants for two competitions new to the club, promoted collaboration between students majoring in Finance and in Computer Science, strengthened relationships with the faculty and community, and established connections that led us to a redesign of our branding and gaining important sponsorship opportunities going forward.
2019 - 2020
Lead a team of three directors and arrange bi-monthly meetings to review progress. Introduce new data management role for the finance portfolio; the director to aggregate event performance data from prior years and offer suggestions to increase efficiency or cut costs. Create annual budget forecast for all portfolios. Project cash inflows and outflows on a per-month basis, identifying cash intensive months and scheduling payments appropriately. Manage all internal and external reimbursements. Organize layout of for-profit activities. Represented the Dhillon Business Students’ Association at the CABS Roundtable Conference in Hamilton, ON and the NBSC in Winnipeg, MB.
2018 - 2019
Assess expense proposals by using the annual budget forecast as a benchmark. Manage processing of cash payments and donations. Organize layout of for-profit activities. Recipient of the DBSA Spotlight Award for the month of October.