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2020
2020
2020
Corporate Development and Strategy
2019 - 2021
2019 - 2021
• Business strategy, strategic finance, and corporate development advisory services for early-to-expansion stage technology companies. • Supporting companies with strategic planning, scenario modeling, budgeting, cash flow management, financial reporting, fundraising, and investor relations. • Collaborated with the CEO/Founder of an early-stage VC-backed personalized consumer products company to build the early strategic plan, business forecasts, and fundraising strategy. • Supported the executive team of an expansion stage video communications platform on financial modeling, fundraising strategy, fundraising preparation, and prospective investor identification and outreach.
2015 - 2019
2015 - 2019
• Led/co-led the investment efforts for Nimble Ventures, the venture capital arm of the Nimble Holdings Family Office investment firm. Investments focused on seed to expansion stage Enterprise SaaS, FinTech, Consumer, Digital Health, and Life Sciences companies. • Developed investment strategy, sourced/co-sourced investment opportunities, led due diligence, performed valuation analysis, negotiated deal terms, monitored portfolio company progress, and directed business development activities. • Managed the fund investment efforts for The Passport Foundation, which allocates capital to dynamic fund managers across multiple asset classes and uses the returns to make grants to a variety of non-profit organizations. • Advised portfolio companies on business and operating plans, analysis of KPIs, future financing strategies, and investor management. Past Board Affiliations: • Board member - Cashstar, Apartment List, Boost Biomes • Board observer - Clear Labs, ConnectedYard
2012 - 2019
2012 - 2019
• Directed the late stage venture capital investing strategy for Passport Capital. Investments focused on pre-IPO Enterprise SaaS, FinTech, and Consumer Tech companies. • Performed sector and market research, identified investment opportunities, conducted business due diligence, completed valuation analysis, negotiated terms, and led portfolio management. • Advised portfolio companies on future strategic financing, corporate development/M&A processes, and IPO planning.
2015 - 2018
2015 - 2018
Clear Labs offers an automated and intelligent NGS platform purpose-built for food safety testing. Clear Labs enables major brands to capitalize on a new era of food safety technologies by advancing DNA sequencing, bioinformatics, and robotics to create preventative food safety management systems.
2016 - 2017
2016 - 2017
Apartment List is a smart, simple and seamless renting platform that’s dedicated to making the process fair and transparent for everyone involved.
2015 - 2017
2015 - 2017
CashStar is the industry-leading provider of prepaid commerce solutions at the forefront of mobile payments, digital gifting and branded currency. The CashStar Commerce platform is used by merchants to increase revenue, reduce costs and optimize customer experiences across channels, and the CashStar Exchange platform is used by gift card distributors and loyalty programs to procure and deliver gift cards from hundreds of leading brands.
2007 - 2012
2007 - 2012
• Premier venture debt firm for scaling startup companies in the Enterprise Software, Consumer Internet, Cleantech, and Life Sciences sectors. • Sourced, analyzed, negotiated, executed, and managed debt and equity investments in venture stage companies. • Supervised team of six investment professionals responsible for leading the firm's due diligence, investment and valuation analysis, and portfolio management processes. • Served as trusted adviser to portfolio company senior management teams and investors on strategic financing decisions. • Business development activities included networking with venture capital partners, entrepreneurs, senior management professionals, and other trusted business advisers.
2004 - 2006
2004 - 2006
• Founding team member for absolute return hedge fund focused on pre- and post-IPO high growth technology companies. • Generated investment ideas through top down sector analysis, quantitative and qualitative company evaluation, and discussions with company executives, customers, and industry insiders. • Recommended investments in 20+ companies and achieved 40%+ absolute returns over two year period.