Invests in
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
- Ud
Lists including Kevin
Work Experience
2020
Director, DataOps
2023
Marion Street Capital (MSC) helps innovative growth companies solve their most pressing challenges. We offer our ambitious clients a caliber of service parallel to that of the world’s greatest consulting and banking firms, at a price that growth firms can afford. Services include FinOps, DataOps, RevOps, HROps, and SpecialOps. As an Associate at MSC, conduct primary market research, integrating insights into product-market fit, strategy, and financial projections to raise significant capital for rapid-growth companies. Utilize skills in technology to identify patterns and manage data through the design and maintenance of analytic tools that help clients identify trends in finance, visualize market data, enhance operations performance, and make informed decisions. Help advise dynamic startups on how to prepare for institutional fundraising. • As Data Analyst lead, establish KPIs to measure the effectiveness of business decisions • Support clients in researching the competition, designing company strategy, crafting business plans, creating pitch decks, and designing detailed financial models • Teaches clients how to recruit advisors, design target investor lists, manage the investor funnel, conduct investor outreach, negotiate term sheets, and create investor documents • Primary market research, product-market fit, strategy, financial projections, data management, operations performance • FP&A analyst, investment analyst, and data analyst Industries served include Consumer Electronics, Construction, Foodservice & Beverage, Gaming, Healthcare, Homebuilding, Hospitality & Lodging, Investment Firms, Logistics, Manufacturing, Media & Television, Metals & Mining, Nonprofit, Private Equity, and Software.
Associate
2021 - 2023
Analyst
2020 - 2021
Analyst (Part-Time)
2020 - 2020
Intern
2020 - 2020
2022
Analyst
2022
Angel investing group focused on early-stage companies in New Mexico
2021
Analyst
2021
Addvia makes early stage venture investments into innovative growth companies addressing large end markets.
2019 - 2019
Risk Analyst Intern
2019 - 2019
Focused on risk of fixed income and equity securities at global institutional asset manager with $60B+ AUM.
2018 - 2018
Analytics Intern
2018 - 2018
Single A Affiliate of the Philadelphia Phillies baseball team.
2017 - 2017
Ride Operator
2017 - 2017
Local amusement park.