Invests in
Sectors:
Locations:
Min Investment:
$10,000.00Max Investment:
$50,000.00Target Investment:
$25,000.00
Skills
Education
Lists including Margaret
Work Experience
2024
Development Intern
2024
2022 - 2022
Head of Support, Vendor & School Operations
2022 - 2022
• Led operations and logistics for end-to-end delivery including vendor coordination, and quality standardization • Drove increased sales for accounts and vendors, optimizing technical and operational roadmap, and managing day- to-day on the ground operations and relationships to achieve record sales for 2022 Fall semester • Managed and mentored operations and support managers on key objectives, protocols, and policies for the company • Negotiated vendor contracts and standardized and executed onboarding and operating procedure for all Ordo’s Fall of 2022 client launches representing a 10x increase in clients served
2021 - 2022
Investment Director
2021 - 2022
• Served as Investment Director, managing and providing operational support for 20+ portfolio investments including quarterly KPIs, forecasting modeling scenarios, evaluating portfolio risk, and supporting individual portfolio company growth to drive increased investment performance • Developed US investment strategy and sourced, analyzed, built proformas and financial models, and executed on Fund II investments across sectors, including evaluating and managing analysts’ deal flow • Identified prospective limited partners and investors, crafted, and revised fundraising materials, pitched to investors, and established relationships for successful fundraising of $100M Fund II
2019 - 2021
Venture Capital Associate
2019 - 2021
• Actively involved in all stages of new investments including, but not limited to: sourcing, comprehensive deal diligence, financial and returns analysis, investment committee presentations and negotiation of term-sheets • Monitored, analyzed, and reported on quarterly performance, ran updated valuation analysis, and tracked viable exit opportunities for portfolio companies. Coordinated strategic opportunities and updates accordingly • Built and maintained strategic relationships with venture capitalists, research organizations, entrepreneurs and key thought leaders in the ecosystem to support sourcing, industry knowledge, and value-add capabilities • Created and lead the inaugural GSV Cup, a global venture capital competition for pre-seed and seed stage learning and talent companies vying for a slot to pitch at the ASU GSV Summit and the chance to compete for $550K of non-dilutive capital
2018 - 2018
Summer Associate
2018 - 2018
• Developed add-on plans for existing portfolio companies to grow EBITDA through market expansion, targeted acquisitions lists, and industry research • Ran diligence on deals ranging from $2.5-$10 million of EBITDA including: evaluating industries, analyzing qualitative and quantitative attributes of the businesses, and building financial models and other diligence materials
2017 - 2018
MBA Associate
2017 - 2018
• Performed due diligence and market analysis for prospective investments and helped screen potential deals for partners • Assisted with portfolio startups day to day operations and communication with current and potential investors through LP Letters, prospectus documents, and slide decks with thematic and consistent messaging
2017 - 2017
Pre-MBA Operations Intern
2017 - 2017
• Identified 12 crucial bottlenecks in outfit generator and provided solutions to reduce manual labor required in styling and overall cost per outfit • Hired and trained a team of freelance photo editors to increase editing volume and decrease reliance on third party • Managed client weekly reports and interpreted week over week change in average order value and units per transaction
2016 - 2016
Operations Leadership Intern
2016 - 2016
• Managed labor tracking, associate engagement and feedback, direct function coaching, and indirect labor management for approximately 200 Amazon Associates • Ran day to day operations for pick department and served as Area Manager, responsible for hitting volume goal each day • Tested capacity of flat package sorter and adjusted peak volume labor plan through discussions with ship dock team to handle 15 thousand package hours more efficiently
2015 - 2015
Research Assistant
2015 - 2015
• Programmed surveys into Qualtrics for upcoming research studies. • Cleaned data in SPSS to highlight discernible trends in the survey data that either supported or rejected the proposed hypotheses. • Analyzed journal articles for variables that can be tested in future studies and to better understand the framework of our upcoming studies.
2014 - 2014
Marketing Intern
2014 - 2014
• Collaborated with marketing and customer service teams to learn skills for and run day-to-day operations such as managing discounts and sponsorships or handling disgruntled customers. • Wrote a competitive analysis for the market and how company was positioned based on price, amenities, promotions, managerial input, and other important market factors and presented results to marketing team with suggested next steps for market differentiation. • Reviewed all competitor apps, social media accounts, and examples of both in other fields and wrote a comprehensive recommendation for future enhancements in technology and social media.