Invests in
Stages:
Locations:
Min Investment:
$2,000,000.00Max Investment:
$10,000,000.00Target Investment:
$6,000,000.00
Education
Work Experience
Chief of Staff, Business Payments
2023
- Support business lead on regular financial and board reporting and management cadences - Drive communication cadences and best practices with functional leaders - Support partner, sales, and marketing leads on installing revenue operations best practices - Evaluate and drive active strategic initiatives with business unit lead
Management and Growth Consultant
2022 - 2023
Management and Growth Consultant
2021
- Transaction and management advisory, particularly around company inflection points - Operate and consult on organizational optimization and growth initiatives - Implement critical sales and operational best practices throughout organizations - Focus on go-to-market processes and resource orientation - Design organizational realignments and management processes
2019 - 2021
Senior Vice President
2019 - 2021
- Led all portfolio consulting: go-to-market processes, strategy, fundraising, budgeting and forecasting - Sat on investment committee and led diligence and strategic framing for large capital deployments - Supported general partners in fundraising prep and led development of all limited partner communications - Managed monthly reporting processes and internal development of proprietary reporting software tool - Authored library of 50+ best practices and produced videos on key growth and operations topics
2018 - 2020
Senior Consultant, Portfolio Operations
2019 - 2020
Consultant, Portfolio Operations
2018 - 2019
- Internal portfolio consulting for the world’s leading SaaS and data-enabled services investor - Managed portfolio leadership relationships and led internal teams to drive critical value creation initiatives - Select Work: Developed 5-year international expansion strategy for leading SaaS IT assets monitoring provider; Led pricing and product strategy realignment for provider of market intelligence data to Fortune 500 CPG; Led diligence and built financial model for cutting-edge blockchain-based product managing syndicated loan administration
2015 - 2017
Growth Equity Investor
2015 - 2017
- Underwrote growth-stage investments primarily into software-as-a-service (“SaaS”) companies - Conducted direct sourcing initiative, combing focus vertical for compelling targets and initiating outreach - Led portfolio budgeting processes, reporting packages, and strategy-informing discrete analyses - Select Transactions and Portfolio Responsibilities: $75M acquisition of SaaS solution for Fortune 2000 contingent labor forces; $60M acquisition of SaaS HR suite platform; $80M provider of load tracking software; $150M provider of e-commerce merchant verification and fraud management tools; $250M provider of low-cost distributed payment solutions for international workforces
2011 - 2015
Senior Analyst, Mergers & Acquisitions
2014 - 2015
Analyst, Mergers & Acquisitions
2013 - 2014
Intern, Mergers and Acquisitions
2011 - 2013
- Executed sell-side advisory, recapitalization, and other assignments at generalist investment bank - Built dynamic models for LBO, recapitalization, DCF, sum-of-parts, accretion/dilution, and other analyses - Select Transactions: $30M sale of micro-cap public security systems designer & distributor; $250M sale of early-stage medical device manufacturer; $120M recapitalization of gift & home accessories designer; $100M recapitalization of leading particle measurement manufacturer; $150M strategic refinancing and capital asset modeling for long-haul waste services provider