Invests in
Sectors:
Min Investment:
$1,000,000.00Max Investment:
$10,000,000.00Target Investment:
$3,000,000.00
Skills
Education
Lists including Tyler
Work Experience
2022
Vice President
2022
Investing in early stage enterprise AI, vertical SaaS, and B2B fintech software startups. Investments and board positions include: Navro (Series A - sourced), Portrait Analytics (Seed - sourced), Theia Insights (Seed - sourced), EnFi (Seed), Hallow (Series C), CO2 AI (Seed), Paxton AI (Seed - sourced), Bits Technology (Seed - sourced), and several Stealth AI Companies
2021 - 2022
Product Strategy and Business Operations
2021 - 2022
• Built user segmentation model for 300K+ users; recommended upsell strategy for existing users leading to lower CAC • Analyzed B2B payment competitors; derived product roadmap from customer interviews and signed partnerships • Performed cohort analysis to optimize partner retention; created business case for billing capabilities product suite
2021 - 2022
MBA Investor
2021 - 2022
2020 - 2021
MBA Growth Investor
2020 - 2021
Investing in Enterprise B2B SaaS and Fintech from Series B to Pre-IPO across North America, Europe, and Israel
2017 - 2020
Senior Associate
2018 - 2020
• Coordinated 9 commercial agreements between Assurant and portfolio companies; developed growth strategies/KPIs • Direct-sourced 8 investments at the Series A/B stage across the vertical SaaS, fintech, IoT, and proptech sectors • Conducted diligence by introducing prospective investments to new customers; built thematic market screens • Developed financial models, assessed KPIs, evaluated unit economics, coordinated due diligence efforts, wrote investment memos, and presented to our Investment Committee for 12 investment opportunities (4 had exits >$1B) • Led internal reporting for 19 active portfolio companies; prepared quarterly LP updates on startup/fund performance Transaction Experience: - Cazoo - Digital online car buying platform (Direct sourced opportunity and first institutional capital invested) - Maxwell - Cloud-based digital platform for mortgage lenders - Mynd - Tech-enabled property management company (Direct sourced opportunity) - PayJoy - Consumer financing platform for smartphones (Direct sourced opportunity) - PrecisionLender - Commercial banking platform that provides instantaneous insights for relationship building (acquired by Q2 Software for >$500M) - SmartRent - Connected home platform for multifamily properties (IPO >$2B) - Doma (States Title) - AI platform that underwrites title insurance policies instantaneously (IPO >$3B) - Sure - Infrastructure platform for insurance (Series A investment) - TrueAccord - Machine learning debt collection platform - Vacasa - Vacation rental management services platform (IPO >$4B)
Senior Analyst
2017 - 2018
2014 - 2016
Strategy & Operations - Consultant
2016 - 2016
• Completed operational/commercial due diligence and pro forma financial analysis for several tech and PE acquisitions • Led post-merger integration and Day 1 planning for recent acquisition by Fortune 500 financial services company • Performed process optimization analysis and built Tableau dashboard to review SKU performance for CPG company • Developed business case for operating model transformation for global industrials company to streamline operations
Strategy & Operations - Analyst
2014 - 2016