Invests in
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
Lists including Zach
Work Experience
2023
AI Consultant
2024
• Analyzed client needs to understand AI business use cases. • Developed AI strategies • Implemented AI tools increasing productivity by 70%. • Developed AI workflows to scale tedious, time consuming task.
Business Operations Consultant
2023
• Developed and implemented process improvement strategies for a portfolio of clients, resulting increases in operational efficiency and cost reduction. • Conducted thorough business analysis for companies to identify growth opportunities, streamline workflows, and enhance overall performance. • Authored detailed reports and presented findings to stakeholders, influencing key decision-making and strategic planning initiatives. • Successfully deployed Objective and Key Results (OKR) frameworks and established comprehensive Standard Operating Procedures (SOPs) to streamline business processes.
2022 - 2023
Investment Analyst
2022 - 2023
• Analyzed market and specific company data to identify and report on trends, market size, and competitive landscape, enabling the company to make informed investment decisions. • Wrote detailed reports to present findings and recommendations to managing partners e.g., evaluating healthcare software opportunity within $12.5B total addressable market. • Evaluated five potential opportunities for Ambit Health Venture’s first capital deployment and supported groundwork for second fund. • Supported overall strategic framework development for Ambit Health Ventures in partnership with managing directors. • Used Excel, Crunchbase, and PitchBook extensively to analyze potential portfolio companies’ financials, product / service technical development, regulatory environment, and value proposition. • Advised managing directors on potential portfolio companies’ product market fit, market saturation, total addressable market, and competition.
2021 - 2021
Business Consultant Intern
2021 - 2021
• Developed a viable business model for a local media startup competing in highly competitive, low margin market and enable business to move toward profitability. • Leveraged excel to build financial models and projections reflecting business model and scenarios incorporating local and national media market dynamics. • Created a go-to-market plan, key performance indicators, and value proposition in accordance with CEO to bring the founders' ideas to fruition.
2020 - 2020
Strategic Covid-19 Response Consultant
2020 - 2020
• Collaborated with a team of three to develop a plan for a start-up to strategically pivot business model in response to the COVID-19 pandemic. • Developed a strategy for company moving from in-person to digital services, elevated company’s value proposition and offerings in competitive healthcare market. • Conceptualized a marketing strategy, including defining value proposition and target demographic, identified key stakeholders. • Created a pitch deck framework for potential consumers and venture capital investors.
2013 - 2014
Summer Intern
2013 - 2014
Managed intellectual property and ensured brand guidelines were followed while creating merchandise.