Sectors:
Min Investment:
Max Investment:
Target Investment:
Bachelor of Science (BS) in Finance and Business Analytics
International Exchange
2022
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
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
2021 - 2022
2020 - 2021
2020 - 2021
Investing in Enterprise B2B SaaS and Fintech from Series B to Pre-IPO across North America, Europe, and Israel
2017 - 2020
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)
2017 - 2018
2014 - 2016
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
2014 - 2016