New York, New York, United States
Feel free to DM or reach out at [email protected] I focus on making investments in privately-held tech companies (software & hardware), healthcare, and technology-enabled industries. We chiefly invest in the growth equity / Pre-IPO stage and I focus on all aspects of the underwriting process, including sourcing, structuring, executing and managing private investments. Prior experiences include work as a public equity tech investor in a $350bn mutual fund (Dodge & Cox), as well as operating experiences in startup finance roles. Volunteers with a non-profit in mentoring college students as they look for careers in finance.
Opportunistic Investment Group | Conduct investment due diligence, including research, modeling, and presentations on alternative investment opportunities, focusing on growth equity / Pre-IPO opportunities as well as private debt opportunities. Responsible for all stages of the investment underwriting process, including sourcing, structuring, executing and managing investments. Focus on technology (software & hardware), healthcare, and technology-enabled industries for BlackRock's actively managed multi-strategy funds.
Finance Lead at a startup focusing on building an end-to-end recruiting solution (Y Combinator S19).
- Develop in-depth financial analysis models for a $300bn investment fund - Coverages include: Technology Hardware, Cloud Software & Services, Payment Processing & FinTech, IT & Business Services - Maintain company/industry valuation models for coverage holdings, and understand companies’ business strategies
- Assisted Haas professors in a financial information analysis course - Worked directly with a professor of finance to prepare for a paper on interesting stock market correlations and useful market trend