Stanford, California, United States
I’m a Computer Science major on the AI track at Stanford (Class of ’28), student-athlete, and lifelong problem solver who thrives at the intersection of technology and finance. I am defined by a desire to make an impact on the world, regardless of the challenges on the path to get there. I’ve never understood the words “it’s impossible” or “you can’t”. To me, every roadblock can be uprooted with hard (and smart) work. Feel free to reach out to me at: gavin5 [at] stanford [dot] edu
- Will support investment teams in conducting financial analysis, market research, and due diligence on prospective lower-middle-market private equity investments. - Will analyze historical and projected financials, and collaborate with associates to evaluate investment potential. - Will build Excel valuation and operating models to support investment decisions.
- Elected Chief Financial Officer of the largest student-run investment club at Stanford, helping lead a nearly 200-member organization and six-figure student-managed fund. - Oversee final capital allocation decisions across long public equity opportunities, using financial modeling including DCF, FCF, and comps to evaluate pitches and manage portfolio holdings. - Partner with Portfolio Mangers and executive leadership to improve pitch preparation, meeting operations and coordinate events with finance professionals for members.
- Reviewing and grading all proposed stock pitches and and portfolio updates for Blyth's six-figure investment fund. - Collaborating with the Board of Directors and other PMs conduct in-depth research on company financials, growth outlooks, and competitive positioning to identify high-potential L/S opportunities. - Honing skills in valuation methods (FCFs, DCFs), financial modeling, and investment thesis development. - Mentoring a team of fifteen first-year Blyth Analysts.
- Balancing a 30+hr/weeks. A year-round schedule of training, practice, and meetings while working towards one of Stanford's most challenging engineering degrees. - 3-Star OLB recruit out of High School, ranked as the #1 Outside Linebacker in Arizona -Earned the Greg Piers award for Scout Team Player of the Year my Freshman year (2024).
- Partnered closely with AEs, sales managers, and Carta’s PE and VC teams to perform market-sizing analyses, company research, and TAM modeling—using Salesforce CRM and LinkedIn Sales Navigator to build and prioritize target account lists. - Designed and deployed n8n-based AI workflows (plus complementary automation tools) to streamline routine email/LinkedIn outreach, data-scraping tasks, and follow-up scheduling—enabling the SDR team to focus on higher-value conversations. - Built Excel models to track portfolio company metrics, forecast statistics, and inform strategic outreach decisions. - Conducted 30+ one-on-one interviews with AEs, partners, and managers to diagnose bottlenecks, and learn about efficiently improving workflows.