United States
I am an investment and data analytics expert with over 15 years of cross-disciplinary experience, spanning data strategy, investment analysis, asset management, and venture capital. Currently, I focus on investing in early-stage technology startups, specializing in project identification, due diligence, and post-investment management from multiple dimensions, including market trends, technological potential, and business models. During my time at Aurora Capital Partners, I led investment evaluations and post-investment support for multiple early-stage technology projects, encompassing industry research, valuation modeling, deal structuring design, and strategic guidance. Prior to that, during my six years at NVIDIA, I progressed from a data analytics role to investment management, responsible for developing investment strategies, managing diversified portfolios, and supporting the company's strategic decisions. My career began with data: I served as a data strategist and analyst at Snowflake and BlackRock, building solid data insight and risk modeling capabilities. This experience laid a strong foundation for integrating data-driven thinking into my subsequent investment decisions. Furthermore, I have corporate consulting experience, having served as a board member and strategic advisor at Myriad Genetics, assisting the company with capital operations, business restructuring, and product optimization. I am passionate about empowering technological innovation and business development through investment and strategy, and I look forward to continuously creating value in the field where technology and capital intersect.
Leads investment identification and evaluation of early-stage technology startups, leads due diligence, valuation and financing processes, provides strategic guidance to portfolio companies, and helps them achieve business growth and market breakthroughs.
Provided advice to the management team on capital operations, financing structure, strategic direction, etc. Assisted the company in strategic restructuring, product portfolio optimization, and successfully completed multiple rounds of financing.
Develop investment strategies and asset allocation plans, and manage investment portfolios of stocks, bonds, funds, or other financial products.
We conduct research on macroeconomics, industry trends, and company fundamentals to write investment research reports and investment recommendations.
Analyze transaction data, customer behavior, and market trends; perform risk control modeling (e.g., default probability, risk exposure); support investment research teams in monitoring performance and market volatility.
Responsible for establishing data insight models, promoting the implementation of data-driven decision-making in sales, operations, and product departments, and promoting the improvement of cross-departmental collaboration efficiency.