Served as investment-team leader for Roo’s B2B SaaS opportunities and managed all phases of the investment lifecycle, including sourcing, due diligence, and underwriting.
Prepared investment memos for Roo’s IC which highlighted target’s financial performance, KPIs, market landscape, and anticipated return profile.
Actively managed Roo’s B2B SaaS portfolio, providing analytical insights, cohort analyses, unit economic tracking, attribution modeling, and general FP&A work to portfolio companies.
Built fund construction models to optimize Roo’s capital deployment strategy across pre-seed, seed, and series-A investments.

Built several systems and processes that streamlined and enhanced the measurement of cohort performance, leading to a more robust and accurate understanding of Houzz’s self-serve vs enterprise sales channels. Collaborated with data science and marketing colleagues to improve customer acquisition channel attribution, enabling a thorough breakdown of customer acquisition costs and spend reallocation which delivered a 50%+ reduction in channel burn. Analyzed LTV across package types, user types, acquisition channels, and geographies to optimize the Company’s go-to-market strategy and unit economics. Tested product team’s theses by measuring key engagement metrics to validate new features’ success in improving customer retention and lifetime value. Oversaw all software financial performance reporting and served as team leader with respect to board deliverables

Led development of systems to measure and track key B2B SaaS metrics, including logo churn, net dollar retention, and other cohort-level indicators. Defined clear sales profitability and efficacy KPIs such as customer lifetime value and customer acquisition costs.
Outlined the most lucrative acquisition channels based on LTV/CAC, leading to significant sales spend optimization and increased go-to-market efficiency. Constructed cohort-level forecasts, leading to the creation of more formalized actual vs budgeted performance reviews

Sell-side advisor to $300M hosted cloud infrastructure and disaster recovery business. Constructed detailed cohort analyses that delivered key churn and net dollar retention metrics which later informed comprehensive income forecast by service line. Completed $150M sale of Healing Hands, a workforce apparel company, to Careismatic Brands Advised Prodigy Education on its $125M capital raise with TPG Growth. Performed financial valuation analyses using discounted cash flow, trading comparables, precedent transaction comparables, and leveraged buyout methodologies. Developed CIMs for currently engaged clients and participated in deal marketing, regularly contributing during client and potential buyer follow up meetings and diligence requests. Created multiple pitch decks for sell-side clients, including company positioning, industry overview, and financial benchmarking analysis.

Evaluated CIMs from sell-side banks, identifying key financial figures and determining if target aligns with OpenGate’s investment mandate. Tasked with starting initial phases of due diligence including evaluating QofE reports, generating public comparables and completing general industry benchmarking. Created overview of target’s market position, operational opportunities and potential future add-ons with synergistic effects