Functional Skills
Software Skills
Sector Experience
Notable Clients
Experience
Provided private equity and corporate clients with analysis and insight to enable data-driven decision making throughout the investment lifecycle. Supervised and enabled the success of case teams working on client projects, including sell-side and buy-side due diligence, growth strategy, product strategy, and value creation.
• Managed client relationships, supervised case team execution, led formal client readouts and informal touch points, and ensured delivery of high-quality deliverables and impactful results for clients
• Supported partners with business development by writing project proposals and developing internal templates and insight decks
• Mentored and coached associates and consultants through on-the-job skill building and teaching formal office-wide trainings
• Project experience focused on enterprise (B2B) software (FinTech, EdTech, MarTech, AdTech, nonprofit, healthcare IT, etc.) and IT infrastructure
• Due diligence: Conducted PE due diligence research, interviews, and data analysis; synthesized quantitative data and qualitative insights into storylines and constructed slide decks
• Market and competitive research and analysis: Developed custom reports for clients offering insight and detailed analysis of key market trends, dynamics, players, and attractiveness of a market / industry
• Financial models and analysis: Built models in Excel or Google Sheets and delivered analysis and insight into business performance and implications of milestones and actions under consideration
• Product and service development: Defined new product and service requirements based on market research and analysis
• Pitch deck reviews: Reviewed decks for story, flow, logic, messaging, and slide design with actiona
Fifth employee who was hired to professionalize operations and drive revenue. Defined business model and devised go-to-market and growth strategies. Identified target consumer verticals and innovation opportunities based on market research and industry insights. Spearheaded definition and development of MVP product. Crafted pitch deck and presented business to investors.