- Founded select team to provide consulting services for private equity, venture capital, investment banking, and capital raise processes
- Provides detailed financial models, valuation guidance, investment diligence, investor presentations, business plans, market research, and operational expertise

- Contributed to all phases of investment process: built detailed financial models, conducted due diligence, analyzed and structured equity investments
- Developed investment theses and presented recommendations to deal teams and HarbourVest Investment Committee
- Managed third-party advisors and coordinated among internal deal team to drive organized process execution
- Monitored and managed existing portfolio companies by providing strategy and analytical guidance

- Execute all phases of sell-side advisory assignments including financial analysis, pitch preparation, due diligence, marketing, management presentations, buyer diligence, and closing activities
- Author process materials, including (i) preliminary valuation overview and marketing strategies, (ii) confidential information memorandum, (iii) management presentation, and (iv) presentation of offers
- Develop financial models for the purpose of providing company valuation