-Conceived, established, and continue to build network of 100+ Family Office investors seeking curated direct PE and debt investment opportunities
-Source, evaluate, and negotiate initial arrangements w/ companies, sponsors, and investors
-Start-to-finish deal assessment, negotiation, structuring, and execution (6 closed to-date)

-Created 501(c)(3) non-profit organization to support University Securities Investment Team student organization at UT-Austin
-Administer, hold in trust, and authorize activity on ~$40k public equities trading account
-Establish and implement governance best practices to ensure appropriate oversight and maximum impact by the Board

-Built flexible financial models: unit economics, revenue buildup, fixed/variable costs, NOL/taxes, NWC, and capex; CF projections w/ multiple operating cases for $15-200mm principal investments
-Summarized investment opportunity strengths/weaknesses and developed appropriate term sheet proposals
-Authored and presented investment committee memorandums that evaluated competitive moat, industry dynamics, and company/asset valuation; investment thesis, strengths, risks, mitigants