• Sample projects include:
? Opportunity set mapping, and creation of scorecard for growth areas in the women’s health investment by Fortune 500 medical device company
? Valuation of a quick-service restaurant franchise
? Created investment memorandum and fundraising strategy for a socially-responsible, for-profit startup in the waste management sector
? Lead internal process of drafting investor materials, convertible note issuance, and IPO preparation for a cannabis operating company

• Part of the deal team for an investment in a $60m business services company. Led healthcare regulation workstream, which including verifying the opportunity for international expansion and forecasting growth rates in of the company’s services in US hospitals, nursing homes, and other medical institutions under the new administration

• Part of a 5 person team that made minority investments in high growth, branded companies
• Created due diligence report, revenue model, and initial valuation and term sheet for investment in a Canadian cosmetic company with $8m in revenue. The deal closed in November 2015
• Analyzed carve-out for a $5m revenue snack company by modeling the stand-alone company. This deal closed in May 2016

• Made nine investments totaling over $700k during an eight month period as part of a two-person team
• Sourced new investments and conducted due diligence through quantitative and qualitative analysis of business plans and financial models; reviewed term sheets, SAFE agreements, and other fund-related documents, including NDAs
• Calculated fund performance on a quarterly basis and wrote the fund report for LPs in addition to other investor materials

• Met with three to five CEOs each week to coach them on the efficiencies of their pitch, the clarity of their deck, and the feasibility of their financial statements
• Determine target Angel Investors and VC funds for startup partners based on suitability and investment criteria
• As part of RCAM, provide fund management services including cash flow management, quarterly reporting, website maintenance, and other ad hoc requests

• Collaborated with clients’ internal managers and investment committees to craft holistic strategies across sectors, including fixed income, equity, alternatives, and hedging portfolios for over $37b in assets across relationships
• Performed quantitative analysis to determine long-term investment yield strategies, liability matching, and detailed risk profiles based on the client’s balance sheet, cash flow needs, and mandate restrictions, including asset allocation studies