Functional Skills

Business Planning
Market Research
Financial Due Diligence
Valuation
Financial Planning & Analysis (FP&A)
Financial Statement Preparation

Sector Experience

Business Services
Energy
Financial Services
Healthcare
Life Sciences & Pharma

Languages

French
Hindi

Experience

Optio Ventures LLC Finance
Founder
2/2016 - Present
+ Assists start-ups with strategic and financial decision-making and management with a focus on seed-stage ventures
+ Makes seed investments in early-stage ventures
+ Conducts financial and market research for clients
+ Develops financial models and investor slide-decks for clients for fundraising and internal analysis and decision-making

Avesta76 Therapeutics, Inc. Start-Up
Co-Founder & CEO
4/2019 - Present
+ Manages team members, advisors, contract research organizations, recruiters, lawyers, university collaborators, and consultants day-to-day across project areas spanning R&D, intellectual property development and licensing, business development, PR, and hiring
+ Raises money to execute on imperative strategic business initiatives
+ Manages relationships with investors and other external stakeholders

Old Ironsides Energy, LLC Finance
Investment Analyst - Energy Private Equity
5/2015 - 12/2016
+ Led analysis leading to over $500MM in gross commitments
+ Managed day-to-day research, modeling and analysis for over 70% of fund portfolio
+ Conducted deal analysis, due diligence and asset modeling for acquisition and joint venture opportunities in the North American oil and gas industry

Jefferies LLC Finance
Analyst - Energy Investment Banking
7/2013 - 5/2015
+ Completed valuation models, due diligence, industry research and client presentations for live and contemplated A&D, M&A and capital markets transactions in the North American Upstream, Midstream / MLP and Oilfield Services sectors
+ Developed extensive modeling experience with E&P development models, company operating models, merger models and LBO models

The OwlSpark Accelerator Start-Up
Co-Founder & CFO
8/2012 - 8/2013
+ Led 4-person team in creating business plan and non-profit operating model for OwlSpark, which accelerated the launch of 9 technology-based portfolio companies over Summer 2013 by raising over $1.0 million in venture capital and $350,000 in program capital
+ Developed financial operating model to assess capital needs, projecting growth in operating budget from $250,000 to $1.0 million over 5 years
+ Prepared and refined pitch materials for discussions with donors, lawyers, and VCs