Jan 2022 – Jan 2023 · 1 yr · San Francisco Bay Area

• M&A and strategic finance across software stack and A.I. Machine Learning.
• Built Build vs. Buy M&A model of Immerok, open-source stream-processing software valued at >$100M. Owned model of acquiring with cash vs. equity for CFO.
• Valued the firm via DCF and peer comps analysis. Analyzed revenue acceleration drivers via M&A: ASP, product attach rate.
• Cloud software valuations and key operating metrics: net dollar retention, rule of 40, ARR expansion.
• Business partner to Product, Engineering, GTM on adding new product or features across software stack via M&A, JV partnership, or organic build.
• International ROI strategy and modeling.

Jan 2020 – Jan 2022 · 2 yrs · San Francisco Bay Area

• Right hand of CFO in all IPO valuation needs. Initiated user conversion funnel, tracked key operating metrics and made recommendations to optimize LTV/CAC when scaling machine learning to new markets.

Jan 2019 – Jan 2020 · 1 yr · San Francisco Bay Area

• The AVG Total Access Fund provides individual investors access to an actively-indexed venture portfolio. Investors own a portfolio of ~200-300 deals diversified across sector, stage, geography, and lead manager. The portfolio will represent every AVG investment that is completed over a 12-month period.

Jan 2018 – Jan 2021 · 3 yrs · San Francisco, California, United States

• A.I. driverless software with an asset-light business model for fleet trucks. Wrote investment memorandum on Series A, B. Public exit at $5.2B valuation in November 2021.

Jan 2018 – Jan 2019 · 1 yr

• Technology and Payments coverage. Lead associate on 4 stock initiations in TMT space.
• TMT fundamental analysis, bottoms-up research on organic revenue growth, valuations, product strategy.
• Sole associate supporting a junior analyst on stock initiations for a new sector (IT) and following companies: EPAM (HOLD), PRFT (BUY), CTSH (HOLD) within 1 month of joining Jefferies. Recommended PRFT as top valuations pick in bundle of initiations. 2019 performance of >100%.
• Owned and built an operating model and forecasted revenue via key operating metrics. Initiated on ASGN (BUY) in March 2019. Forecasted P&L, projected EBITDA of $459M, 11.5x EV/EBITDA.
• Computed price targets, made buy/sell recommendations, wrote 4 initiation reports (EPAM, PRFT, CTSH, ASGN) after conducting due diligence using Bloomberg, FactSet, and Thinknum data.
• Analyzed stock catalyst drivers by comparing key operating metrics to forecast Y/Y organic revenue, Q/Q operating margins. Monitored key drivers of technology and payments business models.
• Only associate in an office of 30 that covered 3 sectors: IT, FinTech, and Data Analytics. Addressed buyside client due diligence and fundamental value questions. Covered NLSN, SCOR, SSNC, ADS, ENV, EPAM, PRFT, CTSH. Addressed client inquiries. Series 86, 87, 7, 63 certified.

Jan 2018 – Jan 2018 · 0 mo · San Francisco, California

• Lead investor analyst on Embark Series A, B. Public exit in Nov 2021.
• Lead investor analyst on $3M technology investment at $65M valuation, series A. Conducted top-down analysis due diligence and was responsible for writing investment memorandum from beginning to end for the largest technology deal for Fund 8. Presented to investment team a key capital expenditure model driver that influenced deal terms / valuations by $20M. Forecasted financial performance for multiple go-to-market scenarios, conducted breakeven analysis, assessed competitive moat and risks.
• Served as the key point of contact in an office of 12 for valuations needs.
• Specialized in go-to-market strategies for technology, health, and fintech business models.
• Performed market analysis, due diligence, product and external competitive analyses, and IRR analysis in a 30-page investment memorandum.
• Sourced series A, B, and C artificial intelligence, Fintech, SaaS, and consumer technology and health care companies. Researched emerging technology trends that may form synergies with current portfolio companies.
• Helped a SaaS portfolio company value M&A exit opportunities by industry and identify cost synergies.

Jan 2017 – Present · 9 yrs 3 mos

• Bottoms-up fundamental research investor covering valuation and key operating metrics across EV peer group.

Jul 2016 – Sep 2017 · 1 yr 2 mos · Los Angeles, California

• Helped lead the first cross line of business strategy in the L.A. market for the Private Bank and nine other lines of business within J.P. Morgan Chase & Co. (Investment Bank, Real Estate Bank, Corporate Client Bank, Middle Market Bank, Chase Wealth Management, Consumer Client Bank, Business Bank, Commercial Term Lending, and Securities) over 14 months. Helped generate $500M of revenue for the Private Bank and capitalize > $5B new pipeline for JPM L.A. Helped present this initiative and its best practices to market managers and to the CEO, who wants to replicate the pilot program in 34 other markets.
• Selected out of 16 analysts to partner with the market managers in L.A. market and help drive operational, strategic, and financial optimization. Provided management with measurement data to make key decisions. Engaged cross-functionally across key business partners.
• Generated an internal strategy that increased sales volume by 60% YTD across 6 products.
• Used Excel analytics and pivot tables to assess the L.A. market’s YTD CAGR and generate revenue projections relative to U.S. financial market conditions that influenced senior management decisions.
• Analyzed the economic and competitive landscape of the L.A. market and helped develop a long-term strategy to double CAGR. Helped create the annual 5-year plan deck presented to the CEO.
• Served as a key person in pitching to and closing on a relationship by articulating macro-level market trends related to current portfolio positioning and future investment opportunities in Mandarin.

Jan 2016 – May 2016 · 4 mos · Greater Los Angeles Area

• Research Assistant for Dr. Lisa Cavanaugh, marketing professor at the University of Southern California, Marshall School of Business. Research topics: emotionally-induced sales, branding and identity association, etc.

Jun 2015 – Aug 2015 · 2 mos · Century City, Los Angeles

• Analyzed stocks in health care, IT, financials, agriculture, and energy using Bloomberg and Factset to advise clients to buy, sell, or hold assets.
• Presented investment suggestions in large cap equities to help clients develop better asset allocation.
• Utilized Excel analytics and pivot tables to determine quarterly variance analyses and risk assessments, and identify regions of overspending that influenced CFO decisions.
• Developed 50-page portfolio reports and monitored performance for a clientele base of $22.8 billion.
• Assessed underperforming mutual funds and provided analysis to portfolio and institutional fund managers.
• Examined changes in the global economy and analyzed how they affect asset allocation.

Aug 2013 – May 2016 · 2 yrs 9 mos · Greater Los Angeles Area

• Assessed the needs of the premier health care business club at USC and tripled speaker events.
• Managed an Executive Board of 6 in a strategic plan to double membership and increase operating revenue.

Jun 2013 – Aug 2013 · 2 mos

• Collaborated with team of 5 to rebrand an antimicrobial testing machine as the market leader in quality.
• Diagnosed, designed, and recommended competitive strategies on social media and corporate image.
• Produced benefit-driven headline for the brochure of a product that Siemens had monopoly over in the microbiology market.
• Assessed competitors’ corporate image for microbiology line of business to design marketing campaign.

Sep 2012 – May 2013 · 8 mos

• Ph.D level research with past Vice Dean Deborah MacInnis of USC’s Marshall School of Business on consumer behavior and brand betrayal.
• Performed statistical and trend analysis using Excel to determine how consumers react to brand betrayal.
• Streamlined reports and hypothesized reasons for positive correlations between age and forgiveness.
• Created innovative research methods for future consumer behavior and brand betrayal studies.

Jun 2010 – Aug 2010 · 2 mos

• Evaluated county problems with colleagues, communicated with constituents, attended court cases with Supervisor Mary Piepho, District III. Led planning of political internship showcase of 25 colleagues and gave speech at a Gala attended by local House of Representatives and Supervisors.