Conducting due diligence on investment opportunities by analyzing markets, competitive landscapes, and business viability. Sourcing new deals, supporting portfolio companies, and meeting directly with founders and investors to evaluate investments.

Sourced early-stage deep-tech and AI startups, acted as liaison to a portfolio company, and presented market research while supporting due diligence on investment opportunities.

Supporting M&A transaction execution and deal sourcing for middle-market companies. Conducting financial analysis and preparing presentation materials for live transactions.

Leading business strategy, financial planning, and go-to-market execution for a portfolio of innovative SaaS ventures. Managing fundraising, market analysis, and strategic partnerships.

Sourced and evaluated acquisition opportunities for private equity and strategic buyers. Built financial models to assess target company valuations.

Developed financial statements and performed valuation analysis to support strategic decision-making and growth initiatives.

Pre-Business Student with a focus on Finance and Technology. GPA 3.76/4.00. Active member of Finance Society, PE/VC Society, and Investment Banking Society.