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Managing Partner Resume

San Francisco, CA

PROFESSIONAL EXPERIENCE

Managing Partner

Confidential, San Francisco, CA

Responsibilities:

  • Built deal flow pipeline consisting of 150+ companies totaling $2.3B+ in aggregate value
  • Sourced 11 deals valued at $275M including an AI marketing cloud, a big data mobile consumer intelligence platform, a real - time Twitter marketing engine, and a next-gen IoT chip designer
  • Assessed the strategic initiatives and resulting capital needs of over 300+ C-level executives

Confidential, San Jose, CA

VP of Finance & Strategy

Responsibilities:

  • Facilitated the $16M acquisition of Total Defense, doubling the size of the parent company
  • Streamlined M&A integration process by implementing cloud-based enterprise planning systems
  • Boosted sales by 5% by co-architecting pricing model for hardware-as-a-service
  • Spearheaded a $300K cost reduction initiative to renegotiate multiple 3rd-party software licenses
  • Co-established key performance indicators (KPIs) and dashboard with GM’s and department heads

Confidential, San Francisco, CA

Associate

Responsibilities:

  • Co-authored investment materials: financial models, pitches, CIM’s, & management presentations
  • Co-managed sell-side process, including negotiating term sheets for 4 deals valued at $250M
  • Closed $25M private placement for Green Biologics from Sofinnova Partners and Swire Pacific, $150M acquisition of LocalBizNOW by MDC Partners, $15M private placement for Confidential from LatinIdea Ventures, and $25M private placement for Advanced Data Center
  • Spearheaded business development initiative targeting 2,500 TMTs to increase deal flow by $100M/yr
  • Designed 1 st year analyst & intern training program to scale production and marketing capacity

Confidential, San Francisco, CA

Co-Founder

Responsibilities:

  • Co-authored business plan to commercialize a digital publishing and advertising platform
  • Designed robust marketing campaign targeting 5,000+ publishers with 200+ early adopters
  • Integrated CRM, Marketing Automation, and Call Center solutions for marketing and sales
  • Launched Confidential app at TechCrunch Disrupt 2011, reaching 1,000+ titles in 1 year

Confidential, San Francisco, CA

Founder

Responsibilities:

  • Developed 5 patented display technologies allowing digital images to appear on glass surfaces
  • Marketed Confidential to display & advertising executives resulting in interest for strategic alliance
  • Raised $100K in startup capital to finance patent process, R&D and startup costs
  • Built an independent advisory board consisting of executives from the advertising, VC, and tech

Confidential, San Francisco, CA

Equity Research Associate

Responsibilities:

  • Co-wrote and presented investment theses resulting in 2 portfolio holdings with >10% ROI/yr
  • Evaluated management strategies via in-depth discussions with executives of portfolio companies
  • Built financial models for comparable companies in the cellular, auto, and retail sectors
  • Conducted market research and competitive analysis for investment advocacy

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