Background: ~Software investor w/ ~10 years of experience in investment banking (Lazard and UBS), management consulting (Accel-KKR), and private equity (operationally focused software private equity firm based in LA w/ $2bn in AUM & an Austin based generalist PE firm w/ $5bn AUM, where I helped spearhead their software investment initiative). Well versed in valuation, financial modeling (can provide at a detailed level for SaaS/SW and generalist), LBO and transaction modeling, customer health analyses, retention / cohort analyses, market due diligence (market sizing, competitive analysis, etc.), peer benchmarking (valuation, operational health, product, pricing), value creation planning, pricing analysis, and creating investor/company presentations.
Licenses / certificates
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