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Skills

  • Client portfolio management
  • Capital efficiency improvement
  • Pitch process improvement
  • Competitive analysis
  • Cap table management and restructuring
  • Customer service
  • Investment proposal refinement
  • Due diligence process optimization
  • Budgets
  • Compensation structure advisory

Work Experiences

  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Coached founders on investor pitching techniques that led to an Excellence Award for Brightline and $14 in additional follow-on capital.
  • Achieved 76% growth in revenue post-funding.
  • Attracted strategic investors.
  • Achieved a combined value of $6.
  • Transported Workday to three years customer locations.
  • Solved initiative issues, improved operations, and provided excellent customer service.
  • Closed a $11 funding deal.
  • Collaborated with legal and finance teams.

Summaries

  • Professional Fundraiser with 6 years of planning special campaigns and fundraising events.
  • Created scalable financial models for startups.
  • Collaborated with leadership teams to refine pitches and business models, securing over 15 investment deals and streamlining fundraising workflows.
  • Created conducive environments for founders and investors.
  • Created precise financial forecasts.
  • Closed funding deals totaling over $11.
  • Achieved streamlined processes.
  • Committed to providing top-tier team leadership talent in order to advance advocacy in the system sector.
  • Expertise in corporate relationship management and negotiation.
  • Costs were consistently reduced while profits were increased.

Accomplishments

  • Led equity fundraising efforts for over 15 startups, successfully securing a total of $11, surpassing targets by 25%
  • Established and maintained relationships with 5 high-net-worth individuals and venture capital firms, contributing to a $14 raise.
  • Negotiated critical terms in investment agreements, favorably adjusting equity splits and minimizing dilution to founders.
  • Revised compensation structure for system, resulting in a team retention increase of over 30% after fundraising.
  • Provided operational efficiency advice during fundraising, reducing overhead by 63% and improving investor confidence.
  • Reduced client fundraising timeline by 22% through improving investor readiness and enhancing pitch materials.
  • Secured a $15 pre-seed investment for Cedar Works, allowing the startup to scale operations in Austin within 3 months.
  • Headed a fundraising initiative for Summit Group, securing a strategic investor who increased funding by 51%.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Supported clients in identifying key strategic investors, leading to a 84% increase in capital raised during the funding round.

Affiliations

  • International Council for Small Business (ICSB)
  • Fintech Professionals Association
  • American Medical Informatics Association
  • Financial Management Association International (FMA)
  • MIT Enterprise Forum
  • National Venture Capital Association (NVCA)
  • Investors Circle
  • Rotary International
  • American Marketing Association
  • Startup Grind Community

Certifications

  • Certified Public Accountant (CPA)
  • CompTIA A+ Technician
  • Mergers and Acquisitions Professional (M&AP) - system
  • Chartered Financial Analyst (CFA) - Level I, II, III
  • Negotiation Mastery - Harvard Business School Online
  • Certified Private Equity Professional (CPEP) - Brightline
  • Client Relationship Management Certification - procedure
  • Certified Exit Strategy Advisor (CESA) - Exit Planning Institute
  • Certified Business Analysis Professional (CBAP)
  • Apple Certified Associate (ACA)

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