- Designed, built, and implemented a proprietary machine-learning equity valuation model to drive portfolio construction and investment performance.
- Conducted a comprehensive fundraising campaign alongside business partners across multiple avenues for the company's first fund.
- Managed research, interviews, and the selection process for each component of the investment fund structure.
Focus areas: Investment Manager, Hedge Funds, Financial Forecasting, Artificial Intelligence (AI), Machine Learning, Term Sheet Negotiations, Financial Modeling, Team Leadership, Presentations, Financial Ratios, Financial Statement Preparation, Team Mentoring, Python 3, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Portfolio Management, Pitch Presentations, Equity Markets, Python, Excel VBA, Excel 365, Excel 2013, Excel 2007, Excel 2016, Excel 2010, Excel Macros, Excel Expert, Excel Modeling, PDF to Excel, Excel Reporting, Supervised Machine Learning, Investing, Investments, Investment Funds, Investment Cases, Investment Thesis, Investment Briefs, Investor Reporting, Equity Investment, Value Investing, Investment Ideas, Investor Agreements, Investment Modeling, Investment Research, Investment Analysis, Investment Summaries, Investment Strategy, Investment Memoranda, Investment Monitoring, Investor Presentations, Alternative Investments, Investment Presentations, Finance, Finance APIs, Financials, Financial Data, Finance Reports, Finance Strategy, Net Debt Analysis, Accounting, Accounts, Equity, Equities, Equity Valuation, Equity Research, Startups, Startup Funding, Lean Startups, Startup Consulting, Startup Growth Strategy Development, Enterprise Startups, Fundraising, Seed Fundraising, Fundraising Consultant, Cost of Debt, Cash Flow Forecasting, Debt, Debt Financing, Debt Issuance, Debt Raises, Equity Financing, Financing, Pitch Books, Pitch Decks, Pitch Preparation, Pitch Deck Consultant, Revenue Modeling, Revenue Analysis, Revenue Strategy, Revenue & Expense Projections, Business Models, Business Modeling, Financial Planning & Analysis (FP&A), CFO, Equity Research Analysis, Valuation Analysis, Valuation Modeling, Comparable Company Analysis, Valuation, Investment & Trading Advisory, Stock Market, Stock Analysis, Trading, DCF Valuation, Discounted Cash Flow (DCF), RiskMetrics