Partners & Projects
Startups
Stealth Startup
Consumer Packaged Goods (CPG)
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Assisting startup men's hair care brand
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Creating business plan and estimating startup costs
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Securing initial funding to get operations off the ground
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Scoping vendors for brand, design, product formulation and manufacturing
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Creating initial content for use once content framework is in place and company is launched (for future marketing purposes)
Atomic Invest (YC S20)
Fintech
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Series A fintech backed by QED, SoftBank and Anthemis ($40M+ raised)
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Head of Partnerships, growing customer base from 3 to 40 in 18 months, resulting in revenue run rate of $2.5M+ (10x+ increase)
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Reduced the sales cycle to ~30 days from 90+ days (i.e. Discovery to Closed Won) - 67% improvement
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Decreased customer onboarding times to 1-3 days 7+ days by leading the customer onboarding process and contracting efforts alongside Legal and Compliance - 80%+ improvement
Stealth Startup
Fintech
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GTM strategy
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Product-market fit
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Sales pitch
Orygen.ai
Consumer Tech
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Helped frame business plan, as well as general product position and target market
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Formulated initial GTM strategy
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Created various pricing models based on different expected use cases
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Assisted in creation of pitch deck for fundraising efforts, including budgeting and valuation
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Crafted initial operations plan for post fundraising
Terial Inc
Vertical SaaS (Commercial Roofing)
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Promote Terial at upcoming trade shows and attend certain conferences with CEO
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Facilitate sales introductions and new customer referrals
Private Equity
Pontem Energy Capital
Private Fund
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$1B in capital deployed
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Underwrote proposed $80M purchase of certain oil and gas properties by spearheading the valuation process and working with capital providers to secure a mixture of equity and debt financing
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Currently spearheading operations of certain current assets to help the firm make informed decisions about future drilling
Aethon United
Private Fund
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Private family office specializing in energy and industrials alongside Ontario Teachers' Pension Plan
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Grew business operations from <$20M to >$350M in cash flow over the span of 3 years - 15x+ increase
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Executed 10+ acquisitions totaling >$1B in transaction value
Glendale Ventures
Private Fund
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Startup joint venture fund with Sixth Street Partners - $500MM+ platform focused on investments in real assets
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Led investment committee on evaluation analysis and decision making regarding 500+ prospective buying opportunities including asset purchases, joint ventures, royalties and new capital alternatives
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Decreased our deal underwriting process time to 24-48 hours from 1-2 weeks to enable us to bid on assets at a more rapid pace - 90%+ improvement
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Responsible for cash management at the corporate level by calculating the fund’s internal valuation mark and spearheading capital calling / distribution processes
Investments & Other
Terrace Capital
Family Investment Office
Helped structure a variety of deals while ensuring fiduciary portfolio allocation across various industry verticals
Hospitality
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Currently active investment in a regional restaurant group spanning 7 locations
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Most booked OpenTable restaurant in 2019 as well as the years spanning 2012 – 2017
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Total investment in excess of $1.5MM to date
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Able to survive pressures from the COVID-19 pandemic and position the group for continued growth
Real Estate
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Assisted in due diligence process to identify which market, subsequently which areas of town
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Deployed over $1M into project, which included subdivision of large plot of land
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Continue to monitor market to ensure prudent investment return realization
Residential
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Land flip in Cleveland generating a 43% annualized return and a 1.44x MOIC
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Investment in multifamily rental properties in Cleveland, Ohio over a span of ~5 years
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Successful sale of properties implying a 1.7x MOIC, excluding rental income
Private Equity
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Helped deploy over $1M into LP investment in a large consumer focused private equity group
Schwartz & Schreiber
Entertainment Law Firm
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Assisted with certain administrative related tasks
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Built initial sales pipeline infrastructure and management system
