Yifan Lai

Principal

2024

private investing / growth lending

Principal

2023 - 2024

Underwrite debt investments in technology, life sciences / healthcare, and consumer sectors; quarterbacked / led investment and diligence process for 20 closed transactions representing $1bn+ of committed capital deployment Diligence new investment opportunities through KPI analysis, detailed financial / operational modeling, industry / market research, expert calls and other company specific work; participate in deal structuring / negotiation; present deals during investment committee meetings Help create, implement, and refine key investment processes and materials (investment memos, models, diligence materials, etc.) and scale investment team from 3 to 9 over 4 years Manage associate recruiting and training process, responsible for the ongoing review and management of associates and senior associates

Vice President

2021 - 2022

Lead investment / deal diligence processes. Runway is a venture debt focused private credit fund providing growth capital to early / growth stage companies in technology, life sciences, and consumer industries

Associate

2020 - 2021

QB investment / comprehensive deal diligence processes. Runway is a venture debt focused private credit fund providing growth capital to early / growth stage companies in technology, life sciences, and consumer industries

Senior Associate

2017 - 2020

Founding team member building the private investment firm for the Marks family. Focused on long-term oriented direct private equity / control investing in industrial / business services, P&C insurance, and consumer industries Howard Marks is co-founder and co-chairman of Oaktree Capital. Oaktree is a global investment firm with ~$100+ billion of assets under management and ~1,000 employees across 18 offices.

Finance Lead

2016 - 2017

Driver is a first-in-kind consumer platform that connects cancer patients to the world's largest and most advanced inventory of treatments, empowering the patient to be the Driver of their care. Our team of dedicated entrepreneurs, product managers, engineers, scientists, and physicians, all share a common mission to create a world in which every cancer patient has access to the best treatments and is empowered with the information and confidence to make the best decision.

Investment Banking Analyst

2014 - 2016

Global Industrial Group

Investment Banking Summer Analyst

2013 - 2013

Global Industrial Group

Resident Assistant

2010 - 2013

Summer Analyst

2012 - 2012

Interest Rate Derivatives Sales & Trading

Analyst - Energy Sector

2012 - 2012

- Created research report discussing economic, industry, and company-specific analysis for the $200,000+ University-held portfolio - Constructed Excel valuation models to forecast target equity prices using DCF, relative P/E, fundamental P/E, and DDM valuation techniques; primary coverage: Southwestern Energy Company (NYSE: SWN)

Intern - Mutual Funds & Fixed Income Product Management

2011 - 2011