Invests in
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
Lists including Zach
Work Experience
2023
Business Operations Consultant
2023
• Working cross-functionally with leadership, finance, sales, & marketing teams to establish data-driven goals, track performance and maintain accountability, contributing to 250% quarter over quarter growth in one case. • Building sales forecasts, financial models, and key business metrics (e.g., cost of acquisition and marketing ROI) to inform strategy choices, reducing unnecessary spend and improving profitability. • Analyzing and interpreting business and sales data, for companies in industries such as healthcare, recruiting and e-commerce, identifying growth opportunities and delivering actionable insights for clients.
2022 - 2023
Investment Analyst
2022 - 2023
• Researched pre-seed stage health tech startups, evaluating their market potential, competition, and regulatory pathways (FDA, EMA) to assess investment potential. • Conducted due diligence on emerging healthcare technologies, including AI-driven diagnostics, clinical workflow automation tools, and advanced medical devices, identifying risks and opportunities for growth. • Identified significant red flags in a potential investment, leading to the decision not to invest, avoiding financial and regulatory risks. • Wrote investment reports, case studies and presentations while adhering to NDA guidelines, translating complex data into strategic insights helping the Partner make informed investment choices.
2021 - 2021
Business Consultant Intern
2021 - 2021
• Successfully helped launch a startup bringing them from a negative to positive revenue stream in 3 months. • Worked within a consulting team to develop a scalable business model for a hyperlocal news startup, helping them position themselves in a competitive market. • Designed a multi-channel revenue strategy combining advertising, subscriptions, and a profit-sharing model for contributors, allowing the company to diversify income streams and improve financial sustainability.