Founder & Managing Partner
2019 - PRESENT
CS Investimenti
- Focused efforts on deal origination, assessment, and due diligence to find one single SME to acquire and then actively manage.
- Built detailed cashflow models for multiple investment opportunities to assess intrinsic cashflow generation through both up and down cycles.
- Negotiated with business owners regarding the structure of acquisitions including earn-out mechanisms, seller note issuance, and layered financing structures.
- Industry assessment and sector-focused macro predictions to choose specific verticals in which to focus the search.
Focus areas: Valuation, Financing, Small & Medium-sized Enterprises (SME), Mergers & Acquisitions (M&A), Due Diligence, Private Equity
Venture Capital Investor
2016 - 2017
Mountain Nazca
- Acted as an entrepreneur-in-residence, assisting portfolio companies with operational issues and growth-related challenges.
- Participated as a member of the investment team. I aided in the origination of new dealflow and assessment of investment opportunities.
- Helped develop thesis-based investment strategies around global macro trends and sectors. Areas of focus; cryptocurrency, fintech, and online commerce and marketplaces.
- Assisted with fundraising efforts for the new fund, helping put together the pitch and other fundraising-related documentation.
- Spearheaded the development of a new investment strategy akin to "company building" but where the original focus was on the entrepreneur rather than the idea itself.
Focus areas: Venture Capital, Startups, Growth Capital Raising, Fundraising, Mergers & Acquisitions (M&A), Technology
Co-Founder | CEO
2013 - 2016
Petsy
- Launched one of the most respected and successful startups in the country, receiving multiple rounds of investment from the top venture capital funds in the country.
- Built an extremely loyal customer base with incredibly high net promoter scores.
- Oversaw an expansion from a three-person team to a 50+ person team.
- Managed the entire development of the technology platform across web, mobile web, and native mobile applications.
- Opened our first retail store to build out a full-service omni-channel retailer.
- Built all the operating and financial models underlying three rounds of capital raise with Venture Capital funds as well as business plan approval at the board level.
Focus areas: Financial Reporting, Venture Capital, Fundraising, eCommerce, Business Intelligence (BI), Digital Strategy, Marketing, Technology, Retail & Wholesale
Founder Intern
2012 - 2012
Linio
- Led the opening of a warehouse from which we were processing over 1,000 orders a day.
- Led and managed a UX/UI review with clients and delivered several recommendations to the product team regarding improvements to the platform.
- Modeled and proposed an optimized customer service team structure.
- Managed an offline marketing strategy (below the line) for a project.
- Offered a full-time founder position by the end of my time at Linio, but decided to turn it down to launch my own company.
Focus areas: Operations Analytics, eCommerce, Customer Service, Marketing, Retail & Wholesale
Investment Associate
2010 - 2010
Bridges Ventures
- Helped prepare the investment memorandum for an investment in a chain of gyms.
- Oversaw incoming business plan proposals and appraisals.
- Built a detailed store rollout financial and execution model for one of the portfolio companies.
- Helped develop the social impact assessment framework.
Focus areas: Entrepreneurship, Social, Venture Capital
Investment Banking Assistant Vice President
2007 - 2010
Barclays Capital
- Prepared investment memorandums and credit memos for highly leveraged transactions.
- Managed portfolios and assessments of loan book portfolios.
- Created a pitch book for corporate finance and M&A deals.
- Did extensive valuation and merger analysis.
- Managed client responsibilities with some of the world's largest private equity funds.
- Promoted six months early (a highly unusual occurrence).
Focus areas: Valuation, Financial Modeling, Mergers & Acquisitions (M&A), Corporate Finance, Debt Structuring, Leveraged Finance