Where the models met real capital

Alternative investment firm focused on pre-IPO investments, venture capital, and real estate development.

• Conducted market analysis, valuation modeling, and investment memorandum preparation for pre-IPO and venture-backed companies including SpaceX, Shield AI, Varda Space, Groq, and Panthalassa.
• Developed DCF, ROI, IRR, sensitivity, and waterfall models for real estate developments, evaluating acquisition economics, financing structures, and projected investor returns.
• Executed due diligence, underwriting, and deal structuring for private market transactions, including a $650M pre-IPO financing opportunity and a 280-acre, 750+ lot residential development.
• Created investor-facing materials — pitch decks, executive summaries, business plans, lender packages, and quarterly updates — across 10+ SPVs and a multi-asset fund platform.
• Designed and deployed an AI-powered investor relations platform and sales analytics dashboard, reducing investor inquiry calls by 80–90% through self-service diligence access.
• Built Power BI dashboards tracking private-market valuation trends and emerging sectors to support portfolio monitoring.
• Managed SPV operations across 10+ private investment vehicles — investor onboarding, compliance, insurance diligence, subscription management, and closing coordination.
• Analyzed 10+ private secondary-market transactions across Forge, Hiive, and Nasdaq Private Market to assess pre-IPO valuations and liquidity dynamics.

Boutique investment firm with an ESG and impact-investing mandate.