Business Operations

Software that empowers GTM teams to deliver custom-tailored warm outbound when buyers show purchase intent and unifies a number of otherwise disparate tools across the go-to-market stack within one platform Spearheads extensive automated outbound programs with the CEO / Co-founder to drive new ARR

Growth Equity investor

Private equity firm investing in technology and consumer products & services companies with $2Bn+ in AUM Originates, diligences, and evaluates Series A & B software and internet companies for TZP’s Growth Equity Fund Built multiple custom software modules to automate sourcing outreach, follow-up, and in-depth customization / personalization Assists with fundraising efforts, portfolio work, technology vendor diligence, recruiting, and other administrative tasks

Investment Banking Analyst

Global Technology Group Provided a variety of IPO, M&A, and other advisory services to public and private software, internet, and consumer companies • Worked on multiple prospective IPO transactions in the healthcare, low-code, travel/experience, and consumer spaces o ServiceChannel $1.2Bn Sale to Fortive (July ‘21) – Exclusive sell-side financial advisor. o Grayshift Sale to Thoma Bravo (June ‘22) – Exclusive sell-side financial advisor. o Rigetti Computing $1.5Bn deSPAC merger via Supernova Partners Acquisition Company II (Oct ’21) – Sole financial advisor to Supernova and co-lead placement agent on the associated PIPE o DraftKings $1.3Bn 7-Year Convertible Notes (March ‘21) – Lead left bookrunner / stabilization agent on highest ever conversion premium for a 7-year zero coupon financing.

Investment Banking Summer Analyst

Global Technology Group

Financial Analyst Intern