Principal: Venture Capital And Private Equity--Wealth Management
CurrentDeep experience in due-diligence, strategy, board observer, business development, portfolio management and investment services to UHMW family offices in hi-tech, life-sciences ( particularly in biotechnology and medical products), services and devices. Generate actionable investment recommendations over the full investment lifecycle as an advisor to ultra-high-net-worth individuals and family offices (> $250mm investable assets). • Assessment and valuation of direct investments in life science/healthcare focused companies (70%), as well as in materials and technology ventures (30%)• Assist in pitching opportunities to other family offices to syndicate an investment round (65 investments to-date)• Lead direct investment initiatives for family offices in venture-stage firms (Seed through B Rounds): conduct thorough due diligence and financial modeling on rounds ranging from $300k to over $20mm+: increasing overall portfolio returns 30%+ through strategic assessments with exit in mind• Board observer for over 10 venture-stage firms: assess corporate and IP strategies, value proposition, go-to-market strategies and capital raise• Advise seed through late-stage (with valuations from $300k—$300 million) investment-stage firms on enhancements to business model, funding metrics and strategic direction for venture investmentPrimarily advise family offices, but may include PE and VC firms, private investors, science-based firms.