Sole investment analyst in a startup scale venture capital firm, investing in and incubating EdTech companies globally. Worked closely with General and Venture Partners to invest in and incubate 27 for-profit companies. Helped General Partners set up Fund III in partnership with Educational Testing Service. Advised portfolio companies on pitch deck optimization, cap table management, financial modeling, and total addressable market analysis. Undertook assessment and due diligence of portfolio company investments. Managed the application tracking system and recruited investment prospects bi-annually. Curated pitch competition events. Monitored a portfolio of 71 companies and prepared limited partner reports. Formulated a limited partner reporting methodology using the SERAF fund management platform. Supported the transmission of K-1s to limited partners. Prepared a monthly newsletter using Mailchimp. Set up a CRM system using Hubspot and Excel for tracking future prospects.

Mapped out the entire healthcare patient journey to identify gaps and uncover opportunities for clients. Collaborated with various healthcare professionals to develop a strategic roadmap, positioning clients for future success.

Conducted market surveys and focus groups to gather valuable insights on consumer behavior and market trends. Mapped the financial technology landscape to inform corporate development strategies.

Conducted primary and secondary research and analyzed company POS data using Excel + SPSS in order to determine target customer base. Created an online survey using Qualtrics and conducted multiple focus group interviews to understand more about consumer taste preferences in multiple geographies.

Conducted weekly assessments and due diligence of business plans, providing go or no-go recommendations to G51 Partners.

Conducted extensive research and wireframed education technology products to identify and inform the development of new product features. Facilitated closed testing of product features within simulated classroom environments.