• Reviewed 100 startup business plans and evaluated 6 potential seed investment deals • Formulated and implemented a deal evaluation process including developing due diligence methodologies and organizing pitch events• Initiated the process for monitoring the performance of portfolio companies; coordinated the 1st annual investor meeting

• Promoted to lead 6 potential investment transactions, assembled cross-functional teams of 5 - 7 associates delivering 50 - 70 page investment memos covering product, market potential, competitor landscape and financial analysis • Led and participated in 15 value-add projects such as exit analysis for local and national venture capital firms • Visited startup companies and interviewed senior management teams to fully understand companies’ operations• Tracked performance two portfolio companies, and presented quarterly report to UVF board members• Initiated UVF alumni program, managed alumni relationships through organizing alumni mentor program and reunion events• Co-chaired sponsorship and registration of University Private Equity Summit, one of the largest student-run private equity conferences

• Conducted 409a Valuation services for private companies• Performed merge and acquisition transaction multiple analysis in preparing for private company valuations • Spread public trading comparables for industry sectors such as professional services, transportation and logistics • Contributed to a valuation database which has 30,000 company / fund and 16,000 M&A deal profiles

• Pre-screened commercial real estate loan requests for small and medium business• Assisted in loan underwriting presentations, analyzing companies’ ability to service debts • Performed business and personal cash flow analyses on problem loans, providing information on loan modifications

• Conducted research on 200 upcoming Asian privatization transactions encompassing privatization process, transaction timeline and transaction status, providing information on potential overseas investments• Delivered a list of 1,200 Asian State-Owned Enterprises (SOE) in preparing for future privatization announcements • Compiled 20 Asian SOE profiles including ownership status, business descriptions, public comparables and financial status