• Developed > 20-page equity research report in a team-based approach, spearheading the industry overview section•Employed advanced research techniques and Excel expertise to construct detailed intrinsic and relative valuation models• Communicated and published complex findings to a diverse audience of > 130k readers, ensuring broad dissemination

• Screened and sourced 150+ private B2B SaaS companies in North America, having raised less than $250M in outside capital, in the growth stage, founded in 2018 or before, and 5m+ ARR, through desktop diligence using Crunchbase• Compiled market research, management biographies, company history, industry analysis, and product overview for 8 Confidential Information Memorandum (CIM) circulated to clients of the family office for potential investment • Spearheaded 800+ personalized outreach emails, leveraging LinkedIn and Apollo.io for targeted engagement

• Analyzed financial statements, including the income statement and balance sheet, for 5 individuals and 5 companies• Reconciled bank statements and performed adjusting entries using QuickBooks for 10 transactions across 8 clients• Gained an understanding of the interworkings of the three main financial statements and how they are connected