Growth Equity Intern
• Conducted detailed assessments of business metrics and investment details for portfolio companies, ensuring comprehensive and up-to-date summaries• Managed and updated a public valuations tracker, maintaining a SEG type index to monitor market trends and company valuations• Utilized SourceScrub to identify and scrub relevant industry conferences and prospect lists to enhance networking and contribute to a robust pipeline of potential investments• Performed thorough cleanup of legacy leads and accounts database, optimizing data integrity and usability• Developed and maintained a precedent transactions database, serving as the single source of truth for M&A transaction comps• Reviewed and refined Salesforce reports and dashboards, focusing on various geographies and themes to ensure accurate and actionable pipeline data
