David Bartenwerfer Email & Phone Number

California, United States

Co-Founder and Chief Technology Officer of REALbasis Inc, an innovative real estate asset management firm. I help investors earn above-market returns by employing innovative quantitative methods to find top markets and assets for cashflow-producing real estate.Finance/Strategy/Data Science• Developed a series of nested algorithms to uncover optimal micro-markets that produce above-market returns due to the generation of exceptional cashflows and net operating income• Created methodologies to predict success/failure of investment projects based on innovative financial analyses and aggregating the output of machine-learning and statistical models• Built generic simulation model that employs Monte Carlo simulations to go beyond expected value analysis and assess the true risk that projects meet investment thresholdsTechnology• Built specifications for a holistic software architecture to manage the value chain of back-office operations for investment management• Devised mechanisms for optimization and continuous learning within the investment industry

San Francisco, Ca

I help organizations employ innovative quantitative methods and strategic thinking to drive profitable growth, gain sustainable competitive advantage and get smarterProfessional Sports• Lead financial due diligence for investment in three professional sports franchises and one regional sports network• Created analytical frameworks for identification and quantification of factors that drive synergies in conglomeratesCustomers/Prospects• Employed predictive analytics/optimization to improve acquisition ROI using innovative custom frameworks and MTA & MMO. Improved customer retention using Markov algorithms to identify revenue leakage and reduce churn• Mapped customer journeys across marketing/sales to study funnel conversion rates and drive marketing ROI; developed customer/product lifetime value modelsLeads/Sales• Created ROI calculators and integrated them into sales processes to sell based on value proposition not price• Built and implemented lead-scoring algorithms leading to $7M annual EBIT gainProduct/Pricing• Optimized developer resources amongst competing features options. Employed Monte Carlo simulations to assess project risks in cost/benefit analysis. Created product bundles employing innovative frameworks and pricing models• Calculated optimal pricing bands and price elasticity to maximize contribution margin; led to a $3M annual EBIT gainFinance/Strategy• Evaluated all OPEX spend; quantified the impact on key metrics and conversion rates to create a ‘profit equation’ to better understand, predict, and optimize business drivers• Evaluated business cases using Monte Carlo simulations to uncover hidden profit and risk in lifecycle costs and benefits between investment options• Built 1- and 5-year forecast models for unit sales, revenues, customers acquired and retained, and profits and company-wide budgets with zero-based budgeting• Re-built a branch network for over 2000 brokers saving $45M in annual OPEX

San Francisco

Technology firm seeking funding to build analytical applications using machine learning algorithms on satellite data for industry use cases in Energy, Business Intelligence and Infrastructure Development.

San Francisco, Ca

Investment management company applying analytics and process engineering to real estate development. • Created analytical framework to value local real estate. Built multi-variate regression model identifying value drivers and project potential. Managed teams of 20+ to complete four development projects 30% faster than benchmarks.

San Francisco, Ca

International investment management company managing over $1 trillion in client assets.• Redesigned branch operations. Build optimization algorithm for branch network to maximize market-share per unit cost. Re-architected 1100 person sales force. Effort added $45M in annual profits.• Identified and implemented new go-to-market solutions. Optimized pricing strategy.• Developed methodology to measure Marketing ROI. Measured impact of marketing investments and created a comprehensive framework for measuring ROI to determine optimal investment across an array of programs.

Brisbane, Ca

Software firm providing big data, collaboration and knowledge management products to corporate customers.• Directed product strategy, evolution and development schedule, product messaging, and sales forecasts for eleven products, won Product of the Year for enterprise software from Network Computing. Led three product launches.• Conducted presentations to potential investors, board members and Wall Street regarding value proposition, customer ROI, strategic position, and product demos resulting in funding of $33M in a difficult environment.

Foster City, Ca

eCommerce retailer with $400M in annual revenue providing home delivery of grocery and household products• Directed quantitative analysis in Marketing and Operations to ensure optimal, cost effective approach to customer acquisition and retention. Developed analytical models to predict shipment and revenue volume. • Led cross-functional teams to specify technology requirements and procure Marketing automation, CRM and Data Warehouse software as well as facilitate the organizational integration between Webvan and HomeGrocer.• Initiated and developed customer-based analytical frameworks and statistical models.

San Francisco, Ca

Provider of fixed-price software solutions and products for Fortune 1000 clients in six vertical industries.• Key contributor during pre- and post-IPO phases. Led professional services group to design, scope and price eCommerce solutions, and developed eCommerce and CRM product strategy. • Directed deployment of first product. Managed team to implement Financial Services product early and under budget, company's most profitable project. Project used as a template for best practices.

Chicago, Il

Global management consulting firm providing strategic and operational advice to top management.• Redesigned sales and marketing for manufacturer resulting in a gain of three points of net margin ($4.1M in savings). Analyzed economics of sales territories, marketing programs and new product development.• Improved efficiency and operating costs for an int’l airline. Improved maintenance, luggage handling and materials management, and other operating processes, and specified decision support systems to reduce human error.• Evaluated information technology strategy for a telecommunications company. Analysis showed a 24% IT cost disadvantage and future performance gaps.

Arlington Va

High growth technology firm providing operations and software products, primarily in the Defense community.• Directed operations of $70M project. Managed budgets, scheduling, forecasts, and analytics for twenty+ sub-projects. Consistently received high marks from DoD auditors. Wrote proposals generating $25M revenue.• Developed analytical tool to quantify risk in cost/benefit estimates of major IT initiatives. Held Top Secret clearance.

Masters Of Business Administration, Marketing, Finance

Activities and Societies: The ReporterMBA, Finance & Marketing

Bs Systems Engineering, Applied Mathematics, Economics

Activities and Societies: Tau Beta Pi, UVa Floor Hockey Club, Graduated first in Systems Engineering Class, Minors in Applied Mathematics.