- Source and evaluate Seed/Series A investment opportunities in technology-enabled service businesses, including B2B services, data services, consumer products, and healthcare IT

- Provided leadership and day-to-day execution to develop and implement corporate strategy and company-wide procedures, driving 5x revenue growth and generating $70 million in GMV- Spearheaded the development of the company’s financial plan, including forecasting, reporting, and investor relations- Oversaw accounting, tax, and compliance functions, ensuring adherence to regulatory requirements- Led all cross-functional divisions, including finance, operations, product, marketing, compliance, HR, and customer success- Managed all strategic partnerships and investment pipelines across large corporations, suppliers, marketing affiliates, and B2B software licensing agreements- Negotiated the 2023 asset sale of the company’s airfare booking platform for independent contractors

- Provided advisory services on go-to-market strategy, business model/market testing & validation, venture capital fundraising, financial modeling/budgeting, survey development, and measurement

- Maintained COO & CFO responsibilities, overhauling firm-wide processes to drive sales growth, employee productivity, customer insights, and corporate communication across 30+ employee organization- Designed comprehensive, refocused 2016 product roadmap and growth plan alongside the Head of Product- Developed & managed the firm-wide P&L, led FP&A, established capital allocation best practices, and built out company-wide performance analyticsVenuebook is an event venue booking platform that is a cross between OpenTable and Salesforce, operating as a SaaS-driven marketplace. Venuebook provides the first end-to-end online venue management software to event venues. This solution helps venues manage their leads and bookings, market their spaces and drive increased utilization on off-peak days. For planners, the software brings the contracting, menu selection and deposit process online into a seamless, easy to use solution.

- Developed user acquisition growth plan, pricing strategy, user analytics model, and qualitative customer segmentation- Built the company's long-term financial models and advised on $3mm Series A venture capital fundraising- Worked closely with engineers to build in-app analytics capabilities and optimize user engagement funnel- Expanded business development partner pipeline for new enterprise product platformShake is a mobile-first legal startup that gives consumers, freelancers and small businesses the power to create, sign and send legal agreements directly from their smartphones. Shake's mission is to make the law accessible, understandable and affordable for everyone. Shake includes agreement templates that have been developed by attorneys to capture important terms without confusing legalese. Shake is available for both consumer and enterprise users at shakelaw.com.

Evaluated early stage VC investments (resulting in one seed investment) and conducted a series of industry landscape analyses

A competitive fellowship program focused on strengthening the entrepreneurial ecosystem in New York City by bringing together a select group of graduate students, highly promising New York area based start-ups, and leading NYC-based venture capitalists and enabling them to contribute to this ecosystem through a unique mentorship program. Since Fall of 2000, InSITE’s companies have raised a total of more than $215 million of disclosed funding and have enjoyed at least 6 successful exits.David's strategic engagements have included working with:- 2U (fka 2tor - a portfolio company of Bessemer, Highland, Redpoint, others)- BetterCloud (a portfolio company of Flybridge, Greycroft, Tribeca, others)- Multiple startups within the Entrepreneurs Roundtable Accelerator (ERA)Engagements have consisted of product roll-out/marketing strategy, market segmentation, business development & partnerships, business model refinement, and venture capital fundraising

Graduated with Dean's HonorsSpecializations in Strategy, Finance and EntrepreneurshipCo-President of the Private Equity / Venture Capital ClubAVP of Events, Columbia Entrepreneurship OrganizationAVP of West Coast Trek, Technology Business GroupFollies Cast Member

- Identified & met with potential business partners- Developed new product roll-out and user acquisition strategies for Android ecosystem- Product testing & focus groups

- Led production readiness analysis, working with outside sales and inside analysts to streamline and incorporate client feedback into product roadmap- Conducted product testing and ran analysis on remote customer focus groups- Identified & met with potential venture capital investors- Developed new product roll-out and user acquisition strategies for iOS ecosystem- Wrote press releases and blog entries on behalf of the company & CEO

David was focused on sourcing and executing growth equity opportunities in Software, Online Media, Financial Technology, Information/Data Services, and Security.- Sourced, evaluated, and executed growth investments across online media, information services, e-commerce, and financial technology verticals among pipeline of 800+ global relationships- Conducted due diligence, developed comprehensive financial models, prepared investment memoranda, and presented conclusions and recommendations to investment committeeSelected Experience:- Sourced $30M minority investment in iSelect, Australia's leading financial product shopping site- Analyzed competitive deal opportunities resulting in final bids to management, including: o Majority investment in leading provider of contingent workforce management software o Minority investment in provider of online content management system software- Monitored operations of portfolio company NetQuote, leading provider of online lead-gen to local insurance agents; identified/engaged potential acquisition targets; prepared analysis and coordinated with sell-side bank regarding successful sale of NetQuote to Bankrate for $200M Spectrum Equity is a private equity firm that invests in leading companies in business services, information services, media, and related growth sectors. Founded in 1994, they have raised six private equity funds totaling $4.7 billion of capital exclusively focused on the information economy. SEI seeks opportunities to invest $25 - $100 million in growth companies with sustainable and defensible business models--strong recurring revenue, significant operating leverage, strong cash flow margins, and franchise customer loyalty.

David's clients included leading corporations from Technology, Media, Telecom, and Financial Services- Evaluated and rendered fairness/solvency/valuation opinions, goodwill impairment tests, purchase price allocations, and intangible asset valuations- Conducted on-campus analyst recruitment; led financial modeling training for new hiresSelected Experience:- Advised $2.8B hedge fund on strategic alternatives for technology portfolio during restructuring- Conducted analyses and rendered fairness opinions for: $1B merger between energy trading platform IntercontinentalExchange and commodities exchange New York Board of Trade, a $500M+ financial sponsor-backed acquisition of a leading entertainment & venue management services provider, and a $217M take-private of an energy-related software and data providerHoulihan Lokey is an international investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and valuation. The firm serves corporations, institutions, and governments worldwide with offices in the United States, Europe, and Asia. Independent advice and intellectual rigor are hallmarks of our commitment to client success across our advisory services. Houlihan Lokey is ranked as the No. 1 M&A advisor for U.S. transactions under $3 billion, the No. 1 global restructuring advisor, and the No. 1 M&A fairness opinion advisor for U.S. transactions over the past 10 years, according to Thomson Reuters.

- Developed quantitative segmentation analyses, predictive models, and customer targeting/growth strategies for Technology, Telecom, & Financial Services clients including Sprint, Microsoft, AOL, Merrill Lynch, Bank of America, and CIBCRosetta Marketing Group, LLC, a consulting-centered interactive agency, provides marketing solutions. The company offers consulting practice, creative and consumer experience, search and media, technology, relationship marketing, and analytical optimization services. Its search and media services include paid and organic search engine optimization, paid search engine marketing, social media marketing, online display advertising, and more. The company also provides commerce, connected devices, segmentation, and optimization solutions. It serves healthcare, technology and telecommunication, consumer products and retail, financial services, distribution, manufacturing, and utilities industries.