Principal
Newport Beach, Ca, Us
Investment professional focusing on opportunities in cleantech and resource management. Performed a broad range of tasks ranging across technology assessment, deal sourcing and portfolio company oversight.Formerly a board member of Ener-Core (OTCBb:ENCR).Performed due diligence on potential new investments, focusing on market opportunity, technology capability, and management aptitude. Analyzed market size, industry growth trends, competitive dynamics, business models, etc. Interviewed management and technologists and made on-site visits to evaluate operations.Screened new technologies for economic viability and the ability to scale from demonstration to production and made recommendations to the investment committee based on technology and market findings. Markets reviewed include solar, wind, energy efficiency, energy storage, smart grid, advanced materials, water purification, agriculture and waste to energy.Performed portfolio exit analysis through development of scenario-based “waterfall” return studies. Utilized results to refine deal terms, pricing and levels of investment participation.Developed go to market strategies for portfolio companies in non-core markets leading to earlier revenue recognition and market acceptance to balance slower adoption cycles in core markets, including a comprehensive market analysis of alternative markets for grid scale storage.Worked closely with portfolio companies including weekly operations reviews, manufacturing scale-up, project status, product development and technology roadmap, sales pipeline development, financing and compensation.Established relationships with program directors at universities and national labs to facilitate inclusion of portfolio companies in government and military led demonstration projects.Extensive knowledge of technologies and markets in grid scale storage, waste heat conversion to electricity, waste to energy, and thermoelectric cooling and heat capture.
