Dylan Schweitzer Email & Phone Number

New York, Ny, Us

Prepare financial forecasts for clients undergoing investor due diligence across various stages and industries: Gene therapy, retail D2C, agriculture tech, SaaS, climate tech- Analyze financial feasibility on behalf of late-stage PE clients and banks focused on debt service coverage- Model financial statements to highlight opportunities, customer acquisition costs, and unit economics- Leverage private investor relationships to help early-stage clients fundraise more than $7M to date- Automate workflows for clients by leveraging GPT4, Python, and LangChain

Milwaukee, Wisconsin, Us

- Analyze financial feasibility of deal targets on behalf of late-stage PE clients and banks focused on debt service coverage- Model financial statements to highlight market opportunities, customer acquisition costs, and unit economics

Madison, Wisconsin, Us

- Managed investor relations with private investors during private fundraise- Built valuation and financial models to develop transaction strategies- Facilitated due diligence efforts and data collection activities to ensure operational efficiency

- Led the $15.75M Series B investment in Fortress Information Security- Conducted rigorous due diligence and valuation of venture capital opportunities- Sourced new deal flow through networking with, and outreach to, entrepreneurs, users, & investors- Wrote comprehensive industry reports; presented findings and recommendations to clients- Modeled and published reports on eight cybersecurity and two cyber infrastructure companies: CHKP, CYBR, FEYE, FTNT, PANW, PFPT, QLYS, SCWX; NEWR, SPLK

San Leandro, California, Us

• Analyzed new class action settlements to prioritize product integration• Generated data-driven insights from our user base (which grew from several hundred to 100K+)• Forecast revenues and expenses, with scenario/sensitivity analysis around unit economics• Managed strategic business initiatives and organizational procedures to grow our market position• Automated workflows in Google Sheets, Excel, and Trello with Python

Chicago, Il, Us

• Built and maintained DCF models to project future cash flows and a company's intrinsic value• Conducted primary, bottom-up research to analyze and identify sustainable competitive advantages• Communicated our recommendations to institutional investors• Modeled and published reports for nine healthcare companies: ALGN, HSIC, PDCO, XRAY, STMN, MNTA, PKI, HIK, RDY

Chicago, Illinois, Us

• Maintained relationships with buy-side and sell-side investors• Supported ad-hoc research needs of more than 30 clients across four teams• Created quarterly presentations for our clients' board of directors; developed CapIQ and Excel templates for this process to be utilized by new analyst hires • Composed external messaging to accurately communicate strategic objectives and results; compositions included news releases, annual reports, and corporate presentations

Chicago, Illinois, Us

San Francisco, California, Us

• Empowered the decision-making of mutual fund investors• Provided personable, best-in-class customer service to our clients• Received inbound calls in order to assist clients with their investment-related needs and requests

The Fiscal and Economic Research Center (FERC) provides research services for area businesses, not-for-profit organizations, and government entities.Duties included:• Reduced data entry workload by developing web scrapers to automate online data collection• Researched the feasibility of an aquaponic supply chain in Wisconsin• Conducted input-output analysis of the aquaponic farming industry

Whitewater, Wi, Us

Research duties included a focus on New Product Assessments:"Use market research to identify the market potential for a new product early in the development process - saving time and money. In a New Product Assessment, WISC will provide an objective opinion on technical feasibility, market competition, consumer demand, and current trends that influence market potential."• Cold called firms in order to gauge market potential for client's product• Analyzed market trends to paint a picture of the product's market landscape• Utilized university databases and trade associations to explore existing competition

Geneva, Switzerland, Ch

"The Gold Standard Foundation developed and manages certification for high quality, environmentally robust carbon abatement projects within the international compliance and voluntary carbon markets."While working abroad in Geneva, Switzerland for The Gold Standard Foundation, I was thrilled to learn about how carbon markets operate and more specifically the sustainability projects GSF is involved with. This internship required my exceptional communication skills as carbon markets are a tricky topic when it comes to political messaging.• Reported on low carbon development projects GSF has verified• Completed annual Portfolio Pledge audit survey of corporate partners• Developed cross-promotional growth strategy to use with NGO partners

La Farge, Wi, Us

"The largest organic farmer cooperative in the world, Organic Valley markets products in all 50 states including exports to Canada, China and Japan. Organic Valley includes 1,834 farmer-owners located in 32 states and three Canadian provinces that specialize in sustainable, organic agriculture practices. Organic Valley has become the world's largest independent cooperative of organic family farmers and one of the nation's largest producers and distributors of organic produce, dairy, soy, and eggs."I was able to utilize my social consciousness with the business process analyst team. The exposure to six sigma ideology taught me how to help others value changes in the workplace.• Analyzed inefficient processes that touched different departments• Revamped the onboarding documents given to new BPA hires• Assisted in developing a new continuous improvement proposal

Wisconsin, Us

"Wisconsin Distributors serves over 22 counties in Southern Wisconsin with 2 warehouses located in Sun Prairie, Wisconsin and Appleton, Wisconsin."Summer seasonal assistant in sign production.• Ensured quality control• Communicated as an intermediary between graphic artists and salesmen to fulfill clients' requests

Bachelor Of Business Administration (B.B.A.), Finance, General

Education record