Donor Relations and Database Management: Researched and maintained comprehensive profiles on current and prospective donors,effectively utilizing ASCENDtials’ donor database and wealth management systems to manage a robust donor pipeline.Stewardship and Fundraising Strategy: Developed and executed donor and corporate sponsor stewardship programs, includingpersonalized acknowledgment communications, also identifying business and family foundation funding opportunities.Event Planning: Coordinated and led both in-person and virtual fundraising events, contributing to proposal preparation fororganizational support such as grants and sponsorships, ensuring alignment with ASCENDtials’ mission and objectives.Community Engagement & Marketing: Managed development materials creation and marketing efforts, facilitated strategicmeetings with donors and business leaders, enhancing the organization’s visibility and funding potential.

Advanced Financial Data Analysis: Conducted deep-dive financial and market analyses, utilizing advanced Excel models and data analytics tools to examine startup financial behaviors. Provided recommendations that identified growth opportunities and potential risks, aligning investment initiatives with PE and VC firms’ strategic objectives.Customer Service and Reporting: Maintained a high standard of customer service, achieving a satisfaction rate of 95% through prompt and efficient resolution of funding inquiries. Compiled and presented detailed monthly performance metrics reports, offering insights into startup behaviors and funding patterns, instrumental in guiding recapitalization and refinancing efforts.Outreach to Startups for Funding Needs: Reached out to numerous startups, assessing their financial requirements and facilitating connections with appropriate PEVC firms for investment opportunities, demonstrating keen understanding of financial analysis.Deal Flow Marketing Initiatives Execution: Led deal flow marketing initiatives targeting the healthcare and manufacturing sectors, as well as Inc.5000 companies, driving capital raising efforts.

Project Management & Due Diligence: Directed the Series A financing for a tool monitoring company, coordinating investor roadshows and due diligence interviews to establish pivotal investment alliances.Sector Research & Analysis: Executed comprehensive TMT sector research, crafting Pitchbooks and independently delving into specialized areas like optical robotics to guide strategic investment decisions.Data Compilation & Networking: Aggregated over 1000 tech and enterprise services sector investment events, significantly enhancing the team’s networking capabilities with entrepreneurs.

Client Engagement & Roadshow Leadership: Orchestrated more than ten roadshows, fostering substantial client-fund managerinteractions that propelled customer engagement and business expansion.Market Analytics & Portfolio Strategy: Analyzed market trends and fund manager investment approaches, advocating for astrategically positioned value growth portfolio in high-end manufacturing for institutional clients.

Data Analysis & Strategic Reporting: Processed and reported on an annual analysis for the Bank of Communications, scrutinizing 1million transaction records, leading to strategic sector investment recommendations.