Jake Robins Email & Phone Number

Salt Lake City, Utah, United States

Logan, Utah, United States

Old Main Ventures is a student ran venture capital fund that invests in seed to series A funding rounds- Part of the first inaugural analyst class- Sourced and gathered deals from attending events, maintaining relationships with other VC funds, and reaching out directly to C-suites/founders- Lead analyst on 10+ deals ranging across multiple industries including but not limited to Fintech, healthcare, E-Commerce, and precision Agriculture.- Conducted due diligence via market research, meeting with founders/CEOs, analyzing the competitive landscapes, and making financial models.

Logan, Utah, United States

Teacher Assistant for Advanced Investments CFA level 1 and level 2 equity curriculum, goes over how to make 3-statement integrated financial models, DCFs, and LBOs- Taught how to integrate the 3 financial statements to project a company's financial metrics into the future.- Assisted professor in grading, answering questions, and helping with any other misc problems

Colorado Springs, Colorado, United States

Riverside Impact Capital is a search-based investment platform for SMEs with impactful products or services.- Aggregated financials on 15+ live buy-side deals and created cashflow models to determine appropriate valuations- Collaborated with Riverside founders to analyze high-priority deals including analyzing risks, assessing growth opportunities, and preparing a financial forecast and detailed LBO models on 3 opportunities- Assisted in drafting and submitting 5 indications of interest and/or letters of intent- Trained 3 interns on how to create cashflow models, value a company, structure deals, and format CIMsSelect Transaction ExperienceProject Brain - 3-location Behavioral therapist company with $4.4M in revenue and $1.3M in EBITDA- Developed an equity teaser, memo, and helped draft an IOI- Created a dynamic LBO model that included an acquisition/de novo prototype that would adjust in accordance with the Upside, base, and downside scenario assumptions- Conducted a sensitive analysis of various capital structures to find the optimal purchase price to give the best returns while mitigating the most risk

Dallas, Texas, United States

Logan Growth Advisors is a mergers and acquisitions advisor in the lower middle market. - Analyst on 10 live sell-side deals in the fintech and healthcare industries, responsible for CIMs and financial models- Constructed sell-side CIMs, teasers, competitor analyses, forecasts, acquisition/de novo prototypes, and LBOs Selected Transaction ExperienceProject Frontier – Capital raise for fintech patient financing platform seeking equity partner and $2B in debt capital- Created executive summaries, metrics, comparable analysis, precedent transactions, and industry overview- Adjusted complex models and metrics slides for creation of company’s loan special purpose vehiclesProject Village – 13-location dental and surgical company with ~$53M in revenue and $8M EBITDA- Constructed confidential information memorandum, teaser, and financial forecast- Worked directly with founder, principal, and associate to finalize CIM, teaser and financial model

Logan, Utah, United States

- Provided market research on Fixed incomes/Public Equities to create a streamlined strategy for a portfolio of $50,000 to generate the optimum return with the highest Sharpe ratio.- Met weekly with the 8-member team to discuss the state of financial markets, optimize portfolio returns, and refine risk mitigation with the asset classes we held in our portfolio.- My tasks included doing due diligence on government subsidies, keeping up-to-date with relevant current news such as Job reports, CPI index reports, etc., and creating financial forecasts including DCFs and LBOs on target public equities.- Outpaced the S&P 500’s return of 3.6% over the course of running the portfolio returning 7.6% in four months. Placing second out of 20 schools running the same portfolios across the US.

Logan, Utah, United States

Old Main Ventures is a student ran Venture Capital fund that invests in seed to series A funding rounds- Part of the first inaugural analyst class- Tasks included but were not limited to; creating due diligence templates for the fund, setting up an organized deal flow structure, and producing a video showcasing how to model different types of companies.- Screened one deal per week across a wide variety of industries, the screening included finding a defendable TAM, SAM, and SOM, accessing the traction the company has in its market, reporting deal details such as which round they are raising, securities, and use of funds, and deciding whether to pursue the company further.- Lead analyst in the due diligence process for an e-commerce business. This involved conducting a competitor analysis, market research, and examination of the management team.

St George, Utah, United States

- Sourced companies in plastic & rubbers, healthcare, and aerospace industry that had revenues between $1m–$15m- Conducted research on each company’s funding sources (VC or PE-backed) - Sent 500+ emails contacting CEOs/Founders to gauge interest on selling their business

Sandy, Utah, United States

Ran a three-man crew providing care on over 200 lawns a week, servicing 40 lawns a day along the Wasatch Front Retained and developed relationships with future and existing clients adding 10 more lawns this summer

Logan, Utah, United States

Created a NFT Website connected to the Solana Blockchain in order to make money to donate to SEE Turtles. This included making a discord, advertising on Twitter, and a website.

Littleton, Colorado, United States

Littleton, Colorado, United States

Learned to work well with a small team of people to accomplish a different set of goals and a good hands on experience in hard work

Parker, Colorado, United States

Great first-hand experience in a fast-paced customer environment. Developed a strong understanding of the values of the consumer.