FinQuery (fka LeaseQuery) is a high-growth, PE-backed (Goldman Sachs) AI software company dedicated to simplifying complex work flows across accounting automation and contract management. With a global employee base of ~250 professionals we serve more than 8,000 paying customers, including 600+ public companies.

• Led teams providing strategic advice to public and private software and technology companies on topics including private capital raising, entry into the public markets (IPO, Direct Listing & SPAC), M&A, strategic capital allocation, debt capital markets and tax optimization strategies• Directly responsible for covering more than 35 software and technology companies across multiple verticals including security, supply chain, fin-tech, prop-tech, content management (CMS), ecommerce and vertical software• More than 30 completed transactions across equity issuances (IPO’s, private placements, follow-on’s & SPAC’s), debt issuances (convertible debt, ARR facilities, investment grade, high yield & revolvers) and M&A (public-take-privates, public-to-public, private-to-private and JV’s), including international transaction experience in China, Australia, New Zealand, Canada, Argentina and the United Kingdom• Led principal investments in multiple growth stage technology companies• Served as a business unit manager (2018-2020) within IBD responsible for managing group operations in addition to core client advisory engagements; managed headcount, recruiting, group budgeting, and divisional reporting

• Technology-focused venture capital firm backed by leading corporates (select LP’s: Goldman Sachs, Invesco, Intercontinental Exchange, Delta, UPS, AT&T, Georgia Pacific etc.) investing with a dual mandate to achieve attractive risk-adjusted returns and gain differentiated access to early-stage companies that have the potential to impart strategic benefits to the corporate LP’s• Co-led Goldman Sachs’ LP investment into Engage Ventures in 2018 and assumed responsibility of the investment on behalf of the firm• Active involvement in all stages of the investment cycle from review of potential opportunities to founder meetings to post-investment strategy discussions with founders; completed 74 investments to date• Select investments include Stord, Mom Project and Engage Talent (acquired by Carlyle portfolio company)

• Manufacturer of sustainable, commercial-grade structural insulated panel systems (SIP’s) for applications in both commercial, multi-story developments (low-rise hotels, offices) and high-end residential projects, especially those seeking LEED certification • Managed cross-functional team across sales and marketing, and directly led engagement with development partners in the Southeast

• Raised ~$1.5 million in seed capital to co-found a digital marketing platform that specialized in online lead generation providing leads to companies marketing investment and retirement products (select examples: self-directed IRA’s, insurance, discount brokerage accounts and affiliated training) tailored to the mass affluent demographic• Used analytics to identify and market to high-value clients; recruited key talent, sourced growth opportunities and co-managed ~40 employees