• Sourced an average of 20 early stage investment deals per month through attendance of local incubator events and participation in regional angel investor networks including the Pennsylvania Angel Network (PAN).• Acted as sole point of contact for an average 8 prospective investee companies per month, including identifying key business stakeholders and advisors, mapping out organizational structures, and managing content and workflow throughout due diligence process, with the goal of closing seed stage investments.• Conducted primary research on prospective client business models, technical offerings, and prominent competitors, utilizing a combination of company collateral and external industry sources in order to assess market opportunity and barriers to entry.• Facilitated virtual meetings and traveled throughout assigned client territory to discuss the investment pipeline, evaluate prospects, and offer strategic guidance, project management, and high-level networking collaboration to our portfolio companies.

• Identified and engaged startups in the technology vertical within assigned territory in order to gauge interest in angel investment opportunities• Redesigned company website, including creating branded landing page for inbound opportunities, and content outlining the firm’s regional early stage seed investment philosophy and mission statement.• Attended earnings calls for public companies, and gathered and synthesized relevant data for use in assessment of fit to Quaker Capital’s value investing philosophy.

• Presented quantitative analytic methods for optimization of on-boarding funnel, customer retention, revenue tracking and internal reporting ahead of the online platform’s launch.• Recruited content providers and implemented the marketing strategy for busy professional and traditional male customer segments.• Enabled the successful rollout of daily paid classes by establishing industry relationships and offering product trials.

• Developed and delivered monthly reports to clients highlighting data trends to increase subscriber engagement in target industry segments• Wrote and published topical questions to the online polling platform to drive a click-through rate increase of 50%.• Modeled competing market research business models and presented findings to managers for evaluation of pricing strategy.• Supported the startup through a period of revenue growth in which total fundraising surpassed $5 million.

• Contributed market research and legal due diligence to the acquisitions investment committee of the real estate investment firm• Compiled regional historical condo unit sales in Excel and presented analysis to the VP of acquisitions• Assisted on software and data management projects for a 1.3 million SF, LEED gold certified commercial campus in Waltham, MA

• Reported directly to partners on research projects supporting the value investing strategy of the long/short hedge fund• Tracked the growth of local deals services in order to build a Groupon short thesis which became a position of the firm