Levelized Capital is a VC fund investing in pragmatic technologies for the Energy Transition.

Saltgrass Ventures is a founder-friendly private equity group combining investment with consulting expertise. We create high-returns with low-risk by investing in areas where we have strategic insight and can help drive adoption at scale. Simply put, we don’t just invest. We ensure our money creates high-returns by getting in the trenches and helping execute.

Houston Angel Network is recognized as the most active angel network in the U.S. the last eight years.Chair the technology investment committee and sit on the energy and space investment committees.

Utilize pain point mapping methodology, software and analytics to inform early stage investments and venture studio membership across the Energy, Industrial and Natural Resources Industries.The investment landscape includes traditional oil and gas and energy transition technologies.Co-managed the Energy Innovation Group (EIG) a coalition of innovation teams across the energy majors and large independents. Meetings and workshops were hosted to collaborate on common industry pain points and potential solutions.Executed commercialization consulting projects with large energy companies around non-core technologies like Solid Oxide Fuel Cells and Sodium Ion batteries.Co-authored white paper, "Advancing Sustainable Low Carbon Energy" with the University of Houston after coordinating a series of workshops with fifty diverse stakeholders across energy operators, investors, academia, regulators and thought leaders.

• Sourced and negotiated full capital stack financings including equipment financing, venture debt and multi-stage equity raises• Managed corporate development including various M&A (buy side and sell side) structuring and negotiations • Directed 409a valuation, structured and stood up company ESOP program• Set up accounting / reporting systems and transition to GAAP accounting• Performed annual, quarterly and monthly forecasts and budgeting• Responsible for Financial Planning and Analysis• Oversee treasury management• Created and maintained executive dashboards and KPI tracking, including real time unit economics• Board director and corporate secretary• Led investor relations• Managed back-end software technology migration, configuration and integration• Directed consultants and development team in design and creation of client facing application & monitoring system

Fractional CFO services including corporate modeling, financial planning and analysis, full stack fund raising, and corporate development / M&A.

vLAB is a first-of-its-kind start-up virtual incubator and collaboration platform that brings the best and brightest global entrepreneurs together to solve enterprise technology challenges that our global network of over 5,000 CIOs / CTOs have brought to our lab.Challenge discovery is uniquely executed through proprietary market research and CIO Reverse Pitches. Start-ups self select CIO sponsored projects and develop solutions from proof of concept through prototype / commercialization. Investments are made aligned with enterprise adoption.

At Enterprise Technology Research & Development (ETR&D), emerging technology thought leaders build rich, rooted relationships with over 5,000 of the world’s most influential chief information & technology officers. ETR&D accomplishes this matching and relationship building via our survey-based technology market research firm ETR, Since 2009, Enterprise Technology Research (ETR) has organically grown a high-level enterprise IT end-user member base that accurately represents and therefore, accurately predicts IT spending trends, as well as what "the enterprise" desires. Our boutique R&D Lab partners with innovative startups to match, mentor, scale and integrate their solutions with Fortune 500 and Global 2000 companies, government organizations, SMB organizations and institutional investors. As a result, these entrepreneurs establish lasting, symbiotic relationships with critical enterprise IT end users in their target verticals: Finance, FEDGov, TelCo, Biotech, Retail, Consumer Goods, Healthcare and more.ETR&D invested in multi-stage enterprise technology startups aligned with enterprise adoption.

Responsible for Technology Sector coverage for mid-cap and small-cap growth funds.Led group's investments in late stage private rounds.

Sr Analyst, Quaker Strategic Growth Fund, Separate Accounts & Hedge Fund Products• Senior Analyst responsible for Technology, Telecom and Energy sectors for $2B funds.• Conducted bottoms-up fundamental research for both long and short ideas.

Senior Analyst responsible for small cap technology investments.

CARLSON CAPITAL, L.P. DALLAS, TX Sr Analyst, Relative Value Funds• Member of Technology and Telecom team for multi-billion multi-strategy hedge fund.• Conducted bottoms up fundamental research and financial analysis for relative value portfolio.• Provided insight and analysis to other strategy groups within the firm – risk arb, convert arb, distressed .• Personally produced mid-teens returns on average $200mm gross idea contribution.

Jan 98-Dec 01 ENRON CAPITAL HOUSTON, TX Portfolio Manager & Director• Managed Technology & Telecommunications portfolio for proprietary long short fund .• Recruited and managed a team of five analysts (two in London, three in the U.S.).• Directed and conducted primary fundamental research for a dollar neutral portfolio.• Executed technology cross- over (public, venture) investing. Jan 97 –Dec 97 ENRON CAPITAL HOUSTON, TX Sr Analyst• Performed primary research on diversified energy companies, including upstream, midstream, downstream, power generation and transmission.• Presented investment ideas within a long short relative value framework. Jan 95 –Dec 96 ENRON PRIVATE EQUITY DENVER, CO Sr Analyst• Member of a deal team providing both debt and equity capital to upstream and midstream energy companies for growth and development situations.• Conducted extensive financial analysis, including Monte Carlo simulation analysis, on companies and assets as well as deal structures .• Promoted to associate level from analyst without returning to business school .

Commercial banking training program and experiece with emphasis on energy and special assets.