Pronounced "margin". MRGN is a financial technology company that provides a flexible ERP platform leveraging automations and integrations to guide small businesses through the financial planning process.Select wins:• Growth Strategy: Developed the business case, UX design, and customer experience journey for our channel partner program encompassing professional service firms; growing sales by 250% CAGR over 4 years to ~$30M ARR• Product Strategy: Created loan modeling module in our platform that allows customers to perform financing analysis on different debt products available and subsequent effect to cash flow; this feature to generate an incremental ~$1M ARR• Competitive Positioning: Partnered directly with the CEO on discerning future product development strategy to differentiate our platform and address the underserved customer profile of 30M small and medium-sized businesses representing a $9.3B TAM• Financial Analytics: Designed module for modeling Sales KPIs and displaying them in dashboards to close Enterprise contract with a high profile executive coaching organization, representing 3,000 coaches with 30 clients apiece, to generate ~$2M ARR• Corporate Development: Built market maps and conducted intensive due diligence on potential acquisition targets in the fintech FP&A sector. Conducted analysis that substantiated an incremental increase of ~$2-8M EBITDA and ~40% revenue expansion• GTM Strategy: Developed and executed grassroots marketing campaign which relied heavily on social media promotion and organic content creation to boost landing page visits; allowed us to generate ~11% PPC conversion, far outpacing industry average of 2.35%• Financial Modeling: Partnered with the CEO on formulating products and services for a sequential cross-sell and upsell strategy in a multi-year financial model; generating a ~15.2X increase in ARR from $2.0M to $30.4M ARR in 4 years

Wind Sprint Capital is a private investment, advisory, and operating firm that supports growth-stage companies across various sectors, including B2B SaaS, Digital Marketplaces, Fintech, Healthtech, Tech-enabled services, and Cybersecurity. We have managed internal and external funds and invested in numerous B2B SaaS and tech-enabled service startups resulting in a MOIC of 1.98 and blended IRR of 25% since investment. Wind Sprint is not currently deploying capital.

• Organizational Leadership & Financial Strategy: Led the Finance function for HD Home, Home Depot’s startup focused on the ecommerce home décor industry, responsible for growing annual revenue 50% from $180M to $270M in 15 months with an annual forecast of $400M which the team subsequently beat o Generated $205M in incremental annual sales and $33M in EBIT for the broader ecommerce business during first year in role o Developed private brands strategy for two product classes that increased sales by 22% and gross margin by 30%• Algorithmic Pricing: Created $135M per year in cost compression by creating an algorithm and cash flow model based on price elasticity of demand that optimized product pricing and minimized inventory carrying costs• Sales Enablement: Constructed a data-linked dashboard utilizing VBA and SQL that identified vendor funding support for promotions which enabled our Sales team to more profitably promote products which increased gross margin by $5M per month• Unit-level Profitability Analysis: Analyzed profitability of select inventory in Dotcom distribution centers to determine most profitable products to onboard and keep on the website which resulted in $62M increase in gross margin per year

• Compensation Strategy: Formulated and executed a compensation restructure, affecting 150 sales executives representing $150M in annual revenue, which resulted in a $100K average increase in monthly revenue and $150K average decrease in monthly cost• New Client Acquisition: Led a team of 50+ sales executives on crafting the strategy behind competitive positioning and market penetration for our top 10 metro markets; executed on vision by setting KPIs and monitoring performance to close incremental ~$40M in enterprise sales• Revenue Operations: Constructed a cloud-based dashboard for property metrics that helped Sales Executives leverage past wins to close deals that drove 10% quarterly revenue growth• Customer Success Management: Identified three phases of customer service operations that could be improved with better access to data and personalized customer service; created a $160K monthly increase in revenue by avoiding churn

Focused on personal health and wellness

Transportation and logistics focused private equity and investment banking

Mergers and Acquisitions group

• Real Estate Financial Modeling: Built asset-level cash flow models and fund distribution waterfall models to assess payback rate to Limited Partners in real estate private equity funds• Leveraged Purchase Modeling: Modeled pro forma financial statements and built multi-scenario leveraged buyout models to evaluate potential investments

Inaugural intern in an international venture capital team focused on investing alongside entrepreneurs, families, and management teams in early-stage companies across the global emerging markets of Asia-Pacific, India, Latin America, Europe, Africa, and the Middle East.