Joshua Rothkugel Email & Phone Number

Berlin, Germany

Berlin, Germany

Munich, Bavaria, Germany

Amsterdam, North Holland, Netherlands

Full-time conversion following six-month internship. - Source growth stage investment opportunities with focus on software firms in Benelux, Dach and the Nordics through building relationships with founders & fellow GPs- Contribute to deal process through market analysis as well as commercial and financial due diligence (incl. financial modelling & valuation)- Support portfolio management and fund reporting, having junior team lead for HPE Growth’s investments in AEVI, PPRO, Tiqets and SendcloudDeals I have been privileged to work on:- USD 177 million Series C for Sendcloud led by Softbank, L Catterton and HPE Growth (junior team lead)- USD 180 million growth financing for PPRO led by Eurazeo Growth, Sprints Capital, and Wellington Management- EUR 26 million Series D for EGYM led by Nokia Growth Capital, Highland Europe, HPE Growth Capital and Bayern Kapital

Amsterdam, North Holland, Netherlands

Established in 2010, HPE Growth is a leading pan-European private equity firm focused on expansion/growth capital investments in technology companies throughout Northwestern Europe with assets under management in excess of EUR 500 million. HPE invests in high-growth software and internet-enabled businesses that have shaken off the risks associated with early, venture-type investments and have an option to leverage their proven technology and the status of a (local) champion. By bringing in additional equity and active support, HPE acts as a catalyst to expansion and enables portfolio companies to execute on their vision of securing market leadership. Typically, HPE aims to deploy about EUR 10 to 40 million in equity per transaction for a meaningful minority or majority position. Portfolio investments include companies such as PPRO, Tiqets, eGym, Uberall and WeTransfer. HPE’s team has diverse backgrounds with international experience in Investing (General Atlantic, TPG), Finance (Morgan Stanley, ING) and Operations (Walt Disney, Shell) and a global network supported through its regional offices in Amsterdam (HQ), Düsseldorf and San Francisco.

Stuttgart, Baden-Württemberg, Germany

Supported the regional coordinators' team, which constitutes the outward-facing point of contact of Porsche AG to the US, Canada and China sales subsidiaries. The team continuously monitors market performance in an effort to achieve the best possible exhaustion of global sales potential by managing worldwide vehicle allocation along the concept of 'Balanced Demand & Supply'. My tasks and duties predominantly revolved around:- Analysis of the worldwide sales situation by means of BI and BM tools- Conceptualization of operational measures for the international subsidiary network- Active contributions in the development of recurring market analyses and the creation of presentations for top management, including board and shareholder committee meetings- Cooperation in the design and optimization of the international sales-, personnel- and investment planning- Support in the conceptualization and implementation of international sales projects- Support in the agile project management of developing the existing system landscape in close cooperation with the international subsidiaries and their respective executive boards

Louisville, Kentucky, United States

Was privileged to be invited back to shadow a Founding Partner I had previously accompanied at a prior firm. As all integral processes are performed in-house, I was able to deepen my knowledge of the both private wealth management process as well as the connected asset management aspect. More specifically, I was engaged in:- Wealth Planning Process: Was successfully acquainted with the full wealth planning process including customer acquisition, risk propensity assessment, intial wealth plan proposals and the actual management process- Investment Principles & Portfolio Management: Received a deep dive to market-standard portfolio management systems from and Reliant's investment philosophy- Equity Research: Spent time with the in-house Analytics Manager, deepening my understanding of the analytics process in a private wealth environment.

Luxembourg, Luxembourg

During this internship, I was offered the opportunity to gain insights in the operational procedures of the department Relationship Management Third Parties, which functions as a juncture between depository bank activities and external fund managers. As such, the central responsibility of the department is to craft the most suitable securitisation vehicle solution for the respective asset manager's investment approach. My primary areas of responsibility revolved around:• Support ongoing Due Diligence of possible fund clients through independent research• Support in the creation and filing of fee indications and client offers• Support in line with requests for proposal and call for bids• Support in the context of preparation and post-processing of appointments• Support in handling and translating client communication

Louisville, Kentucky, United States

Shadowed the activities of a private wealth management office. More specifically, I was happy to receive an introduction to the following areas:- Portfolio Management- Buy-Side Analysis- Client & Sales Meetings- Processing of traditional banking requestsTo mention as a distinguishable factor would be that the office's private atmosphere allowed for unusually close guidance and mentoring by its Senior VPs, which naturally amplified the richness of information and tacit knowledge transmitted during my stay.

Bachelor Of Science (B.Sc.) (In 2019), Business Administration And Management, First Of Class & Summa Cum Laude - Gpa 9.2/10 (Top 1% Of Graduates Since 2003)

Activities and Societies: RSM Star Case SocietyReceived the best grade of the 2019 cohort, drawing a faculty record, for my Bachelors.

Bachelor Of Science - Bsc. - Exchange Semester, Business Administration And Management, General, 27.9/30

Activities and Societies: Courses in Organising Entrepreneurship, International Relations (Game Theory), Management of Fashion Companies

Education record

Activities and Societies: Captain of Junior Varsity Soccer TeamSemester-Abroad programme during High School Junior year. I was happy.

Class For Advancement Of Intellectually Gifted Children (Hochbegabtenförderung)

Activities and Societies: Chess Club, Club for Reconstruction of the ancient Roman city of TrierAttended a class that required a clinical.

Abitur, Mathematics, English, History, 1.7

Activities and Societies: Organisation Committee Spirit WeekAttended the class for focus on multilingual education. Voluntarily wrote.