Sam Lilly Email & Phone Number

New York, NY, US

Lincoln, Nebraska, United States

• Worked along Managing Director and Principal through several cohort application processes in order to welcome the best candidates into the accelerator
• Planned entrepreneurial networking events for the Nebraska and greater Midwest startup ecosystem in association with our corporate partners
• Curated Airtable database of VC's, institutional investors, and angels that fit our investment parameters
• Updated messaging and contact systems for our LPs by developing a comprehensive list of alumni and their community connections

University Of Nebraska-Lincoln

• Was one of the first members of UNL’s student-run evergreen venture fund with over $1,000,000 in capital available to support the burgeoning Nebraska startup community
• Met with several Lincoln-based Venture Capital companies as well as accelerators in order to discuss potential trends in the market as well as help generate potential leads for our deal flow pipeline
• Worked closely with the current MDs on due diligence reports, funding terms, and deal sheets
• Funded three startups with notes of $25,000 through tagalong deals with larger VC partners

University Of Nebraska-Lincoln

• Conducted equity research on small-cap public corporations through financial modeling, reviewing absolute valuations, and analysis of sector and industry dynamics
• Presented our findings to the senior executive team in our stock pitch competition in accordance with CFA institute standards in order to add value to our student-run $570,000 portfolio
• Researched extensively the renewables sector and did a semester-long analysis of Clearway Energy Group (CWEN) which we recommended to our peers at a strike price of $34.91 with a potential upside of 14.36% (4/29/22)

Lincoln, Nebraska

• Researched the wealth of potential donors through evaluating business and property values as well as stock filing information such as 4As, 8Ks, and form 10s through EdgarPro
• Adjusted wealth valuations of over 1,000 donors to the University of Nebraska to our internal CRM system
• Assisted prospect information managers by creating detailed constituents reports using Wealth-X, LexisNexis, and own internal criteria
• Analyzed the value of Nebraska-based companies and stockholders by using P/E ratios, EPS, and dividend yield

Remote

• Incorporated data from stocks, bonds, and annuities from Morningstar into appropriate investment vehicles for various levels of risk tolerance
• Studied under finance professionals and accredited investors to create investment strategies for over a hundred clients
• Reviewed the IRA and ISA accounts for clients of the firm to provide retirement and estate planning
• Developed alongside the intern team a weekly newsletter outlining market changes and highlighting areas of interest for clients

Lincoln, Nebraska, United States

• Took hundreds of saliva and nasal samples daily from symptomatic students and faculty during the Covid-19 pandemic
• Led shifts of typically 3-4 other students working at the designated testing center
• Labeled and packaged sample vials for delivery to our testing facility alongside the nurses