Principal
CurrentProvider of management consulting services to venture-backed start-ups, public companies, and private investors. Sample client engagements:A developer of skill-based gaming machines.•Raised $45M partnering with senior management, private equity investor, and advisors. Collaborated with transaction stakeholders creating investment thesis, draw schedule, covenants, tax structure, and legal agreements. •Built a 60 month, 3-statement GAAP-compliant financial model. Identified primary cost & value drivers. A cloud-based collaboration services provider.•Researched and prioritized prospective market applications for cloud collaboration tools. Identified desired key features and functionality.•Developed business case for healthcare application (TAM/SAM, service differentiators, distribution channels).A customer loyalty services provider.•Partnered with Founder refining business plan. Secured $2.7M investment. Developed go-to-market plan.A multi-platform distributor and broadcaster of international content.•Investigated growth scenarios including expansion of content library, original productions, and new distribution channels. Defined, quantified, and prioritized prospects. A gaming technology company.•Analyzed 400,000+ data points affecting $1.4B in revenue and 50+% of gross profit. Identified factors driving 80% of performance deterioration.•Built predictive revenue models by product segment. A digital media start-up providing over-the-top video services.•Researched multichannel TV, content providers, and advertising markets. Developed operational and financial models including subscriber and viewing metrics, content library, and licensing costs. Joined with senior executives closing $9M investment.A public-traded commercial real estate services firm.•Researched and developed pro forma projections for $100M+ mixed-use real estate development projects. Investigated financing scenarios. Collaborated on property marketing packages.
