Revere is the Cambridge Associates for VC, providing venture capital data and portfolio management solutions to asset allocators through a single source of truth and a unified data model.• Spearheaded the development of a B2B SaaS portfolio management platform, leading a product team from inception to achieving $200K ARR, serving funds of funds, family offices, and corporate VCs• Established customer onboarding and implementation frameworks, ensuring seamless integration for clients by offering customized solutions tailored to their unique investment reporting processes• Crafted and executed a dynamic product roadmap, aligning product evolution with market demands and strategic business goals• Managed a high-performing team of product analysts, fostering a culture of innovation and continuous improvement• Collaborated closely with the sales team, leveraging a venture capital investment background to guide the go-to-market strategy and fuel business growth

• Oversaw and supported capital market activities by working closely with the management, investment, and finance teams, while maintaining a high level of integrity with sensitive content critical to company decisions• Financial Modeling: Performed various financial analyses, including scenario and sensitivity analysis, using current funds and projects to evaluate investment returns and inform investment decisions• Asset Management: Collaborated with asset managers to oversee a portion of the asset portfolio through analysis of property fundamentals and identification of opportunities to enhance investment returns• Strategic Relationship Management: Proactively managed relationships with investors, lenders, corporate partners, and property managers to support business objectives

• Deal Screening: Researched across a universe of thousands of companies to identify investable opportunities• Market Research: Led primary and secondary market research, including market sizing and competitive analysis• Due Diligence / Deal Execution: Led and executed over ten investment memos across early/late-stage and M&A deals. Presented findings to the investment committee; developed investment theses; conducted due diligence through analysis of data rooms of companies in FinTech, Blockchain, SaaS, Mobility, Artificial Intelligence, Big Data, etc.• Investment Pipeline Management: Built and actively managed a database of 1,000+ companies using Salesforce and Airtable• Analyst Lead: Led and supervised all analysts in the team to support senior partners; conducted training for three batches of analysts/interns• Fundraising: Established and maintained positive relationships with investors; supported senior partners in developing fundraising materialsSelected Transaction Experience• Addepar, Mountain View, CA ($140M Series D): The first performance reporting platform for family offices, private banks, etc.• Ripple, San Francisco, CA ($28M Series A): A leading FinTech/blockchain company that facilitates global money transfers• Meritize, Frisco, TX ($13.2M Series A): A top-tier educational lender financing the training of skilled workers• Vesper, Boston, MA ($23M Series B): A leader in next-generation microphone technology (piezo-MEMS)

• Worked with several Actuaries to analyze experience database and to conduct actuarial calculations used for experience studies • Compiled and adjusted multi-million record databases and built GLM models using R studio to conduct predictive analysis• Participated in creating pension plan database and building annuity calculator of the SOA using Excel spreadsheet and VBA