Source and diligence investment opportunities in cutting-edge technologies within the enterprise software, consumer technology, and industry 4.0 sectors. I also oversee all Fund and SPV operations.

Oversaw the engagement and onboarding of VC, PE, and other alternative investment firms looking for outsourced CFO and Fund Administration Services. Increased the firm's CCUA from less than $1B to over $10B while simultaneously acting as CFO for several VC funds primarily in the Bay Area and New York.

Led and supervised a team providing outsourced financial, accounting, and administrative services to general and limited partners of private equity and venture capital funds, including several debt venture funds. Responsibilities included:• Review of US GAAP fund financial statements and footnotes• Oversight of all financial reporting to the fund's limited partners• Capital call and distribution management and review• Coordination with general partners and audit/tax preparers for all fund-related activity• Investment funding and portfolio tracking and reporting• Payroll and guaranteed payment processing • Fund treasury management, including operating budgets and periodic cash forecasts• Waterfall and Carried interest calculations

Acted as the primary point of contact for the general and limited partners of various private equity and venture capital funds, providing outsourced financial, accounting, and general administrative services.