Victor Wei Email and Phone Number

Avalerian is an entrepreneurial investment firm with the goal of identifying high-quality software and technology companies to acquire, own, operate, and grow for the long term.⚫ Screened 200 companies and drafted 15 initial communication materials to CEOs of screened SaaS companies to build engagement for investment weekly⚫ Conducted due diligence on CIM, KPI, finance, customer, sales & marketing, industry position, tech & product, and HR & legal team on 5 companies⚫ Created 5 dynamic LBO and transaction comps models including cohort analysis, retention model, ARR waterfall, churn analysis, cap table, and customer breakdown using Excelhttps://www.avaleriancapital.com/

A subsidiary of The Global Emerging Markets Group(GEM) with 3 billion dollars under assets to focus on private equity.⚫ Collaborate with managers toward managing $4 billion assets under management⚫ Prepared over 20 reports and financial modeling on potential investments using Excel, PowerPoint, and Tableau⚫ Developed detailed monthly reports covering portfolio returns, risk statistics, and asset allocations using Excel, PowerPoint, and Tableau⚫ Conducted due diligence on 10+ potential investments with a combined potential return of 50%Pre-IPO commitment, partial ownership in private equity, emerging markethttps://www.statl.net/

FORCE is the largest network of transaction-oriented family offices and is dedicated to helping family offices connect with private and public companies for co-investment, research, education, and philanthropy.⚫ Participated in 3 investment conferences, engaging with executives to identify lucrative investment opportunities, resulting in 5 clients seeking capital infusion⚫ Sourced, and screened 500+ investors, tested different outreach methods using HubSpot, and implemented complex Excel tables and PivotTable systems for enhanced operational efficiency.https://forcefamilyoffice.com/

• Organized and bring in seniors, alumni, and professionals to help members connect and learn about the finance industry• Collaborated with the executive committee and other finance clubs to help club members discover more resources• Led educational meetings to teach members about finance models, metrics, and ratios, and did mock stock pitches https://www.ucsbinvestmentconnection.com/

• Monthly creation of impactful pitch decks and investment ideas using PowerPoint, integrating in-depth research on economic trends, risk assessments, and portfolio alignment for strategic decision-making• Live Streamed and developed annual portfolio report to over 50 current and thousands of potential investors to attract funds and maintain good relationships• Generated above par returns and prevented ~20% loss on investment portfolio in Dec 2021https://www.ucsbsip.com/dig

• Managed ~35k for fixed income and ~17k for financial and made 151% return, excluding yields, for 2019-2021• Researched risk, developed pitch decks, 3 Statement Financial, constructed DCF models, created multi-period discounted models, and made exit plans for various financial companies(SQ, PYPL, WFC, JPM, BABA)• Contributed to the due diligence effort in determining credit standards, currency risk, grade exposures risk for fixed income holdingshttps://investments.as.ucsb.edu/