Point86, LLC
- 领导业务开发工作和咨询业务,目标是周转, supply chain, 以及专注于私募股权的咨询业务,以及财富1000强公司的供应链高管.
- Supported the restructuring engagement of a top-three strategy consulting firm; co-led a team of five, 向一家财富500强化学品制造商的首席采购官汇报.
- 开发和管理系统联系的流程, categorize, 和我重新协商条款,在6个月的时间里与超过000家供应商合作.
- 协调与30家公司和现场买家的工作,以确定谈判杠杆的机会.
- 从2亿美元的开支中获得1400万美元的经常性节省, 超额完成内部目标40%.
- 在向一家多伦多证券交易所上市的公用事业公司的首席财务官汇报时,在两个月内获得了800万美元的经常性储蓄.
重点领域:成本估算,成本节约结构,成本管理,成本降低 & 优化,成本基准
Ascend Fitness
- Founded Ascend Fitness, 这是一个面向250亿美元的美国健身俱乐部市场的客户登录平台.
- 雇佣并管理一个五人团队, including one co-founder, 三个软件开发人员, and one domain expert.
- 带领产品团队在一个月内推出了MVP, 版本1将在6个月内发布,并在客户开发工作和用户反馈的推动下进行多次后续迭代.
- 建立了197家企业潜在客户的销售渠道, 最终与高管们开了27次产品演示会议.
- 与一家排名前20的俱乐部运营商签订了SaaS合同, independent trainers, 也是一家领先的企业健康服务提供商.
- 筹集了可转换票据种子轮融资(随后获得了一家领先俱乐部运营商的战略投资),为产品开发和商业发布提供资金.
Focus areas: Budgeting, 市场机会分析, Market Research, Business Planning, Three-statement建模, Financial Modeling, Fundraising, Seed Fundraising, Funding Process
Applied Proteomics
- 领导业务发展, market research, and finance projects; developed and presented related materials at API board of directors meetings.
- Negotiated the license, service, and research agreements with multiple third parties; achieved favorable economic and IP-related terms—saving more than $500,000.
- Developed a pro forma financial model for $28 million Series C financing; led the 2013 $15+ million budgeting process and developed budget tracking tool for API management to monitor the actual vs. budget expenditure.
- 制作宣传材料,支持CEO与企业候选人进行20多次战略合作会议.
- 调查和监控一个领先项目的竞争格局:确定多个收购/许可候选人,并提供有关竞争性产品功能和性能的API指导.
重点领域:财务战略, Business Planning, 市场机会分析, Market Research, Mergers & Acquisitions (M&A), Due Diligence, 私人公司估值, 可比公司分析, Venture Funding, Cash Flow Modeling, Revenue Modeling, Valuation Modeling, Three-statement建模, Financial Modeling, Equity Financing, Budgeting