Our Work
Supported the PE platform of an investment manager founded by a former Soros executive
Evaluated 30+ private opportunities across sectors and geographies, conducting industry, financial, and business due diligence, and preparing valuation analyses
Wrote multiple investment memos and business updates on promising opportunities
Marketed opportunities in the UK challenger banking, UK senior care, and Italian fiber network spaces to potential co-investors.
Maintained CRM for deal pipeline and co-investors and prepared investor communications
Managed all workstreams to close the firm’s first PE investment; coordinated with the fund’s CIO, CFO, private equity principal, healthcare portfolio manager, outside legal counsel, and sellers
Conducted customer interviews and competitive positioning assessments for PE-backed portfolio companies
to support their growth strategies. Synthesized customer and market insights to identify differentiation, clarify value propositions, and highlight strategic adjacencies for expansion.
Delivered customer insights, competitor profiles, and recommendations to refine product focus and strengthen each company’s position within its ecosystem.
Completed hundreds of expert network calls
with former employees, industry experts, customers, and competitor customers to create in-depth investment presentations for 40+ pre-IPO software companies
Performed the valuation analysis that supported the sale price
of a media-planning software company to a strategic buyer backed by Vista Equity Partners
Created case studies that defined the drivers of success
for public vertical SaaS companies that have a consistent history of generating returns for investors
Interviewed female executives
to learn about their experiences raising capital and completed a competitive landscape of investment firms and accelerators focused on funding women-led businesses
Interviewed executives in
the US and UK
to understand their perceptions of digital advertising brands
Collaborated on a digital strategy
for the couponing business of a
multi-billion-dollar media company
Analyzed executive compensation and investor relations practices
at 35 public companies with a track record of creating long-term value for shareholders
Analyzed survey results
to segment customers, determine purchasing behaviors, and understand key evaluation criteria for both horizontal and vertical software companies
Interviewed ESG Professionals
and synthesized their feedback on webpages for a new ESG software
Performed a social media audit
and designed a social strategy for an education technology business