Functional Skills
Go-to-market Strategy
Financial Modeling
Private Equity Investing
Commercial Due Diligence
Innovation Management
Strategy Development
Sector Experience
Business Services
Financial Services
Transportation & Logistics
Languages
English
Spanish
Bulge Bracket Investment Banks
Fortune 500
Experience
Klay Vision
Start-Up
Consultant
11/2024 - Present
• Aid the US seed stage AI music startup with fundraising, strategic partnerships, financial modeling & analysis
KoreFusion
Management Consulting
Senior Consultant (Contract
2/2025 - 5/2025
• Executed global fintech consulting projects (market sizing, competitive landscape, GTM, M&A, international expansion efforts)
Digital Currency Group
Finance
LatAm VC Consultant
4/2024 - 7/2024
• Invested in pre-seed - Series A fintech, crypto & AI startups, and developed DCG's investment roadmap for Latin America.
trebu
Start-Up
AI Project Lead
8/2023 - 9/2023
• Designed and implemented an AI business strategy for a Mexico focused seed stage logistics startup. Performed market & competitive analysis, shared AI best practices and recommended actionable steps for organizational change.
Stori
Start-Up
International Expansion GTM Project
1/2023 - 5/2023
Wharton School Collaborative Innovation Program Spring 2023
• Developed and recommended a Latin America international market expansion strategy as part of a semester-long project.
• Developed and recommended a Latin America international market expansion strategy as part of a semester-long project.
1616 VENTURES
Finance
MBA Investment Intern
6/2022 - 8/2022
• Invested in Comp, a Brazilian pre-seed HR tech startup. Led market diligence, wrote the investment memo, participated in the IC, assisted in allocation negotiations, and reviewed the SAFE.
• Assisted three high-priority target investments with pitch deck content, market sizing, and go-to-market strategy to enhance 1616's rapport with their founders and increase likely allocation for 1616 in a near-term investment.
• Sourced potential investments, led calls with founders, performed due diligence, and represented the firm at industry events.
• Contributed to fund strategy & portfolio construction decisions. Co-created pitch deck & data room materials ahead of fundraise.
• Assisted three high-priority target investments with pitch deck content, market sizing, and go-to-market strategy to enhance 1616's rapport with their founders and increase likely allocation for 1616 in a near-term investment.
• Sourced potential investments, led calls with founders, performed due diligence, and represented the firm at industry events.
• Contributed to fund strategy & portfolio construction decisions. Co-created pitch deck & data room materials ahead of fundraise.
Gilgamesh Ventures
Finance
Intern, Special Projects
8/2021 - 4/2022
• Advised Trinio, a Brazilian fintech, on their strategy and VC pitch materials ahead of their seed round raise.
• Aided with fund management initiatives, including analysis of potential fundraising sources.
• Aided with fund management initiatives, including analysis of potential fundraising sources.
L'ATTITUDE VENTURES
Finance
Graduate Intern
5/2021 - 7/2021
• Led the diligence process of a potential pre-seed investment, including coordinating with founders/management, leading company calls, internal discussions, and writing the investment memo. Recommended to pass and monitor.
• Assessed an existing portfolio company's performance ahead of their Series
● fundraise. Led the investment discussion and wrote the investment memo. Recommended to pass on the round given underperformance and different value creation needs.
• Assessed an existing portfolio company's performance ahead of their Series
● fundraise. Led the investment discussion and wrote the investment memo. Recommended to pass on the round given underperformance and different value creation needs.
MLC
Finance
Senior Associate, Private Equity
7/2018 - 4/2021
$100b Australian superannuation fund ($4b PE/VC). Invested $250m p.a. in buyout, growth equity and late-stage venture companies
• Project Expert – US software late-stage venture deal. As the MLC deal lead, I got team buy-in for our first US VC deal in 5 years, engaged with the lead sponsor, wrote investment memos, presented to the IC, and executed the transaction.
• Project Aria – US software growth deal, syndicated process. As the MLC deal lead, I engaged with the lead sponsor, wrote all investment
materials, sensitized model, presented to the IC, and executed the transaction. First growth equity deal firm had completed. Subsequently completed 2 add-on investments.
• Project Star – US fintech buyout, co-underwrite. Assisted in DD, created downside model, wrote financial & market section of memo, executed transaction. Deal IPO'd in a year and a half; realized outturn of ~3.0x MOIC.
• Project Expert – US software late-stage venture deal. As the MLC deal lead, I got team buy-in for our first US VC deal in 5 years, engaged with the lead sponsor, wrote investment memos, presented to the IC, and executed the transaction.
• Project Aria – US software growth deal, syndicated process. As the MLC deal lead, I engaged with the lead sponsor, wrote all investment
materials, sensitized model, presented to the IC, and executed the transaction. First growth equity deal firm had completed. Subsequently completed 2 add-on investments.
• Project Star – US fintech buyout, co-underwrite. Assisted in DD, created downside model, wrote financial & market section of memo, executed transaction. Deal IPO'd in a year and a half; realized outturn of ~3.0x MOIC.
Citigroup
Finance
Equity Research Senior Associate
6/2015 - 7/2018
• Built and maintained financial models for 13/40 media companies under coverage, including Liberty Latin America (LILAK).
• Authored contrarian downgrade of Live Nation (LYV), which won Citi Research's internal dept stock call of the month award.
• Built COF, AXP, DFS, SYF models from scratch to help the junior banks analyst (who was on maternity leave) initiate coverage.
• Authored contrarian downgrade of Live Nation (LYV), which won Citi Research's internal dept stock call of the month award.
• Built COF, AXP, DFS, SYF models from scratch to help the junior banks analyst (who was on maternity leave) initiate coverage.