Venture Capital Analyst | Early stage investment and due diligence | Portfolio optimization
Profile Summary
Results driven VC analyst with 5+ years of experience supporting due diligence, deal flow management, and portfolio analytics across technology SaaS and fintech sectors. Proficient in financial modeling, market sizing, cap table analysis, and KPI tracking. Strong communication skills with a bias toward data informed investment decisions.
Experience
New York, NY | Jun 2021 – Present
- Led due diligence on 12+ seed and Series A opportunities resulting in 3 successful exits with 2x+ return on investment
- Built financial models, TAM/SAM analyses, and IOIs for 20+ startups; created internal scoring framework improving deal sourcing by 25%
- Collaborated with portfolio CEOs to define KPI dashboards and quarterly business reviews, reducing churn by 6%
Boston, MA | Jan 2019 – May 2021
- Conducted market assessments and competitive analyses to support 15 investment theses in AI, fintech, and healthcare tech
- Managed data rooms and diligence materials, improving turnaround time for investment committee reviews by 30%
- Built dashboards of portfolio metrics to track milestone progress and fundraising efforts across 4 startups
Skills
Financial ModelingMarket SizingDue DiligenceValuationPortfolio AnalyticsExcel/SQL
Certifications
- CFA Level I (Finance) – Candidate 2024
- Financial Modeling and Valuation Analyst (FMVA) – CFI
Education
Master of Science in Finance - New York University Stern School of Business, New York, NY (2017 - 2019)
Bachelor of Science in Economics - University of California Berkeley, Berkeley, CA (2013 - 2017)