Private Equity & Venture Capital

Source proprietary deal flow through broker relationships, direct outreach to founders/owners, industry events, and your network. Screen hundreds of opportunities against investment criteria — sector, size, growth profile, margin structure, management quality. Manage a CRM of 2,000+ companies at various stages. For VC, it's the firehose of pitch decks and warm intros. For buyout, it's the auction processes from investment banks and the proactive outreach to owner-operators. The goal is seeing every deal in your space before your competitors do.

Run due diligence workstreams — financial, commercial, operational, legal, tax, environmental. Analyze quality of earnings, customer concentration, revenue sustainability, and the management team's track record. For VC, it's market sizing, competitive positioning, and unit economics validation. Build the 100-day plan and value creation thesis before you close. Coordinate with outside advisors (accounting firms, consultants, law firms) who all have their own timelines. The data room has 500+ documents and 6 weeks to close.

Drive EBITDA growth and margin expansion across portfolio companies through operational improvement initiatives — procurement optimization, pricing strategy, working capital management, and organizational redesign. The operating partner playbook determines whether a 2x return becomes a 3x.