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Company Analyst

Location:
San Mateo, California, 94402, United States
Posted:
May 27, 2010

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***** G. *********

******@*****.***

** ** ***** **** • Apt # 904 • San Mateo, CA 94402 • Phone: (917) ***-****

Education

Hanover, NH

Dartmouth College

*/**

• B.A in Computer Science, GPA: 3.53, graduated with cum laude honors

• SAT Scores: Math: 800 Verbal: 770

• Finance/CS coursework: Financial Intermediaries and Markets, Microeconomics, Macroeconomics, Game

Theory, Linear Algebra, Calculus, Algorithms, Computer Networks, Robotics and AI

CFA Institute - Successfully completed CFA Level I examination in June 2004, CFA Level II Candidate

Experience

Menlo Park, CA

Sierra Ventures

9/06-Present

Associate

• Perform deep due-diligence, and deal structuring for early and late stage equity investments – includes

fundamental analysis on a company, cash flow modeling, and returns modeling

• Identify and create theses on various market sectors based on market fundamentals and CEO interviews

• Source and contact potential investment opportunities and markets in various IT and service sectors

• Manage and coordinate deal flow from our sister fund in China

• Promoted from Analyst to Associate in Dec-2007, in recognition of my efforts within the investment team

• Operational modeling work for various portfolio companies; including examining various capital raise

scenarios for a portfolio company, Accruent

Closed Deal Experience

• OSS 1701 – Next generation virtualized application management software company

• Ooyala - Online Media syndication and monetization infrastructure

• CSS Slash Support – India based outsourced technical support services company

• Click Forensics- Media Traffic quality analysis (sourced only)

• Spotzer – Netherland based media advertising services company

Washington, DC

American Capital Strategies

6/05-9/06

Associate

Deal execution and due-diligence

• Build Leveraged Buyout and Mezzanine lending models for deal analysis and pricing

• Review offering memorandums and meet with management teams of potential investment

• Draft preliminary and final Investment Committee memorandums as part of the investment process

Deal origination/Market research

• Generate market maps for industry deep dives in the Technology and Education sectors

Portfolio monitoring

• Observe and track assigned portfolio company performances on a quarterly/monthly basis

New York, NY

Insight Venture Partners

6/03 – 6/05

Analyst

• Sourced and contacted potential deals in various software/internet product sectors

• Performed due-diligence, deal analysis, and deal structuring within an investment team

Closed Deal Experience

• The Vendare Group- a pre-IPO online media and marketing company (sourced)

• The Capella Group- (NASDAQ: CPLA) online education company (sourced)

• Hitwise- website performance measurement (acquired by Experian for $240m)

• Strategic Financial Systems- a financial services software company

Morgan Stanley New York, NY

6/02 – 8/02

Summer Analyst – Investment Banking Division, Paper products, metals and mining group

• Performed industry and industrial sector analysis and modeled accretion/dilution effects in connection with

a potential merger, also built a basic stand alone model of acquiring company

Salomon Smith Barney (now Citigroup Global Markets) New York, NY

3/02 – 6/02

Spring Analyst – Investment Banking Division, Basic Industries group

• Participated in various phases of the investment banking process



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