At Stratos VC LLC, I prepare quarterly valuations of private company investments and build the models, sensitivity analyses, and committee materials behind investment decisions. I also built the firm’s portfolio data system with one colleague, adding AI automation for data capture; it replaced more than $30K a year in outside software.
At Naples Technology Ventures, I partnered with the General Partner on quarterly valuations and monthly fund performance reviews, and owned reporting to limited partners. I independently validated administrator calculations, served as primary contact for external auditors across eight entities, and supported six consecutive clean annual audits.
