At ComCap LLC, I execute sell-side M&A and capital-raising mandates across SaaS, fintech, e-commerce, logistics tech, and tech-enabled services. I’ve worked on deals including Visenze, sold to Rezolve, and FB Flurry, sold to cart.com.
I prepare CIMs, teasers, management presentations, and pitch materials, alongside transaction-related financial analysis. My valuation work includes public comps, precedent transactions, DCFs, and management forecast variance analysis.
I build strategic buyer and financial investor universes and support outreach, engagement tracking, and deal execution. I also lead business-development outreach across fintech and logistics and prepare sector research across logistics tech, fintech, crypto, and SaaS.
I co-led adoption of AI-enabled workflows for M&A research and execution, applying ChatGPT and Claude to buyer intelligence, sector analysis, transaction materials, financial review, and QA. I co-developed reusable prompts, SOPs, and Claude skills for recurring deal workflows.
