Developed detailed investment materials for a startup's $10M seed round, effectively communicating their value proposition and growth strategy to attract investors.

Conducted in-depth technology use case exploration to assess emerging innovations and inform investment themes for Cox Communications' incubator, supporting their strategic decision-making process.

Created Confidential Information Memorandums (CIMs) for Discretion Capital's private equity clients, showcasing startup companies' value and positioning them for successful acquisition.

Produced investment materials and provided investor relations advisory for Payfactory's Series A raise, informing strategic direction on how to position key metrics for potential investors.