Michael Bise 

Investment Research & Business Operations

Adaptable investment and business strategy professional with 7+ years of experience spanning private equity, private credit, manager due diligence, and business operation improvements. Allocated $2B+ across the private equity gatekeeper universe and directly invested $350M+ in top-tier GPs. Created new private equity performance reports, increasing annual revenues by $20-$30k per client and optimizing reporting efficiencies by 40%. Departed Callan LLC to pursue entrepreneurial endeavors and designed a B2C app for physical therapy patients.

Seeking investment specialist, business operations, and product manager roles that leverage my financial acumen and proven ability to serve as a trusted advisor to clients. Open to relocation

Started my finance career in Callan’s Client Reporting Services Group (“CRS”) where I executed detailed performance measurement and manager attribution reports for clients. Leveraged statistics and problem solving to identify and correct return anomalies and data capture variances.

Skills & Expertise:

  • Investment Due Diligence & Manager Selection

  • Private Market Research & Fund Monitoring

  • Strategic Forecasting & Investment Analytics

  • Go-to-Market Strategy, Customer Research & Cross-Functional Operations

  • Product Development, Management & Growth Strategies

  • Institutional Client Advisory & Business Development

  • Operational Improvement & Client Relationship Management

  • Tools: Excel, PowerPoint, Financial Modeling, Salesforce, Pitchbook, Preqin, Private-IQ, Python (Beginner)

Business Consulting Assignments:

  • Lagunitas Brewery – Conducted customer segmentation and acquisition analysis for Lagunitas, leveraging data analytics to support business expansion strategies and a new $75 million production facility.

  • Jenny Craig – Designed center performance KPI tracking templates for senior management.

Physical Therapy App Development—VidPT

Pre-launch Company Website: https://vidpt.com

In addition to finance, I am passionate about building brands that focus on creating long-term customer value. Have a penchant for survey design, possess a consumer-focused mindset, and love transforming insights into actionable business decisions. Market Research was one of my favorite business school classes and I leveraged the learnings and my passion for physical therapy by creating a B2C physical therapy app that focused on injured athletes in the post-acute care segment.

You can learn more about VidPT’s history on the Healthcare Start-up Tab. Started with an idea, launched a survey, and designed a highly functional MVP. Proud of what I accomplished and the learnings I gleaned from the experience. Plus, I love building things and motivating team members.