Private Equity Research & Operational Improvements

Transforming Private Equity Reporting

Redesigned Callan LLC’s private equity reporting system to improve clarity, efficiency, and strategic value for institutional clients. The new template:

• Increased annual client revenue by $20–$30K

• Reduced reporting inefficiencies by 40%

• Empowered analysts to create cleaner, custodian-independent PME analysis

• Resulted in better benchmarking and actionable investment insights

I led a cross-functional team across IT, Operations, and Client Reporting to streamline data collection and ensure clean implementation.

Fund Search & Manager Selection

Executed dozens of fund-of-funds, separate account, and fund-of-one manager searches. My work combined quantitative analysis, market screening, and qualitative judgment to surface best-fit managers tailored to each client’s objectives.

• Conducted full manager screens and built customized shortlists

• Created clean, high-impact visuals to support investment committee decisions

Direct Partnership Due Diligence

Led $350M+ in direct capital commitments across strategies like venture/growth, buyout, special situations, and distressed debt. GPs included Angelo Gordon, Audax, New Mountain, Onex Partners, Carlyle, NGP, OCM, Clearlake, Warburg Pincus, and many more.

My role covered the full lifecycle:

• GP visits and interviews

• Investment committee memos (25+ pages)

• Quantitative underwriting:

  • Capital win/loss analysis

  • MOIC sensitivity & peer benchmarking

  • Sector and portfolio company performance

  • Fraser-Sampson – inspired operational “driver” analysis

• Delivered custom reports using Burgiss Private i

Thought Leadership & Pro Bono Work

• Leveraged industry relationships to connect a company founder with top-tier consumer venture firms, securing high-quality investor meetings to support capital raise efforts.

• Authored an unpublished white paper exploring whether top-tier gatekeepers consistently outperform the Venture Economics benchmark. (They did — until the dataset was retired.)

• Advised allocators on manager selection and best practices through pro bono diligence support.