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 Capital Partners, 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• Authored an unpublished white paper exploring whether top-tier gatekeepers consistently outperform the Venture Economics benchmark.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.