Track Record
From $200B+ in transactions to your Series A
7 years of technology investment banking. Led finance at a startup from $0 to $100M ARR. Now building the AI agents that make all of it 100× faster.
Selected transactions
| Transaction | Type | Role | Size | Year |
|---|---|---|---|---|
| Broadcom / VMware | M&A | Lead Financial Advisor | $61B | 2022 |
| Broadcom / Symantec | M&A | Lead Financial Advisor | $10.3B | 2019 |
| Broadcom | Debt Capital Markets | Left Lead | $32B | 2022 |
| Broadcom | Debt Capital Markets | Left Lead | $8B | 2020 |
| Cipher Mining / Good Works | M&A | Lead Financial Advisor | $2B | 2021 |
| Vroom | IPO | Joint Lead (incl. drafting) | $2.5B | 2020 |
| ClassPass | Series E | Left Lead | $1B | 2020 |
| Palantir | Revolver | Left Lead | $500M | 2022 |
| Barracuda | Term Loans | Left Lead | $1.6B | 2022 |
| Tyler Technologies | Revolver & Term Loans | Left Lead | $1.4B | 2021 |
| Chain Bridge | SPAC IPO | Left Lead | $230M | 2021 |
| Cipher Mining | PIPE | Left Lead | $425M | 2021 |
| Synaptics | Senior Notes | Left Lead | $1.1B | 2021 |
| Cirrus Logic | Senior Credit Facility | Left Lead | $300M | 2021 |
Additional advisory mandates
██████████(2023) — AI-enabled fraud detection SaaS platform
~$300M██████████(2023) — DevOps SaaS platform
~$3B██████████(2023) — Telematics SaaS platform
~$1B██████████(2021) — Data analytics SaaS platform
~$17B██████████(2021) — Voice communications SaaS platform
~$300M██████████(2020) — Cybersecurity SaaS platform
~$10B██████████(2020) — Furniture eCommerce platform
~$250M██████████(2020) — Conversational AI SaaS platform
$175M██████████(2019) — ASIC semiconductor designer
undisclosedAlso worked with
Cerebras
Groq
In-Q-Tel
Marvell
Saks
Farfetch
Rent the Runway
Carvana
Confluence
Microsoft
Slack
The engine room
The same mind. 100× faster.
Traditional due diligence: 4–8 weeks
600 documents. Fraudulent conveyance identified. Under 1 hour.
Law firms quote SPV docs: 6–8 weeks, $25–50K
SPV filing documents generated in 47 seconds.
Financial models: weeks of analyst time
3-statement model at daily granularity. Days, not months.
RevOps setup: months of consulting
Full intelligence command center. Built in 4 days.
Sales dashboards: weeks of BI work
HubSpot dashboards driving real-time intelligence. Minutes.
Ready to deploy?
Engage →Deploy →