Experience

Clearstone Associates

• Financial Services
• 1 - 100 Employee

• Founder, Owner, Managing Partner

  • Mar 2020 - Present

  Owner of 17 funeral home assets, taken private from Public Company Stonemor Partners, L.P. (NYSE: STON). I love working with our 70 employees!! Owner of 17 funeral home assets, taken private from Public Company Stonemor Partners, L.P. (NYSE: STON). I love working with our 70 employees!!



Era Finance

• United States
• Financial Services
• 1 - 100 Employee

• Investor

  • Jan 2023 - Present

  Personal Financial AI Personal Financial AI



Commonstock (Acquired by Yahoo FInance)

• United States
• Financial Services
• 1 - 100 Employee

• Investor

  • Mar 2021 - Present

  Backed by Coatue, Floodgate, QED Backed by Coatue, Floodgate, QED



Sylva

• Technology, Information and Internet
• 1 - 100 Employee

• Investor

  • Dec 2020 - Present



Alias.co

• Investor

  • Dec 2020 - Present



Teamshares

• United States
• Financial Services
• 100 - 200 Employee

• Investor

  • Sep 2020 - Present



Roam Research

• Software Development
• 1 - 100 Employee

• Investor

  • Apr 2020 - Present



Lead Edge Capital

• United States
• Financial Services
• 1 - 100 Employee

• Investor

  • Sep 2018 - Mar 2020

  $5 Billion AUM Private Investment Fund (Majority Deals, Minority Deals, and Public Equities) Private Investments Sourced: Weave (NYSE: WEAV) $5 Billion AUM Private Investment Fund (Majority Deals, Minority Deals, and Public Equities) Private Investments Sourced: Weave (NYSE: WEAV)



Wavio

• Provo, Utah Area

• Co Founder

  • Sep 2015 - Jul 2017

  - Awarded ~$50,000 in various competitions and excelled in new venture events: 2nd /5000 International Business Model Competition at Microsoft Ventures; “Most Innovative Idea” of 50+ entrants, 5th /60 in Business Model Competition at BYU - Led negotiations with numerous mentors, lawyers, and potential investors relating to market sizing, IP protection, channels of distribution, supply chain, funding, long-term growth, equity sharing, and business plan development - Managed 6 finance interns responsible for pre-orders, competitor tracking, online marketing, new strategies, and validation - Closed pre-orders with ~30% success rate while meeting with retailers and future clients within 60 miles of company HQ - Negotiating a possible partnership with Canadian competitor valued at ~$2m Show less



Peterson Partners

• United States
• Investment Management
• 1 - 100 Employee

• Private Equity Summer Analyst

  • May 2016 - Jul 2016

  -Drove analyses of 50 acquisition targets (annual revenues $1-10m+) for portfolio company (~$15m in revenue) leveraging competitive landscape mapping, analysis of company financials, valuation, and individual product breakdown - Synthesized findings of acquisition targets and recommended 8 targets to portfolio company CEO - Analyzed critical features of legal contracts to assist with the acquisition of a ~$100m medical-benefit management company -Drove analyses of 50 acquisition targets (annual revenues $1-10m+) for portfolio company (~$15m in revenue) leveraging competitive landscape mapping, analysis of company financials, valuation, and individual product breakdown - Synthesized findings of acquisition targets and recommended 8 targets to portfolio company CEO - Analyzed critical features of legal contracts to assist with the acquisition of a ~$100m medical-benefit management company