FROM YOUR FOUNDER
You will find that I am casual (grew up in California), but serious (moved to Boston). I am accomplished, finding my non-traditional path early. I have assembled a unique combination of degrees, private skills and credentials; important for you as I am capable of combining engagement-specific technological, financial, and intangible factors with case-law to generate defensible opinions.
Founder & Principal
QUALFICATIONS - SKEET
SELECTED EXPERIENCE: VALUATION OF CLOSELY-HELD BUSINESES
PURPOSE: Tax (409a, 1022), Transaction
FUNDING: Self, professional, public
STAGE: Pre-revenue, 1st Sales, Growth
INDUSTRIES & MARKETS: Consumer products, financial technology, healthcare IT, life sciences R&D, software, analytics, gas production, electrical manufacturing, motors & generators, alloy manufacturing, biologic API preparation methods, and medical devices.
EDUCATION, CREDENTIALS, TRAINING, ASSOCIATIONS, HONORS
EDUCATION: BA-History, UC Santa Barbara (1990). MBA-Entrepreneurship, Babson College (2008), Graduate Certificate-Forensic Accounting, Northeastern University (2019).
CREDENTIALS: Price-Babson SEE Entrepreneurship Educator. Babson College (2020). Master Analyst Financial Forensics-Candidate, NACVA (2018). Certified Valuation Analyst, NACVA (2017). Patent Agent Reg No. 51,141, United States Patent and Trademark Office (2002).
PROFESSIONAL TRAINING: Transactional Due Diligence (2018), Matrimonial Litigation Services (2018), Family Law (2018), Family Law Financial Forensics (2018), Financial Forensics (2018), Valuation of Real Estate Holding Companies (2019), Regression (2019), Monte Carlo Simulation (2019).
LIFE SCIENCE TRAINING: 32 Semester Units Biology (1996-2001), MoFlo Operator (2001), Business Development & Licensing (2006), Technical Writing (2007), 21 CFR 11 Compliance (2015), HIPPA Compliance (2015), ALCOA+ Compliance (2015).
SOFTWARE TRAINING: Agile Product Management (2013), Quality (2015).
ASSOCIATIONS: National Association of Certified Valuators and Analysts (NACVA), American Intellectual Property Law Association (AIPLA), Boston Patent Law Association (BPLA).
HONORS: Distinguished Recent Alumni Award. Babson College (2018).
THE KINDRED PROJECT: Co-Founder & Principal (2019 - )
GOLDMAN SACHS 10,000 SMALL BUSINESES: Virtual Business Advisor (2018 - )
CATAPULT INTELLIGENCE, LLC: Founder & Principal (2011- )
PEPTIMMUNE, INC: Director, Technology Development & IP (2009-2011)
15 YEARS OF PREVIOUS LIFE SCIENCE R&D: Peptimmune, Praecis, UC San Diego, Telios
RESULTS OF WORK HISTORY: >20 external relationships valued at over $450m, >200 agreements negotiated, >10 patent filings, >300 citations of granted patents and peer reviewed publications
HIGHLIGHTED EXPERIENCE: Immunology, cellular and molecular biology, biochemistry, pharmacology, flow cytometry, patient-centric health outcome measurements, benchmarking start-ups for alternative investments, knowledge management, new concept development, patent strategy, patent prosecution, trade secret protections, business development & licensing, entrepreneurship