Finance, Strategy & Investing Technology / SaaS
Technology and SaaS commercial leader with 8+ years across enterprise sales and strategic partnerships, now expanding into finance, investing, M&A, and corporate strategy through an MBA and independent analytical work.
Selected experience
My professional foundation is commercial and operational: evaluating opportunities, understanding buyer economics, building partnership cases, negotiating agreements, and coordinating execution across functions.
Mar 2024–Present
Elite Extra / Epicor Corporation
Leads a three-person partnerships team developing software integrations, referral channels, and other commercial relationships across Product, Engineering, Finance, Marketing, and Legal.
Sep 2017–Mar 2024
Elite Extra
Managed full-cycle enterprise software opportunities from discovery and solution scoping through pricing, contract negotiation, legal coordination, and operational onboarding.
Portfolio
Six projects in development will demonstrate financial modeling, investment analysis, valuation, market mapping, financing, and strategic decision-making without presenting unfinished work as complete.
01
A complete acquisition case study evaluating a software target from strategic and financial perspectives.
Strategic Rationale, Valuation, Merger Economics & Investment RecommendationOpen analysis02
A detailed valuation study of a real public software company using multiple valuation methodologies.
DCF, Trading Comps, Precedent Transactions & Scenario AnalysisOpen analysis03
A venture capital-style evaluation of an early-stage or growth-stage software company, building on MBA work with real startups.
Startup Evaluation, Financing Economics & Investment RecommendationOpen analysisCapabilities
Commercial execution is experience-backed. Formal finance, venture investing, and transaction-analysis capabilities are developing through the MBA and independent work.
Developing through MBA coursework and independent analysis
Applied professionally in commercial and partnership settings
Demonstrated through technology sales and strategic partnerships
Hands-on experience across software commercial operations and personal projects
MBA / Education
Completing an MBA at the University of Wisconsin–Madison with badges in Entrepreneurship, Strategic Growth, and AI. Entrepreneurship capstone work included founder interviews, investment analysis, cap table modeling, and term-sheet creation for three real startups.
Education and developmentMaster of Business Administration
Outside the office
Languages, technology projects, stories, and a life outside work keep my perspective broad.
Leadership, strategy, and expansive science-fiction and fantasy—plus original worldbuilding projects.
League of Legends, World of Warcraft, Hitman, and other systems-rich games.
German at approximately B2, Swedish at approximately A2, and a longstanding interest in international experience.
Hands-on projects across Linux, Docker, home automation, private infrastructure, and applied AI.
Start a conversation
I’m exploring finance, investing, M&A, and strategy opportunities where a commercial technology perspective adds value. Remote is preferred; relocation is open depending on the role.