Tyler RoweFinance & StrategyResume

Portfolio

A roadmap from operating judgment to investment analysis.

I’m building a focused body of finance, investing, M&A, and strategy work centered on technology and software businesses. These projects are in development and are not presented as completed analyses or professional transactions.

Priority orderedTransparent assumptionsPublic or clearly identified case dataNo confidential information
01
Flagship ProjectComing Soon

End-to-End SaaS Acquisition Analysis

Strategic Rationale, Valuation, Merger Economics & Investment Recommendation

A complete acquisition case study evaluating a software target from strategic and financial perspectives.

Planned analysis
  • Company and industry overview
  • Strategic acquisition rationale
  • Build / Buy / Partner considerations
  • Historical financial analysis
  • Revenue and margin forecasts
  • DCF valuation
  • Public trading comparables
  • Precedent transaction analysis
  • Purchase price analysis
  • Revenue and cost synergies
  • Accretion / dilution where appropriate
  • Scenario and sensitivity analysis
  • Due diligence priorities
  • Key transaction risks
  • Investment / acquisition recommendation
  • Executive / investment committee memo
Open Analysis
02
ValuationComing Soon

SaaS Valuation & Public Comparables Analysis

DCF, Trading Comps, Precedent Transactions & Scenario Analysis

A detailed valuation study of a real public software company using multiple valuation methodologies.

Planned analysis
  • Historical operating performance
  • Revenue growth
  • Gross margin
  • EBITDA
  • Free cash flow
  • SaaS operating metrics where available
  • DCF
  • EV / Revenue
  • EV / EBITDA
  • Comparable-company selection
  • Precedent transaction benchmarks
  • Sensitivity matrices
  • Bull / Base / Bear scenarios
  • Implied valuation range
Open Analysis
03
Venture InvestingComing Soon

Venture Investment Memo & Cap Table Analysis

Startup Evaluation, Financing Economics & Investment Recommendation

A venture capital-style evaluation of an early-stage or growth-stage software company, building on MBA work with real startups.

Planned analysis
  • Company overview
  • Founder / management assessment
  • Market opportunity
  • TAM / SAM / SOM
  • Business model
  • Competitive landscape
  • Revenue model
  • Unit economics
  • GTM strategy
  • Investment thesis
  • Principal risks
  • Valuation
  • Cap table
  • Pre-money / post-money ownership
  • Dilution
  • Option pool impact
  • Term-sheet economics
  • Financing scenarios
  • Investment recommendation
Open Analysis
04
Market AnalysisComing Soon

Acquisition Target Screening & Market Map

Software Market Mapping, Target Prioritization & Strategic Fit

A structured analysis identifying potential acquisition targets for a technology or software acquirer.

Planned analysis
  • Industry / market landscape
  • 20–30 potential targets
  • Revenue / ARR where available
  • Growth
  • Market segment
  • Product adjacency
  • Customer overlap
  • Strategic fit
  • Financial attractiveness
  • Commercial synergies
  • Integration complexity
  • Competitive differentiation
  • Acquisition risks
  • Prioritization framework
  • Shortlist for deeper diligence
Open Analysis
05
Strategic FinanceComing Soon

Capital Raise & Financing Analysis

Growth Financing, Ownership Dilution & Capital Structure

A financing case evaluating how a growing technology company should raise capital.

Planned analysis
  • Funding requirement
  • Uses of capital
  • Operating forecast
  • Cash burn
  • Runway
  • Debt vs. equity considerations
  • Financing alternatives
  • Pre-money / post-money valuation
  • Ownership dilution
  • Cap table modeling
  • Term-sheet comparison
  • Investor economics
  • Founder economics
  • Scenario analysis
  • Financing recommendation
Open Analysis
06
Corporate StrategyComing Soon

Build vs. Buy vs. Partner

Strategic Growth and Capital Allocation Decision

An analysis of whether a software company should develop a capability internally, acquire another company, or enter a strategic partnership.

Planned analysis
  • Strategic objective
  • Market opportunity
  • Build economics
  • Acquisition economics
  • Partnership economics
  • Time to market
  • Capital required
  • Strategic control
  • Margin impact
  • Execution risk
  • Integration risk
  • Optionality
  • Expected returns
  • Qualitative strategic considerations
  • Recommendation
Open Analysis

Methodology standard

Evidence first. Assumptions visible.

Completed work will separate sourced facts, assumptions, calculations, and judgment. Academic and independent work will be labeled clearly and will never be described as professional transaction experience.