Work

What I know, what I can build with it, where I've applied it professionally, and what I've shipped on my own.

01 - Skills

Finance × Agentic AI

The two domains I operate in, and where they intersect.

Finance

  • -Financial Modeling & Valuation (DCF, LBO, Comps)
  • -Underwriting & New Deal Screens (Operating, Market, Valuation Assumptions)
  • -Project Finance Modeling (Multi-Year, Unlevered, JV Economics, Decline Curves)
  • -IC Memo Writing
  • -Deal Sourcing & Diligence (Data Rooms, Management/Founder Calls)
  • -Pitchbook, Crunchbase, Apollo

Agentic / AI

  • -Agent Orchestration & Multi-Agent Workflows
  • -RAG (Retrieval-Augmented Generation)
  • -Tool Use & Function Calling
  • -MCP (Model Context Protocol) Integration
  • -Context Engineering
  • -Loop Engineering
  • -Prompt Evaluation & Iteration
  • -Claude API (Certified: Building With Claude API)

Platforms

ClaudeHermesOpenAIOpenClawMicrosoft (Copilot/Azure AI)All Open-Source ModelsGrokOllamaVS CodeGitHubVercelRailwayCloudflarePineconeClerk

02 - Workflows

Agentic Workflows by Use Case

End-to-end processes I've built agents to run - the finance process laid out step by step, since that's where the deepest reps are.

Investing (VC/PE)

SourcingScreeningManagement/Founder CallsDiligence (Product, Market, Financial)Modeling/UnderwritingInvestment MemoICTerm SheetClosingPortfolio Monitoring

Investment Banking (Sell-Side)

Pitch/EngagementCIM & Teaser PrepBuyer OutreachData Room DiligenceModelingNegotiationClose

Beyond Finance

Agentic Research Automation

Market maps, and alt-data/news/sentiment sourcing platforms.

Investor / LP Outreach & Relationship Management

CRM automation and sequenced multi-touch outreach.

Recruiting & Talent-Sourcing Workflows

Built a 21-person org from scratch.

Content & Memo Generation

IC memos, pitch decks, and research reports.

03 - Experience

Where I've Built This Professionally

Agentic AI applied inside real investment teams, not just side projects.

Raptor Group

Private Investments Co-op, Opportunistic/PE Team - Jim Pallotta's Family Office

  • -Saw the team spending hours on work that agentic AI could compress without sacrificing output quality or security - and built the platform to prove it.
  • -One of 4 on the team overseeing $1B+ AUM; worked 7+ deals from Seed to Series C across SpaceTech, DefenseTech, Government SaaS, and Consumer.
  • -Produced 4+ weekly one-page investment memos; led diligence workflows through data rooms (product, business model, unit economics, risk); synthesized insights from daily fund/founder calls and board meetings.
  • -Built a proprietary agentic public/private sourcing and investment platform - surfaces opportunities from news, alt data, keywords, sentiment, and fund thesis; automates initial screening, diligence workflows, and market-map visualization, compressing multi-hour workflows.
ClaudeAgentic WorkflowsPrivate EquityVenture InvestingProject Finance

Inland Group

Real Estate Private Equity Summer Analyst, Acquisitions

  • -Recognized the acquisitions team needed to move faster without letting quality or security slip, and set out to build the agentic AI infrastructure to get there.
  • -Built the agentic AI infrastructure automating deal screening, underwriting, and IC memo generation for the acquisitions team - designed the context layer feeding the agents (structured deal data, appraisals, and comps as Markdown and JSON), with prompt engineering and evaluative criteria/rubrics to keep outputs consistent and gradeable across deals.
  • -Built human-in-the-loop checkpoints into every workflow - analysts review and approve agent-generated screens, underwriting assumptions, and memo drafts before they move downstream, so speed never comes at the cost of accuracy.
  • -Drove adoption of agentic AI across the acquisitions team, compressing work from days to hours while improving output quality.
Real EstateUnderwritingAgentic WorkflowsContext EngineeringIC Memos

04 - Projects

What I've Shipped

Products and tools built end to end, on my own time.

AI + Investing Workflow Showcase

A screen-recorded walkthrough of an AI-assisted investment workflow.

Built at Raptor Group to compress sourcing, screening, and memo-writing from hours to minutes - this recording walks through the agentic platform end to end, from a raw signal to a written investment memo.

ClaudeAgentic WorkflowsInvesting

Solstyce

Deal-sourcing and portfolio-intelligence platform for VC/PE funds, with a voice-controlled AI copilot.

A full-stack workspace that compresses sourcing, diligence, and portfolio monitoring into one place, tailored to any fund's thesis. Alfred, the embedded voice assistant, can navigate the app, read the screen, and execute multi-step workflows autonomously - down to filling forms and clicking through the UI on command.

ReactTypeScriptPythonFastAPIChrome ExtensionVoice AI
View on GitHub →

IPCC Portfolio Manager

A 992-property real estate portfolio dashboard with an embedded AI chat assistant.

A password-protected portfolio management platform for a large real estate book - property-level analytics, reporting, and a conversational AI assistant to query the portfolio in natural language.

Next.jsAI ChatReal EstateVercel

Sharp

A spaced-repetition trainer for math, history, and science.

An SRS-based cognitive trivia app that schedules review of math, history, and science questions to optimize long-term retention.

ReactSpaced RepetitionEducation
AUTO club website hero section

AUTO

Marketing site for AUTO, the agentic-AI club I founded at Northeastern.

A Stripe-inspired, GSAP/Three.js-animated site built to give a not-yet-existing community real credibility from day one - full PRD/TRD product docs, light/dark theming, and a hand-built 3D hero.

Next.jsTypeScriptGSAPThree.jsTailwind CSS
View on GitHub →
Space Economy Explorer 3D orbital map

Space Economy Explorer

A multi-view intelligence platform for the space economy, not just a 3D map.

A Galaxy View visualizes market size across Launch, Earth Observation, Satellite Telecom, Space Defense, and more, orbiting an interactive Earth built with Three.js and D3. Beyond that: a Company Universe explorer with a database of 1,300+ space companies (searchable, filterable by sector, with detail pages), a live News feed pulling real-time space industry articles with topic/source filters and automatic VC/PE deal-flow detection, a Markets view for sector-level sizing and growth, and an interactive Timeline of milestones, launches, funding events, and policy.

ReactThree.jsD3Company DatabaseLive News
View on GitHub →
Personal Intelligence dashboard showing latest articles and briefing

Personal Intelligence

A self-updating news and market intelligence feed, built for myself.

Aggregates thousands of articles across markets, tech, and macro from a dozen RSS sources, then surfaces trends, an AI-generated daily briefing, an economics dashboard, and a world map of signals - all in one place I check every morning.

ReactFastAPISQLiteAI Synthesis
View on GitHub →