Curriculum Vitae

OBJECTIVE:

To apply my finance, strategy and operations experience, ideally by joining a transportation-related organization. I am passionate about expanding access to transportation by both reducing cost and increasing choice.

EXPERIENCE:

Jan 05 – Present
RBLOCK INC. Founder & CEO
Sunnyvale, CA

  • Studied the well-established research on our increasing disconnectedness in the United States and the resulting economic and social costs incurred;
  • Conceived and developed rBlock to reverse this trend by attracting an experienced team of investors, directors, developers, and advisors; raised six rounds of equity and convertible debt capital from eleven friends and family investors;
  • Managed software product development teams, developed intellectual property assets (patents, trademarks, domain names) and continuously evolved rBlock’s vision, business model and product strategy through a market-driven approach;
  • Built four consumer web platforms that improved how residents solve local problems, consume goods & services, and get around town; each new platform capitalized on the insights and addressed the shortcomings of the previous one;
  • Established a data sharing partnership with Tom Tom N.V. enabling a zero-cost license to one of their data sets.

Jun 00 – Feb 03
SHAKTI VENTURES General Partner
New York, NY and Berkeley, CA

  • Helped capitalize a fund management company in order to accelerate the time-to-market of future U.S. portfolio companies via Indian outsourcing services;
  • Invested $125K of the $1.75M raised, hired CTO to develop and manage the “outsourcing enabler”, and sourced prospective investments for the future fund;
  • Returned over 75% of the capital raised to the management company cofounders after we secured commitments but fell short of raising a $100 million fund.

Nov 98 – May 00
VH ADVISORS Founding Principal
Berkeley, CA

  • Provided strategic advisory, valuation and capital raising services primarily to early-stage companies in the technology, ecommerce and services sectors.
  • Completed 20 assignments, most of them over 18 months, including four successful private financings.

May 94 – Oct 97
BEAR STEARNS Associate, Corp. Finance
New York, NY

  • Processed a wide range of public-market transactions in the media & entertainment group with a primary focus on diversified entertainment, cable and publishing companies.
  • Managed the maintenance of comparable company and transaction analyses by the financial analysts in our group.
  • Wrote business plan and launched marketing effort for Firm’s India Emerging Markets Group.

Jun 93 – May 94
AGE WAVE Director, New Business Development
Emeryville

  • Joined this research, marketing services, and custom publishing company focused on the mature market to help the CEO evolve its business model and build a larger balance sheet.
  • Developed and presented equity-in-lieu-of-cash proposals for smaller clients to transform how the Company was compensated for its marketing services.
  • Researched new business development ideas to attract venture capital participation and advised CEO on investor & board communications.

Sep 89 – Dec 90
HOUSING DEVELOPMENT FINANCE CORPORATION Research Officer
Mumbai, India

  • Researched and analyzed existing financing policies and products with a view to developing more sophisticated approaches to financing HDFC’s growth.
  • Co-wrote and presented a case study on HDFC’s contribution to India’s housing sector at a 60-nation international conference in Washington, D.C.

Jun 86 – Jun 89
DREXEL BURNHAM LAMBERT REALTY Asst. Vice President
New York

  • Participated in bringing corporate finance analytical techniques to the evaluation of real estate investments.
  • Helped co-manage a $25 million foreign real estate investment fund, identified US investment opportunities, and evaluated the fund’s performance;
  • Supervised management of limited partnership assets created out of the 1986 Tax Reform Act, and helped to refinance these assets.

EDUCATION:

Jan 91 – Oct 92
COLUMBIA BUSINESS SCHOOL
MBA in Finance

Aug 82 – May 86
CORNELL UNIVERSITY
BA in Economics

SKILLS:

Highly proficient in market valuation and financial forecasting. Also highly proficient in the strategic, managerial and operational aspects of running a software company, and have hands-on experience across the full product life-cycle. Project-based skills include:

      Defining Goals
  • conducting rigorous research and analysis, where necessary;
  • understanding requirements and constraints
      Planning Execution
  • creating financial models and running sensitivity analyses;
  • defining timelines and resources; aligning them with tactics and checkpoints;
  • collaborating on writing and presenting plans; winning support for them
      Achieving Goals
  • developing leadership, management and execution capabilities;
  • learning by doing, setting examples, sharing information, supporting teams
      Valuation & Forecasting Methodologies
  • unit economic models (unit based);
  • discounted cash flow (cashflow based);
  • comparable companies (comparables based);
  • asset-based (book value based)
      Using MS Office
  • Excel;
  • Power Point;
  • Word
      Designing & Prototyping Products
  • Axure RP Pro 5.5;
  • Power Point

OTHER:

Fluent in Spanish; former director and acting treasurer of A Better Way in Berkeley; member and block captain of a safe neighborhoods organization for last 10 years; proud husband and father who also enjoys being a community observer, public transportation rider, cycling commuter, tennis player and recreational cook.

REFERENCES:

Available upon request.