Institutional Finance Workflows • Fundraising • Valuation Systems

Documenting institutional finance workflows, fundraising systems, valuation processes, and the operational mechanics behind investment and private capital teams.

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Writing

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Resources

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Linkedin

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💼 About

I work across institutional finance workflows spanning valuation review, portfolio analytics, fundraising execution, and reporting systems.

Currently supporting a UK-based private equity client on portfolio monitoring, valuation review, and fund reporting workflows.

Previously worked on fundraising and M&A mandates across B2B SaaS, edtech, EV logistics, and IT consulting businesses.

My work and writing focus on:

• private equity workflows
• fundraising systems
• valuation and financial modeling
• analyst operating systems
• institutional finance execution
• AI infrastructure for finance teams

💼 Experience

Preferred Square | Business Analyst II

Jan 2026 – Present

Supporting UK-based private equity and asset management clients across valuation review, portfolio analytics, and reporting workflows.

• Deliver quarterly reporting support across 6 PE funds