
## Problem

A quantitative trading team had strong technical depth but struggled to communicate their edge to non-technical investors. The deck was heavy on backtests and formulas, light on risk controls and practical execution.

## Approach

We reframed the narrative:

1. **Problem → Edge → Proof**: Restructured flow to lead with market inefficiency, then solution
2. **Risk First**: Added explicit risk controls, position sizing, drawdown management
3. **Metrics That Matter**: Highlighted Sharpe, max drawdown, daily P&L distribution
4. **Visual Clarity**: Simplified charts; removed technical jargon where unnecessary

## Deliverables

- Revised pitch deck (20 slides → 14 slides)
- Executive summary (1-pager)
- Investor FAQ document
- Presentation coaching notes

## Impact

- **Clarity**: Non-technical investors could understand the strategy
- **Signal**: Higher-quality questions from investors during diligence
- **Confidence**: Team felt prepared to defend approach under scrutiny
- **Next Steps**: Progressed to term sheet negotiations with 2 investors

## Lessons

Investors care about:

- **Risk management** more than return targets
- **Operational details** (who monitors? what happens in crisis?)
- **Team resilience** (how do you handle drawdowns?)

Technical brilliance needs a translation layer for capital allocation.



Algorithmic Trading Pitch Deck Review


## Problem

An ATM operator was experiencing unpredictable outages and overfilling under variable traffic conditions. Downtime averaged 8-12% monthly, and cash logistics were reactive rather than predictive.

## Approach

We implemented:

- **Route Scoring**: Prioritized service by transaction volume and downtime risk
- **Alerting System**: Real-time notifications for low cash, hardware errors
- **Refill Thresholds**: Dynamic targets based on historical transaction patterns
- **SLA Framework**: Clear service windows and escalation paths

## Deliverables

- Airtable ops dashboard with automated alerts
- Route optimization schedule
- Cash forecasting model
- Maintenance SOP documentation

## Impact

- **Downtime**: Reduced from 8-12% to 5-6% (34% improvement)
- **Cash Cycles**: Tightened float utilization; fewer emergency runs
- **Cost Savings**: Reduced service truck rolls by 20%
- **Uptime Visibility**: Real-time monitoring vs. reactive discovery

## Stack & Tools

- Airtable for operations tracking
- Zapier for alert automation
- Google Sheets for cash forecasting
- SMS notifications via Twilio



ATM Uptime & Cash Logistics Optimization


## Problem

A multi-location fitness operator was managing club performance through disconnected spreadsheets and manual weekly roll-ups. Regional managers spent 6-8 hours per week aggregating data, and the lag time prevented timely intervention on retention and sales metrics.

## Approach

We built a unified data model that:

- Automated imports from membership system via API
- Centralized metrics in BigQuery
- Created a live Looker Studio dashboard
- Established single source of truth for KPIs

## Deliverables

- **Live Dashboard**: Real-time visibility into member retention, sales pipeline, class attendance
- **SOP Documentation**: Step-by-step guide for dashboard maintenance
- **Handoff Video**: Training for regional managers and HQ team

## Impact

- **Retention**: +2.8 percentage points improvement through earlier intervention
- **Time Saved**: 6-8 hrs/week per regional manager
- **Operational**: Higher compliance with CCS booking protocols
- **Decision Speed**: Same-day visibility vs. week-delayed reporting

## Stack & Tools

- Google AppScript for API integration
- BigQuery for data warehouse
- Looker Studio for visualization
- Existing membership system (Club OS)



KPI Dashboard for Multi-Club Fitness Operator


## Problem

A private investment firm was managing investor communications through ad-hoc PDFs and email threads. Version control was messy, and prospective LPs had inconsistent access to fund documents.

## Approach

We built a secure microsite with:

- **Structured Disclosures**: Fund terms, strategy overview, risk factors
- **FAQ Section**: Common questions pre-answered
- **Document Library**: Versioned documents with access logs
- **Password Protection**: Simple gate for qualified investors

## Deliverables

- Next.js microsite deployed on Vercel
- CMS integration for document updates
- Password-protected sections
- Mobile-responsive design

## Impact

- **Diligence Speed**: LPs could review materials independently
- **Version Control**: Single source of truth for fund documents
- **Professional Signal**: Elevated perception of operational sophistication
- **Time Saved**: Reduced back-and-forth email threads by ~40%

## Stack & Tools

- Next.js for static site generation
- Vercel for hosting and edge functions
- Markdown for content management
- Simple password gate (no CMS required)

## Lessons

Investor relations benefit from the same operational discipline as product:

- **Clarity** over cleverness
- **Consistency** in messaging
- **Accessibility** for qualified parties
- **Version control** to avoid confusion



Freelance Work

Algorithmic Trading Pitch Deck Review

ATM Uptime & Cash Logistics Optimization

KPI Dashboard for Multi-Club Fitness Operator

Private Investor Relations Microsite