MilleniaVenture
Capital Advisory
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Experiencia laboral
Capital Advisor
Finance Expert
Jan 2011 - Present • 15 yrs 6 mos
I am the founder of Millenia Ventures and a FINRA-licensed investment banker with experience in capital advisory, pitch decks, investor presentations, business plans, financial consulting, business consulting, financial storytelling, deal positioning, and funding preparation. Through Millenia Ventures, I have worked with startups, small businesses, real estate sponsors, entertainment companies, technology companies, hospitality businesses, restaurants, consumer brands, AI companies, biotech companies, sports businesses, and growth-stage companies preparing to raise capital. One of my key achievements was working with 21 Rocs, where I personally helped raise $500,000 and, together with my team, supported approximately $1.2 million in total capital raised. My role included investor strategy, deal positioning, pitch preparation, investor communication, follow-up, and helping present the opportunity clearly and professionally. I have created, reviewed, and improved pitch decks, executive summaries, investor teasers, business plans, financial presentations, funding strategies, and capital raise materials for companies seeking debt, equity, bridge financing, acquisition financing, real estate funding, and growth capital.