* As a Partner at a VC in NYC several years ago, Jeffrey’s strategy was to work with the business to finalize the presentation, narrative, and story. His specialties include creating and/or revising investor materials (presentations and financial models) as well as delivering valuation analysis and a cap table (or convertible note) calculator for pre and post-investment. 

* He has built cap tables, pro forma’s, and financial/operational models in the preparation of formal capital infusions. Additionally, Jeffrey prepares an independent valuation report for the entrepreneur to validate the capital sought and equity or convertible note being acquired by the investor.  

* Jeffrey has acted as an interim-CFO/COO for 40+ companies and funds between funding rounds preparing to engage either angels/family offices or institutions. 

* Jeffrey’s banking experience includes Morgan Stanley, running their syndication group for Private Wealth Management and HSBC where he led Revenue Strategy for all of Manhattan.

* Jeffrey’s Real Estate experience includes co-founding a commercial/residential brokerage and working with a number of funding sources (mainly family offices) in providing short and long-term capital for real estate and other hard asset-based financings.

* Most recently, Jeffrey was an executive of an insurance company with oversight of underwriting, business development, and overall growth. The company insures real estate risk. 

* Jeffrey has worked with a variety of blockchain based companies in the education, real estate, and finance industries in both developing their businesses and preparing for an ICO.