May 2026 — Jul 2026 · New York, NY
Built a 50+ slide Confidential Information Memorandum for a $500-700M EdTech sell-side process, covering subscriber growth, LTV/CAC, and retention across 6 customer cohorts. Designed a win-back funnel modeling reactivation rates across 6 churned-user segments for strategic and financial buyers. Supported carve-out diligence on a $300-500M software divestiture from an AI-focused parent and found an 8% overstatement in recurring revenue caused by duplicated upsell tracking and overlapping ARR periods. Also built buyer research, trading comps, and a quarter-end market update covering 15+ software M&A deals.