Conduct operator vetting and diligence on founders, management teams, and strategic partners, including background research, reference calls, and assessment of execution capability. Synthesize and evaluate findings, presenting in clear materials.
Build and maintain financial models, operating models, and forecast scenarios to evaluate inves...
Develop New Advisor Relationships: Proactively identify and establish relationships with new advisors to expand the Roundstone brand and market presence and drive growth.
Drive Advisor Growth: Partner with advisors to develop their business, win new binds, and ensure successful renewals and continuous growth opportunities.
