Rosa Mehrabi
Senior Investment Associate | Investment Portfolio Analyst | Venture Capital
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Sobre mí
Investment professional with years of experience in venture capital, private equity, and financial risk analysis. Expertise in sourcing, diligencing, and valuing early to growth-stage deals across AI, fintech, SaaS, health-tech, deep-tech, and sustainability sectors. Skilled in financial modeling, portfolio analytics, and building AI-powered investment tools.
Proven track record of authoring 380+ investment memos, contributing to 5 high-yield M&A transactions, and reducing fund reporting time by 75%.
Experiencia
Senior Investment Associate at Yar Ventures L.P. (2025-08 – Present)
- Lead end-to-end due diligence across financial, technical, commercial, and market dimensions; valuation, unit economics, risk assessment, and author Investment Committee memos.
- Source, screen, and evaluate early-stage startups against the fund's investment thesis, building thesis-driven pipelines from market-signal research.
- Designed and shipped two AI-powered deal-sourcing and diligence agents, applying a research-based 100-point AI-startup rubric to standardize screening and deal prioritization.
- Built portfolio analytics, KPI dashboards, and automated reporting tracking fund performance, portfolio health, and LP-facing insights.
- Develop market research, founder analysis, and investment recommendations supporting capital allocation and co-investor discussions.
Part-time Instructor at Westcliff University (2026-02 – Present)
- Teach Entrepreneurial Finance, Analyzing & Visualizing Data for Finance, and Equity Analysis across BBA, MBA, and DBA programs.
Investment Portfolio Analyst at Plug and Play LLC (2024-06 – 2025-07)
- Cut portfolio reporting and fund-management processing time 75% by designing SQL datasets, ETL workflows, and automated reporting.
- Reconciled investment-lifecycle data across Salesforce, Playbook, and Carta into portfolio monitoring and managerial reports.
- Automated financial models for cash-flow valuation, carried interest, and advisory-share analysis, improving accuracy and contract compliance.
- Built Tableau and Looker Studio dashboards tracking IRR, MOIC, TVPI, and portfolio risk across global funds.
- Partnered with legal and accounting teams on QSBS tax structuring, reconciling capital gains, fair-market values, and investment records.
Financial Risk Analyst at Euroclear SA/NV (2023-01 – 2024-02)
- Modeled market, interest-rate, and FX risk; stress-tested EVE and NII models supporting Basel III/GAAP-aligned reporting.
- Assessed counterparty credit risk through internal rating models, collateral adequacy analysis, and securitization exposure review.
- Retrieved and reconciled financial data across Hadoop-based environments and relational databases applying SQL.
Senior Investment Analyst at Pioneer Investors LLC (2021-08 – 2022-08)
- Authored 120+ investment memos and led financial due diligence, valuation, and risk modeling covering EBITDA margin, ROI, exit potential, and risk-adjusted returns.
- Built and managed a high-potential deal pipeline through PitchBook, and Crunchbase, and local events, owning sourcing, screening, and qualification.
- Analyzed SaaS unit economics; ARR, burn rate, runway, GTM efficiency, and growth indicators to evaluate company fundamentals.
- Designed a Power BI portfolio dashboard cutting weekly Board reporting from 8 hours to 30 minutes.
Investment Analyst at Shenasa Venture Capital (2014-06 – 2021-07)
- Developed 260+ Investment Committee memos through an in-house agile investment process, contributing to 5 high-yield M&A transactions.
- Led investor-founder meetings and pitch events, connecting 70+ founders with VCs and expanding the firm's deal network.
- Built valuations using DCF, LBO, trading comparables, transaction multiples, and benchmarking.
- Developed fundraising models, revenue forecasts, P&L projections, and free-cash-flow scenarios supporting capital planning.
Educación
MSc in Finance – Université Libre de Bruxelles, Solvay Brussels School of Business and Management
PhD in Entrepreneurship/New Business Creation – University of Tehran
MBA in Entrepreneurship – University of Tehran
BSc in Electrical Engineering/Telecommunication – Azad University of Isfahan
