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Rosa Mehrabi

Rosa Mehrabi

Senior Investment Associate | Investment Portfolio Analyst | Venture Capital

Talento
San FranciscoMiembro desde 5 de agosto de 2026
Due DiligenceFinancial ModelingRisk AssessmentInvestment Committee MemosPortfolio AnalyticsExcelSQLPythonTableauLooker StudioPower BIAI AgentsAnthropic APISupabaseStreamlitGTM EfficiencySalesforcePlaybookCartaPitchBookCrunchbaseETL WorkflowsQSBS Tax StructuringContract Compliance
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Due DiligenceFinancial ModelingRisk AssessmentInvestment Committee MemosPortfolio Analytics

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

Habilidades

Senior Investment AssociateInvestment Portfolio AnalystVenture Capital

Valoraciones