Caleb Lungu, MBA

• Evaluate early-stage & growth opportunities, with a focus on technology-driven businesses. • Build financial models & conduct diligence to identify and assess investment opportunities. • Advise venture capital initiatives and invest in sectors including technology, leisure, and logistics companies, supporting portfolio strategy and execution.

• Deal origination through outbound outreach, targeting founder-led tech companies with strong products but limited scalability, mainly $5M–$25M in revenue and lean teams. • Conducted in-depth market research across software, services, and smart cities sectors to identify high-potential investment and advisory opportunities globally. • Advisory initiatives under a technical leadership team, engaging founders, and CEOs worldwide. • Wealth Management roll-ups and private equity fundraising.

• Worked full-time during full-time MBA program to fund education. Clients/Consulting engagements included: • Texas Instruments: Performed cost-benefit analysis on build vs. buy semiconductor facilities and identified optimal locations to improve supply chain efficiency. • Southwest Airlines: Developed an early talent pipeline strategy using market research to improve outreach, training, and retention for high school and early college candidates. • Abbott Laboratories: Analyzed customer needs and product performance to recommend enhancements that increased competitiveness and usability. • Peterbilt: Designed knowledge retention strategies to transfer critical expertise from retiring employees to new hires using research-backed training methods. • Caterpillar Inc.: Conducted market research to assess industry trends and developed targeted digital strategies to strengthen brand engagement.

• During undergraduate degree, worked with a team to collect data on different transactions • Received training on NetSuite accounting software and reversed transactions using excel reports • Generated transaction reversal summary reports and presented them to supervise weekly

• During undergraduate degree, prepared tax returns for a variety of different clients • Regularly communicated with my supervisor discussing deadlines and projects • Generated tax summaries and brought up reports to supervisors

- During undergraduate degree, diligently looked over about 300 house tax exemption applications a day and inputted information from the online forms into the database system - Took phone calls from about 100 clients a day to have their hearings done and signed them into the system for their meeting - Processed mail and have mailroom experience

Worked full-time to fund education, including as an Accountant at CarOffer, and as a Tax Consultant at Hayne & Company.

Worked as a Strategy Consulting full-time during full-time MBA program to fund education. Clients included Texas Instruments, Southwest Airlines, Abbott Laboratories, Peterbilt, and Caterpillar Inc.