Robert Young

Developing finance industry use cases for Grok, an AI product of SpaceX

• Built and updated 15+ investor and deal materials (CIMs, pitch decks, management presentations, teasers) supporting financing and transactions across small- and mid-cap stocks in Healthcare, TMT, and Industrials • Produced valuation and capital markets analyses across 50+ public companies and 70+ precedent transactions, including trading comps, transaction comps, and capital structure analysis to support M&A, restructuring, PIPE, convertible, and private placement transactions • Screened 300+ public and private companies to identify capital raising, restructuring, and strategic sale opportunities, presenting target analyses and sector insights in pipeline discussions with managing directors

• Developed a tiered pricing model and promotional go-to-market (GTM) strategy for Coforge’s Microsoft Copilot product, aiming to increase acquisition of institutional customers and expand market share by 30%

• Built a $100mm DCF valuation model, incorporating tiered royalites, clinical milestones, and risk-adjusted NPV for out-licensing deal negotiations (finalized deal within 5% of model NPV) • Consolidated IFRS/GAAP financial statements post-M&A restructuring in pre-IPO (listed in July 2025) • Modeled licensing and investor cash inflows to outflows from R&D, clinical trial expenses and payroll • Assisted the CFO in executing short-term investment strategies for excess cash to optimize liquidity

• Performed audit procedures in 20+ technical testing areas (valuation, impairment, sensitivity, inventory/EOQ, ABC analysis, etc.) for a public consumer goods client (~$90mm revenue) during a major ERP migration • Audited financial processes across FP&A, AR, AP, payroll, treasury, investor relations, tax, ESG, compliance, internal audit, and corporate development, and evaluated ERP controls (SAP, Oracle/NetSuite)

• Studied cost-effectiveness assessments (CEAs) of medical technologies to build a framework for integrating large real-world datasets into financing decision-making.