About

Joseph Okafor

Leveraging private equity, consulting and business strategy experience to grow & build businesses

Joseph is a Senior Associate with PPGV. Joseph has served in a variety of roles in business development, corporate development, and strategy for various technology companies. In his duties, he was responsible for overseeing and executing capital raises, leading the M&A strategy and execution, developing go-to-market strategies for new markets, and negotiating and managing strategic partnerships with Fortune 100 companies.

Prior to his work in PPGV, Joseph helped to start and propel the growth of several technology companies and business units across the consumer goods, solar financing, ecommerce, on-demand and media & entertainment fields as an independent management consultant.

Joseph holds a B.S. in Finance and Marketing from California Polytechnic State University, San Luis Obispo, and served as Treasurer for Students in Free Enterprise (SIFE).

Project you can offer

Business Development

Connecting the dots while developing and implementing growth opportunities within and between organizations.

Marketing Strategy

Craft engaging content and marketing campaigns to trigger adoption, increase growth and drive revenue.

Research

Uncover consumers' motivation, needs, and abilities as well as market requirements and success metrics.

Innovation Strategy

Find hidden opportunities, formulate and execute strategies for new business models, products and services.

  • 50+

    Clients
  • Track Record Holder
  • 100+

    Projects Done
  • Photographer
  • 200+

    Tea Cups

Joseph Okafor Copyright © 2016 All right reserved

Experience

- Education -

  • California Polytechnic State University, San Luis Obispo

    Bachelor of Science in Finance & Marketing

    2003-2007

    Course work included: Entrepreneurial finance, Problem-solving and Business Case Studies, Contract Law, Listening to Customers, Securities Investments and Persuasive Marketing

    • Bright Light Award recipient. Nominated and selected as 1 of 2 recipients from student body for the academic award by the Student Academic Services.

    Athlete,  Cal Poly Track & Field- Anchored 4*100 relay team which holds 2nd fast time in school history.

    •Treasurer, Students in Free Enterprise (SIFE) coordinated and implemented all aspects of general bookkeeping

    School Mantra: Learn By Doing

- Employment -

  • WorkBreak

    Founder

    2009-Present

    General business athlete solving company challenges ( creative, strategy, business development, finance, operational, external relations), from business ideation to execution, for dynamic organizations undergoing growth and transition.

    • Business Development

  • Citco Fund Service

    Middle Office Associate

    2007-2009

    Portfolio valuation and daily P&L reporting for a variety of hedge fund clients with AUMs ranging from $100M to over $5B. Responsible for ensuring executed trades are captured from various trade order management systems, imported into the accounted systems, matched and confirmed with brokers, and delivered successfully to custodians. Extensive experience with security setup, trade booking and valuation of a wide variety of financial instruments including but not limited to: ABS, bank debt, bonds, CDOs, CDS, equities, forwards, futures, interest rate swaps, options, PIPEs, repos, variance swaps, and swaptions.

  • Piedmont Partners Group Ventures

    Senior Private Equity Associate

    2012-2015

    Analyze and review target company financial statements and assess earnings/EBITDA validity, cash flows, financial position, and general financial soundness. Routinely work with Excel and create often complex and sophisticated Excel deliverables. Manage day-to-day project and internal communications with senior members of the internal team, acquisition targets and clients. Act as a key contributor to client relationships and be viewed as a critical resource for client needs.Work on multiple deals at once; multitask and be willing to jump into new challenges and work. Time management and organization is key. Work on multiple deals at once; multitask and be willing to jump into new challenges and work. Time management and organization is key. Synthesize data effectively and be able to tell the story in the numbers. Collaborate with clients to set up data rooms Prepare PowerPoint presentations of findings for clients.Assist with internal operations tasks Assist with internal operations tasks

My Key Skills

Private Equity
Development
Strategy
Modeling
Analytics
Marketing
Fundraising
Consulting

Joseph Okafor Copyright © 2016 All right reserved

Portfolio

Christian Deals

Engaged customers and businesses as product expert to establish relationships…

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Engaged customers and businesses as product expert to establish relationships and gain market insight.

Developed product positioning and messaging that differentiate our products in the market

Coordinate with technical team to focus on rapid product development and user-centric designs.

Startup Weekend

Organized events in the San Francisco Bay Area that brought…

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Organized events in the San Francisco Bay Area that brought together entrepreneurs to build innovative products.

Negotiated and managed 3rd party vendor relationships ranging from tech companies, food services, and venues.

Drove business development by prospecting, market research, pipeline and targeted list development.

 

The Guilty Grape

Laid the foundational components for start-up wine brand targeting under-represented…

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Laid the foundational components for start-up wine brand targeting under-represented consumers

Sourced the grapes, storage and bottling facility

Structured agreement with labeler

Secured distribution of the wine in two regions: Mid-West and the South

 

AppBuilder

Grow adoption of TheAppBuilder platform through strategically targeting events: technology…

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Grow adoption of TheAppBuilder platform through strategically targeting events: technology and developer conferences, hackathons, and meetups.

Plan and execute direct to developer outreach programs.

Source and close key partnerships that drive revenue and build platform momentum.

 

PitchMixer

Pitch Mixer Entrepreneur Forum is open to East Bay aspiring…

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Pitch Mixer Entrepreneur Forum is open to East Bay aspiring and current entrepreneurs, technologists and innovators to pitch their ideas to a panel of investors and experts and is free to those who attend and pitch.

Money Trails

• Author and present comprehensive business plan targeting the Millenials…

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Author and present comprehensive business plan targeting the Millenials entitled Money Trail; plan was adopted by senior management and ultimately increased reached 25,000 people and made 5Qeyno0,000 gross impressions.

Design and implement surveys to aid in the understanding of the Millennial demographic.

Employ statical analysis to identify insights and draw conclusions from complex data.

 

Some of my happy clients

  • 50+

    Clients
  • Track Record Holder
  • 100+

    Projects Done
  • Photographer
  • 200+

    Tea Cups

Joseph Okafor Copyright © 2016 All right reserved

Contact

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Joseph Okafor Copyright © 2016 All right reserved

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