Marguerite M.

My 15+ years of experience span private equity, venture capital, real estate investment, and executive-level operations. I specialize in investor relations, capitalization analytics, investment modeling, cap table administration, and financial operations for startups, SMBs, established businesses, attorneys, and investors.

As the founder of Vestry.nyc, a boutique consulting firm, I have provided contract-based finance, administrative, and investment support to over 100 clients worldwide, including startups, real estate firms, and private capital entities. I am a Carta Certified Expert, an official Carta Partner, and a top-rated Upwork contractor. My work includes operations and general business administration support, equity administration, fundraising and transaction support, investment and cap table modeling, and investor relations.

My career began in institutional real estate investment banking, and I have deep expertise in real estate investment, development, and capital markets, having worked on large-scale real estate transactions and syndications. I also have technical experience in AI, LLMs, and Python.

➡️ CORE SERVICES

Finance & Cap Table Management
-- Ongoing investor relations.
-- Cap table creation, modeling, structuring, and cleanup (Excel, Carta, AngelList RUVs).
-- Equity administration and modeling (convertibles, SAFEs, venture capital structures).
-- Transaction waterfall modeling and dilution analysis.
-- Fundraising support (document tracking, investor relations, wire coordination).

Administrative & Compliance Operations
-- Process optimization and back-office support for startups, real estate firms, law firms, and established businesses.
-- HR functions: onboarding/offboarding, payroll documentation, benefits tracking.
-- Document management, legal compliance, and system audits.
-- CRM, virtual mailbox, and investor communications management.

Real Estate Investment & Capital Markets
-- Real estate cash flow and syndication modeling and investment analysis.
-- Portfolio recapitalization and structuring.
-- Investor relations, due diligence, and acquisitions.
-- Capital markets advisory for real estate investors.

Technology & AI Experience
-- Significant experience with AI and LLMs, both as an end user and programmatically (e.g. Google, OpenAI, and other commercial LLM APIs).
-- Technical skills: Python, Microsoft Excel (expert), Carta (Certified Expert), modern workplace tools. Rapid tech learner, will adapt to any software with little ramp-up time.