Travis Robertson

About Travis Robertson

I\'m a finance professional with a unique background that combines operational excellence…

Experience

1. Senior Associate

   Helium Capital

   Oct 2023 — Present · Houston, TX, US

   Served as lead point of contact for active deals, managing deadlines and deliverables while coordinating with internal and external stakeholders to ensure timely execution• Conduct analysis of financial statements and other investment metrics to evaluate the attractiveness of potential investments. This included due diligence and associated memo as well as construction of financial models, pitch decks, and business plans to assist with the visualization of findings• Support fundraising efforts, investor relations, as well as deal execution. This included capital raises as well as numerous syndicated enterprise acquisitions• Oversee the financial management, strategy, and general management for current business enterprise holdings as well as variety of outside clients. This included serving as fractional CFO and Controller for these entities• Conduct market and industry research to identify potential investment opportunities. These investments typically include business enterprises as well as developed and undeveloped real estate

Education

• University of Houston

  Bachelor's degree

• Strake Jesuit College Preparatory

  High School Diploma

• Rice University

  Master of Business Administration - MBA