Annie Kalavagunta
Financial Specialist
Annie’s diverse experience and expertise includes valuations, private equity and portfolio company operations. In addition to her role as Financial Specialist with New Venture Advisors, Annie runs her own financial consulting business, Peartree Management LLC, providing small- and medium-sized enterprises with services such as financial modeling, budgeting, operations, planning, and interim CFO work. She has been engaged by companies across industries in technology, healthcare tech, finance, real estate, manufacturing and distribution. Prior to starting her independent consulting journey, she spent 10 years at Quarry Capital Management a private equity firm focused on acquiring underperforming companies and working with management to improve their financial and organizational health.
Annie enjoys using data and analytics to make impactful and sustainable changes in the organizations she is a part of. Annie received her MBA from the University of Chicago Booth School of Business, M.S. in Finance from Southern New Hampshire University and a B.S. in Computer Science from Bangalore University. She is a Chartered Financial Analyst.