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.

 

 

 Whatcom County Food System Plan

In 2021, the Whatcom County Food System Committee conducted a community food assessment that pointed to key opportunities to build a more robust and resilient regional food system. New Venture Advisors partnered with Whatcom County staff and the Food System Committee to draft a Whatcom County Food System Plan that builds upon these findings. This Plan focuses on five key goals for building a more equitable, sustainable, and resilient food system, and was informed by an inclusive community engagement process. The Food System Plan will provide the county with a policy roadmap that will strengthen the local food system for years to come. (2023)

 Whatcom Local Food Campus

The Whatcom Community Foundation invests in activities and organizations that improve the ability of people to help themselves, increase connections among people, and take cooperative approaches to community issues. WCF is exploring the development of a local food campus on a waterfront property that would become a multi-tenant site, anchored by a collaborative production kitchen benefitting food access, school system, and community organizations. The goal is strengthening Whatcom County’s local food system by promoting health equity, forging tangible strategic connections between food production organizations, and helping farmers connect with institutional markets. The facility will also feature an incubation kitchen, demonstration kitchen, event and classroom space, collaborative office and conference facilities, and housing.  New Venture Advisors developed the business case for this ambitious project and continues to support its development through engagement and operational development. (2023)