Sectors:
Locations:
Min Investment:
Max Investment:
Target Investment:
Total Funding: $100K
Total Funding: $500K
Total Funding: $50K
Total Funding: $1K
Total Funding: $900K
Total Funding: $25K
Total Funding: $13M
Total Funding: $58M
Total Funding: $200K
Total Funding: $69M
2015
Investor in early stage enterprise software and partner to relentless founders who are shaping new & existing industries.
2014 - 2015
Consulted with early-stage companies to assess and polish the financial sections of their business plans in preparation for fundraising, and provided deal flow to the Ascend Private Equity Group.
2021
2021
Sojourn provides a unique and first-of-its-kind tech solution that enables customer intent to be incorporated into drone or human courier delivery via mobile app. Check out https://www.sojourn.ai to learn more about the sojourn platform.
2018 - 2018
2018 - 2018
Responsible for designing and building scalable operational and financial infrastructure for Invisibly, a high-growth venture in the digital advertising industry. Tasked with engineering operational excellence by anticipating future bottlenecks, creating a robust operations playbook, implementing an iterative system of processes, and enabling seamless information flow.
2017 - 2018
2017 - 2018
Chief financial officer of a subsidiary at FreightWaves, responsible for oversight of financial operations including strategy, controls, projections, and budgeting. FreightWaves (formerly TransRisk) was founded in 2016 with one objective: to bring better visibility and transparency to the freight markets. We are a data-centric company that provides products and solutions to help transportation industry participants efficiently manage risk, consume data, and absorb market insights & commentary. Our products enable both industry veterans and disruptors to succeed in the digital world. FreightWaves is founded and managed by a highly experienced team of Trucking industry, Financial/Capital Markets, and Regulatory executives; our executive team has collectively managed over $40B in trucking logistics and deeply understands the significant market volatility challenges within this space. That experience, coupled with a cross-pollination of capital markets and regulatory executives, has allowed us to develop game-changing solutions that help solve an untapped, highly addressable, and enormous market opportunity.
2015 - 2017
2015 - 2017
Identifying, researching, and analyzing the highest-potential, growth-stage investments for the Lewis & Clark venture capital fund.
2012 - 2014
2012 - 2014
• Portfolio Manager: Launched a sustainable-investing practice, providing investment guidance and portfolio management for environmentally responsible investors. • Financial Advisor: Worked with clients to realize meaningful and measurable financial goals by utilizing knowledge of international markets, a unique and award-winning investment philosophy, and effective planning tools. • Specializations: ESG Investing, Investment Analysis, Portfolio Management, Financial Marketing.
2009 - 2012
2011 - 2012
One of two representatives of the graduate student body to the Board of Trustees. Conducted a year-long project on Innovation and Entrepreneurship commencing in a presentation to the full board.
2009 - 2012
• Facilitated stakeholder discussions and constructed behavioral simulation models to build organizational consensus in solving complex problems. • Projects Include: - The Energy-Conservation-Livelihood Nexus: an award-winning analysis of household economy, energy usage, and conservation policy interaction - Energy Entrepreneurship: An internationally accepted approach to project decision-making based on resource availability, social consideration, and political climate - REWatt: Auditing and retrofitting to reduce energy costs for local impoverished housing
2011 - 2012
2011 - 2012
Providing affordable energy consulting services to nonprofits abroad to reduce energy expenditures and promote conservation of natural resources.
2011 - 2011
2011 - 2011
Analyzed financials, strategic positioning, and management quality of emerging-market companies for long-term investment potential. Participated in engagement of corporate, community, and financial stakeholders to practice Environmental, Social, and Governance principles in the promotion of responsible investment. Fronted the inception of shareholder return-on-resources-utilized data into company analysis.
2011 - 2011
2011 - 2011
Researched and reported on long-term investment potential of 16 companies operating in 7 Asian countries. Gathered information from company meetings with senior management, annual reports, financial statements, and analyst data in order to maintain the highest quality of due diligence.