KV

Kimberly Vogel

Investor/Start up Founder/CEO/Board Member

San Francisco Bay Area

Invests in

  • Min Investment:

    $5,000.00
  • Max Investment:

    $50,000.00
  • Target Investment:

    $25,000.00

Skills

Private Equity Funding
Lead Qualification
Relationship Development
Institutional Investments
Presentations
Investor Presentations
Investor Relations
Entrepreneurship
Strategy
Start-ups
Business Strategy
Strategic Planning
Business Planning
Venture Capital
Investments
Nonprofits
Mergers & Acquisitions
Public Relations
Sales
Strategic Financial Planning

Education

Work Experience

Beckley III, LLC

2015

  • Founder/ Managing Director (Full Time)

    2015

    Founder/Managing Director of early-stage investments with a focus on women-founded companies. She has a passion for working with entrepreneurs and bringing teams together to create a dynamic and positive impact globally. Areas of interest are disruptive finance, fintech, women's medical, alternative energy, and agriculture (water projects and sustainable or alternative farming/land use) ). Portfolio highlights include Medina Medical (acquired by Medtronic 2015), Vayu, Inc (Acquired by Alpine 4 Tech, 2020), Apothecary.io, Verge Genomics, Alydia Health (Acquired by Merck 2021), and Upskill (acquired by TeamViewer 2021).

  • Co-FounderCEO/Board Member

    2011 - 2015

    Kimberly is the Co-Founder/CEO/Board Member of Media Medical, Inc., an innovative device company dedicated to the treatment of brain aneurysms. The company was acquired by Medtronic (NYSE: MDT) in 2015. She began as its first employee, researching and narrowing the company's product focus and engineering design, managed legal firms for domestic and international IP and corporate protection. Secured EU European market approval and readied the company for FDA approval. She raised more than $16M from private equity and notable investors from Google, Covidien Medical, Wilson Sonsini, Canaan, and medical device veteran, Thomas Fogarty. Unified teams through all stages of patent protection, design evolution, bench testing, proof of concept, and FIM. She established a personal network of investors to fuel annual growth, beginning with friends and family through seed stage, convertible note, Series A, and Series B funding. She negotiated the term sheet and subsequent acquisition of Medina Medical by Medtronic (NYSE: MDT) for $175M.

Beckley LLC

2005 - 2014

  • Co Founder/Managing Director

    2005 - 2014

    Co-Founder and Investment Advisor to the Beckley Family Office. Established operations, due diligence review of asset management firms, trustees, estate attorneys, tax advisors, and philanthropic groups for women and their families with more than $25M in assets. She integrated multiple firms for the smooth transition of financial planning, investing, giving, and estate and tax planning. She took the guesswork out of pulling together personal finances so clients would feel more empowered to make educated decisions with confidence and ease. She coached clients on the psychology of money and spending, helped organize their financial lives, investment decisions, quarterly monitoring of accounts, and proactively positioned portfolios as market conditions shifted (2008-2010). She secured private investing transactions through limited partnerships/hedge funds and angel investing.

2002 - 2004

  • Financial Advisor

    2002 - 2004

    Certified Financial Advisor that provided asset management, financial planning, and coordinated tax strategies for wealthy and ultra-high net worth individuals. Held the North American Securities Administrators Association (Series 7 license- expired) and the North American Securities Administrators Association (Series 66 license-expired). She grew the client base from $2,000 to $15M in one year.

1999 - 2002

  • Senior Manager Public Relations/Business Development

    1999 - 2002

    Google's first senior public relations and marketing hire, later promoted to business development. Became the voice of Google as the company's spokesperson, launching its grassroots media strategy from inception to mainstream media, boosting the founders, the google.com brand, industry awards, and the newly created Adwords advertising sales program. Built and managed the Pacific Northwest and Vancouver sales teams and was responsible for increasing Adwords sales revenue from $5,000 to $6M. Google employee #28.