LC

Lee Carter

Investor @ Wex Venture Capital

Greater Boston

Invests in

Skills

Valuation
Financial Modeling
Market Research
Entrepreneurship
Social Entrepreneurship
Emerging Markets
Start-ups
Investments
Financial Analysis
Research
Economics
Finance
Strategy
Impact Investing
Venture Capital
Ruby on Rails
HTML/CSS
Analysis
Microsoft Office
Health Insurance

Education

Work Experience

2024

  • Investor, Wex Venture Capital

    2024

  • Partner

    2022 - 2024

2018 - 2022

  • Principal Partner

    2018 - 2022

    Board Member & Lead Investor: Fleet Space, Akua, Waste Hero Other investments led: Edge Impulse, Overview AI, Axiom Cloud, Nubix, Axino Helped to raise Digital Industry Funds II and III to current AUM of $60m Managed and hosted the LoRaWAN Startup Challenge (5 finalists out of 60 applicants from 39 countries) in Berlin – June 2019

Reflective Venture Partners

2017 - 2018

  • Principal

    2017 - 2018

    - Lead pipeline and dealflow process for Seattle-based venture fund - Implemented complete new processes and procedures for invesment - Lead over $5M in investments in Witnet, CitizenData, Xpansiv, among others - Helped syndicate over $20M in co-investments into portfolio companies - Managed "Demo Day" application process and event coordination for $50,000 prize winner

Geli (Acquired by Q Cells)

2015 - 2017

  • Director of Finance

    2015 - 2017

    - Served as the Head of Finance & HR for a energy storage software company, growing the team from 5 people to 65+ and set up a satellite office in Australia - Raised $14M in Seed and Series A funding from Shell Technology Ventures, Siemens, Southern Cross Venture Partners and Energy Innovation along with other HNWIs and corporates - Managed investor relations, shareholder & board reporting. - Processed and advocated for 10+ H1B applications and 2 green card applications for our employees - Led planning, budgeting, hiring and growth - Drove goal-setting process to follow our strategic plan - Managed payroll, AR/AP, monthly & annual budgeting, office lease & buildout, and corporate banking

  • Lead Financial Analyst

    2013 - 2015

    Invested Development is an impact investment management firm focused on reducing poverty. ID funds and supports supports high-impact startups with innovative mobile technology and alternative energy solutions for the world's underserved populations. I served as the lead financial analyst for Invested Development. My duties include -Completing diligence on possible targets for seed-stage investments -Designing internal methods for valuation, reporting, expected returns, fund growth -Mentoring portfolio companies in financial projections, pricing and revenue model, go-to market strategy and funding strategy/mechanisms -Modeling financial outcomes of possible alternative investment types -Managing portfolio companies financial reporting requirements

  • Investment Analyst

    2012 - 2013

    Previously I served as an Investment Analyst at ID. My duties Included -Leading Financial Diligence Efforts for new investments -Managing portfolio companies financial reporting -Sourcing new potential investments -Modeling new investment structures for non-equity investments -Writing pitch decks and investment descriptions for our venture debt fund

  • Investment Intern

    2011 - 2012

Elysian Fields Productions

2007 - 2011

  • Event Coordinator/Founder

    2007 - 2011

    I, along with my co-founders, organized and managed Elysian Fields Music Festival once per year for 4 years. The festival grew to host 1000 guests. Notable bands to attend include: Keller Williams, Larry Keel and Natural Bridge, DJ Williams Projekt, and Toubab Krewe.