Invests in
Locations:
Min Investment:
$50,000.00Max Investment:
$100,000,000.00Target Investment:
$25,000,000.00
Skills
Education
Lists including Charles
Investments
Sixfold AI
Total Funding: $22M
Incognia
Total Funding: $47M
Farther
Total Funding: $46M
Alloy
Total Funding: $210M
Oper
Total Funding: $12M
Papaya
Total Funding: $68M
WEBBOXES
Total Funding: $18M
Betterment
Total Funding: $340M
Lithic
Total Funding: $120M
Spruce Holdings
Total Funding: $110M
Work Experience
Partner
2013
Focusing on investments in Fintech / Financial Services Director @ Alloy, Basis Theory, Brightwheel, Farther Finance, Incognia, Lithic, Onaroll, Oper, Papaya Pay, Shift Technology Observer / Investor @ Betterment, Carefull, Guild, Melio, Nilus, Sixfold AI, Upvest Involved w/ exits in: 2U (NASDAQ: TWOU), Bread (acq. by Alliance Data Systems), August Home (acq. by Assa Abloy), Eave (acq. by HomeLight), Fabric (acq. by Western & Southern Financial), Main Street Hub (acq. by GoDaddy), United Capital (acq. by Goldman Sachs), Yodle (acq. by Web.com)
2010 - 2013
Director of Business Development
2010 - 2013
Mobile & International Partnerships
2007 - 2009
Vice President in Equity Capital Markets
2007 - 2009
2005 - 2007
Associate in Investment Banking & ECM
2005 - 2007
2003 - 2005
Analyst in Corporate Finance / ECM
2003 - 2005