Invests in
Sectors:
Locations:
Min Investment:
$5,000.00Max Investment:
$50,000.00Target Investment:
$25,000.00
Skills
Education
Lists including Kate
Work Experience
2023
Senior Director of Business Development, Health Plan Sales
2024
Director of Business Development, Health Plan and Strategic Partnerships
2023 - 2024
Director of Strategy & Operations
2023 - 2023
Board Member
2018
CEO
2017 - 2018
• Led management team of 28 in the areas of investments, operations, marketing, events, and tech. • Led coaching team of 35 MBA students and alumni to consult ventures on their growth • Developed the educational and networking tools for the new “Invest Stage” of the accelerator • Oversaw the deployment of $250K annually to seed-stage startups • "Green-light" the advancement of over 200 ventures moving through the program • Fundraised and procured in-kind services from corporate partners and private donors to further establish IDEA's position and visibility in Boston's venture community • Appointed for a year-long tenure as CEO by the Dean of D'amore Mckim School of Business IDEA is Northeastern University's venture accelerator that serves more than 300 startup companies founded by Northeastern University students, alumni, and faculty. Our mission is twofold: to educate entrepreneurs and launch successful businesses. The program provides a platform for early-stage ventures to accelerate their growth with a business planning framework, hands-on coaching, industry and investor connections, and non-equity seed funding. Launched ventures have gone on to raise over $80 million in funding.
2020 - 2023
Investor
2020 - 2023
2018 - 2020
Investor
2018 - 2020
I sourced and/or worked on our investments in Highspot, Intezer, Axonius, Buildkite, & Optimize Health.
2017 - 2018
Product Lead
2017 - 2018
First hire focused on building our product, but also did a bit of everything. Supported founder/CEO on building our fundraise materials.
2017 - 2017
Marketing Director
2017 - 2017
• Led a team of eight in the production and development of a digital marketing strategy • Developed and implemented all marketing strategy including campaigns, events, digital marketing and PR • Helped to organize a conference between Scout, Monotype, and Northeastern University
2016 - 2016
Analyst
2016 - 2016
• Sourced a $30M deal; helped with initial sourcing and first meetings with potential portfolio companies • Worked with the Deal Team to complete due diligence including an initial financial snapshot and executive summary for both quantitative and qualitative analysis of a potential investment and completed the full, month-long due diligence process after the company signed a term sheet • Maintained our database and kept the portfolio’s financial information up-to-date
2015 - 2015
FMP Co-op
2015 - 2015
• Overhauled the migrations process by building a new measurement system to track employees and associated expenditure by business, decreased the amount of data managed by 2/3 through formulas and vlookups, and used excel to consolidate the data into pivot tables and to build financial statements • Led the cost allocation team in presenting the quarter-close and year-end numbers to upper-level financial managers, assisted in 2016 financial planning, executed billing through the IBS software system, managed regional uploads into Hyperion, and led the quarter-close tie-out process • Worked with a team of five finance and IT employees outside of regular work hours to consolidate and analyze all of GE’s financial data contained in the “Data Lake” into a usable dashboard for finance managers, completed a weekly macroeconomic newsletter, and participated on the professional development and community service committees • Developed a new template for the consolidation of expenditures to present to finance managers in each business • Built five comprehensive guides for the FMP role and trained the team in Hyperion, IBS, and Financial Intelligence
2015 - 2015
Partner
2015 - 2015
• Team member responsible for investing $500,000 in student-founded startups in New England • Logistics Lead: Implement and manage internal processes for meetings, pitches, and overall organization • Community Engagement Lead: Facilitate DRF presence at community events, actively scout opportunities to get involved in Boston community and area campuses
2014 - 2015
Investment Analyst
2014 - 2015
• Analyze business plans and prepare a report to determine if a startup should receive Gap Funding • Conduct investment analysis for the Prototype Fund and represent the Investment Committee to the IDEA board.