Invests in
Sectors:
Locations:
Min Investment:
$400,000.00Max Investment:
$1,000,000.00Target Investment:
$700,000.00
Skills
Education
Lists including Katie
Work Experience
2024
Co-Owner & Advisor
2024
Leveraging my company building and incubation background with the team, in less than 5 months, Generation Guest has 6 and 7 figure GMV clients, marquee partnerships and is handling all things travel for 100+ clients including executives, corporate accounts, VC/PE, tech companies, PR firms, entertainment tours, production companies, celebrities, HNW and many more.
2019
Investor
2019
Select investments include Addition Wealth, Fifth Dimension AI, Nivelo, Clutch, iWarranty and Fertility Mapper (VC portfolio); Une Femme, New York Atlantic Padel Franchise and more. (Personal)
2019 - 2024
Venture Partner
2024 - 2024
Partner
2019 - 2024
Partner at global venture capital firm. Anthemis is a global platform that cultivates change in the financial system by investing in, growing, and sustaining businesses committed to resiliency, transparency, access and equity. In addition, I served as Head of Venture Studio and led the Female Innovators Lab Fund, investing in early-stage female founders in fintech. Since launching the fund at the end of 2019, led its global expansion and AUM growth with backing by Barclays, Aviva, Visa and BMO, investing across North America, UK and Europe, making it the largest fund focused on female founders in fintech.
2018 - 2019
Founder
2018 - 2019
Upon leaving acquiring company, provided consulting, advisory and advocacy for entrepreneurs, early stage and growth stage companies. Served as senior advisor and partner to early stage sports tech firm by consulting on due diligence for numerous third party investments and new business build outs for retired athletes. Best practices in working with start-ups and disruptive models for larger companies. Areas of focus include: product integrations, product & go-to-market strategy, patents & trademarks, hiring plans, due diligence, financing structures & preparation, investment thesis & initiatives, advisory & board formation, new revenue streams, M&A. Speaking & panel engagements.
2017 - 2018
Chief Solutions Strategist, Executive Team
2017 - 2018
*Certica Solutions was acquired by Instructure. In 2024, Instructure was acquired by KKR.* Certica Solutions provided compliance and accountability solutions for the education ecosystem. The company’s data certification software enables agencies to maximize funding, optimize regulatory reporting, and ensure compliance with education policies and mandates. The platform continued to grow to include assessment management system, assessment content, and data analytics into one streamlined learning experience. Upon acquisition of Unbound Concepts, joined as executive team member focusing on product and go to market strategies, building out Solutioning and integrating technologies for Certica's PaaS (Platform as a Service) offerings including AB Connect, Academic Benchmarks data repository of over 4 million standards. As an exec deal team member, completed two additional acquisitions before Instructure acquired Certica Solutions in 2020.
2012 - 2017
CEO & Founder
2012 - 2017
*Unbound Concepts was acquired by Certica Solutions in June 2017.* Founded and led Unbound Concepts from ideation to acquisition. The company’s data services were used by global distributors as well as privately owned & publicly traded publishers and provided free software tools to over 40,000+ educators. Led capitalization, product offerings and go to market. B2C web & mobile app offerings with B2B monetization. Built innovative model in teacher community as contractors and earned 80% market share in API usage in library market. First leveling mobile app to be brought to market.
2010 - 2012
Center for Talented Youth; Instructor, Curriculum Development
2010 - 2012
2008 - 2010
Educator
2008 - 2010
2006 - 2008
Educator
2006 - 2008