Invests in
Stages:
Sectors:
Locations:
Min Investment:
$25.00Max Investment:
$100.00Target Investment:
$50.00
Skills
Education
Lists including Meredith
Investments
Work Experience
2024
Chief Financial Officer
2024
2020
Finance Advisor
2020
2022 - 2024
Chief Financial Officer, Board Member
2022 - 2024
2019 - 2020
Partner
2019 - 2020
• +$1B AUM enterprise technology venture capital fund • Led ActionIQ’s $40M Series C round (December 2019) • Supported investments in Forter (leading fintech fraud detection company) and ASAPP (enterprise customer service software company) • Board Member: Descartes Labs and ActionIQ
2015 - 2018
Vice President
2015 - 2018
• Invested in over 40 top enterprise companies (Series A through Growth) - Twilio, Pendo, Anaplan, OwnBackup, Conga - helping to establish Salesforce as one of the most active corporate strategic investors • Co-led the establishment of Salesforce’s $50M Impact Investing Fund, which is focused on investing in the future of work and sustainability and provided an investment platform to complement the company’s public ESG and diversity initiatives
2014 - 2015
Sales Finance / Corp Dev
2014 - 2015
• Oversaw financial and operational planning and reporting for Canada, APAC, LatAm, video, and agency teams expanding Twitter’s reach into new geographies and expanding revenue opportunities • Responsible for forecasting and planning and quota setting, monthly and quarterly reporting, implemented systems and reporting tools streamlining previously manual processes into automated workflows • Worked cross-functionally with sales, operations and accounting to ensure accurate forecasting and public company reporting
2012 - 2013
Senior Associate
2012 - 2013
Venture co-creation studio, design and engineering team acqui-hired by Google
2007 - 2010
Associate
2007 - 2010
• Top-ranked associate advising both technology and media companies; covered sectors including enterprise software, consumer internet, and media • Managed both buy-side and sell-side processes working closely with senior management
2005 - 2006
Analyst
2005 - 2006