Invests in
Sectors:
Locations:
Min Investment:
$25,000.00Max Investment:
$150,000.00Target Investment:
$75,000.00
Skills
Education
Lists including Nelson
Investments
Work Experience
2018
Founder and CEO
2018
Percent has created the modern credit marketplace, empowering investors, borrowers, and underwriters with innovative technology to increase the speed and velocity of transactions at a fraction of the cost. The company’s core infrastructure delivers public market efficiencies to the analog private credit market by powering the sourcing, structuring, syndication, surveillance and servicing of private credit transactions from beginning to end. Founded in 2018, Percent’s platform is becoming the market standard for asset-backed and corporate lending, powering over $1 billion in transaction volume in a multi-trillion-dollar private credit industry.
2016
Advisor
2016
We invest in industry defining companies with cross-border aspirations. Portfolio Companies: ARTA, Cadre, Care/Of (Acq: Bayer AG), dv01, Logos (Acq. by Ripple), Percent, Pomelo, resTORbio (NAS: TORC), RigUp, Uala
2017 - 2022
Advisor / Investor
2017 - 2022
BlockFi provides the wealth management products crypto investors need, all powered by blockchain technology. Currently, the company services clients worldwide and in all U.S. states, with USD loans backed by crypto, interest earning accounts, and trading.
2014 - 2020
Co-Founder
2014 - 2020
MySupport is an online platform that helps seniors, people with disabilities and families connect with direct support workers that match their lifestyle and personality. We support state Medicaid systems, fiscal intermediaries and supported living agencies in supporting their clients and direct support workers with dignity, self-determination and respect while assisting state governments to move to more integrated, less costly methods of in home support. MySupport was live in California, Iowa, New York and Virginia.
2013 - 2018
Founder
2013 - 2018
Lumenary is a strategic advisory group focused on bringing innovative and transformative ideas to life. Since our founding, we’ve helped leading startups and established brands alike shape their vision, expand their market presence, and scale their products.
2011 - 2012
Analyst - Fixed Income Portfolio Management's Business Strategy Group
2011 - 2012
As part of a mandate from the COO, worked on a team with the task of overhauling the Fixed Income trading process within 18 months. Developed models that defined the new issue allocation process across the firm and also dramatically reduced trading errors and miscommunication across the multiple divisions that assist in executing a trade from end to end.
2009 - 2010
Senior Performance Analyst - GWIM Business Management & Analysis
2009 - 2010
Conducted deep dives into the wealth management client base and created recurring standardized tracking of client activity, enabling targeted strategies to be developed for acquiring new money into the firm. Also assessed client relationships across business channels to identify client exposure to market volatility based on asset allocation and fee structure as part of an initiative for the SEC.
2008 - 2008
Summer Analyst - GWM Direct Division
2008 - 2008
Streamlined the business model by developing an automated database to assess FA performance and their quantitative strengths and weaknesses as well as recommending 9 mutual funds into the FA investment process through analysis of thousands of solicited trades.
2007 - 2008
Mac Specialist
2007 - 2008
Sales specialist that accounted for 14% of average daily store sales on a team of 15+, generating over $230K in revenue per month.