Invests in
Locations:
Min Investment:
$200,000.00Max Investment:
$15,000,000.00Target Investment:
$7,000,000.00
Skills
Education
- IU
- GI
Lists including Pete
Investments
GenTwo
Total Funding: $15M
Syncfy
Total Funding: $10M
Monite
Total Funding: $17M
SupplyHound
Total Funding: $3M
24 Exchange
Total Funding: $21M
Extend
Total Funding: $370M
Ontop
Total Funding: $5.3M
Lockstep
Total Funding: $13M
Abound
Total Funding: $680M
Contabilizei
Total Funding: $20M
Work Experience
2023
Founder
2023
2016 - 2023
Founding Partner
2016 - 2023
2014 - 2016
Executive Director
2014 - 2016
Strategic Investments - Focused on sourcing and executing venture and growth stage private investments in businesses that are strategic to the JPMorgan franchise. Coverage sectors include financial technology, market structure, enterprise software and infrastructure technologies, and asset management.
2010 - 2014
Director
2012 - 2014
Principal Investments Group - One of three investment professionals managing the firm’s direct venture capital portfolio. Focused on sourcing and executing early and growth stage venture investments that leverage Credit Suisse’s industry-leading capital markets franchise and the strength of our global IT organization for sourcing and due diligence, as a client, and as a channel partner to our customers. Sector coverage: Market structure (trading technologies, exchanges, financial services), big data / analytics, enterprise software
Vice President
2010 - 2012
Principal Investments Group
2004 - 2010
Vice President
2004 - 2010
Investment professional with responsibilities for sourcing, executing and managing growth equity investments. Sector coverage: Business Services, Software, Financial Services and Asset Management. Subsectors included business process outsourcing, knowledge outsourcing, legal outsourcing, IT services, alternative asset managers, fund services and compliance
2003 - 2004
Associate
2003 - 2004
Strategy & Development for JPMorgan's Asset & Wealth Management Platform
2002 - 2003
Founder
2002 - 2003
Concert finance and production
2000 - 2002
Analyst
2000 - 2002
Investment Banking Analyst in the Financial Institutions Group