Invests in
Sectors:
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$3,000,000.00
Skills
Education
- NS
- BC
Lists including Rachel
Work Experience
2021
Co-Founder, COO/Growth
2021
Building the first app to offer cash rewards for positive financial behavior, and learning how to build a company for the first time. Experience includes: -Growing to tens of thousands of users -Landing financial institution partnerships -Raising over $2m in capital -Just general "getting stuff done"
2019 - 2021
VC Investor
2019 - 2021
Sourced investment in Extra, Zephr (exited to Zuora), Astra, Infinite Objects, Stix, Gravity AI, Certa, and Fursure. Assisted in Flip investment.
2020 - 2021
Board Observer
2020 - 2021
2018 - 2019
TMT Equity Research Associate (Software)
2018 - 2019
Software - Cybersecurity (TMT) -Covered large cap public software companies -Performed employee, partner/reseller, and customer due diligence -Published interviews with cybersecurity companies to better inform public investors of various technology -Conducted financial statement analysis to aid in financial modeling
2018 - 2018
Business Development/Account Manager
2018 - 2018
-Focused on building sales pipeline for clients, including go-to market strategy as well as lead sourcing -Systematized client onboarding, making sure to understand the client’s business model, messaging, and needs
2017 - 2018
TAMID National Venture Director
2017 - 2018
2016 - 2016
Valuation Intern
2016 - 2016
FMV is one of the nation’s preeminent valuation and M&A advisory firms, offering a broad range of financial advisory services to private and public companies, and their advisors. -Assisted in building financial models for the purpose of valuing small, privately-owned companies -Analyzed financial statements in order to draw conclusions about the operations of target firms -Prepared comprehensive industry reports using research from IBISWorld, CapitalIQ, and various news sources
2015 - 2016
Fintech Advisory/Venture Capital Analyst
2015 - 2016
Anthemis Group is a Financial Services advisory and investment firm, focusing on Fintech innovation. Notable investments include eToro, Betterment, Fidor Bank, eShares, and Blueleaf. -Conducted commercial and technical startup due diligence projects for financial services clients -Assisted in creation of internal startup knowledge database as well as CRM solutions to maintain as intellectual assets and track clients -Tracked data on European FinTech ecosystem (accelerators, VC’s, etc.) to locate potential partnerships