Invests in
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
- TU
- Uo
- Uo
- Uo
- UU
Lists including Rafi
Investments
Work Experience
2023
Vice President, Strategic Finance
2023
2022 - 2023
Board Member
2022 - 2023
FinTech, PropTech tech enabled solution
2020 - 2023
Board Member
2020 - 2023
SaaS Enterprise Software, B2B, Customer Engagement
2019 - 2023
Board Member
2019 - 2023
SaaS Enterprise B2B software, Sales & Marketing
2018 - 2023
General Partner
2018 - 2023
Lead sourcing, diligence, quantitative & qualitative analyses and execution of Technology/Software (SaaS) and FinTech investments • Board member - guide management through growth, strategy, operational, and financial decision-making – including annual budgets, financial feasibility of new initiatives, driving cost efficiencies, affordability of growth and M&A opportunities * Guide and support management teams through capital raising (equity), debt and IPO preparation Spearhead expansion of U.S. business development activities - Manage key relationships with existing and new investors - Build comprehensive relationships with financial services, technology corporations, corporate development teams, and Private Equity funds
2010 - 2018
Senior Vice President, Investment Banking
2013 - 2018
Financial Technology coverage and execution - Head of Emerging FinTech practice - SaaS and Tech Enabled solutions. * Financial Services coverage * Technology/Software Coverage Financially analyzed and executed, sourced, led and executed numerous transactions across M&A, equity and debt, IPO Sourced and executed growth investments in leading FinTech companies. Co-Captain of investment banking recruiting at Chicago Booth MBA program
Investment Banking Associate
2010 - 2013
Financial Institutions Group
2009 - 2009
Summer Associate
2009 - 2009
Financial Institutions Group
2009 - 2009
Associate
2009 - 2009
Venture Capital & Private Equity internship - researched and analyzed investment opportunities
2004 - 2008
Corporate Attorney
2004 - 2008
Corporate law Associate. Focused on Mergers and Acquisitions, Finance and Banking transactions, and other corporate and commercial matters. Rrepresented private and public companies both domestic and international.
2004 - 2008
Founder & Chairman
2004 - 2008
Heseg is a registered non profit association aimed at reduction of social gaps in Israel via development of learning skills in children and teenagers. The organization's activity concentrates in supporting families and children from low social-economic backgrounds.