Invests in
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
Lists including Robert
Investments
Work Experience
2019
Chief Operating Officer
2024
PINATA is the TaskFlow platform revolutionizing real-world work, helping distributed teams orchestrate and optimize on-the-ground activity, delivering operational efficiency and invaluable performance insights. PINATA serves as the single source-of-truth for real-world execution, bridging the gap between the C-suite and front-line operations; a hub to facilitate essential business processes such as invoicing and payments that integrates seamlessly with other mission-critical systems like Anaplan. Many of PINATA’s customers focus on sales, marketing, and logistics activities in the field, and today include manufacturers, like E & J Gallo Winery; distributors, like Republic National Distributing Company; and retailers, like Amazon Fresh. Headquartered in New York, NY, PINATA powers real-world jobs across all 50 states, connecting a multi-stakeholder ecosystem from local businesses and freelancers to regional hubs and national offices.
Board Member
2019 - 2024
2022
Angel Investor
2022
e6data’s new generation of SQL engines powers 5x higher performance, 50% lower Total Cost of Ownership and zero-friction adoption. The product integrates seamlessly with all major data lakehouse formats, data catalogs and governance frameworks, SQL standards and dialects, object stores, and cloud providers.
2022
Board Member
2022
Global data platform Banyan is democratizing access to item-level receipt data. Its infrastructure links merchants, banks, and fintechs so consumers and businesses can access richer transaction-linked experiences in any application. This incredibly granular data source, never before assembled at scale, can power new offerings and intelligence in virtually every business that involves humans spending money. Banyan’s infrastructure is one of this generation’s biggest advancements in spending intelligence and innovation.
2021
Angel Investor
2021
ZBiotics is the world's first maker of genetically engineered probiotics, purpose-built to improve our health, starting with helping our bodies handle the unique and newly arising biological challenges of modern living. A bioengineering company, ZBiotics employs the power of engineered probiotics to bring new functionality to the human body or to augment existing functions. It's a new kind of genetic engineering: transparent, responsible, and built directly for consumers.
2021
Investor
2021
Visor is the world's most connected spreadsheet. Unlike disconnected spreadsheets and complicated integrations, Visor unifies three crucial capabilities in one product: Visor is flexible to evolve as your needs do, it has built-in two-way integrations you can trust, and it's real-time collaboration features bring everyone together. Achieve amazing things by bringing people and data together in one place with Visor.
2019
Investor
2019
--Acq. by Totango-- Great user experiences start with Lou. Turn new users into power users with self-serve onboarding, personalized product tours, and feature announcements. Launch in just minutes - no dev time required.
2019 - 2023
Partner & Head of Data Strategy
2019 - 2023
M13 is a full-service venture engine with a platform of experts and resources that helps our founding teams proactively navigate risks and excel at execution through all stages of growth. M13 has as many full-time operating partners as investing partners. As experienced founders and operators, we have been there before and can impact the trajectory of our portfolio companies with our brand, product, acquisition, distribution, data, talent and operations expertise. The data team at M13 becomes an extension of the founding teams in our portfolio, executing projects on: - Quantitative analysis (financial planning, growth modeling, pricing, product launches, segmentation) - SaaS product strategy / productization of data (data capture, product marketing) - Growth strategy / GTM operations (paid marketing, content, sales ops) - BI strategy / analytics tooling (data modeling / governance, KPIs, A/B testing) - Systems engineering (internal efficiency, internal data products, biz ops) - Data engineering (ETL) and data science (predictive analytics) Internally, the data team manages the the firm’s proprietary data platform and integrations across internal systems and functions, including fundraising / IR, pipeline operations / sourcing, investment diligence, portfolio performance modeling, portco performance tracking, and talent search / expertise identification.
2014 - 2019
Director, Data & Analytics
2014 - 2019
Built and led centralized data organization from Series A to pre-IPO, focused on supporting growth initiatives across all business functions. Grew three teams from scratch, across core competencies of analytics / BI, data science and data engineering. The data organization provided objective partnership to both the executive leadership team and management across the business, delivering actionable intelligence, business proposals and production data products that provide data-driven guidance for both strategic and tactical decision-making by people and systems. - Core business health and customer analysis and forecasting (acquisition, retention, profiling) - Financial analysis (revenue projections, ROI for new products, payment analytics) - Operational analysis (CSAT, supply chain, unit economics, infrastructure) - Product analysis (NPS, feature analytics, behavioral profiling, direct/indirect revenue contribution) - Marketing analysis (CAC, multi-touch channel attribution, content impact and strategy) - Data science (churn prediction, lead prioritization, capacity forecasting, abuse detection, product recommendation) - Data engineering (centralized source-of-truth encompassing all user data and data science intelligence, Looker scaled org-wide for KPI tracking and granular operational data across every department)
2013 - 2014
Director, Analytics & Insights
2013 - 2014
Oversaw delivery of business, media and marketing analytics across online and offline channels for multiple performance marketing brands across verticals (including education, consumer finance) at Integrated Media Solutions, an MDC Partners agency. - Provided clients with strategic data-driven insights and recommendations to help drive business growth and improve return on marketing investment - Served as single partner to leadership at client organizations, translating data and analytics results into actionable business insights - Designed advanced analytics solutions including cross-channel attribution, multivariate regression and media mix modeling, financial forecasting and consumer profiling - Executed complex data structuring and integration strategies; worked to refine and grow brand data assets, combining previously disparate customer datasets across entire lifecycle
2011 - 2013
Analytics Account Supervisor
2013 - 2013
Lead Marketing Data Analyst
2012 - 2013
Marketing Data Analyst
2011 - 2012
Provided consumer marketing analytics consulting services to healthcare brands, publishers, payers and agencies - Delivered suite of analytics solutions representing innovations in utilizing "big data" to inform healthcare marketing strategy. Analyzed patient-level Rx transaction data and delivered insights in near real-time to support in-flight media and messaging optimization, as well as overall brand positioning / marketing strategy - Provided transaction-based insights into consumer audience profiles and behaviors (including predictive modeling / propensity scoring, direct measurement of conversion / adherence to product) - Enabled optimization of marketing ROI across brand investments through measurement of digital, print, TV, CRM, point-of-care and pharmacy marketing tactics, as well as co-pay and savings card programs