Invests in
Sectors:
Locations:
Min Investment:
$500,000.00Max Investment:
$10,000,000.00Target Investment:
$5,200,000.00
Skills
Education
- TU
- CU
Lists including Scott
Investments
Work Experience
2023
Founder & Investor
2023
Investing in interesting ideas and managing a $43M SPV
2012
Senior Advisor
2023
Partner
2012 - 2023
Venture capital; sourced, made, and oversaw all aspects of investments; 3 funds; 50+ platform portfolio companies; 12 boards; 3 exits; helped to form, launch, and manage Curql which is a $252M credit union fintech fund (curql.com); and $330M+ in total AUM (nextlevelvc.com)
Board Member
2024
Board Advisor
2023 - 2024
Digital banking solutions (constellation.coop)
2018
Board Member
2018
Lending solutions for community banks and credit unions (coviance.com)
2011 - 2017
CFO
2013 - 2017
Advisor
2011 - 2013
Touch software with specialized water and glove sensing abilities; raised $12M of capital and grew sales 7x (uico.com)
2008 - 2015
Member
2008 - 2015
Angel investment group affiliated with the University of Chicago; made a dozen seed investments (hydeparkangels.com)
2006 - 2011
Co-Founder and Principal
2006 - 2011
Advisory firm based in Chicago, Singapore, and Barcelona; provided M&A, PE/VC, corporate finance, strategy, and CFO work; 3 board roles (maroonanalytics.com)
2004 - 2006
Country Director
2004 - 2006
Family office which owned the Caterpillar dealership for Vietnam as well as a Honda car dealership; provided CFO, portfolio management, and investment analysis work
2004 - 2004
Global Health - Project Manager
2004 - 2004
Non-profit consulting to help to combat infectious diseases; provided CFO and business planning work (clintonfoundation.org)
2000 - 2004
Associate
2000 - 2004
$145M lower middle-market PE firm which had a partnership with Masco (masco.com); helped to source, structure, and manage 4 platform investments; overall portfolio of 10 companies (longpointcapital.com)