Invests in
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Financial Modeling
Management Consulting
Due Diligence
Strategy
Business Strategy
Valuation
Corporate Development
Corporate Finance
Strategic Consulting
Mergers & Acquisitions
Market Entry
Organizational Design
Financial Analysis
Business Transformation
Entrepreneurship
Competitive Analysis
Strategic Planning
Acquisition Integration
Venture Capital
Analytics
Lists including Stephanie
Investments
Work Experience
2016
General Partner
2016
2022
Investor
2022
2021
Investor
2021
2020
Investor
2020
2020
Investor
2020
2018
Investor
2018
K
2017
Investor
2017
2016
Investor
2016
2019
Investor
2019
2014 - 2016
Fintech Venture Lead
2014 - 2016
I helped design and launch a digital wealth management platform in partnership with one of the largest banks in North America. Today, this product serves over 1m people, connecting them to human advisors and helping them lower their anxiety around money and investments. I co-led a talented team of designers, engineers, ops and product folks to build and launch this Fintech.