Invests in
Locations:
Min Investment:
$2,000,000.00Max Investment:
$6,000,000.00Target Investment:
$4,000,000.00
Skills
Education
Lists including Tyler
Work Experience
2023
Partner
2024
My primary goal for the next 30 years is to help build and invest in dozens of massive, generational software businesses, only with people I admire. If you’re interested in that journey with me, reach out.
Venture Partner
2023 - 2024
2024
Board Member
2024
2024
Board Observer / Investor
2024
2024
Board Observer / Investor
2024
2023
Board Member
2023
2019 - 2023
SVP Product & Risk
2019 - 2023
Leading Product + Risk orgs at Divvy.
2015 - 2020
product GM + VC due diligence
2015 - 2020
Help Jason Lemkin w/ a bunch of stuff. Most recently built SaaStr Pro, the paid version of SaaStr content. SaaStrPro.com. we've gone from $0 to $300k+ ARR in a year, which jason tells me is faster growth than Echosign :) also investment due diligence, SaaStr Annual VC hours, etc.
2016 - 2019
Head of Product Partnerships
2016 - 2019
Helped build Path, now focused on growing it.
Senior Product Manager
2017 - 2019
Product lead for Path, Wealthfront's software-only financial advisor, across web, iOS, and Android. Helped build the highest rated iOS app across the entire finance category (4.9/5). With a world-class team of 15+ researchers, backend engineers, front-end engineers, designers, and data scientists we've shipped Path's underlying cash flow financial model, retirement planning, home purchase planning, college planning, and account linking improvements on web, iOS, and Android that have resulted in significant increases to client delight and deposits for the business. Lastly, we shipped the first free, holistic planning experience available anywhere when we launched Wealthfront for all at the end of 2018. Most importantly Path has helped our clients save more and feel more confident about their future, so they can live the life they want without worrying about their finances.
PM
2016 - 2017
2015 - 2015
Market Development
2015 - 2015
• Intern on the Market Development team, assisting a16z portfolio co's (both enterprise and consumer) in their go-to-market efforts
2010 - 2014
Head of Inside Sales & Business Development
2012 - 2014
• Created and led Clearwater's inside sales group from 2 reps to 20+ domestically (Boise, ID) and internationally (Edinburgh, UK) • Along with Director of Sales, oversaw top 6 sales quarters in firm's 10-year history
Customer Success Manager
2011 - 2012
• Led a team of 6 account managers • Responsible for the overall client satisfaction of over 25 institutional investors
Account Manager
2010 - 2011
• Oversaw 10 institutional clients with over $200 billion AUM in fixed-income investments in aggregate • Increased net-promoter scores and usage of the Clearwater software