Invests in
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Lists including William
Work Experience
2023
Research and Product
2023
2021 - 2022
Investor
2021 - 2022
2020 - 2022
Co-Founder (Acquired by Rocket Dollar)
2020 - 2022
Research site for alternative investment platforms, offering extensive data and insights for both retail investors and founders Now part of Rocket Dollar, a leading self-directed IRA / 401(k) solution for alternative assets
2020 - 2020
Strategy & Business Development
2020 - 2020
Seed stage team led by two Stanford PhDs and Stanford MBA
2020 - 2020
Venture Fellow
2020 - 2020
Competitively selected from 400+ applicants. Soma Capital has invested seed in startups now worth over $30 billion combined including Cruise, Rappi, Ironclad, Human Interest, Razorpay, Rippling, Lambda School among others.
2017 - 2019
Undergraduate Co-President, Co-Founder
2017 - 2019
-Led the founding of the undergraduate branch of the club in Fall 2017 -Direct partnerships with Citi Ventures, Consensys, Chamber of Digital Commerce -Facilitate events with industry leaders, manage project team research groups -Independent study on Blockchain and AI
2019 - 2019
Venture Capital Summer Analyst
2019 - 2019
2018 - 2018
Fall Investment Banking Intern
2018 - 2018
M&A in the Financial Services Industry
2018 - 2018
Intern
2018 - 2018
2017 - 2017
Investment Analyst Intern
2017 - 2017
-Focused on stocks in the industrial sector, reported to Investment Analyst and VP. -Analyzed current and potential client investments, evaluated stocks through research reports and DCFs, used Bloomberg to assess company Income Statements, Balance Sheets, Multiples, as well as macro trends. -Wrote reports on Oil & Gas, Infrastructure, and Real Estate Industries, compiled data on client mutual and ETF funds, made PMI scattergraphs to outline major world indexes for investment team presentations.