Stealth Private Equity & Venture Capital Firm
Built career in Silicon Beach’s technology sector as part of Crowdfunder.com’s founding team. Co-managed deal sourcing and onboarding for Crowdfunder’s VC Index Fund and online fundraising platform since joining three weeks after the company's alpha launch as its first non-technical employee. Previously created and managed independent special purpose vehicles for Pre-Seed, Seed, Series A and Series B-stage startups in partnership with Alpha Funders, a stealth private equity and venture capital firm, as well as provided fundraising consulting to early-stage startups. Currently focused on unlocking liquidity for the private market at Carta (formerly eShares, Inc).
The Strategic Accounts Team at Carta is building out an outbound sales strategy for targeted enterprise accounts, investment firms, and partnerships. Carta is the first and only SEC-registered Transfer Agent for private companies. Our online platform allows companies — from seed stage to pre-IPO — to manage equity electronically with the participation of their shareholders, employees, auditors, and legal counsel. Our mission is to consolidate private company ownership onto one common electronic registry, and bring a wealth of financial services — previously reserved only for public companies — to all privately held companies.
The best way to track, manage and value private equity - for companies, investors, and LPs. • Closed $700,000+ in new annual recurring revenue (ARR) in first 9 months • Exceeded sales quota every month: $50,000/month as Small Business AE and $60,000/month as Mid-Market AE • Contracts closed ranged between $500 and $16,000 ARR across 222 new companies
Alpha Funders is a stealth private equity and venture capital firm primarily focused on providing trusted, independent board advisory, capital planning, valuation, cap table verification, and due diligence services to premier ventures and investors, among a suite of other Portfolio Advisory Services related to starting and scaling businesses, fundraising and online equity crowdfunding. As part of its Portfolio Advisory Services, Alpha Funders creates and manages independent special purpose vehicles (SPVs) for Pre-Seed, Seed, Series A and Series B-stage ventures via a service called SingleCap (www.SingleCap.com). Similar to opening an escrow account to accept investments from VCs and angels, SingleCap enables ventures to open a flexible, independent fund to aggregate and accept smaller ticket investors as a single entity on the venture's cap table. Additionally, Alpha Funders handles investor accreditation, reporting, K-1s, tax filings, accounting, and regulatory compliance, as well as all operational duties required across the ten-year lifetime administration of its portfolio companies' SPVs as part of its SingleCap service offering.
• Co-managed $100,000 investments into 30 Seed and Series A-stage companies via Crowdfunder's VC Fund • Developed quarterly Investment Team goals, budget and division of roles to optimize resources and align investment and sales objectives with the company’s strategic goals • Sourced, vetted and proposed new investment opportunities to Partners and Deal Committee to grow Crowdfunder’s equity portfolio • Coordinated client fundraising strategies and logisitics, and project managed cross-departmental marketing roadmap to ensure client’s success • Managed software as a service (SaaS) sales pipeline and accounts to increase conversion of paid customers while maintaining quality control
• Oversaw day to day operations including customer acquisition, account management, customer support, and payroll • Monitored content and messaging on platform, and implemented solutions and reporting protocols to address flagged material • Established and managed relationships with strategic partners to quickly scale online startup ecosystem • Validated $100M+ in startup deal flow for syndication to network of accredited investors and funds • Assisted with corporate governance including investor and advisor relations, issuing of stock grants, employee paperwork, updating cap table, and organizing shareholder meetings • Signatory on company bank account, alongside CEO, to oversee company finances and cash flow
• Developed client relationships with initial 20 companies to pilot fundraising software / platform • Demoed product and onboarded 200+ companies for Startup Pitch Contests hosted by Crowdfunder • Built customer service processes atop of Zendesk platform, and managed customer feedback loop • Processed 75+ customer support tickets per week