Erik Hess Email & Phone Number

New York, NY, US

• Prioritized and led the Executive team to define the Company’s vision, mission, and values
• Wrote and narrated investment materials for outreach and investor due diligence
• Raised $13mm of Seed stage venture capital for crypto infrastructure startup in a bear market
• Led investor updates, townhalls, and manager’s meetings to drive engagement, collaboration and transparency
• Developed dynamic financial models resulting in clear budget, runway, and hiring decisions
• Installed templates to streamline meetings and boost productivity

New York, New York, US

• Interpreted macro-economic news for our executive leadership team (e.g. Supply-chain, chip shortages, COVID)
• Evaluated and made recommendations on potential build, buy, and partnership opportunities
• Closed a transformative partnership with Ford (NYSE: F) to launch exciting, new, data-driven software
• Led the research, analysis, pricing, piloting, and roll out of new offerings to expand market share
• Created alignment across departments to drive strategic changes

New York, New York, US

• Founded the Operations department and scaled processes for an emerging hypergrowth software startup
• Implemented Salesforce.com and built systems to measure and manage performance
• Led commercial team’s headcount allocation planning using territory, quota, budget, and capacity modeling
• Led integration efforts post-acquisition by IHS Markit (now S&P Global)
• Installed a Project Management Office (PMO) to advance and change-manage strategic initiatives
• Founding mentor of company’s cross-functional mentor/mentee program

• With $750k from a pre-Seed Angel investor, 1 employee, several interns, and out-sourced developers—built iOS and Android applications for cashless tipping (e.g. parking attendants, coat-checks, hospitality, caddies &.
• Testing countless user acquisition strategies yielded (only) 5,000 unique active users and great learning

New York, NY, US

• Advisory Boutique Dedicated to Frontier Markets with Focus on Sub-Saharan Africa
• Advanced socially impactful projects in agriculture, education, renewable energy, water, and telecom industries in partnership with operating companies, private equity, development banks, and educational institutions.

• Mission Driven Venture Capital to Build Specialized Cancer Treatment Centers
• Became a subject expert in Proton Therapy to educate investors and raise equity funding for the development and operations of state-of-the-art proton therapy cancer treatment centers.
• Built a cross-functional team of world-class doctors, architects, and real estate developers uniquely qualified to support investor meetings and due diligence, as well as build and operate these technically complicated.

• Private Equity, ~$100mm AUM Family Office
• Hired by the Group's Chairman and President to advise on business strategy for a portfolio of independent assets and businesses.
• Explored strategic options for a wholly owned 5-star hotel in Baku, Azerbaijan, a Continuing Education Center for pilots using the Company’s commercial flight simulator in Sharjah, UAE and the opportunity to build a.

• ~$1b Global Multi-Strategy Hedge Fund
• Recruited to the Carlyle Group's first global multi-strategy hedge fund to apply data-driven, quantitative analysis on thousands of domestic and international companies to systematically source public long and short.

US

• ~$200mm/yr Investment Research & Brokerage
• Recruited to publish and communicate actionable quantitative equity research to institutional investors. Recommendations systematically outperformed benchmarks by 400-500bps each year

• ~$5.5b Global Investment Bank, now JP Morgan Chase
• Built complex financial models and comprehensive pitch-books detailing business and market analysis for clients

Bachelor’S Degree, International Finance

Economics

Education record

Education record