Kate Purschke Email & Phone Number

New York, Ny, Us

New York, New York, United States

Philadelphia, Pennsylvania, United States

As an Investment Associate, I sourced and conducted diligence on investment opportunities as they moved through the investment pipeline. As a part of this process, I created growth strategies, analyzed market trends and competitive landscapes, built financial models, and conducted valuations. I leveraged these findings to craft an investment thesis, condense key insights, and effectively communicate findings to the investment committee.Additional responsibilities included monitoring trends in Healthcare M&A; supporting fundraising activities and completion of investor diligence requests; providing strategic and financial expertise to portfolio companies; and managing results calculation and reporting processes.

Philadelphia, Pennsylvania, United States

On the investment team, I managed Archetype's investment process from sourcing through diligence and deal execution; supported existing portfolio companies; led fund reporting and infrastructure projects; and created fundraising materials.On the strategy team, I worked with mid-market companies in the healthcare space to create and implement growth strategies, particularly through evaluation of new products and internally incubated ventures.

Philadelphia, Pennsylvania, United States

As an analyst, I conducted market research and engaged in strategic planning processes to produce competitive analyses, financial models, and go-to-market strategies; condensed findings into actionable deliverables for consulting clients.

Washington, Dc

• Conduct daily bank operations while managing a cash change fund of approximately $60,000• Train 20 tellers and oversee their daily procedures and interactions with members

Washington, D.C.

• Identify areas of technological improvement within the Credit Union; delegate projects addressing these issues• Manage and improve communication within team of 15 student-interns• Troubleshoot technical issues as they arise

Philadelphia, Pennsylvania, United States

As an intern with the strategy and consulting team, I worked with an Archetype portfolio company to conduct competitive analysis to inform marketing and positioning strategies. I supported business development efforts through prospecting and evaluating leads in the workplace health, wealth and performance sectors. I also collaborated with other team members to plan and host a webinar focused on professional development in a virtual world, which reached 50+ attendees.

Washington, D.C.

• Assist early-stage sustainability startup in identifying growth opportunities; create company financial model• Conduct interviews with Georgetown alumni entrepreneurs to be used in marketing materials• Assist in the launch of Venture Forward podcast and creation of marketing plan

Newark, Nj

• Helped transportation solutions startup company gain traction; cold-called up to 10 potential partners per day• Organized and evaluated company financial tracking, made estimate and budgeting recommendations to CEO• Used excel to analyze revenue trends and user growth through first years of company

Chatham, Nj

Evolution Road is a digital marketing consulting company that services clients in the healthcare and pharmaceutical industries. Intern role consisted of researching recent developments in virtual reality, augmented reality, and artificial intelligence and brainstorming potential applications in healthcare.