Kathleen O'Leary Email & Phone Number

Zurich, Switzerland

At Leva, we simplify private market investments with an end-to-end co-investment platform, eliminating the need for complex, expensive legal structures, and handling all the AML, legal, compliance, lifecycle reporting and administration. Our platform allows deal managers to syndicate deals, monetize deal flow, and manage co-investment portfolios—freeing them up to focus on sourcing and investor relations. Leva is the more efficient way to invest in venture capital, providing a seamless process… Show more At Leva, we simplify private market investments with an end-to-end co-investment platform, eliminating the need for complex, expensive legal structures, and handling all the AML, legal, compliance, lifecycle reporting and administration. Our platform allows deal managers to syndicate deals, monetize deal flow, and manage co-investment portfolios—freeing them up to focus on sourcing and investor relations. Leva is the more efficient way to invest in venture capital, providing a seamless process without the usual hassle and cost.My role is to empower our deal managers in their success. I get excited by both making venture investments more accessible to private investors, and by driving innovation and entrepreneurship through more efficient access to capital. Show less

Région De Lausanne, Suisse

GSi offers strategic services via two methodologies for startup, high-growth and small/medium businesses in technical industries and international markets:1. Business Development Services - Marketing, Sales, Channel Partnerships, BD Process Design & Team Training, Account Management, Start Up Growth Plans2. Management Consulting - Digital Transformation/Strategic Planning, Process Improvement, Executive Team Coaching, Board Member/AdvisorGSi also provides leadership development… Show more GSi offers strategic services via two methodologies for startup, high-growth and small/medium businesses in technical industries and international markets:1. Business Development Services - Marketing, Sales, Channel Partnerships, BD Process Design & Team Training, Account Management, Start Up Growth Plans2. Management Consulting - Digital Transformation/Strategic Planning, Process Improvement, Executive Team Coaching, Board Member/AdvisorGSi also provides leadership development for individuals and teams via the Lavaux Leadership seminar and retreat services hosted semi-annually on the beautiful shores of Lac Léman. Show less

Genève, Suisse

Designed and implemented all operational systems for the recently-funded (seed) private market fintech: SalesForce CRM, Deal Showcase investment platform, Marketing campaigns and automation, etc. Led deal distribution, entrepreneur coaching/preparation and investor relations activities.

Zurich, Switzerland

qashqade AG offers digital Private Market accounting solutions for both General and Limited Partners, as well as Fund Administrators. Our product suite offers automated tools for reporting and administration of Waterfall and Performance Fee calculations, including the Carried Point allocation. We provide advanced technology to empower teams and resources at every stage of a fund's lifecycle; from the beginning during the fundraising or at the end at payout our solutions and services offer… Show more qashqade AG offers digital Private Market accounting solutions for both General and Limited Partners, as well as Fund Administrators. Our product suite offers automated tools for reporting and administration of Waterfall and Performance Fee calculations, including the Carried Point allocation. We provide advanced technology to empower teams and resources at every stage of a fund's lifecycle; from the beginning during the fundraising or at the end at payout our solutions and services offer transparency and efficiency.Our strengths lie in bringing together digital technologies and specific expertise in the areas of finance, valuable product knowledge for Private Markets solutions and related areas, product development and risk management – all within one coherent system. Show less

Switzerland

Financial institutions across the world leverage Delio's technology, expertise and network to launch, streamline and scale the way they connect private investments with (U)HNW & Family Office capital. Our clients range across private banks & wealth managers, investment banks & corporate finance firms, multifamily offices & alternative investment funds, angel networks, deal clubs & professional organisations.Our technology and tools cover the private asset life-cycle end to end: from… Show more Financial institutions across the world leverage Delio's technology, expertise and network to launch, streamline and scale the way they connect private investments with (U)HNW & Family Office capital. Our clients range across private banks & wealth managers, investment banks & corporate finance firms, multifamily offices & alternative investment funds, angel networks, deal clubs & professional organisations.Our technology and tools cover the private asset life-cycle end to end: from origination, distribution and transaction management, providing valuable engagement analytics and customized portfolio reporting. It is the configurable platform trusted by leading institutions looking to improve deal security, compliance and efficiency with the added option to expand their network for origination, syndication or distribution via our DelioConnect ecosystem. Show less

Lausanne, Vaud, Suisse

Started a PhD in Management program (Organization Design), learned so much, published a case study on power frameworks in high-growth startups and SMEs with my advisor, hope to finish the degree requirements sometime in the future!

Herzliya, Tel Aviv District, Israel

www.xmcyber.comSIMULATING, VALIDATING & REMEDIATING EVERY HACKER’S PATH TO OUR CLIENT'S MOST CRITICAL ASSETS, XM's AUTOMATED MACHINE SOFTWARE DELIVERS PRIORITIZED AND ACTIONABLE CYBERSECURITY RISK INSIGHTS- Business Development & Sales - North America & Europe- Customer Success & Project Management- Digital Transformation/Strategic Change Leadership

Tel Aviv, Israel

Business Development StrategyPartner Recruitment, Engagement and SuccessConsultative Sales--Voyager Analytics, a wholly-owned subsidiary of Voyager Labs, provides an open-source intelligence software solution to clients and partners across the globe who value quick and efficient access to actionable insights.

Reston, Virginia

Developed business opportunities and the marketing strategy for InScope's growing Energy division. InScope's engineering team developed an innovative, proprietary energy efficiency technology (IoT/data analytics) platform that radically transforms building performance management. As part of the early go-to-market team, I worked with InScope Energy until the rebrand and launch as PatriotVUE; securing institutional investment partners and building a pipeline of multi-million dollar revenue.

Arlington, Virginia

Implemented the strategic business development plan for a growing private equity firm focusing our investments on renewable energy technologies and projects around the world.

Chantilly, Virginia/Columbia, Maryland

www.scottlong.comWith this transition, I drew heavily on operations management experience in order to lead a comprehensive change initiative; creating a Sales-centric culture across the organization which included the strategic development of tools and processes for corporate growth and customer account service.In addition to routine business development responsibilities, I also worked to re-invigorate our firm's client relationship management process, brand identity… Show more www.scottlong.comWith this transition, I drew heavily on operations management experience in order to lead a comprehensive change initiative; creating a Sales-centric culture across the organization which included the strategic development of tools and processes for corporate growth and customer account service.In addition to routine business development responsibilities, I also worked to re-invigorate our firm's client relationship management process, brand identity, competitive position and to spearhead a few innovative initiatives. These efforts dramatically enhanced the firm's unique value proposition and served to transform the way we communicated that value to the marketplace and our most important customers. Show less

Reston, Virginia/Jiangsu, China

I managed the business operations for Exotic Stones from its earliest start up days. My operational responsibilities included oversight of sales, business development and marketing, customer service, material acquisition (estimating), international trade/supply chain management, Human Resources, accounting, project management, production (manufacturing/installation), and annual business plan development/strategy implementation.

Leading Digital Business Transformation, Digital Analytics

Master Of Business Administration, Executive Mba - Charlottesville

Senior Executive Leadership Certificate

6 courses completed in one year covering topics in leadership, finance, strategy, communication, HR and operations management

Master Of Science

Bachelor Of Science