Loughlin (Sam) Rodd Email & Phone Number

New York, United States

New York City Metropolitan Area

At Personetics, I spearheaded the development and launch of an AI-powered savings product that helps bank customers automatically save for financial goals. The product leverages machine learning to analyze customer transaction data, enabling users to save while maintaining financial flexibility. Within 12 months, the product was adopted by over 100,000 users, leading to over $100 million saved.Key Achievements- Led the launch of a goal-based savings feature for a major U.S. bank… Show more At Personetics, I spearheaded the development and launch of an AI-powered savings product that helps bank customers automatically save for financial goals. The product leverages machine learning to analyze customer transaction data, enabling users to save while maintaining financial flexibility. Within 12 months, the product was adopted by over 100,000 users, leading to over $100 million saved.Key Achievements- Led the launch of a goal-based savings feature for a major U.S. bank, surpassing 12-month adoption goals in under two quarters.- Directed a KPI overhaul, collaborating with data teams to create insightful reports that showcased product impact for bank clients.- Developed comprehensive internal and external documentation, including product requirements, functionality overviews, and API specifications. Show less

Led the expansion of software use case from angel investors to Fortune 500 innovation and venture capital teams. New use case achieved a 730% ARR increase for the company within 18 months with an 80%+ conversion rate of free trials to annual contracts. Led efforts to sell into and retain key clients like Walmart and supported the acquisition of Microsoft, DuPont, Airbus, Aflac, Ford, BP, and Boeing.

San Francisco Bay Area

Hired and managed the product's customer success team to achieve 35%reduction in onboarding time.Upsold an existing customer by 8x their annual contract value in the final days of the quarter by creating and delivering a data visualization solution, directly contributing to Proseeder exceeding revenue targets.Managed due diligence process of as a part of an 8-figure offer to acquire Proseeder.

Greater New York City Area

I bring a deep and unique knowledge of technology, venture capital and operations to bear for a variety of clients ranging from nascent startups to venture capital firms with hundreds of millions of dollars under management. I add value in: - identifying and connecting with fundraising sources for startups and venture capital firms- business and product development for startups- content creation and event programming for startups, venture firms, law firms and consultancies -… Show more I bring a deep and unique knowledge of technology, venture capital and operations to bear for a variety of clients ranging from nascent startups to venture capital firms with hundreds of millions of dollars under management. I add value in: - identifying and connecting with fundraising sources for startups and venture capital firms- business and product development for startups- content creation and event programming for startups, venture firms, law firms and consultancies - performing market research, investment due diligence and deal memo preparation for venture capital firmsClients included New York and Silicon Valley venture capital firms, technology startups, law firms and consultancies. Show less

Greater New York City Area

Performed due diligence on prospective investments, analyzing companies based on vectors such as deal terms/investment syndicate, team, market, product, traction, financials and competition. Wrote pro-investment deal memos on completed investments such as: BrightWheel, Boxed, Owlet and Universe. Sourced 6 figure LP commitments for Eniac III, a $55M investment vehicle, and worked alongside fund formation attorneys to ensure LP documents met legal standards, ensuring first and second… Show more Performed due diligence on prospective investments, analyzing companies based on vectors such as deal terms/investment syndicate, team, market, product, traction, financials and competition. Wrote pro-investment deal memos on completed investments such as: BrightWheel, Boxed, Owlet and Universe. Sourced 6 figure LP commitments for Eniac III, a $55M investment vehicle, and worked alongside fund formation attorneys to ensure LP documents met legal standards, ensuring first and second closes occurred seamlessly.Researched and wrote major portions of Eniac III's Private Placement Memorandum, reducing legal costs and ensuring its completion.Managed the deal flow pipeline and organized partner feedback on company meetings, ensuring streamlined and holistic evaluation of investment opportunities.Conducted reviews of financing documents on potential investments, reducing legal costs and increasing the Firm's ability to nimbly negotiate and evaluate investments.Contributed to investment meetings and partner calls by presenting due diligence, fielding questions about research conducted, and participating in entrepreneur/partner QA sessions. Interfaced with LPs regarding capital calls and distributions, and tracked financial information and metrics on ~75 investments across 3 funds.Made fundraising intros between portfolio companies and later stage investors using connections I sourced, contributing to the firm's overall value add to entrepreneurs and the ecosystem as a whole. Show less

Greater New York City Area

Greater New York City Area

Greater New York City Area

Greater New York City Area