Paul Huleatt Email & Phone Number

Phoenix, Arizona, United States

Phoenix, Arizona

Lead business development, outreach, and management of PCDIC’s New Markets Tax Credit (NMTC) loan portfolio created from two NMTC Allocations totaling $93 million. Manage PCDIC’s Non-NMTC loan portfolios including the $2.8 million Sky Harbor business loan program serving Disadvantaged Business Enterprises (DBEs) and PCDIC’s $2.2 million nonprofit loan portfolio. Identify lending and grant opportunities for small businesses and nonprofit organizations serving low-income communities. Co-develop lending, investing and grant products as part of a $30 million development fund created from NMTC proceeds. Develop community and business outreach programs by developing relationships with lenders, investors, community leaders, PCDIC staff, and city of Phoenix Community and Economic Development staff, including Neighborhood Services, and Workforce Development teams. Research best practices, discover new methods, and advocate policy changes to create programs and products offering the greatest impact to low-income constituents. Serve as ambassador and liaison for business owners and nonprofits seeking access to the myriad of resources available through the city of Phoenix. Established key relationship with Arizona’s largest nonprofit provider of scholarships for PCDIC’s scholarship program, nonprofit lending program, and PCDIC’s cash investment accounts. Served as lead for PCDIC’s 2017 New Markets Tax Credit application. Developed comprehensive database for AZ nonprofits. Originated relationship with regional commercial bank for PCDIC’s Small Business Lending program. In 6 months’ time, originated and closed four nonprofit loan participations totaling over $2 million.PCDIC is a 501(c)(3) nonprofit created by the city of Phoenix to manage the New Markets Tax Credit program. Since 2002, PCDIC has received $263 million in NMTC allocations which have been deployed in 29 projects, which include hospitality, retail, industrial, commercial offices and medical facilities.

Scottsdale, Az

From 2007 to 2014, led the sales and marketing for the firm, co-designing, marketing, implementing and managing economic development programs, government contracts and networking events supporting entrepreneurs and emerging small businesses. Led the program design and marketing outreach for DCN’s State Small Business Credit Initiative (SSBCI) as part of this $1.5 billion Federal stimulus program. Culminating an almost three year effort, and requiring the participation and approval of 53 municipalities, helped establish DCN as contractor for two newly formed collateral support programs, the $13.2 million Wyoming Smart Capital Network and $3.4 million Red River Corridor Fund. Served as Program Manager through the application process and initial launch phase, garnered consensus among a myriad of stakeholders, and stood up the programs by building a network of participating banks and lenders as well as underwriting the initial transactions. From 2006 to 2010, served as Enterprise Manager of DCN's entrepreneurial services to the National Science Foundation, an opportunity spawned by the businesses processes and network/ecosystem of stakeholders created by the WBT. Administered and was responsible for providing guidance and technical assistance to over 500 private companies receiving a SBIR Phase I proof-of-concept Award as part of a 3-year $2 Million contract. From 2002 to 2011, co-founded and served as CEO of the WBT Innovation Marketplace, a global event and new concept in technology transfer for federally funded R&D. Produced in cooperation with the Federal Laboratory Consortium for Technology Transfer (representing over 700 federal labs), the event quickly moved to Arlington, Texas and became the centerpiece economic development event drawing national attention to the North Texas region. Secured sponsors, developed content, secured speakers and managed a $400K annual budget.

Phoenix, Az

Originated and managed a loan portfolio comprised of venture loans and leveraged financings to seed and early stage technology companies. As a volunteer, concurrently played a leading role in the introduction of two separate Arizona legislative initiatives aimed at increasing and facilitating local access to venture capital.

Phoenix, Az

Established the Regional Arizona Marketing Office by recruiting, researching, analyzing, and performing due diligence on established, upper middle market businesses. Originated $13 million in new working capital credit facilities. Concurrently served on the board of a regional nonprofit, the AZ Venture Capital Conference (AVCC), part of the Greater Phoenix Chamber of Commerce. Representing the AVCC, identified, recruited, and led the team responsible for creating the 1999 Arizona Venture Capital Impact Study, a first time analysis of the economic impact of venture to the Arizona economy. The effort, and report, sparked numerous legislative capital formation initiatives.

Phoenix, Arizona Area

Opened a regional office on behalf of this $18 million, wholly-owned venture capital subsidiary of Zions Bancorp and affiliate of top tier venture firm Draper Fisher Jurvetson. Acted as liaison to an affiliated, minority-owned $30 million later stage subordinated debt fund. Originated new business, reviewed business plans, performed financial analyses and prepared and presented credit authorizations on prospective subordinated debt and venture capital investments.

Phoenix, Arizona

Provided leveraged financial solutions to prospective middle-market companies. Originated $10 million in new business, reviewed business plans, performed financial analyses and prepared and presented credit authorizations. Also referred a $5 million venture capital investment for an Arizona-based software company.

Phoenix, Az

Assisted in the start-up and co-development of a portfolio of venture capital investments as part of a regionally based, Small Business Investment Company (SBIC), a wholly owned subsidiary of First Interstate Bank. Sourced, screened, and managed direct equity and high yield investments. Led due diligence teams and was directly responsible in transaction structure, negotiation, and documentation. Estimated IRR of investment portfolio in top quartile of 1993 vintage funds of less than $25 million. Completed First Interstate Bank’s commercial credit training program. Graduate of the National Association of Small Business Investment Companies and National Venture Capital Association’s Venture Capital Institute.

Mba, Finance

Bachelor Of Science (Bs), Finance