Advanced technology venture fund focused on early-stage investments in artificial intelligence, automation technology, next generation manufacturing, advanced communications, alternative energy systems, and cyber security.

Kauffman Fellowship Program (Class 26): Two year executive education program that identifies and develops global leaders in VC while providing a structured curriculum, peer learning, executive coaching, and networking — all with a focus on giving back and one's responsibility as a leader in venture capital. With 700+ Fellows across 50+ countries, Kauffman Fellows is the largest network of VCs and innovation leaders in the world. Each year, the organization adds a new cohort of 60 accomplished Fellows who attend this two-year program part-time, while they are investing full time.

General Partner at Fin VC, a globally focused venture capital firm focused on the intersection of financial services and technology. Grew the platform from $60M to >$1B in 3 years, with over 100 portfolio companies and 13 unicorns. Fin actively partners with experienced entrepreneurs that have deep financial services experience, audacious goals, differentiated technology, and a global platform mindset. Our firm delivers capital and a team of seasoned investors and operators with deep corporate and start-up experience.

Ternary is the world’s first native FinOps cloud cost optimization tool built for Google Cloud on Google Cloud.

Maxwell empowers mortgage lenders to be more successful by intelligently automating their workflow with homebuyers and real estate agents.

SamCart is the first e-commerce platform, built from the ground up, for direct to consumer brands.

Teampay is the market leading spend management platform that enables companies to request, approve, and track expenditures in real-time based on intelligent SaaS applications and virtual card issuing.

Pipe is a global trading platform for trading recurring revenue streams. The company provides instant cash advances to recurring revenue companies, enabling them to unlock their deferred cash flows through non-dilutive funding. Pipe’s advanced API financing platform automates the entire financing process for SaaS companies and delivers account level visibility and instant liquidity.

ProMetrics aggregates, integrates, analyzes, and reports data across the specialty brand’s distribution network including Specialty Pharmacies, Specialty Distributors, 3PLs, Hubs, GPOs and more.

Concert Health AI (previously Precision Health AI) is a platform technology company focused on applications of AI to Oncology. Serving Pharma, Life Sciences, Providers, and Payers PH.AI combines modern AI technology with best in class oncology data with a focus on improving outcomes and driving value based care. Joined as the founding CFO and board member and oversaw deployment of $75M of investment capital and acquisition of two subsidiary divisions.

Symphony SUMMIT is a leading provider of a AI-enabled private and public cloud based IT Operations Management Solution to enterprises and service providers.

Vector Oncology is a leader in the design and delivery of care based oncology research and data analytics.

• CFO and investor at SymphonyAI, a $1 billion Venture Capital platform focused on investing and building the next generation of AI/ML applications in healthcare, fintech, retail, industrial, IT infrastructure, and enterprise applications markets. • Led all finance and accounting functions, including budget and forecasting for investment company and subsidiaries, all capital funding, payroll, invoicing, revenue management, tax strategy, HR and recruiting, legal, and strategic partnerships. • Founding Boardmember at Concerto HealthAI, a leading clinical cancer AI solutions company; Prometrics, a healthcare data analytics company; Vector Oncology, a health economics and outcomes research and real-world evidence solutions company; Precision Health Intelligence, an Oncology AI company; and Symphony SummitAI, an IT Services and Operations Management company.• Operating CFO of Vector Oncology, Prometrics, and Precision Health Intelligence. Oversaw $60M of investment capital, and all budget, forecasting, operating systems, sales and commercial pipeline, HR and legal. Consolidated revenue expanded from $12M in 2017 to $55M in 2019. Negotiated strategic partnerships with global 10 pharma, and helped developed core IP, licensing, and revenue frameworks. Led recruitment of executive team (CEO, CFO, Controller, CPO). • Executed the acquisition of Vector Oncology, a 100-person clinical curation, HEOR, and health data company, from LOI to close within 45 days, and oversaw all post-merger integration activities. • Served as CFO of Symphony IndustrialAI, a 15-person business formed in 2017 to develop AI driven predictive maintenance solutions for the mining, oil, and gas industries.

Fast Growth Tech is a new venture within McKinsey & Company that serves leading growth stage technology companies and their investors. As lead for Enterprise Solutions I drive product strategy, operations and client engagement for financial, sales, marketing, and operational performance benchmarking solutions targeting SaaS, eCommerce, Security, and Data Analytics verticals.

Helped build a platform for asset management based on statistical multi-factor quantitative strategies for equity investing. Designed core portfolio product requirements, strategy and vision; jointly led product architecting and back testing using Capital IQ and S&P’s Clarifi multi-factor visual UI platform; defined and managed performance metrics and returns models; managed financial planning and operations, SEC compliance, investor relations, vendor partnerships, and business operations.

Publishing tech analyst covering Apple, Microsoft, Google, Oracle, Salesforce, Workday, NetSuite, Adobe, VMware, SAP, Citrix, Red Hat, Tibco, ServiceNow, Marin Software, and Facebook. FINRA license series 7, 63, 86, 87. • Co-authored extensive research papers on global technology strategy in enterprise Software and Internet sectors. Analyzed platforms and markets, product positioning, technology roadmaps, competitive environment, and the impact of cloud, mobile, social, big data, and IoT disruptions. • Research paper titles include: Next on the Horizon: Syndicated Commerce; The Shift to Engagement Apps; The Rise of the Social Operating System; Big Customer: The $50 Billion Software Play. • Responsible for extensive financial modeling, analytics, valuation and ongoing reporting across coverage universe.• Worked on launch IPO coverage for Facebook, Marin Software, Workday, Groupon and Jive Software.

Led company-wide financial planning, marketing and web analytics, and identified and evaluated core strategic priorities based on extensive quantitative modeling and qualitative evaluations, and presented strategic recommendations to C-level executive team. Reported jointly to Chief Financial Officer and Chief Marketing Officer and was embedded within the Web Ops team. • Developed and implemented KPI’s for company-wide financial and business operations, performance vs plan, weekly and monthly benchmarks and forecasts of headcount, capex, capital burn, and forecast models.• Worked with Web Ops team to evaluate front-end traffic patterns, conversion rates, buyflow behaviors, content efficacy, pricing elasticity, chat tool engagement, and A/B testing. Improved overall monetization by more than 30% in first six months. • Managed cross-functional projects involving finance, marketing, product development, sales, business development, customer support, and executive teams; defined business requirements, growth strategy, and new market segment targets based on rigorous analysis of current and projected consumer and market trends, and other ad hoc financial projects. • Responsible for customer acquisition forecasting and strategic planning; channel/market ROI modeling; customer experience and website analytics, flow and conversion performance; and buy targeting for monthly media purchases.

Co-founder of TreeHouse, the first big-box green home improvement retailer in North America. Launched business from initial concept to fully-funded 20-person team. • Led product, market and competitor research, design and implementation; developed user stories, customer profiles and business cases; development of retail and product merchandising strategy; merchant outreach and business development; and brand positioning. • Managed financial operations including capital planning and investor fundraising, accounting, budgeting, financial planning and scenario analysis; developed supply chain/logistics strategy; and led initial strategic partnerships. • TreeHouse successfully closed a 1.5x oversubscribed seed round of $725,000 and a Series A round of over $7M. The flagship 35,000 square ft. store opened in October 2011 in Austin, TX. The company has raised over $20M in follow-on expansion capital and is launching additional big-box retail locations in Dallas and Houston.

Revoluminary was one of the first educational e-commerce platforms in the world and featured a peer-to-peer online marketplace enabling anyone anywhere to teach or learn through live interactive streaming video classrooms. • As CEO led all aspects of product management, including development of core user stories, feature and platform requirements, UI and UX product design and development, and managed customer experience. Oversaw all aspects of launch and go-to-market strategy. • Recruited and led 7-person UI/UX developer team in Linux/Apache/MySQL/PHP platform build, including core interactive video classroom, merchant payments and settlement, global course scheduling, participant ratings, and platform messaging product features. Oversaw all systems testing and version enhancements based on user behaviors.• Built and oversaw global teaching community of over 500 professional instructors from 30 countries, teaching more than 40 subjects in 13+ languages.

Technology specialist with focus on internet, software, semiconductor, and mobile. Mandated on 10 transactions including M&A, equity/IPO, and convertible and investment grade debt offerings. Developed strategic ideas, market and industry analysis, financial models and business planning. Extensive work with Excel, Capital IQ, Bloomberg, and FactSet. Led cross-functional deal teams with up to 8 direct reports.Transaction highlights• Sole buy-side advisor to eBay on their $4.1B acquisition of Skype. Successful closure marked the largest internet transaction since 2002 and the largest cross-border transaction since 2000.• Sole buy-side advisor to west coast PE firm in proposed leveraged acquisition of Cypress Semiconductor.• Sole sell-side advisor to Accent Optical in their acquisition by Nanometrics Technology.• Sole buy-side advisor to Imation on $330M acquisition of China-based Memorex Intl.• Joint lead manager for Maxtor’s $300M convertible debt offering.• Senior co-manager on $5.1B Oracle debt financing including all primary offering tranches.• Sole buy-side advisor to ~$500M VoIP company on potential UK cross-border acquisition.• Sole advisor to ~$500M e-commerce company regarding tender offer and US and EU sell-side process. • Joint bookrunner on the Go Daddy Group’s 2006 proposed $200M IPO. • Lending agent on $2B revolver agreement for Motorola, Inc.

Developed public and private valuation models and analysis, including LBO, DCF, comparable transactions and trading multiples, and accretion/dilution scenarios. Personally negotiated confidentiality agreements, buyer due diligence process, led lender due diligence and contract drafting sessions.

Selected Engagements• XM Radio. Project manager leading team of 7 engineers and 3 clients reporting directly to client CIO on company-wide business process improvement engagement. Dedicated Product Manager on the custom design, construction, and implementation of a $6M budgeted ERP supply chain system that integrated across Salesforce, Oracle, and Lawson Financials systems. Recommended for early double promotion to Engagement Manager. • George Washington University Medical Center. Conducted comprehensive business process improvement and strategy evaluation of financial planning, budgeting and analysis processes across the George Washington University Medical Center. Developed and implemented $65M annual operating budget process across 500 cost centers for the medical school, hospital, captive insurance business, school of nursing, and research organizations. • Arthur Andersen National Healthcare Strategy. One of two consultants selected to assist executive leadership in developing five-year market strategy and operating plan for the firm’s US national healthcare practice group. • IKON Office Solutions. Forensic accounting and valuation analysis in $6M arbitration for IKON office solutions. Built innovative SQL database and analytics for roll-up damage estimate on 120,000 individual transactions. • AstraZeneca. Sole trustee in charge of financial operations, liability allocations, and monthly reporting for $50M environmental land reclamation project. Implemented custom SQL and VisualBasic database to automate and allocate insurance claims and liability allocations across several million recorded transactions.