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Venture Capital 3rd+ Year Associate
Venture Capital 3rd+ Year Associate
New mentor!
Member since 2024
  • San Francisco
About the mentor

If you are at a non-target school and want to break into a boutique / middle-market firm out of college, I can be a great resource for you!

I graduated from a non-target state school that places 0-1 graduates in investment banking each year. I was a part of my college's investment club and learned financial modeling, equity research, and other finance skills from that group. I also leveraged the group's alumni to network with people in equity research, investment banking, private equity, and corporate strategy. 

I secured an internship in corporate banking and then, during my senior year of college, got consulting offers from 2 of the Big 4 and 2 investment banking analyst offers at middle-market firms. The offer I accepted was eventually rescinded due to me graduating during the COVID-19 pandemic and I was able to secure another full-time offer at a technology-focused boutique investment bank. I closed 3 M&A deals while in investment banking.

After ~1.5 years of investment banking, I networked with people in corporate strategy, private equity, and venture capital before becoming an investor at a corporate venture capital firm, investing out of a ~$200M fund for a large cap technology company. I've been in my current role for 2.5 years and have been apart of 3 completed investments. 

I have a lot of great relationships with friends in equity research, private equity, and investment banking and have helped review resumes of numerous friends and colleagues. 

Expertise
  • Investment Banking
What is WSO Academy?

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Some of our mentors are forced to be anonymous due to firm policies or personal preference. Anonymity allows us to i) source the best mentors from the top companies in the world ii) allows them to be honest and give you amazing insight into the industry and firms.

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