Vetted Finance & Accounting Professionals

“Early-stage/venture-oriented operator with sourcing instincts shaped at Entrepreneurs Roundtable Accelerator (embedded with 12 startups) and a systematic execution style from Citi investment banking. Proactively builds founder relationships by leading with actionable insights—especially in health tech/healthcare analytics (e.g., CMS reimbursement shifts)—and runs disciplined pipelines with clear next steps and partner-ready updates.”

“Venture investing/sourcing professional with experience at L'Attitude running high-volume founder sourcing across tools (Harmonic) and ecosystem channels (accelerators, hackathons, Discord, university labs). Demonstrated ability to turn cold outreach and early relationships into diligence and investment committee discussions, while maintaining a rigorous CRM-driven pipeline process and long-term founder nurturing through consistent value-add.”

Madhurya Taneja

Screened

Mid-level strategy consultant specializing in private equity and investing

Delhi, India5y exp

“Candidate appears to operate at the intersection of founder sourcing, early-stage company evaluation, and hands-on growth support. They combine investor-style discovery with practical execution—using tools like PitchBook, Crunchbase, Notion, and Airtable, and have examples spanning AI/robotics and fintech where cold outreach led to founder relationships, customer opportunities, and marketing initiatives.”

“Northwestern graduate who started in J.P. Morgan investment banking and moved into a hybrid investing/operator role at Victory Park Capital. Distinctive for combining end-to-end deal execution with hands-on portfolio company work for early and growth-stage businesses, including unit economics redesign, fundraising support, and M&A integration that contributed $20M+ in EBITDA growth.”

James Conroy

Screened

Director of Private Capital Markets specializing in private secondary liquidity transactions

New York, NY11y exp

“Private-capital/ECM professional (CFA charterholder) who moved into Carta’s private capital space and built data-driven reporting and pipeline systems. Led a cross-functional effort to productize an internal tender offer seller model into a self-serve report to scale capacity and support GTM, while maintaining executive alignment and rigorous discretion with sensitive financial data.”

“Founder-turned-investor with a rare blend of startup building, technology investment banking, and growth-stage climate tech investing. Built and pivoted Bizi through direct customer discovery, then advised tech companies at Citi and led 30+ diligences at Carbon Direct Capital, including helping drive a $20M investment in optical AI chip company Neurophos.”

Ravid Chowdhury

Screened

Principal investor and operator specializing in venture, growth equity, and startup finance

Cambridge, MA13y exp

“Former founder turned investor/operator who has raised $45M+, made 50+ VC investments, and built an angel syndicate that leads pre-seed rounds and takes board seats. Brings a rare mix of founder empathy, accelerator access (Techstars, C10 Labs, Seedstars), and hands-on portfolio support, with standout outcomes including 90x/9x exits and helping companies like Drivana and Truck Lagbe scale and raise follow-on capital.”

“VC-focused sourcing candidate with a multi-channel approach spanning technical research communities (GitHub/arXiv/Hugging Face) and LinkedIn, plus access to founder networks like NVIDIA Inception. Has experience initiating cold founder relationships and progressing them through intro calls into deeper technical and business diligence, with a structured weekly pipeline/partner update cadence and thematic notes on frontier technologies.”

Grant Ge

Screened

Mid-level Venture Capital Investor specializing in deep tech, climate tech, and industrial AI

Houston, TX6y exp

“Investor/VC-style operator focused on proactive founder sourcing and early-stage evaluation, leveraging ecosystem relationships, events, and thesis-driven research in industrial/energy domains. Has concrete examples of advancing industrial digitalization and industrial sensing opportunities, and of nurturing a cold outreach into an active pipeline by helping founders validate markets and pivot a modular battery/BMS concept toward an RV trailer use case.”

“Strategic finance leader with experience at Fiserv, American Express, Salesforce, and a fintech startup, combining enterprise-scale FP&A rigor with hands-on GTM and product economics work. Stands out for translating complex financial and market analysis into measurable outcomes, including a $20M product launch, 12% revenue growth from sales strategy insights, and process improvements that boosted planning productivity by 35%.”