Vetted CRM Professionals

George Sun

Screened

Mid-level investor specializing in cross-border private equity and tech

Cambridge, MA4y exp

“Investor/banker with cross-border sourcing experience spanning JPMorgan, Ascendant, Pumavira, and EQD, covering AI, advanced manufacturing, TMT, and consumer healthcare. Stands out for turning cold founder outreach into long-term banking engagements and for combining high-volume sourcing with rigorous early-stage commercial and regulatory screening.”

Jon Cross

Screened

Executive Operations & Product Leader specializing in Ads, customer experience, and go-to-market

Saratoga, CA21y exp

“COO of Greenopia (pre-seed, pre-revenue) who has built the company’s operational foundation over the past 18 months—supporting fundraising, SEC/crowdfunding setup, and coordinating app and self-serve business onboarding/assessment systems. Brings a metrics-driven operating approach (OKRs, balancing metrics/unit economics) and has advised other startups (e.g., sports betting) to refocus effort on the highest-value customer segments.”

“Chief AI Strategy at startup Zenera with 30 years in technology strategy/design, experienced in building business plans across startups and large enterprises (projects, new products, and M&A). Deeply familiar with enterprise AI go-to-market challenges (slow procurement/pilot cycles) and preparing for VC expectations (e.g., targeting a16z) by emphasizing unique tech and paying customers.”

“Board member/advisor to a mid–$10M revenue company aiming for $100M+, focused on portfolio trimming, analyst-quadrant positioning (Gartner/Forrester/ISG), and building scalable commercial operations. Has driven org redesign (separating marketing and sales), CRM rollout (Salesforce) alongside existing Dynamics accounting, and coaches founders to adopt metrics, messaging discipline, and delegation for global scale.”

Margaret Liu

Screened ReferencesModerate rec.

Mid-level VC Investor specializing in early-stage investing and cross-border expansion

San Francisco, CA8y exp

“San Francisco-based VC professional with 4 years of investment banking and 3 years of venture experience, focused on high-volume founder sourcing through invitation-only Bay Area events and pitch competitions. Recently sourced two startups at an event and advanced both into follow-on meetings and due diligence, using a structured process for discovery, data room/NDA requests, and partner/IC updates.”

“Senior enterprise and public sector sales leader with deep experience running large multi-country organizations across Latin America and the Americas, including $300M+ P&L ownership. At Motorola Solutions, they transformed a transactional sales model into a strategic solutions engine, growing revenue from roughly $55M to over $300M in two years while driving major market share gains and leading complex government modernization deals.”

“Entrepreneur and senior executive who has raised capital and built a sophisticated, integrated agency platform spanning PR, design, exhibitions/live environments, and media placement; the business is currently in a sale process due to a major shareholder exiting the U.S. Strong premium-market positioning experience, leveraging C-suite access to validate opportunities and building human-centric, data-driven, AI-enabled service offerings across luxury/hospitality/culture/real estate/wellness.”

“Senior executive-operations leader who has run CEO-office functions at BNY (Head of the CEO Office) and supported scaling leadership teams at Public as Chief of Staff to Co-CEOs/Head of People. Known for building operating cadences (MBRs, offsites), creating decision-driving templates, and executing high-stakes weeks combining board governance, CEO travel/client engagements, and external communications with strong discretion.”

Ravikanth Kasamsetty

Screened

Executive AI/ML Engineering Leader specializing in cloud-native SaaS and GenAI platforms

23y exp

“Engineering leader who modernized and unified a fragmented product suite at Milestone via a multi-year cloud-native roadmap, delivering an MVP in three quarters and boosting team velocity by 40% through cross-functional squads. At Prometheum, led a trust-building hybrid architecture (AWS control plane + customer-hosted data plane) using Kubernetes to ensure sensitive enterprise data never left customer networks while remaining cloud-agnostic across providers.”

“Technologist drawn to venture studio/zero-to-one environments, motivated by owning technical architecture and building scalable systems from day one. Interested in rapidly shipping MVPs, iterating toward product-market fit, and validating ideas through real user feedback rather than pursuing entrepreneurship for its own sake.”