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James Conroy
Director of Private Capital Markets specializing in private secondary liquidity transactions
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About
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.
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Key Strengths
- Led cross-functional initiative across sales, engineering/R&D, product, and executives to ship a self-serve tender offer seller model report in Carta’s reporting suite
- Built executive alignment by tailoring benefit narratives to each stakeholder group (sales pipeline impact, R&D standardization, exec ROI)
- Data-driven prioritization using analysis of several hundred transactions to decide which customization features to standardize
- Improved sales productivity by consolidating 5 pipeline sources into a single daily-updating report with lead status tracking (new/reached out/follow-up)
- Balances strategic product direction with day-to-day operational demands using structured decision criteria (revenue, referrals, frequency of request, build effort)
- High-trust handling of sensitive financial information backed by ~10 years in ECM/private capital and CFA ethics standards
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