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Li Pan - Investment Banking / Hedge Fund Analyst in Austin, TX

Li Pan

Junior Investment Banking / Hedge Fund Analyst specializing in equity research and valuation

AugCap LLCPitzer CollegeAustin, TX2 Years ExperienceJunior LevelWorks On-Site

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About

Early-stage investor/operator profile with experience at AugCap sourcing and evaluating founder-led opportunities via high-volume outbound (email/LinkedIn) and turning cold outreach into partnership discussions, including supporting valuation and strategy work. Also built Carquote.AI and drove early traction by landing 20+ paying pilot users in four weeks.

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Key Strengths

  • High-volume founder sourcing with clear weekly activity targets (75–125 touches/week)
  • Tailored, research-driven outbound messaging anchored on a specific thesis
  • Ability to nurture cold outreach into active partnership discussions over time
  • Structured first-call discovery framework (problem, founder fit, traction/learning, wedge into larger market)
  • Strong early-stage judgment: synthesizes upside/risks and recommends next steps vs. pass
  • Built Carquote.AI and acquired 20+ paying pilot users in 4 weeks
  • Concise, actionable pipeline and weekly partner update process

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Experience

Investment Banking / Hedge Fund AnalystAugCap LLC · Jul 2024 – Present
Co-founder & COOCarquote.AI · Sep 2024 – Sep 2025
Summer Business Analyst, Healthcare & Pharma StrategyGaia Solutions · Jun 2023 – Aug 2023internship
Summer Intern, Campaign & Fundraising Dept.The Advance Group Company · Jun 2022 – Aug 2022internship

Education

Pitzer Collegebachelor, Economics, Politics & Philosophy (2024)

Awards

  • 2022 Ronald T. Scott Entrepreneurial Award

Languages

English

Certifications

Securities Industry Essentials (SIE) – FINRA Certified

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Connect with Li

Li already has a relationship with Reval, so a warm intro from us gets a much better response than cold outreach.

Typically responds within 24 hours

Recommended

Already have an account?

Hire with Reval

Find your next great hire

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Li PanJunior Investment Banking / Hedge Fund Analyst specializing in equity research and valuation