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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.
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
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
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