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Max Kufel
Senior Investment & Operations Professional specializing in family office and venture capital
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About
Chief of Staff at the Kufel Group with a strong operator + investment/portfolio orientation, leading OKR rollout, real-time portfolio reporting, and AI workflow adoption in parallel. Built AI-enabled executive productivity systems (meeting transcription/summaries, prep briefs, scheduling optimization) and measured impact via an Executive Effectiveness Dashboard, citing a 40% drop in urgent escalations and 13% portfolio performance improvement.
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Key Strengths
- Managed multiple cross-functional initiatives concurrently (OKRs, portfolio dashboards, AI workflows)
- Built scalable operating infrastructure enabling independent team execution
- Established executive alignment cadences (weekly staff, monthly huddles, quarterly strategy sessions)
- Improved portfolio performance by 13% while delivering three major initiatives
- Implemented AI-enabled executive productivity systems (transcription, meeting briefs, scheduling optimization)
- Data-driven ROI measurement with baseline tracking and an Executive Effectiveness Dashboard
- Reduced urgent executive escalations by 40% via structured communication and decision frameworks
- Balanced strategic planning with time-sensitive operations in investment context (capital calls, trading)
- Strong stakeholder buy-in approach through early involvement and ownership in OKR formation
- High discretion and structured confidentiality practices (need-to-know tiers, secure channels)
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