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TK

Tony Ke

Mid-level finance analyst specializing in financial modeling and fundraising

FreelanceCal Poly PomonaRemote5 Years ExperienceMid LevelWorks On-Site

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About

VC/IBD candidate with experience at boutique firm True Blue Partner, focused on sourcing and evaluating early-stage companies in areas like AI and logistics. Brings a structured, high-volume founder sourcing approach, personalized outbound strategy, and strong early-signal judgment to move cold leads into active investment discussions.

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Key Strengths

  • structured high-volume founder sourcing process
  • founder-centric outbound messaging built on triggers and tailored insights
  • ability to personalize outreach at scale
  • strong early-stage company evaluation across traction, market size, and competition
  • relationship nurturing from cold outreach to active pipeline
  • disciplined CRM-based pipeline management
  • clear decision-oriented communication to partners
  • venture sourcing experience at True Blue Partner

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Experience

Finance and FundraisingFreelance · Sep 2025 – Presentfreelance
Financial AnalystHealthierHere · Sep 2022 – Jun 2025
Investment Banking Summer AnalystTrue Blue Partners · Jun 2022 – Sep 2022internship
Investment Analyst/Portfolio AnalystCPP Student Managed Investment Fund · Jan 2021 – May 2022part-time

Education

Cal Poly Pomonabachelor, Business Administration in Finance and Marketing Management (2022)

Skills

Financial ModelingBudgetingMicrosoft WordMicrosoft ExcelMicrosoft PowerPointFinancial Research and AnalysisPro Forma ConstructionPortfolio Optimization ModelDCF ModelingPortfolio ManagementFinancial ForecastingFinancial ReportingCash Flow ModelingVariance AnalysisKPI/OKR Visibility

Languages

English

Certifications

Bloomberg Market Concepts (BMC) certified

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Connect with Tony

Tony 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

Our AI agents source, screen, and vet candidates for your open roles. Get qualified candidates within 48 hours.

From $50one-time kickoff
10%on successful hire
Post a Role90-day money-back guarantee
Tony KeMid-level finance analyst specializing in financial modeling and fundraising