Volition Advisor Specializing in Helping Companies Successfully Scale
Technology Investor Chief Strategy Officer Finance & Operations Advisor Growth Partner Startup Enthusiast Fundraiser
One of my favorite parts of working with startups is the strong sense of community. As we all know, building a successful company takes a village, and I strongly believe that we can problem solve, learn and grow faster together. I love sharing best practices, insights and learning with others.
Having scaled some of the largest venture-backed startups in New York City, I know that execution is key to success. I have overseen a number of functions including Product, Strategy, Data Analytics, Finance, Accounting, HR, Legal and Operations, allowing me to bring a holistic approach to scaling and problem solving.
With my roots in finance, I also apply an analytical lense to decision making and assessing tradeoffs. I believe that a strong understanding and sound analysis of a company’s economics helps to de-risk uncertainty and inform an optimal course of action.
📞 Telephone
Volition Advisor Specializing in Helping Companies Successfully Scale
Technology Investor Chief Strategy Officer Finance & Operations Advisor Growth Partner Startup Enthusiast Fundraiser
One of my favorite parts of working with startups is the strong sense of community. As we all know, building a successful company takes a village, and I strongly believe that we can problem solve, learn and grow faster together. I love sharing best practices, insights and learning with others.
Having scaled some of the largest venture-backed startups in New York City, I know that execution is key to success. I have overseen a number of functions including Product, Strategy, Data Analytics, Finance, Accounting, HR, Legal and Operations, allowing me to bring a holistic approach to scaling and problem solving.
With my roots in finance, I also apply an analytical lense to decision making and assessing tradeoffs. I believe that a strong understanding and sound analysis of a company’s economics helps to de-risk uncertainty and inform an optimal course of action.
📞 Telephone
I started my career in investment banking and loved the hunt of a good deal, but found a real passion in building scale at high growth organizations. As an early employee at Zocdoc and Director of Finance & Strategy, I helped scale the company to all 50 US states as well as launch and scale our enterprise offering to health systems across the country. Most recently, I served as the Chief Strategy Officer at MealPal, where I helped grow the company to 17 markets, across 7 countries in under three years. Building things is really hard, but I love being in the trenches and executing with the team to create disruptive products and services.
While most dread the fundraising process, it is something I love and one of my favorite parts of working with startups. I have found getting feedback from individuals outside your company and hearing how they evaluate your business to be invaluable when thinking about growth. I have helped raise over $300M of funding for startups and have extensive experience organizing roadshows, evaluating term sheets, negotiating deal terms, leading business and legal due diligence, and overseeing the investor relations function.
Fun fact: I do some of my best thinking when running marathons, competing in triathlons or practicing karate.
What a valuable session. You are a wealth of knowledge Kathleen. Thank you very much.
Context:
Pick My Brain is thinking about raising and I wanted to exercise and practice my thoughts with someone who had seen mult...
Kathleen helped to provide the next steps I need to prepare for meeting with potential investors. I look forward to our next meeting! :)
Wow.
I booked Kathleen to 1) learn more about her experiences working with fast growing startups, and 2) to ask her how I could best prepare and organize documentation to show off my company in the best light to others ...
