Work Experience
Founder, Managing Partner
Founded and manages a $900M Pre-Seed to Series A venture fund, focusing on backing fearless founders solving humanity's hardest challenges across consumer and enterprise technology.
Successfully backed nine unicorn companies including Form Energy, Airtable, IDMe, and Lemonade, demonstrating exceptional ability to identify and support category-defining startups.
Chief Digital Officer, Chief Innovation Officer
Served as Northwestern Mutual's first-ever Chief Digital Officer, leading the company's digital strategy and integration of LearnVest's planning platform and digital tools.
Founder and CEO
Founded LearnVest in 2008 with the mission of helping people make progress on their money, creating one of the first platforms to help young people manage their finances online.
Head of Business Development
Led business development initiatives for the file-sharing platform, focusing on strategic partnerships and growth opportunities that positioned the company for acquisition by Facebook in 2009.
Analyst - Proprietary Trading Group
Conducted quantitative analysis and market research for Morgan Stanley's proprietary trading division, developing analytical skills and financial market expertise that would later inform her fintech ventures.
Education
MBA
Developed advanced business strategy and entrepreneurship skills at one of the world's top business schools, laying the foundation for her later success in building and scaling technology companies.
Core Skills & Expertise
Entrepreneurship
Built and scaled LearnVest from concept to $375M exit, demonstrating exceptional ability to identify market opportunities and execute on vision
Venture Capital
Managing $900M fund with track record of backing 9 unicorns including Airtable, Form Energy, and Lemonade across fintech and enterprise sectors
Strategic Leadership
Led digital transformation at Northwestern Mutual as Chief Digital Officer and guided strategic partnerships across multiple high-growth organizations
Business Development
Extensive experience in partnership strategy, market expansion, and revenue growth from early-stage startups to Fortune 500 companies
Professional Categories & Focus Areas
Investment focus and operational expertise across key technology and financial services sectors
Investment Focus
Fintech
Enterprise Software
Consumer Technology
Digital Health
Insurtech
Data Analytics
AI/ML Applications
Stage Preference
Pre-Seed
Seed Stage
Series A
Early Growth
Category Defining
Market Leadership
Operational Expertise
Digital Transformation
Product Strategy
Go-to-Market
Fundraising
Strategic Partnerships
Team Building
Notable Investment Portfolio
Publications & Media Presence
Author
New York Times bestselling author of 'Financially Fearless' and 'Financially Forward', establishing thought leadership in personal finance
Podcast Host
Hosts Inc. Magazine's weekly entrepreneurship podcast 'The Founders Project', interviewing successful entrepreneurs and sharing startup insights
Media Features
Featured on Forbes Magazine cover, NPR's How I Built This, and publications from The New York Times to Vogue
Speaking Engagements
Regular keynote speaker at major conferences and events, sharing expertise on entrepreneurship, fintech, and venture capital