Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
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Kate Grehl

Austin,TX

Summary

Investor Relations Associate with over 3 years of experience in investor relations and start-ups, skilled at raising funds, finding startups to invest in, negotiating deal terms, and helping the startups grow. Proficient in conducting due diligence on Seed to Series A companies and formulating go-to-market (GTM) strategies. Adept in robust project management, possessing strong financial acumen, and dedicated to maintaining a balance between meticulous attention to detail and a broader strategic perspective. Known for being a meticulous, fast learner, adaptive, and resilient professional.

Overview

3
3
years of professional experience

Work History

Due Diligence Consultant & Investor

First Chair Advisors
01.2021 - Current

As an investment advisory consultant, FCA reviews and advises Seed to Series A Start-Ups and connects them with 30 HNWI and FOs. Investments made: 5 to date.

  • Innovated with investmentmemomaker.org, an AI tool designed for in-depth, data-driven analysis and narrative creation of investment opportunities, enhancing due diligence processes.
  • Utilized data-driven decision-making to analyze startup finances and budgeting, demonstrating proficiency in strategic analysis to evaluate investment opportunities.
  • Completed detailed analysis to detect patterns, trends, anomalies and schemes in transactions and relationships across multiple businesses and products.
  • Instrumental in the financial analysis and valuation for a $359 million acquisition of a solar panel company.

Finance Operations Lead & Co-Founder

Hangtight
01.2022 - 10.2023

Hangtight is a AI-powered social planning application designed to connect loved ones to one-another based on preferred geographical local and community-oriented proclivities.

  • Successfully raised $500k in funding by developing and executing a comprehensive investor relations strategy, demonstrating exceptional ability in investor communication, storytelling, and stakeholder management.
  • Led a diverse team, including engineers and marketing professionals, to develop and launch an AI-powered social planning app, highlighting skills in leadership, team management, and effective cross-disciplinary coordination.
  • Oversaw the development of a Minimum Viable Product (MVP), skillfully managing projects showcasing strong capabilities in product lifecycle management and agile project methodologies.
  • Drove user base growth to 1,000 users through targeted marketing strategies, reflecting a deep understanding of market dynamics and user engagement tactics.

Venture Fellow & Chief of Staff

NewChip Accelerator
06.2021 - 01.2022

Newchip, a leading global startup accelerator offering remote, mentor-based programs in exchange for equity

  • Provided mentorship to 150 +pre-seed to Series A start-ups, offering guidance in marketing, sales, and fundraising. Demonstrated expertise in optimizing decks, go-to-market KPIs, and advising on effective use of tech integration.
  • Developed comprehensive corporate roadmaps for teams of up to 200 members, utilizing Objectives and Key Results (OKRs). Showcased leadership cross-functional team collaboration.
  • Skillfully organized and facilitated board meetings for investors, ensuring clear communication, effective agenda setting, and the alignment of strategic objectives.
  • Formed strategic partnerships with the Growth department to refine sales funnels,and go-to-market initiatives. Exemplifying a strong ability in operational optimization and process improvement.

Education

MBA - Business Administration, Finance & Strategy, United States

New York University, Stern
New York, NY
05.2021

Bachelor of Arts - International Relations

Drew University
Madison, NJ, United States
05.2009

Skills

  • Relationship Management
  • Data Interpretation
  • Competitive Analysis
  • Portfolio Management
  • Investment Strategies
  • Financial Modeling
  • Business Development
  • Client Relationship Development

Additional Information

At Winebow, as Brand Manager, I led the successful AVAILINE brand launch, achieving 250% sales growth in three months through strategic market expansion, including LANSON Champagne's sponsorship at Lincoln Arts Center. My use of Nielsen Data and advanced analytics optimized pricing and marketing, resulting in significant growth and savings across portfolio companies. My tenure at Wine & Spirits Magazine included increasing ad sales by 15% through analytics-driven presentations and establishing a pioneering online advertising platform. These roles have honed my strategic planning and market analysis skills, vital for investor relations.

Timeline

Finance Operations Lead & Co-Founder

Hangtight
01.2022 - 10.2023

Venture Fellow & Chief of Staff

NewChip Accelerator
06.2021 - 01.2022

Due Diligence Consultant & Investor

First Chair Advisors
01.2021 - Current

MBA - Business Administration, Finance & Strategy, United States

New York University, Stern

Bachelor of Arts - International Relations

Drew University
Kate Grehl