Dedicated professional adept with extensive experience providing administrative and logistical support for various projects, programs and initiatives.
•Maintain up to date founder, limited partner, and prospect information through SalesForce.
•Upload subscription documents, make capital calls and review financials through Carta.
•Attend weekly planning meetings.
•Prepare daily meeting notes for general manager, researching prospects and their companies.
•Reconcile monthly, quarterly and yearly financial statements.
•Format and disperse a monthly newsletter to over 900 through Constant Contact.
•Schedule and manage appointments through Microsoft Outlook.
•Manage correspondence with the Serac Ventures Guild, made up of industry professionals the offer guidance to portfolio company founders.