Invests in
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
- LU
Lists including Caitlin
Work Experience
Registered Representative
2024
2024
Partner
2024
Sidecar works with hyper-growth companies, helping shareholders understand the value of their equity. Through our broker dealer, Emerson Equity, we work with buyers and sellers to offer various solutions including private sale, structured financing and alternative investments. Registered Representative of Emerson Equity LLC. Securities offered through Emerson Equity LLC, member FINRA (https://www.finra.org/) and SIPC (https://www.sipc.org/). All investing involves risk. Past performance is not indicative of future results. Speak to your tax and/or finance professional prior to investing. Emerson Equity LLC is not affiliated with any other entities identified herein.
2022 - 2024
Vice President
2022 - 2024
Joined Fund I; primary responsibilities included leading investment due diligence in seed stage fintech companies, leading and managing co-investments, implementing fund operations and fundraising. Deals worked on: Tempo Vint Sunfish RollFi Conduiit Lunch Splitero Wagmo Trellis Possible
2020 - 2022
Director
2021 - 2022
Associate
2020 - 2021
2018 - 2020
Registered Client Associate
2019 - 2020
Venture Services Group (Trading)
Client Associate
2018 - 2020
2017 - 2018
Advisory Services Group / Investment Operations Associate
2017 - 2018
2016 - 2017
Associate Consultant
2016 - 2017
JDX provides trained and managed resources to support financial services firms who are running change and remediation projects. Typical assignments have the following characteristics: • A mandatory driver – either external (regulatory) or internal (operational) • Project is not part of business-as-usual • Projects are short-term and time-bound • Our teams must be deployed quickly with team sizes of up to 25 resources Our staff specialisms include: • Client on boarding and outreach projects • EMIR, Dodd Frank, ISDA Documentation • Document digitisation • Derivative operations • Backloading of derivative trades into the Global Trade Repository • Know your client (KYC) and Anti money laundering (AML)
2012 - 2012
Intern
2012 - 2012