KM

Karl Mcginnis

Senior Associate | Transaction Advisory

New York, New York

Invests in

Locations:

  • Min Investment:

    $1,000.00
  • Max Investment:

    $100,000,000.00
  • Target Investment:

    $10,000,000.00

Work Experience

  • Senior Associate

    2024

2024 - 2024

  • Product Strategy Advisor

    2024 - 2024

2022 - 2023

  • Product Strategy & Development

    2023 - 2023

    Assisted senior leadership in devising strategy for crypto wallet and trade infrastructure. Managed partner integrations of Fireblocks and Talos for institutional-grade crypto services. Designed flow of funds and account reconciliation procedures. Authored standard operating procedures for disaster recovery protocols.

  • Product Lead

    2022 - 2022

  • Corporate Financial Analyst for CEOs and UHNWIs

    2019 - 2022

    Conducted market research and due diligence analysis on various private investment deals. Developed fundraising pitch decks for startups and established businesses seeking refinancing. Grew investor network through inbound request management and outreach activities. Managed data rooms and CRMs for M&A transactions.

2021 - 2022

  • Startup Co-Founder, Product Lead

    2021 - 2022

    Developed product revenue model for tokenized renewable energy fundraising platform Managed startup operations and directed the development of MVP. Attracted investors for pre-seed financing.

  • Summer Equity Research Analyst

    2019 - 2019

2018 - 2018

  • Communications and Research Intern

    2018 - 2018

2018 - 2018

  • Communications and Marketing Intern

    2018 - 2018