investor-relations
(16)
Michelle Kaiser Keeps Private-Market Ambition on a Short Leash
At Equitybee, Michelle Kaiser works where startup optimism meets the paperwork, patience and risk controls that make private-market access possible.
Suzanne Shepherd Spent 20 Years Learning How Assurant Speaks
She began as an investor-relations analyst and stayed for the long argument. Two decades later, Suzanne Shepherd's remit spans marketing and sustainability - proof that the people who explain a business can end up helping shape it.
Diego Leiva Has Spent Five Decades Reading What Comes Next
From a 1966 arrival in New York to a public telecommunications company and a second act in Florida land, Diego Leiva’s career is a study in translation - between countries, industries, and the numbers beneath an opportunity.
Thomas Samuelson Spent 30 Years Meeting Companies. Now He Wants AI to Answer the Phone.
The Reap co-founder has spent a career watching information pass through brokers, inboxes and roadshows. His latest wager is that investor relations should work more like a conversation - immediate, direct and grounded in what a company has actually disclosed.
Risa Fisher and the Long Game of Saying What a Company Means
Before she ran a brand, Risa Fisher spent two decades learning how public companies explain themselves. Her career is a study in the compounding value of clarity, context, and staying close to the numbers.
Colin MacNaught
Colin MacNaught is the CEO and co-founder of BondLink, a Boston-based fintech company that brings modern technology and transparency to the municipal bond market. Before starting BondLink in 2015 with technologist Carl Query, he spent seven years managing debt for the Commonwealth of Massachusetts, issuing close to $25 billion in bonds and notes and earning two national Deal of the Year awards from The Bond Buyer. He studied public finance at Harvard's Kennedy School of Government and built BondLink to give public-sector issuers digital tools to reach investors, improve disclosure, and lower borrowing costs for taxpayers.
Ferdinand Roberts
Ferdinand Roberts is the founder and CEO of Asset Class, a fintech company building an end-to-end software platform for private capital firms - covering fundraising, investor relations, investor portals, deal flow, portfolio management and fund administration. A technology executive with more than 25 years in the sector and senior roles at Yahoo!, Cisco and Ariba, he launched Asset Class in 2020 after seeing firsthand how disjointed private-market operations were while running capital markets for a private equity firm. In 2024 the company raised an $11.6M Series A led by Canapi Ventures, serving 300+ funds and around $33 billion in serviced assets across offices in Dublin, New York, London and Atlanta.
Daniel Garren
Daniel Garren is an Investor Relations Analyst at Image Navigation, an Israeli-American medical device company building the IGI 2.0 hybrid surgical navigation and robotics system for dental implant surgery. Reporting directly to the CEO, he sits at the intersection of finance and frontier medtech, helping translate a small Jerusalem-and-New-Jersey engineering shop's high-precision technology into a story investors can believe in. With a Columbia background and medical studies at Oxford, he brings a clinician-curious eye to capital.
Kimberly Nearing
Kimberly Nearing is the Chief Business Officer of MaveriX Oncology, a Palo Alto biotech building tumor-selective small molecule drug conjugates. She is a Venture Partner at BVCF (Bioveda China Fund) and spent over a decade as Managing Director and Head of Life Sciences at the Hong Kong-based Cedrus Group, building bridges for capital and deals between the U.S., Europe, and Greater China. With early operating years at Amgen, Merck, and IBM Healthcare and a master's from Harvard, she pairs deep biotech operating experience with the relationships that move money across the Pacific.
Alex Robinson
Alex Robinson is the CEO and Co-founder of Juniper Square, a San Francisco-based private markets software platform serving 2,000+ GPs managing over $1 trillion in investor equity. Founded in 2014 after Robinson spent years at Microsoft and building GreenDoor (a PACE clean energy lending platform that collapsed when federal regulators abruptly ended the subsidy program), Juniper Square has grown into a $1.1 billion unicorn after a $130M Series D in June 2025. Robinson's singular focus: digitizing the paper-and-spreadsheet world of private equity partnerships and making private markets infrastructure as reliable as the public markets infrastructure that came before it.
Stephan Eberle
Stephan Eberle is the General Counsel and Head of Limited Partner Relations at Scale Venture Partners, a Foster City-based early-stage venture capital firm managing $2.8 billion in assets. A Berkeley- and UC Hastings-trained attorney, he spent 17 years at Silicon Valley Bank building its global legal infrastructure and founding its venture capital investing program before joining Scale VP in 2016. He now oversees fund and portfolio legal matters while serving as the primary liaison between the firm and its limited partners.
Todd Glasson
Todd Glasson is the CEO and founder of InvestorFlow, the leading CRM and AI platform for private markets firms. Starting his career in 1996 at Pilot Software and building the Carlyle Group's website in 2001, he has spent nearly three decades defining how the investment management industry engages digitally. He co-founded Silver Oven in 2001 - the first digital agency exclusively focused on investment management - before launching InvestorFlow in 2015. Today InvestorFlow serves 200+ top private markets firms managing over $6 trillion in assets, and following the 2022 merger with Blackstone-incubated Cloud Theory and the 2024 acquisition of UK-based Coyote Software, InvestorFlow has grown into a category-defining platform for deal flow, fundraising, and investor services.
Jen Kha
Jen Kha is the Operating Partner and Head of Investor Relations and Fundraising at Andreessen Horowitz (a16z), one of Silicon Valley's most influential venture capital firms. She leads global partnerships, managing the firm's relationships with limited partners and orchestrating capital raises across all of a16z's investment strategies. Over her career she has been involved in raising over $55 billion in LP capital - an extraordinary track record that spans healthcare investment banking, corporate strategy at HSN, investor relations at TCV, and now the front lines of tech VC. In 2023 she registered as a lobbyist in California to help a16z tap major pension funds like CalPERS for the first time in the firm's history.
Kathleen Forte
Kathleen Forte is an Investor Relations Partner at Sequoia Capital, one of the world's most storied venture capital firms. With over two decades of experience across investor relations, business development, and fundraising, she has held senior roles at Lightspeed Venture Partners, SVB Financial Group, ADM Capital, and Clearwater Capital Partners. Known for her deep expertise in LP relationships and fund management, Forte joined Sequoia in July 2022, bringing a rare blend of financial acumen and relationship-driven dealmaking to one of Silicon Valley's most prestigious platforms.
Megan Casey
Megan Casey is a Partner in Investor Relations at Andreessen Horowitz (a16z), one of Silicon Valley's most influential venture capital firms. A former book editor at Penguin Random House's Portfolio imprint, she pivoted through the startup world - leading content at NFX, serving as CMO at crypto custodian PolySign, and producing the Pushkin Industries podcast 'Making a Killing with Bethany McLean' - before landing at a16z where she bridges the firm's storytelling prowess with its LP relationships. She is based in Seattle, Washington.
Sruthi Sivanandan
Sruthi Sivanandan is an Associate at Forum Ventures, the leading pre-seed fund and accelerator for B2B SaaS startups, where she anchors the firm's West Coast community in San Francisco. With a background spanning BlackRock, IBM, and Feedzai, she bridges the worlds of finance, tech, and venture—co-hosting Coffee Club meetups for early-stage founders and funders, contributing research to Forum's investment thesis, and earning a spot on NYC Fintech Women's 2025 Inspiring FinTech Females list as a Network Builder (a title she reportedly finds amusing).