Work with Lisa
Land a Top Venture Capital Offer: Start-to-Finish
Starting at
$1,161
Nail The VC Interviews
Starting at
$1,161
About
Former investment banker turned PE investor with broad experience along the investment spectrum (public and private). Can help you learn everything you could want to know about alternative/private investing (both at the earliest of stages and late stages / traditional buyout). Have a major network I love to plug each of my life coachees into! Born and raised outside Chicago, spent six years in Austin, TX and now settled with my family in Charlotte, NC for the long-term. Look forward to partnering up, learning from each other and collaborating to help you accomplish your goals. Let's grow our collective knowledge and wealth together!
Lisa also coaches for Private Equity, MBA, and Life Coaching. View all.
Lisa’s Venture Capital Qualifications
Experience level: Angel Investor
10+ Venture Capital clients
Open to working with clients outside the U.S.
Lisa has helped clients get into these companies:
Multiple years experience working with B2B Founders/founding teams (including multiple investments made via a personal syndicate). Happy to share more about the broader VC industry, including changing trends, valuation, diligence and key analysis when evaluating a earlier stage company. Given I have a big network in the space (and well plugged into the scene in Austin/Chicago/Charlotte), happy to refer you to others high quality contacts the space that can also help. Look forward to working together!
Lisa can help with:
Deal Sourcing
Due Diligence
Freelancing
Investment Evaluation
LinkedIn Review
Networking Strategy
Salary Negotiation
Venture Capital Strategy
Why do I coach?
My goal in life is to give back through education and career inspiration / coaching. I’m always willing to connect with those interested in learning more about the investment banking, private equity / private credit spaces or entrepreneurship / venture capital spaces. I specifically cover the lower/middle market that has endless stories that may be applicable to your own journey of discerning how to find meaningful work and live a great life. I have been fortunate to have a number of high quality coaches in my life that inspired me into coaching throughout my own educational journey. As an ND graduate, I learned the importance of giving back and "asking more of business". As a Kellogg graduate, my DNA has been programmed to give "high impact, low ego" support to each of my coachees. Those that purchase coaching packages from me will be included in my growing network over the long-term. Look forward to working together to help you accomplish your goals!
Work Experience
Vice President
Fidus Capital
September 2023 - Present
Angel Investor, Deal Due Diligence Lead
On Deck
January 2022 - June 2022
Vice President
Owner Resource Group
December 2021 - September 2023
Senior Associate
Owner Resource Group
December 2018 - February 2022
Associate
Owner Resource Group
August 2016 - December 2018
Analyst
Lazard
August 2014 - June 2016
Education
Kellogg School of Management (Northwestern)
Master of Business Administration - MBA
2020 - 2021
Admissions Committee Experience
Evening & Weekend Accelerated MBA Program Involved with Kellogg Alum program that interfaces with prospective students applying for an MBA
University of Notre Dame
BBA, Finance and Economic
2010 - 2014
Activities and societies: Wall Street Club, Investment Club, SIBC Case Study Team Member, Learning Resource Center Collaborative Leader, Private Tutor, Interhall Sports, Piano
5.0 average review
25 reviews
Overall rating
Lisa has helped clients get into these companies:
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