Selected Clients


Kresge Foundation: strategic advisor to health IT venture program launched in March 2014. Conducted due diligence and negotiations support to create small portfolio of direct co-investments. Currently exploring a multi-investor fund concept.

White House Social Innovation Fund (SIF): awardee and lead financial advisor under SIF’s Pay for Success initiative focused on youth health, human services and justice interventions in which investors are repaid based on the project’s social impact.

Robert Wood Johnson Foundation: advised on fund structuring and startup strategy for new health-focused investment fund; provided due diligence and transaction support to $10 million investment in innovative integrated care system serving the most vulnerable dual Medicare/Medicaid patients.


Living Cities: conducted due diligence in 2016 on impact venture funds focused on education and other services for urban populations. Target funds have track record of superior, top quartile market returns.

Lumina Foundation: strategic advisor to create and launch education-focused accelerator and venture investing program. Initiative was greenlighted by board in 2014 and launched in Q4 2015.

Finance / Small Business

Major New York-based bank: assisted strategy development on small business lending and financial technology; conducted due diligence on 14 small business lenders across the U.S. in partnership with GPS Capital Partners LLC.

Greenline Ventures: advisor to creation of innovative small business fund targeting low-income communities and minority entrepreneurs levering New Markets Tax Credits.

NIAC: entry strategy, policies and procedures for creation of a small business loan fund focused on California.

Developing world

LAFCO: board member and credit committee member of Mauritius-based investment company focused on African agribusiness.

Extensive prior international experience: includes co-founding an emerging markets technology venture fund and managing a global innovation fund, as described here.

client profile: US-french family

Advising well-known international banking family on impact venture capital/private equity fund investments with top-quartile returns, including scan of 200 funds with demonstrable social and environmental impact.