At the heart of our ethos lies a rich tapestry of relationships, meticulously fostered over our 25 year careers in technology and financial services with institutional stakeholders, family offices, and discerning high-net-worth individuals. Our lens is keenly trained on the promising horizon of late-stage private enterprises, particularly those we believe are robust growth entities momentarily eclipsed by prevailing private market headwinds.
We steward a diversified fund, casting a wide net across a myriad of sectors including Defense, Cybersecurity, Artificial Intelligence, Data, and Fintech. In tandem, our Special Purpose Vehicle (SPV) embarks on opportunistic forays, seizing those ventures where the promise of value is palpable. Our distinct edge is carved out by an unerring knack for identifying late-stage stalwarts, those that have not only attained Product-Market Fit (PMF) but are also on a trajectory of vigorous revenue generation and sustained growth. Our LPs represent the best and brightest in America and we work hard on their behalf to generate venture returns in years, not decades.
Born on the silk road in Kabul, Afghanistan, my life took an early turn towards a narrative of resilience when my family and I were displaced by the Russian invasion in 1979. My father, a well-educated man, embraced humble roles as an ice cream truck driver and janitor in the heart of Toledo, Ohio, where we made a home in a modest trailer park. His unwavering resolve in the face of adversity was my earliest lesson in humility and hard work. To pay for college, I bussed and waited tables, each day a step towards a future built on perseverance and the promise of hard-earned success.
My professional journey began in the tech realm, a sector I've passionately served for 25 years now. Along this rewarding path, I had the privilege of experiencing five exits, honing my specialization in go-to-market strategies for SaaS and Cyber Security hyper-growth companies. A significant chapter of this journey was my tenure as Global VP Sales at Proofpoint, a remarkable journey from $20M to $1.4B Annual Recurring Revenue (ARR). I had the honor of being part of its trajectory from going public in 2012 to its strategic acquisition by Thoma Bravo in 2021, at a valuation of $12.3 billion.
I made early investments in Facebook and Palantir. This began my path as a private market investor and angel, and eventually to the founding of Inflection Ventures through which I've invested in over 100 innovative companies. Each investment is a testament to my unwavering commitment to nurturing the potential of budding technology ventures and their founders, and a tribute to a lifelong ethos of relentless endeavor.
My journey is a homage to the grind, I cherish every day of hard work, now tirelessly invested on behalf of my Limited Partners, and in the service of the companies we invest in. The enduring lessons from my past resonate in my daily pursuit to contribute meaningfully, and I carry the torch of humility, hard work, and a keen eye for potential as I collaborate with ventures poised for impactful success.
Tracing my roots back to the humble beginnings in Taiwan, my narrative is a journey of family, ambition, and the pursuit of a broader horizon. Our migration to new shores was a testament to my family’s collective dream for a realm of opportunities, a canvas to architect a future imbued with promise.
In the heart of the private market landscape, I found my calling. Engrossed in the domains of defense, AI, data, cyber, and fintech, I've been an active investor, with a keen eye on late-stage, high-growth ventures that boast a robust revenue generation narrative. This focus has been graced with several successful exits, each one a chapter in a journey of learning, adaptation, and collaborative success.
Prior to the venture into Inflection Ventures, my professional odyssey saw me at the helm of financial services, banking, and product teams at institutions such as Carta, Bank of America, Goldman Sachs, and NYSE. Each tenure was a building block, a reservoir of insights and experiences that enriched my perspective and honed my expertise.
My most recent endeavor led me to spearhead the evolution of Carta's private market ecosystem, nurturing the birth and growth of Carta Liquidity (formerly CartaX). This chapter was not merely about building a platform; it was about fostering a community, a nexus where opportunity meets innovation.
Now at Inflection Ventures, every day is a homage to my humble beginnings and the enduring ethos of hard work, adaptability, and a ceaseless quest for value creation. It’s an opportunity to blend the rich tapestry of my past experiences with the vibrant potential of late-stage enterprises. As we traverse the path of growth together, the promise of impactful success is the compass that guides our collaborative journey, each venture an opportunity to craft a narrative of success, reminiscent of the ambitious dreams that once propelled a young immigrant family towards a horizon brimming with promise.
We are actively seeking to engage with institutions, family offices, and private wealth individuals keen on exploring investment avenues in top-tier late-stage companies. Our focus is to cultivate meaningful relationships that drive mutual growth and uncover substantial value in these promising ventures. We welcome the opportunity to connect, share insights, and together, navigate the landscape of late-stage investment, fostering a mutually beneficial journey towards achieving remarkable returns for our LPs.