Jason Miles, CAIA

About

Finance professional with extensive investment banking, private equity, and corporate development experience • Participated in over 90 deals totaling $7 billion • Generalist with passion for advising, operating, and investing in emerging growth companies at the intersection of technology and financial services • Wharton MBA; CAIA Charterholder; CFA Level 2 Candidate; Series 7, Series 79, Series 66 Current Sector Focus • Financial Technology (FinTech) (crowdfunding, blockchain, cryptocurrency, payment and wealth technologies) • E-commerce / Social Commerce / Online Marketplaces / Consumer Internet • Software-as-a-Service (SaaS) Expertise • Capital raising (private placements), mergers and acquisitions (M&A), joint ventures (JVs), strategic partnerships • Transaction execution, due diligence, deal structuring, negotiations, merger integration • Business strategy, planning, cross-functional leadership, entrepreneurial management, fund development, business development, product developm

Investment Focus

Location

San Francisco, US