Washington DC-Baltimore Area
Katherine has a MBA and over 20 years of finance and investment experience in venture capital, private equity, and hedge funds. She has worked for 4 Billionaire family offices. Her work has focused primarily on sourcing, due diligence, investing and portfolio management of private investments – both direct and fund investments. She also ran 2 broker dealers and has extensive experience in private placements and investment banking. Currently, she is a portfolio manager for the State of Maryland’s VC fund, an advisor to a family office, and an active Angel investor. Her work has expanded to also include advising companies and funds on their investments, due diligence, operations, fundraising and strategy. - Operational experience at: family offices, fintech companies, venture capital, private equity, family-owned businesses, investment consulting and brokerage - Industry experience areas: fintech, consumer products, biotech/med devices, deftech/dual use, material science, cyber, industrial, energy, impact investments, edtech, IoT, hardware - Angel Investor & Deal Syndicator - Frequent speaker at family office events, investment seminars and University lectures. Hosted 32 global family office events. Bio and extensive speaking engagement list: www.privatecapitalinvestmentsllc.com/principal Select speaking engagements: Alternative Investment & DealConnect Summit in New York Nov 2025 "AI doesn't mean automatic investment" panel, TEDCO EXPO Oct 2025 Tie Global Keynote "Myths and Realities of Venture Capital", Apr 2024 Microsoft HQ Redmond WA, Keynote - "The Future of the Family Office and Innovation", Mar 2024 Freedom Capital Family Office Summit, Montauk, Family Office Panel, Aug 2023 Fund Forum, Monte Carlo, Monaco, Private Equity Panel, July 2023 Named one of “New Power Women of DC Tech” Nov 2022 "Venture Investment in the Tech Sector" Kiwi Family Office event, May 2022 Richard Branson's Necker Island - "Importance of investing in our Oceans", Oct 2021 Harvard Club - The (R)evolution of Deal Sourcing in Private Equity, Oct 2021 Family Office Summit, Dubai, Closing Keynote and Lifetime Achievement Award Winner, Oct 2021 Boston ACG Women in PE Nov 2020 Harvard Club, Partners Connect, June 2019 & Nov 2019 Bloomberg/Participant Capital London Family Office event, Mar 2019 Direct Investment Trends in Family Offices, Bermuda, Oct 2017 Fordham University, Oct 2014, Apr 2015, Oct 2015 Women's Private Equity Summit, Mar 2015 ACG NY Women of Leadership, Jan 2015 United Nations Association, Impact Investing, Nov 2014 New York University, Jul and Aug 2014
TEDCO - Maryland Technology Development Corporation has invested in over 300 companies over 25 years Portfolio Manager for TEDCO’s evergreen Venture Capital Funds -Focus on Series A+ across the technology spectrum -Investment range $500k to $2M & participate in follow-ons -Actively sourcing deals, conducting due diligence, writing investment memos, presenting deals to investment committee, executing investments, supporting companies with growth, coaching, and fundraising -Board role/Investments -Technology agnostic: edtech, cybersecurity, foodtech, agtech, fintech, med devices, biotech/therapeutics, diagnostics, women's health, software/SaaS, hardware, consumer products, e-commerce, AI, Machine Learning, spacetech/satellites, material science, batteries, and IoT/sensors
-PCI was launched while Katherine was living in Geneva, Switzerland in 2009 after serving in a senior investment capacity for her second billionaire family office -PCI focuses on working with family offices, funds and companies - We provide services to family offices from launching one to organizing an existing office including formulating and enforcing an Investment Policy, a road map for now and in the future, portfolio design, strategy and management, risk assessment, due diligence, assisting in hiring the appropriate investment staff, divestment strategies and educating the next generation of family members to set them up for success. We also advise, invest in and are board members of companiess & investment funds. Investments: XaTek, Conception Bio, Retro Bio, Polar Delight, Portfolia, HFactor, How Women Invest, Beyond Impact VEGN ETF, Landsdowne - The W Fund, Materna Medical Website: www.privatecapitalinvestmentsllc.com 4725 Dorsey Hall Drive, Suite A-320 Ellicott City, MD 21042
- Seeking to acquire a mid-size Clinical Research Organization in the United Kingdom
Advisor for early stage climate technology companies
Fifty year-old innovation firm/family office focused on the engineering and design of consumer products, medical devices, and industrial equipment. Created over 1,300 patents with 95% commercialization rate. Invented/Created/Collaborated/Sold - Spinbrush, Schick Hydro, SmartMouth Mouthwash, Halo Bassinest, Naväge, Huffy Green Machine -Source partnerships with entrepreneurs, family offices, venture capital firms, private equity funds to innovate their portfolio companies or bring new products to life -Range from early stage venture to mature private equity investing opportunities -Worked with portfolio companies on messaging, communications, fundraising, pitch decks, investor relations -Advisor and Fundraiser for: Polar Delight, XaTek, Sterifre, Tectraum, Miracle Brands, www.nottinghamspirk.com - https://vimeo.com/453822992