Roy Wang, CFA

Tech Investor & Operator | Former Saudi PIF / LP @ SoftBank Vision Fund | Ex-Investment Banker (GS / CS / BAML)

San Francisco Bay Area

About

- Currently operating @ NextSummit Capital Partners, a fund focused on small to mid-size tech, AI and SaaS B2B business acquisitions; Investing, supporting and operating on tech startups in the Silicon Valley ecosystem. - Worked in Direct & FoF Investments with one of the largest Sovereign Wealth Funds, the Saudi PIF. 3 Bulge-bracket IBs for M&A & IB+Cap Mkts. - CFA Charterholder since 2017. Public Equities & Equity Research covering multiple sectors including TMT, Tech, Capital Goods, Industrials, Machinery etc. Previously the youngest coverage writing Analyst in Japan. - Multilingual: Fluent in Arabic, Japanese, Mandarin. Conversational in German - Work experience in San Francisco, New York, London, Tokyo, Hong Kong, and Riyadh

Experience

  • Principal at NextSummit Capital Partners
    Jan 2023 - Present · 3 yrs 6 mos

    Overseeing investment activities, due diligence, strategy, value creation and operations Fundraising, capital allocation, capital raising and GP-LP relationship management

  • Co-Founding Member at Naitiv
    2024 - 2025 · 1 yr

    Co-Founded and machine trained the LLM-powered multilingual & simultaneous Speech-to-Text/Text-to-Speech interpretation platform; Identified product-market-fit, ramped-up GTM strategies, helped land first institutional clients and big-ticket pilot projects

  • Assistant Vice President at Public Investment Fund (PIF)
    Jul 2020 - May 2023 · 2 yrs 11 mos

    Investment professional in International Investments Team. Involved in SoftBank Vision Fund related fundraising/LP engagements and PortCo operations.

  • Equity Research - Global Equities at Artisan Partners
    May 2022 - Aug 2022 · 4 mos

    - Global Equities team in NY. Generalist with a focus on Cap Goods, Industrials, Oil & Gas/Energy, Defense, and Consumer.

  • Investment Banking Associate III at Bank of America Merrill Lynch
    2019 - Jun 2020 · 1 yr 6 mos

    Mergers & Acquisitions team. Led strategic advisory for ~$10Bn acquisitions, including some of APAC’s largest deals to date. Executed various types of M&A transactions both domestically and cross-border, including Sell-side & Buy-side advisory, Merger of Equals, and Sponsor (PE) deals