Meet Katie Talati: Crowdfunder’s Investor Relations Manager

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Katie Talati is the Head of Investor Relations at Crowdfunder, Inc. where she focuses on developing relationships with investors in all aspects of the Crowdfunder business. This includes investors on our platform, limited partners in our venture fund and our investors for Crowdfunder Inc.. During her time at Crowdfunder, she has reviewed hundreds of startup pitches and developed a deep understanding of the crowdfunding industry and its surrounding regulations. She is also the senior analyst for our VC Index Fund and is an associated person with CFI Securities (broker-dealer) as a registered representative.

 

Katie Talati began working at Crowdfunder nearly three years ago at the company’s early stage. She likes the fast-paced nature of the startup space, where she gets to work on different tasks every day. Katie believes:

“Beyond traditional benefits, startups offer the chance to learn far more than working at a large corporation. You’re not given the same thing to work on every day. They also allow employees to have a great work-life balance.”

When Katie started at Crowdfunder, she found herself working on various projects in a few different areas. Management recognized her exceptional leadership skills and within a few months, she was promoted to project manager. When the team introduced Crowdfunder’s portfolio platform, Katie assumed her current role as Investor Relations Manager.

According to Katie, working in Investor Relations at Crowdfunder is different than working the same position at banks and private equity firms. At more traditional financial services firms, Investor Relations is limited to managing relations with a list of investors. At Crowdfunder, Investor Relations focuses on the product side. A big part of her role involves speaking with investors on the platform about their user experience. This involves patience and communication.
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Katie did not originally have a finance background, but she learned quickly.

“I studied Communications and Global Studies at UCLA. Although I didn’t start out in Finance, I was able to use my strengths as a communicator to manage company Investor Relations. I’ve taught myself fundraising and finance terminology, and at the end of the day, my investors are my clients. I go above and beyond for them. I believe you should be personable and dedicated in whatever position you hold. I try my best to connect with investors and find out what each client likes to invest in. Learning why an investor is excited about a specific company helps me create individual relationships. People remember you if you help them.”

Being a female leader at a financial company is rare. Katie remarked that although she is highly qualified, she has experienced others doubting her capabilities due to her gender and age.

“I have had people ask me questions trying to gauge my age. I have also had people turn to my male coworkers instead of me in meetings. That can be frustrating, but I choose to continue to work hard and hope that people will see past those things. On the other hand, I have had many positive experiences with investors who don’t share those biases.”

As a financial tech company with a female-majority team, Crowdfunder breaks the mold in terms of gender equality in the workplace. When our current president Steven McClurg joined the team, he instituted equal and transparent pay. According to Katie:

“Steven refreshed how things are done. He values communication and gave me a lot more responsibility. As a woman early on in my career, that has been invaluable for me. I now manage our VC Index Fund, which includes performing diligence on prospective investments, running financial models and reporting. The work is high level, but it’s been rewarding. I now have important skills that will help me at any future position.”

Due to her success in her current role, Katie was given the opportunity to become a licensed representative of the broker-dealer. This license makes her an invaluable asset to our company’s growth. When asked about the future of her career, Katie said:

“At Crowdfunder, I’m able to see the results of the work I put in with entrepreneurs and investors. Our original mission statements centered upon making a positive economic impact on the U.S.. I believe Crowdfunder has made that impact and will continue to make that impact in the years to come. When our company started, we were only a few years over the market crash, and the job economy was unstable. Several years have passed and conditions have improved, but there’s still more that can be done. I really enjoy the hands-on aspect of working at Crowdfunder and feel like we are working to make a difference.”

We are lucky to have such a strong leader on our team. As Crowdfunder grows, we can’t wait to see what new challenges Katie will take on.

 
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Crowdfunder, Inc. and its affiliates disclaim responsibility for any statement by any of its employees. The views expressed herein are those of the individual and do not necessarily reflect the views of the company. This post may not be reprinted or disseminated without our written permission.

Get To Know Jenny Kim, Crowdfunder Developer

 

jennykimJenny Kim is one of our developers at Crowdfunder.

We interviewed her about being a woman in Tech and her experience working on our team.

Jenny has a background in neuroscience research and education research in the STEM fields at UC Riverside. During her time at UC Riverside, she made a purposeful effort to seek out female mentors who were doing research. She soon became interested in developing and building her own software applications. Jenny’s background as a pre-med student drove her to make a positive impact on people and society, this time through the democratization of code.

Jenny believes that

“Public policy and the democratization of Tech should work in tandem with each other. You can use Tech to provide people access to healthcare, knowledge and resources who otherwise wouldn’t have access.”

That’s what she does in her spare time. 

As for her work at Crowdfunder, this is Jenny’s first job in Tech.

“I did a computer programing bootcamp with General Assembly and was developing and working on my own apps. I was applying to jobs and attending networking events to meet with founders and other developers. I met Steven Mcclurg (President of Crowdfunder) at a startup fair. I talked about my background, what I was doing and what I was developing outside of my job search. He seemed interested and introduced me to Crowdfunder’s CTO, Mark Schwartz. I met with him the next week and became involved in the company soon after.”

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Being a female developer can be challenging. Stack Overflow's research shows that only 5.8% of developers are female, an upsetting statistic. At Crowdfunder, our developers are over 65% female and our entire team is over 50% female. Crowdfunder believes in equal opportunities and encourages its employees to learn and grow in their positions. Jenny said,

 “I think it’s really reflective of the management that we have more female employees than male employees. In Finance and in Tech that’s unheard of. They take on female junior developers who don’t have extensive experience but grow into their roles.”

A study by Comparably shows that women in Tech in Los Angeles (our home base) make 34% less than men. At Crowdfunder, we believe in pay transparency and our management has partnered The Pink Ceiling with to provide support for women's led or focused entrepreneurial businesses. Jenny said

“Crowdfunder is really committed to empowering their employees.”

 “In my career, I’ve always been driven to do meaningful work that I am passionate about."

Crowdfunder fits that criteria for Jenny. The Tech and Finance industries have a lot of work to do when it comes to gender equality. At Crowdfunder, we try to lead by example. We work to hire women for equal pay, and support women led companies. We’re proud to have Jenny on our team. Her creativity, skills and intelligence have helped our company succeed.

 

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