Billy Barlia

Operations and strategy at a single family office focused on philanthropy and impact investing.

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• - Owned end-to-end operational design and execution of Catalyst by Beemok, including applicant intake systems, evaluation workflows, and stakeholder coordination across 250+ applicants and $2.62M in deployed capital
• - Led cross-functional enterprise software migration for LTP-CHS, spanning operations, finance, and frontline staff
• - Built and deployed custom data automation to ingest, validate, and analyze university billing data, reducing manual errors and accelerating scholarship award decisions

Sourced and evaluated enterprise SaaS investments at the Series B-D stage for the Traverse Growth Fund.

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• - Executed research and benchmarking on potential M&A targets, delivering actionable recommendations to the investment team
• - Evaluated and prototyped AI-driven workflow automations using GPT-4, Python, and Zapier
• - Specialized in sourcing SaaS businesses in Education, AI, Cybersecurity, and Healthcare industries
• - Added 40 top-of-funnel leads, wrote 20 Teasers and 5 IOIs
• - Completed capstone project with deep due diligence, investment memo, and presentation for investment committee

Early-stage investment syndicate founded to honor my mother through values-driven investing.

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• - Developed investment strategy based on themes: Health, Wealth, Knowledge, Safety, Adventure, and Community
• - Established operational infrastructure including legal entity formation, financial systems, and digital presence
• - Designed and authored the firm's website
• - Source early-stage startup investment opportunities through direct outreach and relationships

Built resources and community for student founders at an early-stage venture platform.

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• - Built a platform providing student founders with AWS credits, fundraising coaches, strategic advisors, and curated content
• - Ran content strategy for LinkedIn, Twitter, and Newsletter, achieving 3x increase in frequency and 2x increase in following
• - Co-led recruiting strategies for Fall 2021 Fellow Cohort, resulting in 2x increase in applications
• - Networked with junior VCs at Revolution, Hawke Ventures, Atento Capital, and Mercury Fund to build curriculum