James Wang
Investor | Mentor | Advisor
Richardson, Texas
Overview
Work Experience
Founder
2024 - Current
As an early-stage venture capital fund, Mimosa Ventures focuses on seed and Series A investments in technology, energy, and healthcare. We support visionary founders creating groundbreaking solutions that transform industries and address critical challenges. In addition to providing capital, we deliver hands-on strategic support, leveraging our deep industry expertise to help startups overcome challenges, scale efficiently, and drive meaningful, long-term impact across industries.
Member
2024
NTAN is a member-led angel investor network that is committed to creating a dynamic and connected North Texas Angel investment environment to strengthen the local entrepreneurial ecosystem by providing direct investment and advisory services to up-and-coming start-ups.
North Texas Angel Network provides investment funds, experience and expertise to early stage companies.
VP of Finance
2021 - 2023
► Coordinated due diligence activities with investors, legal counsel, and board members to secure Series A financing ► Conducted financial modeling, analysis, and forecasting to support strategic planning and growth initiatives ► Managed all accounting functions, including SaaS payment infrastructure integration, cash management, and financial reporting ► Developed key performance indicators and financial metrics, providing insights and recommendations to the board of directors ► Oversaw HR functions, including benefits administration, recruiting, payroll processing, and HRIS management ► Spearheaded and oversaw the SOC 2 compliance initiative, implementing robust controls and processes to meet and exceed regulatory standards
Director of Data Science
2013 - 2020
► Responsible for leading research, development, and product management for the Alerian Index Series ► Developed benchmarks and smart beta indices from concept to launch, including backtesting with decades of daily historical data. ► Navigated regulatory requirements and worked with fund distributors to design specialized exchange-traded products. ► Promoted indices and funds internationally via multi-day roadshows with financial advisors and registered investment advisors. ► Spoke at conferences and industry events on the subjects of North American energy infrastructure and exchanged-traded products. ► Cultivated and maintained executive relationships with service providers, product partners, and fund distributors.
Associate, Data Analytics
2011 - 2013
► Managed a comprehensive database of Master Limited Partnership (MLP) financial metrics for index calculation and development. ► Overhauled back-end systems for index development and calculation, automating functions to improve accuracy and reliability. ► Analyzed corporate actions, public filings, and developed relationships with MLP management teams to maintain index accuracy. ► Researched industry-specific and macroeconomic factors to scrutinize partnership fundamentals and sector performance. ► Directed the redesign of Alerian's web presence, created an online database, and implemented web analytics services.
Equity Research Associate
2010 - 2011
► Developed and maintained Excel-based models focusing on the quantitative analysis of fundamentals utilizing the dividend discount methodology of valuation. ► Wrote comprehensive research reports analyzing partnership earnings, corporate actions, and macroeconomic events. ► Examined oil and natural gas exploration and production trends to publish periodic energy infrastructure industry reports. ► Assessed merger and acquisition deals and developed comprehensive Excel-based accretion analysis models.
Project Leader
2009 - 2010
President
2006 - 2010
► Developed a school-wide digital dynamic advertisement system encompassing a network of plasma and LCD screens. ► Established business plan, technological backbone, emergency broadcast system, and online advertisement submission system
Investment Analyst Intern
2009 - 2010
► Researched and analyzed individual companies based on a bottom-up private equity investing process with board-level access to public companies. Specifics investigated include management, financial metrics,and quantitative analysis of fundamentals.
Market Research Analyst Intern
2008 - 2008
► Conducted detailed analysis and drafted comprehensive reports on economic, competitive, and regulatory factors relating to a broad assortment of industries ranging from local to international markets.
Education
Bachelor's
2006 - 2010