JW

James Wang

Investor | Mentor | Advisor

Richardson, Texas

Overview 

James Wang is a seasoned investor, mentor, and advisor with a background in finance, data analytics, and entrepreneurship. Currently serving as the VP of Finance at Preciate, he has held notable positions such as Founder at Mimosa Ventures and Director of Data Science at Alerian, showcasing a strong track record of success in asset management and equity research. His diverse experience includes roles at Raymond James Financial Inc. and Covexus Medical Technologies, demonstrating a depth of knowledge in financial analysis and project leadership.

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.

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