Nathan Foos

Principal

2024 - Current

Associate

2022 - 2024

Executive Director

2021

Venture Partners is a nonprofit educational and career development organization on a mission to diversify the decision makers in venture capital and entrepreneurship by providing hands-on, practical education that eliminates traditional wealth and status entry barriers for individuals seeking a career in venture capital.

Advisor

2023 - 2023

CFO

2021 - 2022

The BFM Fund is a seed-stage fund investing primarily in Black-led and innovative ventures based in the United States. While industry-agnostic, BFM's strategy is to create partnerships with Series Seed to Series C industry-specific firms to ensure its portfolio companies are capitalized and resourced to scale.

Advisor

2022 - 2023

CleanTech Future is a nonprofit supporting early-stage clean tech companies developing innovative and scalable technologies.

Senior Portfolio Manager

2019 - 2022

Monitor portfolio of >100 companies and >$20M AUM spread across five funds investing in life science, technology, and consumer product companies. Responsible for sourcing and reviewing company applications from within the Keiretsu Forum network to support GPs and Investment Screening Committee, coordinating with Carta accounting team to prepare quarterly and annual reports, coordinating with legal team to negotiate side letters and conduct legal reviews, and preparing presentation decks and arranging for live updates from portfolio companies at annual meetings.

Due Diligence Director

2019 - 2022

Facilitated company fundraising and member engagement through due diligence training, preparation, and management. Facilitated publication of >50 due diligence reports, averaging 1-3 per month, for companies in a variety of life science, technology, and consumer product industries, working with volunteer teams of investors. Created Due Diligence Workshop to provide due diligence education to investors and founders via lectures, guest speakers, and exercises meant to identify and brainstorm solutions to common risks that appear during due diligence. Lead the Term Sheet Committee to review financing documents and interpret term sheets, develop template term sheets, advise companies and investors on financing terms and best practices, and facilitate negotiation of deal terms. Assist in due diligence by collaborating with startups and investors to research competitors and exit comparables, validate and stress test financial model and exit assumptions, interview founders, assess gaps within a company’s management team and other company needs, review USPTO filings, etc.

Staff Auditor

2016 - 2020

Internal audit firm serving state agencies and nonprofit organizations to conduct financial reviews, fraud investigations, and internal control engagements. Responsibilities spanned planning through reporting, and included reviews of policies, procedures, and regulations; testing of procedures and internal controls; financial analyses and reconciliations; writing findings and drafting reports; and communicating findings and actionable recommendations to upper and executive management and audit committee members.

Accounting Technician

2018 - 2020

Significantly reduced accounting workflow by reducing manual data entry and automating report generation and reconciliations using Excel and VBA macros (including user forms). Generally responsible for improving and automating accounting procedures and providing recommendations to upper management. Daily accounting workflow included reconciliations, invoicing, recording revenue transactions, and recording accounts payable.

Legal Intern, Business Law Clinic

2018 - 2019

Brought four of my own clients to the clinic practice and represented the clinic in a presentation at the Governor’s Marketplace Expo in Spring 2019. Prepared and delivered presentations to nonprofit boards on governance best practices and advised clients on standard industry practices. Typical work included drafting and reviewing employment agreements, employee handbooks, sales contracts, waivers, nonprofit and for-profit formation, bylaws, and operating agreements.

Blogger: Willamette Angel Fund

2018 - 2019

Wrote content for the Willamette Angel Fund blog -- http://blog.willamette.edu/angelfund/ -- to highlight what we learned, who we partner with, and what prospective students can expect to experience. Later work included the analysis and presentation of angel investing data using Python and Tableau.

Angel Investor: Willamette Angel Fund

2017 - 2019

Worked with a team of students to find, analyze, and invest in seed-stage startup companies. I was responsible for conducting due diligence and reporting on company pitches and investment opportunities sourced from monthly meetings in Southern California with Pasadena Angels; Seattle with Alliance of Angels and E8 Angels; and Portland with Oregon Venture Fund and Keiretsu Forum NW.

Portfolio Manager: O'Neill Student Investment Fund

2016 - 2018

Worked in a team of students to actively manage and develop strategies for a ~$450,000 investment fund. Specific projects included building asset allocation models, writing equity research reports, and building a covered call simulator.