Zee Zhong
Strategic Finance/FP&A at Drivepoint
Zee Zhong
Strategic Finance/FP&A at Drivepoint
Greater Los Angeles, California
Overview
Work Experience
Strategic Finance/FP&A
2023 - Current
Director of Investment at KingsCrowd Capital
2022 - 2023
-First data-driven VC fund in the online private market • Raising our first fund from both individual accredited investors and institutional LPs. • Managing the fund operations, investments, portfolio companies, and LP communications. • Created a comprehensive 10-year fund model and annual forecast • Vetted 600+ early and growth stage startups raising on crowdfunding platforms • Analyzed and selected high-quality startups that outperformed the crowdfunding market average by 25% • Conducted 250+ founder diligence meetings and published 70+ Founder Profile articles
Director of Data Operation and Product Management (backend)
2021 - 2023
-Ratings and data analytics software for investing startups • Led a team of 5 in building a backend product and worked cross-functionally with engineering, content, and marketing teams, resulting in highly improved operational efficiency and a 300% increase in customer growth • Developed, tested, and implemented multiple patented ratings algorithms that include 400+ data attributes • Analyzed a relational database using SQL and facilitated the build-out of data architecture • Set operational strategies for ratings analysis and maintained robust data integrity, resulting in 97% accuracy
Veteran Integration Program
2020 - 2021
The Veterans Integration program provides military personnel with access to our firm through an intensive week-long apprenticeship followed by a full-year virtual curriculum. Participants will engage with members of the Goldman Sachs Veterans Network, learn about financial services through our businesses, and focus on professional development. * Training focused on Capital Markets * Business Overviews with Senior Divisional Leaders * Professionals Skills Development * Networking with the Goldman Sachs Veterans Network
Venture Investor
2020 - 2021
• Sourced investment opportunities using a structured approach to increasing deal flow velocity in both quantity and quality by doing weekly sprints using multiple deal flow channels • Developed investment theses, review pitch decks, meet with startups and investors, and present top investment opportunities at weekly Partners Meetings and Investment Committees • Conducted due diligence including go-to-market strategy, business model, key metrics, financial modeling, competitive landscape, customer and investor interviews, cap table waterfall analysis, and term sheets
Investment Banking Summer Associate - Technology
2019 - 2019
• Valued companies using public company comparables, precedent transactions, and DCF analysis, generating acquisition opportunities and business development strategies to clients • Led 2 analysts in preparation of marketing materials, including teasers, pitch books, and management presentations • Organized due diligence sessions with executives and constructed confidential information memorandum
Finance Operation Manager
2015 - 2018
• Built financial models and budget forecasts to make strategic decisions on resource allocations, purchasing agreements, and personnel actions in a fast-paced and high-pressure environment • Led a team of 6 and oversaw resource management and budget processing worth $1.2 million in monthly transactions, resulting in successful inspections with 100% satisfactory rating from Department of Defense • Streamlined workflows and optimized processes to identify best practices while managing concurrent projects and developing timelines with key milestones • Conducted regular one-on-one meetings with each team member to ensure effective communication • Briefed and consulted with Generals, Colonels, and other high-level Department of Defense officials on strategic and operational development in the Army Pacific Command • Provided effective financial management support to over 20,000 service members installation wide supporting Army war-fighting function and Army sustainment function • Promoted to Sergeant (manager position) in less than three years (faster than 95% of peers)