Kathleen Kaulins

Fundraising Strategy, Business Metrics, and Pitch & Presentation

Kathleen can help you:

  • Developing a strategic growth plan for the future and determining how to execute against it.

  • Finding product-market fit, including positioning of new product offerings, testing + customer segmentation and setting pricing.

  • Analyzing your business using financial modelling, market P&Ls, cohort analyses, unit economics and other appropriate key performance metrics.

  • Planning for scale by identifying the infrastructure, tools and resources needed to support the growth of your company.

  • Evaluating key business decisions and capital considerations.

  • Navigating the fundraising process, including pitch materials, term sheet analysis and due diligence.

  • Connecting with other entrepreneurs to share learnings and best practices. 

Kathleen started her career in investment banking and loved the hunt of a good deal, but found a real passion in building scale at high growth organizations. As an early employee at Zocdoc and Director of Finance & Strategy, she helped scale the company to all 50 US states as well as launch and scale our enterprise offering to health systems across the country. Most recently, she served as the Chief Strategy Officer at MealPal, where she helped grow the company to 17 markets, across 7 countries in under three years. Building things is really hard, but Kathleen loves being in the trenches and executing with the team to create disruptive products and services.

While most dread the fundraising process, it is something Kathleen loves and one of her favorite parts of working with startups. She has found getting feedback from individuals outside your company and hearing how they evaluate your business to be invaluable when thinking about growth. She has helped raise over $300M of funding for startups and have extensive experience organizing roadshows, evaluating term sheets, negotiating deal terms, leading business and legal due diligence, and overseeing the investor relations function. 

Fun fact: Kathleen does some of her best thinking when running marathons, competing in triathlons or practicing karate!