HEIDI KRAUEL PATEL
Tel.: 917 873 6975| Email: heidikrauelpatel@gmail.com| San Francisco, CA
EXPERIENCE
NEW ISLAND CAPITAL MANAGEMENT San Francisco, CA
April 2010 – June 2015
President. Institutional-scale and 100% mission-focused investment advisor serving an ultra high net worth family.
§ Helped develop and execute a multi-asset class strategy to generate risk-adjusted returns while creating
positive impact within four thematic areas: Sustainable Agriculture, Communities, Alternative Energy and
Environment. Served on Executive Team and Investment Committee that approved 100+ investments ($250k $80M in size) over last five years in public and private fixed income (directs and funds), real assets (real estate,
farmland, timberland, ecosystem services), and private equity (directs and funds).
§ Internal lead for 10 private equity and debt transactions ($250k-$15M, directs and funds) focused on online
marketplaces, branded sustainable food & consumer products, & progressive media as well as 5 public fixed
income separate accounts combining custom ESG screens with proactive impact targets.
§ Built team from 4 to 34, overseeing financial and impact reporting, hiring and organizational strategy, budget
and liability matching, and operations. Created systems to support a mission-driven workplace and culture.
ACUMEN FUND FELLOW New Delhi, India
September 2008-October 2009
Non-profit venture capital fund investing in market-based solutions to alleviating global poverty. One of ten Global
Fellows selected for extended field placement with an Acumen Fund investee.
§ Head of Business Development and Marketing for D.light Design a social enterprise operating in India,
China, and East Africa to eradicate kerosene through the design, manufacture and distribution of solar lights.
§ Built ten-person team to develop public, private, and NGO partnerships to grow distribution in rural India.
§ Designed and implemented sales training program and rural marketing campaigns.
PACIFIC COMMUNITY VENTURES, 501(c)3, San Francisco, CA
2004-2008
Hybrid, double bottom-line $60M private equity fund and nonprofit providing resources and capital to smalland medium-sized businesses generating significant economic gains for California’s lower-income communities.
Director, Employee OnRamp Initiatives (2006 – 2008); Associate Director, Business Services (2004 – 2006)
§ Led PCV’s Business Advising Service to build capacity of 100+ small- and medium-sized businesses in CA,
including new program design to better serve minority-owned enterprises.
§ Developed CEO training workshops in leadership, finance, management control systems, and HR; trained
Volunteer Business Advisors (VC partners, C-Level execs) in relationship building and crossing cultural divides.
§ Led healthcare, financial inclusion and asset building initiatives for low-wage workers, including
VidaCard, a healthcare social venture developed with California Healthcare Foundation, community and
retail clinics, small businesses and low-wage workers. Helped raise $420k in philanthropic seed funding.
§ Led Social Return on Investment evaluation for existing and prospective investments; oversaw five-person
project team on annual employer surveys, data analysis, distillation of key trends, report writing and publication.
§ Launched healthcare policy advocacy program with California Endowment to articulate and amplify the
voice of small business owners in the healthcare policy debate.
AOL TIME WARNER VENTURES Dulles, VA / New York, NY
2000–2002
Manager, $350MM fund with 65+ strategic, early-stage investments in enabling technology companies in US and Israel
§ Founding member of Time Warner’s first centralized, venture capital group.
§ Internal lead on three early-stage investments ($1M to $5M) in media and communication technology,
including NetbyTel (sold to TuVox), AudioBasket (merged with eMotion) and Valis (merged with Axis
Mobile). Reviewed 350+ deals, assessed strategic fit, determined valuation, negotiated terms, built support
from internal divisions, presented to Investment Committee, and served as Board Observer for five companies.
CREDIT SUISSE FIRST BOSTON New York, NY
1998–2000
Senior Analyst, Investment Banking – Media and Telecommunications
§ Participated in three lead-managed initial public offerings, and advised two global companies on strategic
sales and acquisitions. Responsible for financial modeling, restructuring analysis, and company valuation.
Coordinated deal teams, managed junior analysts, completed due diligence, and created marketing materials.
DEUTSCHE MORGAN GRENFELL New York, NY
1997–1998
Analyst, Investment Banking – Telecommunications
§ Two co-managed IPOs and one acquisition including modeling, valuation, marketing and deal support.
EDUCATION
STANFORD UNIVERSITY, Graduate School of Business, MBA & PMP, Stanford, CA
§ Bank of America Low-Income Housing Challenge-1st place team.
§ Co-President of Social Venture Club, Member of Wine Circle.
2002–2004
PRINCETON UNIVERSITY, AB Political Economy, Princeton, NJ
§ Member of Kappa Alpha Theta and Cottage Club.
1993–1997
OTHER
§ Mentor, Village Capital and Advisor, Impact America Fund.
§ Impact Investing Evangelist featured in Big Think, Wall St Journal, NPR’s Marketplace, Fox Business News,
Huffington Post, Ladies Home Journal, AOL’s WalletPop, Rick Roberts Show, and Acumen Fund blog.