William Alan Callahan

Hello — I’m an entrepreneur that enjoys building relationships and businesses. I live in San Francisco and work in Silicon Valley, and grew up near Omaha, Nebraska, in the prairie of the United States.

Today, my highest professional priority is building aVenture, a research and investing platform that seeks to make investing in private startups easy.

My experience on the topic includes spending 5 years advising Morningstar on product development, 12 years building and managing another financial technology company, and more than 100 personal investments in venture capital and angel-backed startup companies.

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My Experience

2020 - present

aVenture

Founder, CEO of a San Francisco-based fintech working to make venture capital accessible to everyone, normalizing it’s role in modern portfolio management

<span data-metadata=""><span data-buffer="">2021 - 2022
tsbank

TS Bank

Founder, CEO of a San Francisco-based fintech working to make venture capital accessible to everyone, normalizing it’s role in modern portfolio management

2021 - Present

SeekInvest

Founder, CEO of a San Francisco-based fintech working to make venture capital accessible to everyone, normalizing it’s role in modern portfolio management

2010 - 2021
CFPC Stepping Stones Thumbnail - Feb 2017

Callahan Financial Planning

Founder, CEO of a San Francisco-based fintech working to make venture capital accessible to everyone, normalizing it’s role in modern portfolio management

2020 - 2021

Mutual First Federal Credit Union

Founder, CEO of a San Francisco-based fintech working to make venture capital accessible to everyone, normalizing it’s role in modern portfolio management

2015-2020
Morningstar logo

Morningstar

Founder, CEO of a San Francisco-based fintech working to make venture capital accessible to everyone, normalizing it’s role in modern portfolio management

My Investments

Copy.ai

Memphis, TN, USA

Founded

2020

Stage

Series A

Total Raised

$13.9M

Flatfile

San Francisco, CA, USA

Founded

2020

Stage

Series B

Total Raised

$500k

Rad AI

New York, NY, USA

Founded

2000

Stage

Series A

Total Raised

$100.2k

Flutterflow

Mountain View, CA, USA

Founded

2013

Stage

Series A

Total Raised

$1.6M

Skills & Education

Education

2016

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Creighton University

Master of Business Administration (MBA)

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Creighton University

Master of Investment Management & Financial Analysis (MIMFA)

2011

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University of Nebraska at Omaha

BSBA in Corporate Finance, Banking & Financial Markets, Investment Science & Portfolio Management

Skills

Financial Markets (Behavior, History, Interaction, Portfolio Design)

Banking (Strategy, Product, Launch, Credit, Asset/Liability Management)

Regulatory and Compliance – (SEC, FINRA, Banking)

CFO (Accounting, Controls, Financial Statements, Reporting)

Product Management (Launch, Design, Distribution)

CMO (Campaign Strategy, Multi-Channel)

certification

2023

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MIT

Designing and Building AI Products and Services

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Columbia Business School

Executive Education – Venture Capital Decision Making

2022

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University of California Berkeley

Certification in Startup Law & Venture Capital Investing

2016

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CFA Institute

Chartered Financial Analyst (CFA) Charterholder

2012

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CFP Board

Certified Financial Planner (CFP) Professional (NYU)

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NEW YORK UNIVERSITY

Professional Program in Financial Planning

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