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.
My Experience
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
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
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
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
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
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
Creighton University
Master of Business Administration (MBA)
Creighton University
Master of Investment Management & Financial Analysis (MIMFA)
2011
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
MIT
Designing and Building AI Products and Services
Columbia Business School
Executive Education – Venture Capital Decision Making
2022
University of California Berkeley
Certification in Startup Law & Venture Capital Investing
2016
CFA Institute
Chartered Financial Analyst (CFA) Charterholder
2012
CFP Board
Certified Financial Planner (CFP) Professional (NYU)
NEW YORK UNIVERSITY
Professional Program in Financial Planning
Blog
In VC investing, assigning value to a private technology...
- November 6, 2023
- 10:03 pm
Venture capital (VC) has always been about finding the...
- November 6, 2023
- 9:35 pm
A world of risk and possibility,One must tread carefully,...
- October 11, 2023
- 9:34 pm