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.
![William’s Image William's Image](https://williamcallahan.com/wp-content/uploads/elementor/thumbs/Frame-1437246952-qe1oe69jelyed701v36o6peb00jqclqppgmka4e07g.png)
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
![](https://williamcallahan.com/wp-content/uploads/2023/11/Assigning-a-Discount-Rate-in-VC-Startup-Investing.jpg)
In VC investing, assigning value to a private technology...
- November 6, 2023
- 10:03 pm
![](https://williamcallahan.com/wp-content/uploads/2023/11/Proximity-Signaling.jpg)
Venture capital (VC) has always been about finding the...
- November 6, 2023
- 9:35 pm
![](https://williamcallahan.com/wp-content/uploads/2023/10/AngelList.jpg)
A world of risk and possibility,One must tread carefully,...
- October 11, 2023
- 9:34 pm