Fundraising Fox

Carly Levin

Investor

Partner, Strategic Initiatives at LegalTech

Washington DC-Baltimore Area

About

Partner focused on strategic initiatives with over 15 years in deal-making, capital markets, and strategic leadership. Previously in investment banking and innovation at J.P. Morgan and Chief Strategy Officer at insurtech platform Cover Whale. Studied at Stanford University.

Experience

  1. The LegalTech FundPartner, Strategic Initiativescurrent2025 β€” present
  2. Cover WhaleChief Strategy Officer2022 β€” 2025
  3. J.P. MorganBanking Transformation - Executive Director, Digital Investment Banking2018 β€” 2022San Francisco Bay Area
  4. J.P. MorganTechnology Coverage - Executive Director, Global Investment Bank2011 β€” 2018San Francisco, California, United States
  5. tapvivaStart-up2011
  6. LP Corporate VenturesStart-up2010 β€” 2011
  7. J.P. MorganInvestment Banking Analyst2007 β€” 2009San Francisco Bay Area
  8. Haus MitteleuropaFinancial Manager2006 β€” 2007
  9. Stanford Center for Language and InformationProduct Researcher2005

Education

  1. Stanford UniversityBA, International Relations2003 β€” 2007
  2. The Park School of Baltimore

Skills & more

Financial AnalysisEquity Capital MarketsEquity ValuationCorporate FinanceStrategyFinancial ModelingData AnalysisBusiness AnalysisMergers & Acquisitions (M&A)DataInvestment BankingInvesting

From Carly's professional profile.

Same school

Shared employers

Colleagues at LegalTech