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
- The LegalTech FundPartner, Strategic Initiativescurrent2025 β present
- Cover WhaleChief Strategy Officer2022 β 2025
- J.P. MorganBanking Transformation - Executive Director, Digital Investment Banking2018 β 2022San Francisco Bay Area
- J.P. MorganTechnology Coverage - Executive Director, Global Investment Bank2011 β 2018San Francisco, California, United States
- tapvivaStart-up2011
- LP Corporate VenturesStart-up2010 β 2011
- J.P. MorganInvestment Banking Analyst2007 β 2009San Francisco Bay Area
- Haus MitteleuropaFinancial Manager2006 β 2007
- Stanford Center for Language and InformationProduct Researcher2005
Education
- Stanford UniversityBA, International Relations2003 β 2007
- 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
Also attended Stanford University1,575
Peter ThielCo-founder & Partner at Founders FundReid HoffmanCo-founder of LinkedIn; Partner at GreylockDavid SacksCo-founder & General Partner at Craft Ventures; former White House AI & Crypto CzarKeith RaboisManaging Director at Khosla VenturesGarry TanPresident & CEO of Y CombinatorAlfred LinPartner at Sequoia Capital
+ 1,569 more
Also attended The Park School of Baltimore2
Shared employers
Also worked at J.P. Morgan689
Rishi ModiInvestor at GV (Google Ventures)Akshat GoenkaInvestor at Moonfire VenturesNaseem MoumeneVice President at NorthzoneFranklin BiGeneral Partner at Pantera CapitalMegan LightcapPartner, Creator Fund at Slow VenturesNatalie SchmitkeManaging Director Capital Networks at Burda Principal Investments
+ 683 more
Colleagues at LegalTech
Bill Murphy
Venture Partner at LegalTech
Casey Tierney
Investor at LegalTech
Erez Kalir
Venture Partner at FJ Labs
Gordon Crenshaw
Partner at LegalTech
Jeroen Plink
Venture Partner at LegalTech
Matt Garretson
Venture Partner at LegalTech
Michael B. Moradzadeh
Venture Partner at LegalTech
Rebecca Engel
Head of Platform at LegalTech




















