About
Investor with prior experience in corporate development at AvidXchange and valuation and M&A at Grant Thornton. Holds an MS from Wake Forest University.
Experience
- The LegalTech FundInvestorcurrent2021 — present
- AvidXchange, Inc.Manager of Corporate Development2021Charlotte, North Carolina, United States
- AvidXchange, Inc.Senior Corporate Development Analyst2019 — 2021Charlotte, North Carolina
- Grant Thornton LLPFinancial Due Diligence and Valuation Associate2017 — 2019Charlotte, North Carolina
- Wake Forest UniversityGraduate Student2016 — 2017
- PwCValuation Intern2016Boston, Massachusetts
- Merrill LynchSeasonal Client Associate2015 — 2016Charleston, South Carolina Area
- Merrill LynchWealth Management Intern2015Hilton Head Island, South Carolina
- College of CharlestonStudent2013 — 2016Charleston, South Carolina
- College of CharlestonCollege of Charleston REACH Program Tutor2014 — 2016Charleston, South Carolina
Education
- Wake Forest University School of BusinessMaster of Science, Accountancy2016 — 2017
- College of CharlestonBachelor of Science (B.S.), Finance2013 — 2016
Skills & more
Microsoft Excel6PowerPoint12Microsoft Word4Microsoft Office6Public Speaking4Communication3Teamwork4Customer Service12Social Media7Sales10Social Networking4Event Planning4
+9 more
RetailTime ManagementFinanceFinancial AnalysisDue DiligenceValuationFinancial ModelingBusiness ValuationAccounting- Chartered Financial Analyst® (CFA) Charterholder — CFA Institute
- Certified Public Accountant — North Carolina State Board of Certified Public Accountant (CPA) Examiners
From Casey's professional profile.
Same school
Also attended Wake Forest University School of Business6
Also attended College of Charleston14
Kelci HoranOffice Manager and Executive Assistant at .406 VenturesKevin DayPartner, Head of Capital Formation at Two Bear CapitalScott AronsonOperating Partner at StripesWill WardFounder & Managing Partner at Fourward VenturesDavid TraylorSenior Managing Director at Golden EagleBrian McNamaraMBA Columbia Biz School at Cosmic Venture Partners
+ 8 more
Shared employers
Also worked at AvidXchange, Inc.6
Also worked at Grant Thornton LLP58
Cristina HohlmanPartner, Chief Financial Officer at Sapphire VenturesAva BrunelleInvestor at Third Rock VenturesSteve GentiliVice President at Alpha PartnersSteve ShafferOperating Partner at Volition CapitalMike PrivetteVenture Partner, Cybersecurity at Bright Pixel CapitalGabrielle DiederichAnalyst, Financial Performance at Five Elms Capital
+ 52 more
Also worked at Wake Forest University8
Jake MorossPrincipal at Torch CapitalRónán CarrVice President, Investments at Greybull Stewardship LLCSophia DoddInvestor at Equal VenturesJessica FreyerPartner at Rhapsody Venture PartnersHemanta BaruahFounder / EIR at 82VSTim McKnightVenture Partner at Syn Ventures Seed Management Llc
+ 2 more
Colleagues at LegalTech
Bill Murphy
Venture Partner at LegalTech
Carly Levin
Partner, Strategic Initiatives 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
















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