Fundraising Fox

Josh Yelen

Investor

CFO & Partner at New Leaf Invest

Massachusetts

Writes $100K – $5M checks · typically $1.5M

Find your path to Josh

117 people in our graph share verified history with Josh — schools, employers, funds. One of them is your warm intro.

Ben GindhartunlockedJosh: together at University of Miami (2016–2018)
×6Josh: together at University of Miami Business School
×2Josh: together at Ransom Everglades School
×2Josh: together at Rutgers University–Newark

About

Josh Yelen has over twenty years of experience across operations, accounting, finance, and sales, including prior roles as a CFO, sales director, and head of operations. He founded ClearBooks, a fractional CFO and outsourced accounting firm, and holds CPA, CEPA, and MBA credentials along with degrees from Indiana University, Rutgers University, and the University of Miami. His work spans sectors such as SaaS, technology, healthcare, laboratory diagnostics, and biotechnology.

Invests in

BiotechHealthtechSaaS

Experience

  1. FunctionFounder and CEOcurrent2023 — presentwww.onefunction.com
  2. Venture Forward CapitalFounder and Managing Partnercurrent2022 — presentwww.ventureforwardcapital.com
  3. MablocCo-Founder & CFOcurrent2017 — presentWashington DC-Baltimore Area
  4. FrontRunnerHCVP of Revenue Cycle Strategy & Divisional GM, Strategic Initiatives2021 — 2023www.FrontRunnerHC.com
  5. hc1.comHigh Value Care, Sales Director2019 — 2021Greater Indianapolis
  6. University of MiamiVice Chairman for Administration, Department of Pathology2010 — 2018Miami, Fl
  7. University of MiamiDirector, Special Programs and Resource Strategy2007 — 2010
  8. University of MiamiExecutive Director, Genecure Diagnostic Laboratories2005 — 2007
  9. Tenet HealthcareProject Manager2001 — 2003

Skills & more

Financial Planning10Financial Advisory7Exit Strategies3Business Advisory Services2Business Advising1Business Strategy1Business Analysis2Business Planning3Business Intelligence (BI)1Business ProcessAccounting4Controllers1
+12 moreGrowth StrategiesBusiness Growth StrategiesDue DiligenceDeal SourcingBusiness DevelopmentManagerial AccountingAuditingRisk ManagementStrategic PlanningLeadershipFinancial Planning and Analysis (FP&A)Exit Planning
  • Certified Exit Planning Advisor (CEPA) — Exit Planning Institute
  • Certified Public Accountant (CPA) — North Carolina State Board of Certified Public Accountant (CPA) Examiners
  • Certified Public Accountant (CPA) — Tennessee Department of Commerce and Insurance
  • Chartered Public & Financial Accountant (CPFA) — CIPFA
  • Lean Management Certified
  • Six Sigma Green Belt

From Josh's professional profile.

Colleagues at New Leaf Invest

Andrew Harrison
Advisory Board at New Leaf Invest
Andy Ballester
Tech Guru at New Leaf Invest
Carl Toriello
Advisory Board Director at New Leaf Invest
Cem Karsan
Advisory Board at New Leaf Invest
Dax Rodriguez
Advisory Board at New Leaf Invest
Dorien Nunez
Advisory Board at New Leaf Invest
Eric Rosen
Economic Advisor at New Leaf Invest
Julie Bevacqua
Chief Platform Officer & Partner at New Leaf Invest

Frequently asked questions

Who is Josh Yelen?
Josh Yelen has over twenty years of experience across operations, accounting, finance, and sales, including prior roles as a CFO, sales director, and head of operations. He founded ClearBooks, a fractional CFO and outsourced accounting firm, and holds CPA, CEPA, and MBA credentials along with degrees from Indiana University, Rutgers University, and the University of Miami. His work spans sectors such as SaaS, technology, healthcare, laboratory diagnostics, and biotechnology.
Where does Josh Yelen work?
Josh Yelen is CFO & Partner at New Leaf Invest.
What does Josh Yelen invest in?
Josh Yelen invests in Biotech, Healthtech, SaaS.
What check size does Josh Yelen write?
Josh Yelen typically writes checks of $100K – $5M.
Where did Josh Yelen go to school?
Josh Yelen studied at University of Miami Business School (MBA, Healthcare); Ransom Everglades School (High School Diploma); Indiana University Bloomington (BA).

Founder mafias

Indiana University Bloomington mafia94

Also came through, then founded or led a company.

Darren NixFounded Steadily +2Eric TobiasFounded Opendate +1Michael McHughBachelor's degreeFounded Blockstamp +1James O'DwyerBachelor of Science (B.S.)Founded Metal +1Bradley BosticBSFounded Hc1 +1Chris PodlaskiBachelor's DegreeFounded Terusama +1

+ 87 more

University of Miami Business School mafia16

Also came through, then founded or led a company.

Kevin ReidMBAFounded Virtustream +1Michael RangelBachelor of Business Administration (B.B.A.)Founded Novo Platform +1Nick GavronskyBAFounded Aboon +1Bastian Krapinger-RütherBusiness AdministrationFounded Flinn +1André Vanyi-RobinMBAFounded Plastiks +1Carlo CiscoBBAFounded Select

+ 9 more

Rutgers University–Newark mafia6

Also came through, then founded or led a company.

Frederick SancilioPh.D.Founded Sancilio +1Scott HarriganBAFounded Carta +1Alejandro MartíMaster of Science (MS)Founded MitigaShirley WangBachelor of Science (B.S.)Founded EurazeoAmira RasoolBachelor’s DegreeFounded The Folklore

New Leaf Invest mafia4

Also came through, then founded or led a company.

Ohad TzurManaging PartnerFounded KahoonaStephanie RiebenFundraising Expert/Capital IntrosFounded DiademcapitalAndy BallesterTech GuruFounded GoFundMe

Ransom Everglades School mafia2

Also came through, then founded or led a company.

Austin CridenFounded Palm Tree Crew

Same school

Also attended University of Miami Business School49

David GoldbergBoard Partner at Alpaca VCTheodor NordegrenVice President at BTECH CONSORTIUMBen GindhartAnalyst, IPD Capital at IPD CapitalTaylor FrankelPartner & CFO at Prime Movers LabWendy CoyaCFO, Partner at Vocap PartnersRudy PagesInvestor at HLM Investment Partners

+ 43 more

Also attended Ransom Everglades School5

Jax MalloySr. Research Associate at Sands Capital VenturesMelissa KrinzmanManaging Partner at Krillion VenturesClementine GazayPrincipal at XAngeAustin CridenPresident at Palm Tree Crew InvestmentsLibby KislakManaging Director - Credit Investments at Rialto

Also attended Indiana University Bloomington264

Tianen LiangTax Controller at Felicis VenturesDavid KraneCEO & Managing Partner at GV (Google Ventures)Keren GottliebEvent Manager at GreycroftLogan HilleLife Sciences Analyst at CincyTechJay JohnsonBoard Member at CincyTechEric TobiasInvestor at High Alpha

+ 258 more

Also attended Rutgers University–Newark19

Christian JaagBoard Member at CV VCAlejandro MartíVenture Partner at FaberKeith TitanPartner at BDMIChristopher de SouzaDirector at Broadview VenturesCarly LevineSenior Associate at AMR Action FundShirley WangSenior Operating Associate at Metropolitan Partners

+ 13 more

Shared employers

Also worked at Function1

Mike SchatzmanManaging Partner at New Leaf Invest

Also worked at hc1.com5

Blake KoriathPartner and CFO at High AlphaMark SharyManaging Partner at Tamarind HillTing GooteeAdvisory Board at Ground Game VenturesMegan Casey GloverFounder at 120WaterBradley BosticFounder at Hc1

Also worked at University of Miami22

Ben GindhartAnalyst, IPD Capital at IPD CapitalMobi Martin DialaSeae Ventures Fellow at Seae VenturesHershel MehtaCo-Founder & Partner at 2am VCJason FrishmanBoard Member at Miami-Dade Innovation AuthorityRamesh RaliyaChief Scientific Officer, Tidal Grow AgriScience at The Yield Lab Asia PacificDanny CarboneroInvestment Associate at PsyMed Ventures

+ 16 more

Also worked at Tenet Healthcare5

Phil RoeSenior Advisor at Martin VenturesMark MontoneySenior Advisor at Martin VenturesDanelle MitchellChief of Staff at Martin VenturesKeith PittsInvestor at Clayton Dubilier & RiceErik CardenasFounder at Zocalo