Fundraising Fox

Kelly Chen

Investor

Investor at XRC

Glendale, California

Writes $1M – $5M checks · typically $3M

About

Kelly Chen is an investor at XRC Ventures focused on early-stage companies in health and wellness, personal care, femtech, and pet care. She previously served as Chief Operating Officer at XRC, overseeing finance, accounting, fund administration, and investor relations. Chen has over 15 years of experience in retail and consumer analysis across buy-side and sell-side roles on Wall Street.

Contact· published on Kelly's own website

Experience

  1. XRC VenturesSourcing and Investmentscurrent2021 — presentLos Angeles, California, United States
  2. XRC VenturesChief Operating Officer2019 — 2021New York City Metropolitan Area
  3. Telsey Advisory GroupDirector and Senior Research Analyst - Sporting Goods & Footwear2009 — 2018
  4. Fred Alger ManagementResearch Associate - Retail/Consumer2006 — 2008
  5. Lehman BrothersEquities Research Associate - Softlines and Hardlines2003 — 2006
  6. Lehman BrothersEquities Research Intern - Enterprise Software2002
  7. NewGate InternetWeb Content Developer2001 — 2002
  8. International RectifierSummer Intern1999 — 2001

Skills & more

Financial Modeling38Valuation25Investments12Equities20Due Diligence4Trading9Analysis3Bloomberg1Economics6Equity Research14Finance5Financial Analysis10
+12 moreHedge FundsCapital MarketsMicrosoft OfficeMicrosoft PowerPointMicrosoft ExcelFactSetAsset ManagementInvestment ManagementPeople ManagementLeadershipPublic SpeakingAnalytical Skills

Languages Chinese · English · Spanish · Taiwanese

  • CFA Charterholder
  • Series 7, 63, 86, 87

From Kelly's professional profile.

Colleagues at XRC

Network4

Investors connected to Kelly in public investor directories — a warm-intro map.

Frequently asked questions

Who is Kelly Chen?
Kelly Chen is an investor at XRC Ventures focused on early-stage companies in health and wellness, personal care, femtech, and pet care. She previously served as Chief Operating Officer at XRC, overseeing finance, accounting, fund administration, and investor relations. Chen has over 15 years of experience in retail and consumer analysis across buy-side and sell-side roles on Wall Street.
Where does Kelly Chen work?
Kelly Chen is Investor at XRC.
What check size does Kelly Chen write?
Kelly Chen typically writes checks of $1M – $5M.
Where did Kelly Chen go to school?
Kelly Chen studied at University of California, Berkeley, Haas School of Business (BS, Business Administration); The Wharton School (Business Analytics: From Data to Insight).

Same school

Shared employers