Taylor Stein

Advisor

MonCap

Apr 2023 - Current (3 years 6 months)

Co-Founder & CEO

EngagedMD

Jan 2013 - Current (13 years 9 months)

EngagedMD is a fast-growing B2B software company that has developed the leading patient journey management solution for the fast-growing fertility sector. Nearly half of fertility patients in the US use our eLearn and eSign tools. Clinics use our software to reduce repetitive, manual tasks and streamline the patient journey, which helps them increase capacity and growth while improving the patient experience and reducing doctor and staff burnout. We are known for having a collaborative, friendly, high energy and fast-moving culture and a focused, start-up atmosphere.

Venture Fellow - Investment Team

S Ventures

Jan 2014 - Dec 2014 (1 year)

S3 Ventures is an early, expansion and growth stage venture firm with $185 million under management. We are focused on information technology solutions that solve large business problems. We also invest in medical devices that improve the human condition. S3 invests in category defining opportunity. We partner with the team and help focus methodically on what it takes to build a successful company.

Summer Associate

Clearsight Advisors

Jun 2013 - Jul 2013 (2 months)

When it comes to strategic advisory in our core industry coverage area, no other firm has the depth of capabilities that we have. Our team has executed more than 100 M&A transactions with aggregate deal value greater than $10 billion.

The Clearsight team has executed M&A transactions for Business and Technology services companies ranging in size from $20 million to over $5 billion. Our clients have included public companies, privately-held family, founder and/or partner-owned companies, and private equity and venture-backed companies. Unlike other firms, we are less focused on size and more focused on the fundamental business characteristics of our clients and the underlying dynamic of the markets they serve.

Senior Business Associate

Capital One

Jun 2009 - Mar 2013 (3 years 10 months)

• Created and maintained credit card loss forecast financial models used to predict risk in company’s industry leading credit card portfolio, resulted in efficient loss reserves and successful completion of the CCAR Stress Test
• Developed innovative, statistics-based solutions to model the effects of economic stress on the credit card portfolio, significantly improving forecasting methodology and allowing Capital One to reduce loss reserves by over $50MM
• Evaluated and presented on developments in the US economy and notable trends and analyses such as the weak labor recovery and improvement in the housing market to senior business leaders across the company
• Improved business processes throughout corporate finance, reducin

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Taylor Stein

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