Fabricia Felippe

Equity Coordiator

Go Nimbly

Jul 2025 - Current (1 year 2 months)

- Overseeing and maintaining the accuracy of the company's capitalization table, ensuring all equity transactions, issuances, and grants are properly recorded and reconciled. - Ensuring all equity-related activities adhere to regulatory requirements and internal policies, assisting with external audits as needed.

Fund Operations

Convoi Ventures

Dec 2024 - Current (1 year 9 months)

Data Management: Maintain data hygiene by chasing down missing information on Convoi's platforms Ensure data accuracy and consistency across all systems. CRM Management: Update Hubspot with relevant information, including Limited Partner (LP) updates and project details. Manage and optimize the CRM system to improve efficiency and decision-making. Investor Onboarding: Streamline the onboarding process for investors and manage their interactions. Carta Management: Maintain seamless Carta management for Fund I, including LP onboarding and updates.

Implementation Project Manager II, Venture Capitals

Carta

Dec 2022 - Oct 2024 (1 year 11 months)

Collaborate with new fund clients to collect data and onboard them into the system; Effectively liaise between sales and Fund Accounting teams as the bridge post-sales; Identify process and quality improvements and highlight them to appropriate leadership; Coordinate and manage inputs needed from both the clients and their law firms Maintain the quality of clients’ data throughout the on-boarding process; Train clients on how to use Carta Software; Answer questions related to system usage and best practices;

Implementation Project Manager II, Enterprise

Carta

Jul 2022 - Dec 2022 (6 months)

Support new clients and their law firms in “on-boarding” them onto Carta – i.e., implementation of client’s capitalization table and securities on Carta Manage complex datasets with high integrity Migrate Clients Data to Carta’s Onboarding Spreadsheet in Excel. Coordinate and manage inputs needed from both the clients and their law firms Maintain the quality of clients’ data throughout the on-boarding process Train clients on how to use Carta Software. Continuously look for ways to improve the efficiency and effectiveness of the on-boarding process Perform a Quality Control Check on the Clients Accounts. You will proactively manage your clients to dates, sending them live on time or early and improve your time to value month over month Give

Implementations Project Manager I, Enterprise

Carta

Jun 2021 - Jul 2022 (1 year 2 months)

Support new clients and their law firms in “on-boarding” them onto Carta – i.e., implementation of client’s capitalization table and securities on Carta Manage complex datasets with high integrity Migrate Clients Data to Carta’s Onboarding Spreadsheet in Excel. Coordinate and manage inputs needed from both the clients and their law firms Maintain the quality of clients’ data throughout the on-boarding process Train clients on how to use Carta Software. Continuously look for ways to improve the efficiency and effectiveness of the on-boarding process Perform a Quality Control Check on the Clients Accounts. You will proactively manage your clients to dates, sending them live on time or early and improve your time to value month over month Give

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