Trish founded Portfolia in 2014 with a vision for a new model of entrepreneurial investing designed for women. Her goal is over 100,000 women (and their colleagues and friends) investing in Portfolia Funds in five years.
Trish is globally recognized for her pioneering work in preparing the next generation of general partners in venture capital. As the co-founder, long-time CEO and now CEO Emeritus of the Kauffman Fellows Program, the premier global leadership program for venture capitalists, she mentored hundreds of the world's top VCs, and was referred to as the venture capitalist's 'godmother.' She also served as Founding President of CVE Capital Corp, the holding company of a $1B+ venture capital fund of funds. Trish was on the start-up team of the Kauffman Foundation’s entrepreneurship center, led the Commercialization Sub-Committee of the National Science Foundation, and directed the Arthur Blank Center for Entrepreneurship at the globally-ranked Babson College.
Trish’s lifelong passion has been in two areas: supporting and investing in innovative entrepreneurs and unlocking the personal and professional talents of women. She knows that women will be both highly successful entrepreneurial investors and bring along an entrepreneurial renaissance when they back the companies they want in the marketplace.
A corporate marketing revolutionary that thrives in launching and optimizing strategic marketing plans for cutting-edge companies, Heidi Darling is a proven global marketing executive that fuels change for organizations across multiple industries.
As the Director of Marketing Communications for Ekso Bionics, she led a $5M global rebrand for the corporation, leading her team of American and European marketing professionals in developing marketing, branding, and advertising programs for international markets. Her team achieved unprecedented results, revitalizing Ekso’s brands and driving 100% year-over-year sales growth while launching campaigns that realized a 500% increase in consumer engagement across social media."
Heidi’s strategic communication programs and business acumen includes driving negotiations for Ekso that secured $10M in free advertising, launching Songnote Inc. as its Founder and Chief Executive Officer, coaching executive leadership for media interaction with organizations including CNN and Forbes, and implementing eco-friendly programs for Moana that supported core company values and improved stakeholder relations.
Heidi studied communication and psychology at the University of California, Santa Barbara and received corporate sales and marketing training through CEB. In her free time, Heidi continues to learn, attending workshops and classes on marketing trends and reading all she can about our rapidly changing world. She is almost ready for singularity, but not quite.
Autumn Carter manages growth at Portfolia, Inc. and focuses on aligning the company's short-term operations with its long-term growth strategy.
Prior to joining Portfolia, Autumn led Government Affairs and Content Marketing at OpenGov Inc., where she focused on aligning strategic content with the company's rapidly evolving market position, elevating the company's brand as a thought leader, and cultivating external relationships that helped the team communicate most effectively.
Amid the economic recession and recovery, Autumn served as the Executive Director of United States Common Sense, a CivicTech nonprofit focused on fiscal sustainability policy. Under her leadership, USCS developed and launched GovRank, the largest nationwide assessment of fiscal sustainability and its accompanying data platform. The organization's public sector financial and governance research has appeared in major media outlets throughout California and the United States.
Autumn studied Political Science at Stanford University, where she conducted and published academic research on public opinion survey methodology. Autumn specializes in strategic communications, market positioning, creating data-driven systems, and relationship development.
Nicole Berge is responsible for fund coordination at Portfolia, where she is responsible for managing the deal flow, coordinating with lead investors, carrying out fund operations, and serving as the primary contact for new and existing members of our funds.
She is originally from Cupertino, CA and graduated from Cal Poly San Luis Obispo with a B.S. in Wine & Viticulture. She was an integral part of the cellar operations team at Thomas Fogarty Winery for the duration of four harvests where she carried out several cellar processes and conducted wine and grape analysis, heavily impacting the decisions made by the winemaking team. Following her winery experience, she pursued her role as a cloud technology sales representative at Oracle, where she attained an average of 120% of her quota and quickly learned how to align to customers' needs in a world where technology is ever-changing. With a diverse background in technology, operations, and customer service, she is focused on optimizing our company pipeline and growing the Portfolia investor base. She is passionate towards providing an inclusive, approachable, and fulfilling investing experience for all of our members.
Danielle Beiser manages coordination of the funds at Portfolia. She is responsible for overseeing and managing the deal flow pipeline, coordinating in person and video events, liaising between the funds’ lead investors and its members, as well as carrying out all other organizational details of fund coordination.
Danielle is local to the area, born and raised in Cupertino, CA. She completed her undergraduate degree in International Studies at Muhlenberg College in Allentown, CA. Following her undergraduate work she earned her Masters degree in International Relations from the American College of the Mediterranean in Aix-en-Provence, France.
Upon her return to the U.S., Danielle began working at a regional winery in the Santa Cruz Mountains called Naumann Vineyards. During her time at Naumann Vineyards she took on the role of Marketing and Communications Manager while also assisting with sales, warehouse logistics, harvest and winemaking processes. Danielle fulfilled many roles during her time in the wine industry, which allowed her to excel in many different facets of the business. By applying her customer service skills, with strong communication and operational mindset, she is dedicated to providing Portfolia investors the best investing experience possible.
Chloe Chan is the Chief Financial Officer at Portfolia.
Chloe has been part of three successful companies from ground up and have taken them public in various financial management capacities. She has board experience in public and private companies and has been a major contributor to mergers, acquisitions and sales of companies including managing and overseeing the due diligence processes from both the buyer and seller side of the business.
Chloe’s successful IPOs include Adaptec, Inc., Auspex Systems, and Alteon WebSystems which eventually lead to the M&A with Nortel Networks.
Wendy supports the finance area of the Portfolia. She brought to Portfolia over 15 years of experiences in various disciplines in finance department of Fortune 500 high tech companies in the Silicon Valley. She is a CPA, CGMA and MBA.
Judith Rodin is a pioneer, innovator, change-maker and global thought-leader. For over two decades Rodin led and transformed two global institutions: The Rockefeller Foundation and the University of Pennsylvania. A ground-breaking executive throughout her career, Dr. Rodin was the first woman named to lead an Ivy League Institution and was the first woman to serve as The Rockefeller Foundation’s president. Dr. Rodin’s leadership ushered The Rockefeller Foundation into a new era of strategic philanthropy that emphasized partnerships with business, government, and the philanthropic community to address and solve for the complex challenges of the 21st century. Rodin championed two whole new fields that are now pervasive: resilience and impact investing. At Penn, Dr. Rodin presided over an unprecedented decade of growth and progress that transformed the institution, its campus, and the community, taking the university from sixteenth to fourth in U.S. News and World Report national rankings. Rodin has served as a member of the board for several leading corporations and many non-profits. She has authored more than 250 academic articles and chapters, and has written or co-written 15 books, including her two most recent, The Power of Impact Investing: Putting Markets to Work for Profit and Global Good and The Resilience Dividend: Being Strong in a World Where Things Go Wrong.