Case Studies
A collection of short stories highlighting my work.
Case Studies
A collection of short stories highlighting my work.
Case Studies
A collection of short stories highlighting my work.
Creating Community Rounds
As part of a small, four-person team, I worked in Product Marketing to develop and launch Community Rounds. Our task was to rebrand 'Equity Crowdfunding' due to its negative connotations. We developed 'Community Rounds' to appeal to more established startups, reframing the concept as 'letting your customers invest.' The project succeeded in several ways: - We secured high-profile clients like Replit and Substack. - Our brand awareness increased significantly. - Competitors adopted our terminology.
Developing a new startup: Capitalize
I was placed on an moonshot project to launch a mobile app competitor to AngelList. While ultimately a failure, this project was a step into the world of being a founder. Alongside four others, we ideated, created, and went to market in under five months. I was responsible for go-to-market, product iteration and roadmapping, and customer research among other things. At launch, we secured over 11% of YC W23 batch as clients, raising over $1.1M in funds for them on our SPVs.
Creating Long-Lasting Partnerships: Brex
Throughout my tenures at Wefunder and Levy, I've built and maintained strong partnerships with various companies. A prime example is my relationship with Brex. To drive revenue, I've organized multiple networking dinners and educational events in collaboration with their team. Anshul, head of CFO and Accounting Partnerships gave his testimonial: "Josh has a knack for building great partnerships and understanding where he can provide value to the people he works with, whether they be founders, vendors, investors, or peers."
Hosting Workshops and Webinars
Throughout my time at both levy and Wefunder, I've had the opportunity to collaborate with various companies to create custom content, host webinars and workshops, and become a thought leader in the startup world. Some of my proudest accomplishments include collaborating with Mercury and Intercom on a workshop, writing educational content for Deel, and hosting intimate founder dinners with world-renowned founders.
Helping Andres and The Network Raise Their Pre-Seed.
I worked with Andres to help him raise his seed for The Network. I made critical introductions to two investors driving over $275k in funding. I also consulted him as he changed business models. His testimonial: "I’ve seen Josh pull together a last minute dinners to help founders meet the right investors; countless times he’s stayed through the night video calling with founders who needed last minute support to close their round... [He is] the ultimate generalist. Making sure things get done, at lightening speed and with world class quality."
Helping Ariel and Perkzz's Go-to-Market.
I worked with Ariel to help him navigate going to market, setting up systems and raise capital. His testimonial: "Working with Josh has been a great experience. Josh was super helpful in supporting Perkzz with our goals, and getting us in touch with many service providers. His ability to connect people and make everyone feel comfortable is remarkable. He always goes out of his way to be helpful, to add value to make sure that everything gets done quickly. We'd definitely like to have Josh on our side!"
Helping Jordan and Dotwav Close Their Fundraise.
I worked closely with Jordan to help him fundraise, providing detailed research on best-practices, introductions, and hands-on support. Here's his testimonial: "Raising money sucks! It’s a complex and time consuming process that often leads founders far too distracted too build and ship their product. Josh not only removed a massive amount of friction and frustration when it came to the “boring” logistics of raising but also proved to be a hospitable and competent during all the points in time we needed “hand holding”.
Creating Custom Content for Neal and LAGC
Working in close collaborating with Classic of The Inquisitive Insider, we created a custom marketing piece to highlight LAGC, a portfolio company of SevenSevenSix. Alongside the content, I've worked with Neal to help him set up best-in-class back-office operations systems and processes. The outcome of this project was a custom high-quality marketing piece, brand awareness, and back-office support for LAGC.
Creating Community Rounds
As part of a small, four-person team, I worked in Product Marketing to develop and launch Community Rounds. Our task was to rebrand 'Equity Crowdfunding' due to its negative connotations. We developed 'Community Rounds' to appeal to more established startups, reframing the concept as 'letting your customers invest.' The project succeeded in several ways: - We secured high-profile clients like Replit and Substack. - Our brand awareness increased significantly. - Competitors adopted our terminology.
Developing a new startup: Capitalize
I was placed on an moonshot project to launch a mobile app competitor to AngelList. While ultimately a failure, this project was a step into the world of being a founder. Alongside four others, we ideated, created, and went to market in under five months. I was responsible for go-to-market, product iteration and roadmapping, and customer research among other things. At launch, we secured over 11% of YC W23 batch as clients, raising over $1.1M in funds for them on our SPVs.
Creating Long-Lasting Partnerships: Brex
Throughout my tenures at Wefunder and Levy, I've built and maintained strong partnerships with various companies. A prime example is my relationship with Brex. To drive revenue, I've organized multiple networking dinners and educational events in collaboration with their team. Anshul, head of CFO and Accounting Partnerships gave his testimonial: "Josh has a knack for building great partnerships and understanding where he can provide value to the people he works with, whether they be founders, vendors, investors, or peers."
Hosting Workshops and Webinars
Throughout my time at both levy and Wefunder, I've had the opportunity to collaborate with various companies to create custom content, host webinars and workshops, and become a thought leader in the startup world. Some of my proudest accomplishments include collaborating with Mercury and Intercom on a workshop, writing educational content for Deel, and hosting intimate founder dinners with world-renowned founders.
Helping Andres and The Network Raise Their Pre-Seed.
I worked with Andres to help him raise his seed for The Network. I made critical introductions to two investors driving over $275k in funding. I also consulted him as he changed business models. His testimonial: "I’ve seen Josh pull together a last minute dinners to help founders meet the right investors; countless times he’s stayed through the night video calling with founders who needed last minute support to close their round... [He is] the ultimate generalist. Making sure things get done, at lightening speed and with world class quality."
Helping Ariel and Perkzz's Go-to-Market.
I worked with Ariel to help him navigate going to market, setting up systems and raise capital. His testimonial: "Working with Josh has been a great experience. Josh was super helpful in supporting Perkzz with our goals, and getting us in touch with many service providers. His ability to connect people and make everyone feel comfortable is remarkable. He always goes out of his way to be helpful, to add value to make sure that everything gets done quickly. We'd definitely like to have Josh on our side!"
Helping Jordan and Dotwav Close Their Fundraise.
I worked closely with Jordan to help him fundraise, providing detailed research on best-practices, introductions, and hands-on support. Here's his testimonial: "Raising money sucks! It’s a complex and time consuming process that often leads founders far too distracted too build and ship their product. Josh not only removed a massive amount of friction and frustration when it came to the “boring” logistics of raising but also proved to be a hospitable and competent during all the points in time we needed “hand holding”.
Creating Custom Content for Neal and LAGC
Working in close collaborating with Classic of The Inquisitive Insider, we created a custom marketing piece to highlight LAGC, a portfolio company of SevenSevenSix. Alongside the content, I've worked with Neal to help him set up best-in-class back-office operations systems and processes. The outcome of this project was a custom high-quality marketing piece, brand awareness, and back-office support for LAGC.
Creating Community Rounds
As part of a small, four-person team, I worked in Product Marketing to develop and launch Community Rounds. Our task was to rebrand 'Equity Crowdfunding' due to its negative connotations. We developed 'Community Rounds' to appeal to more established startups, reframing the concept as 'letting your customers invest.' The project succeeded in several ways: - We secured high-profile clients like Replit and Substack. - Our brand awareness increased significantly. - Competitors adopted our terminology.
Developing a new startup: Capitalize
I was placed on an moonshot project to launch a mobile app competitor to AngelList. While ultimately a failure, this project was a step into the world of being a founder. Alongside four others, we ideated, created, and went to market in under five months. I was responsible for go-to-market, product iteration and roadmapping, and customer research among other things. At launch, we secured over 11% of YC W23 batch as clients, raising over $1.1M in funds for them on our SPVs.
Creating Long-Lasting Partnerships: Brex
Throughout my tenures at Wefunder and Levy, I've built and maintained strong partnerships with various companies. A prime example is my relationship with Brex. To drive revenue, I've organized multiple networking dinners and educational events in collaboration with their team. Anshul, head of CFO and Accounting Partnerships gave his testimonial: "Josh has a knack for building great partnerships and understanding where he can provide value to the people he works with, whether they be founders, vendors, investors, or peers."
Hosting Workshops and Webinars
Throughout my time at both levy and Wefunder, I've had the opportunity to collaborate with various companies to create custom content, host webinars and workshops, and become a thought leader in the startup world. Some of my proudest accomplishments include collaborating with Mercury and Intercom on a workshop, writing educational content for Deel, and hosting intimate founder dinners with world-renowned founders.
Helping Andres and The Network Raise Their Pre-Seed.
I worked with Andres to help him raise his seed for The Network. I made critical introductions to two investors driving over $275k in funding. I also consulted him as he changed business models. His testimonial: "I’ve seen Josh pull together a last minute dinners to help founders meet the right investors; countless times he’s stayed through the night video calling with founders who needed last minute support to close their round... [He is] the ultimate generalist. Making sure things get done, at lightening speed and with world class quality."
Helping Ariel and Perkzz's Go-to-Market.
I worked with Ariel to help him navigate going to market, setting up systems and raise capital. His testimonial: "Working with Josh has been a great experience. Josh was super helpful in supporting Perkzz with our goals, and getting us in touch with many service providers. His ability to connect people and make everyone feel comfortable is remarkable. He always goes out of his way to be helpful, to add value to make sure that everything gets done quickly. We'd definitely like to have Josh on our side!"
Helping Jordan and Dotwav Close Their Fundraise.
I worked closely with Jordan to help him fundraise, providing detailed research on best-practices, introductions, and hands-on support. Here's his testimonial: "Raising money sucks! It’s a complex and time consuming process that often leads founders far too distracted too build and ship their product. Josh not only removed a massive amount of friction and frustration when it came to the “boring” logistics of raising but also proved to be a hospitable and competent during all the points in time we needed “hand holding”.
Creating Custom Content for Neal and LAGC
Working in close collaborating with Classic of The Inquisitive Insider, we created a custom marketing piece to highlight LAGC, a portfolio company of SevenSevenSix. Alongside the content, I've worked with Neal to help him set up best-in-class back-office operations systems and processes. The outcome of this project was a custom high-quality marketing piece, brand awareness, and back-office support for LAGC.