My full assessment

Set up and Planning

What types of start up activities have you performed?

How much confidence do you have in your ability to manage your time effectively?

No answer

How much confidence do you have in your ability to plan and set goals for your venture?

No answer

Market Research

How much confidence do you have in your knowledge in your chosen field or industry?

No answer

How much confidence do you have in your ability to identify your target customer?

No answer

How much confidence do you have in your ability to estimate customer demand for a product or service?

No answer

How much confidence do you have in your ability to determine a competitive price for a new product or service?

No answer

How much confidence do you have in your ability to design an effective marketing/advertising campaign for a new product or service?

No answer

Finances

How much confidence do you have in your ability to organize and maintain financial records of your business?

No answer

How much confidence do you have in your ability to manage financial assets of your business?

No answer

How much confidence do you have in your ability to read and interpret financial statements?

No answer

How much confidence do you have in your ability to estimate the amount of start-up funds and working capital necessary to start or maintain your business. (Working capital is the money used for day to day operations.)

No answer

Sales

How much confidence do you have in your ability to clearly and concisely explain your business idea in everyday terms?

No answer

How much confidence do you have in your ability to get others to identify with and believe in your vision and plans for your business?

No answer

How much confidence do you have in your ability to network to make contact with and exchange information with others?

No answer

Operations

How much confidence do you have in your ability to recruit and hire employees?

No answer

How much confidence do you have in your ability to supervise employees?

No answer

How much confidence do you have in your ability to train employees?

No answer

How much confidence do you have in your ability to delegate tasks and responsibilities to employees?

No answer

How much confidence do you have in your ability to inspire, encourage and motivate your employees?

No answer

How much confidence do you have in your ability to deal with day-to-day problems and crises?

No answer

Refer Klevin Lo to a Colleague

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Klevin Lo Mentor

Location San Francisco, California, United States of America

Mentor Industry Financial/Insurance Services

Languages spoken

English

Recent Activity

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How I can help

My professional background

I work as an associate for a Bay Area biotechnology-focused investment fund. Prior to this, I worked as an investment banker at William Blair & Company and at KeyBanc Capital Markets where I supported high growth biotechnology and technology companies in raising capital in the public markets and in selling their businesses to strategic and financial partners.

How to work with me

What I can offer

I am happy to offer my guidance on how to position your company for success in raising capital from investors. I can also serve as a sounding board to help you think about how ways to scale up your business and to address issues that you are facing.

My expectations for a successful mentoring relationship

I would like to have a mutually respectful relationship with the entrepreneur and be a useful support resource to the entrepreneur.

How entrepreneurs can prepare before we start

The entrepreneur should think through what their precise business needs are, so that I can give the most pertinent advice.

Experience

Job title: ASSOCIATE
Company: MILKY WAY

Ownership experience: 1 year
Management experience: 5 years
Country experience: United States of America

Expertise

Accounting and Finance
- Budgeting
- Cash Flow
- Financial Planning
Management
- Fundraising
- Growth and Development
- Planning and Goal Setting
Marketing
- Advertising and Promotion
Starting Up
- Business Planning
- Getting Started
Technology and Internet
- Technology and Internet

Sign in required

My full assessment

Set up and Planning

Market Research

Finances

Sales

Operations

Refer Klevin Lo to a Colleague

Klevin Lo Mentor

How I can help

My professional background

How to work with me

What I can offer

My expectations for a successful mentoring relationship

How entrepreneurs can prepare before we start

Experience

Expertise