哲緯 李

Own post-investment management for 11 portfolio companies across the firm's Fund I and a state-owned enterprise managed mandate; conduct recurring reviews with management teams covering financial performance, commercial traction, financing progress, and public listing readiness. Produce the quarterly Fund I portfolio review delivered to limited partners and manage the parallel reporting process required under the state-owned enterprise mandate; coordinate data collection, valuation marks, and portfolio-level commentary across both reporting tracks. Authored an exit recommendation memo for a listed portfolio position covering valuation on an emerging-board trading basis with liquidity discount, dilution impact, and staged disposal structure; approved by the internal review committee and currently in execution.

Investment Associate at HF Capital (2025-09 – Present)

• Own post-investment management for 11 portfolio companies across the firm's Fund I and a state-owned enterprise managed mandate; conduct recurring reviews with management teams covering financial performance, commercial traction, financing progress, and public listing readiness.
• Produce the quarterly Fund I portfolio review delivered to limited partners and manage the parallel reporting process required under the state-owned enterprise mandate; coordinate data collection, valuation marks, and portfolio-level commentary across both reporting tracks.
• Authored an exit recommendation memo for a listed portfolio position covering valuation on an emerging-board trading basis with liquidity discount, dilution impact, and staged disposal structure; approved by the internal review committee and currently in execution.
• Source proprietary deal flow through demo days, industry relationships, and peer fund exchange; run self-directed thematic research across semiconductor, AI infrastructure, and energy technology to identify and track early-stage targets ahead of formal fundraising cycles, building founder relationships to position for entry at the appropriate round.

Financial Product Analyst at Unicorn Fintech (2024-11 – 2025-08)

• Built pricing and risk models for financial derivative products in Excel/VBA, running sensitivity and scenario analysis across volatility and liquidity inputs; partnered with the trading desk to diagnose pricing anomalies against executed prices, with findings driving revisions to platform pricing controls.
• Led a liquidity-optimization initiative with product, engineering, and compliance stakeholders; defined performance metrics and process documentation that improved order-execution efficiency by approximately 15%.

Junior Analyst at Taiwan Cooperative Venture Capital (2023-09 – 2024-07)

• Performed cross-functional due diligence on 30+ startups across semiconductor-adjacent verticals including CXL memory, advanced packaging, AR optics, and silicon photonics; identified operational risks and financial data inconsistencies through structured root-cause analysis.
• Built early-stage valuation models, drafted 5+ investment memoranda, and benchmarked 20+ sector peers on financing terms and trading multiples; analysis contributed to 3 deals advancing to internal investment committee review.
• Maintained deal documentation and pipeline tracking across a high-volume inbound flow, coordinating diligence materials between founders, external advisors, and the investment team.

Bachelor of Arts in Economics – University of California, Berkeley