Nancie Wilson

Capital formation and investor relations professional with four years across private markets fundraising, institutional relationship management and middle-market credit. Built and managed a 400+ institutional LP pipeline, created fundraising materials for a private credit fund, ran investor data rooms for infrastructure and real estate raises, wrote DDQ and RFP responses, and underwrote and closed $500M+ in middle-market credit at Wells Fargo. UVA Economics graduate based in New York, focused on investor relations, capital formation and client relationship roles across alternatives and asset management.

Capital Markets Associate at Strellum Capital (2025-03 – Present)

• Source and cultivate executive and institutional relationships supporting $100M+ in capital formation and financing initiatives, moving contacts from first outreach to committed engagement.
• Assisted in managing the OSC data room and wrote due diligence questionnaire (DDQ) responses and request for proposal (RFP) content, coordinating inputs across internal stakeholders under tight deadlines.
• Research energy, critical minerals and infrastructure markets to track capital flows and competitor positioning, and turn findings into clear narratives and materials for executives and investors.

Capital Markets & Investments Analyst at Forum Partners Investment Management (2024-05 – 2025-03)

• Built and managed a pipeline of 400+ institutional investor relationships, driving fundraising through disciplined outreach, follow-up and investor engagement tracking.
• Built fundraising materials, narratives and positioning for the TSCG Credit Opportunities I private credit fund ($25M target) and the Pocket Storage U.K. self-storage platform launch.
• Managed investor data rooms for a fully subscribed $12M U.K. industrial and logistics development fund (Newlands, 834,000 sq ft) and a data center project; controlled password-protected investor access and kept CIMs, financial models and teasers current.
• Owned customer relationship management (CRM) reporting and investor pipeline records end to end in PitchBook and Preqin, ensuring follow-through on every active relationship.

Financial Analyst & Associate, Middle Market Banking at Wells Fargo & Co. (2022-06 – 2024-05)

• Underwrote and closed $500M+ in middle-market credit transactions, analyzing borrower financials and credit risk and coordinating legal, capital markets, treasury and sponsor coverage teams under tight timelines.
• Built high-trust relationships with borrowers and deal teams through clear, consistent communication that kept deals on track.

B.A. in Economics; Second Major in Classics – University of Virginia, College of Arts & Sciences (2022-05)