Mark Stephens

About Mark Stephens

I’m the Managing Partner of Canal Capital Advisors LLC, an investment acquisition and management firm specializing in early-stage funding for a portfolio of fast-growth companies. In addition to spending over 25 years working in executive fintech roles, I was part of a fast-growth InsureTech startup from founding to successful exit. Current portfolio investments are:1) LAYR2) Parmonic3) Stategtime4) FortifyData5) Tomahawk Robotics6) ModuleQ7) MARCO Trade Finance8) Scalero9) Hot Mic10) PureCode AI11) Primary Record12) Lemurian Labs13) Extellis14) Self-AssureAs an angel and venture capital investor, I enjoy working with start-ups from seed to series A because I understand how to balance capital formation, operational performance, strategic initiatives, and sustainable growth while rapidly expanding the organization.KEY AREAS OF EXPERTISE:• Angel Investing & Venture Capital• Business Strategy & Innovation• Business Development for Early Stage, Fast-Growing Start-ups• FinTech, InsureTech, and SaaS Business Consulting • Enterprise Risk ManagementWHO I WORK WITH: Entrepreneurs seeking capital funding (equity & debt), investors seeking to diversify their portfolios with fast-growing, disruptive tech companies, and Boards of Directors.WHY IT WORKS: I have a long track record of creating and running successful companies (including Canal Capital Advisors), and I sit on the Board in two of my portfolio companies because I’m recognized for in-depth expertise relating to business growth, technology evaluation, and risk management. WHY I’M DIFFERENT: Being part of a successful founding to exit process demonstrates my understanding of capital funding, deal structure, operations management, growth structure, business strategy, and the exit process. BEYOND THE OFFICE: I enjoy boating, golfing, traveling, and collecting art. WANT TO TALK? Connect with me here on LinkedIn or email me at m••••••••@gmail.com to learn more about funding and investment opportunities with Canal Capital Advisors, LLC.

Experience

1. Managing Partner - Angel Investor

   Canal Capital Advisors, Llc

   Jan 2018 — Present · Chicago, IL, US

   As the founder and managing partner of Canal Capital Advisors, LLC, I work with entrepreneurs seeking early stage capital (equity or debt) for fast-growing companies that leverage innovative and disruptive technologies to promote short- and long-term sustainable growth. I also work with investors seeking to diversify their portfolios with an independent board member who has a strong track record of proven success in the areas of 1) start-up to exit journey, 2) capital formation, 3) business development and 4) implementing strategic business growth initiatives.

Education

• Indiana University - Kelley School of Business

  Bachelor of Science - BS, Finance

Skills

• Enterprise Risk Management
• Risk Management
• Financial Risk
• Operational Risk
• Insurance
• Risk Analysis
• Leadership
• Management Consulting
• Mergers & Acquisitions
• Cyber Risk
• Underwriting
• Financial Modeling
• Operational Risk Management
• Portfolio Management
• Corporate Governance
• Executive Management
• General Insurance
• Financial Services
• Strategic Financial Planning
• Risk
• Solvency Ii
• Reinsurance
• Financial Analysis
• Derivatives
• Property & Casualty Insurance
• Risk Mitigation
• Process Improvement
• Management
• Investments
• Finance
• Due Diligence
• Capital Markets
• Corporate Finance
• Credit Risk
• Market Risk
• Mentoring
• Valuation
• Quantitative Finance
• Professional Liability
• Asset Management