Institutional Fundraising: LP/GP Breakfast Roundtable hosted by Carta
Please note - Given the demand and limited capacity, registration and approval are required for attendance!
Join us for breakfast with a conversation on scaling investment firms, with Olga Serhiyevich, the founder of Lynx Point, Dave Mullen, Partner at PineGrove and Max Archuleta, an investor at S-Cubed, moderated by Gwynn Mazzola at Carta.
In this conversation, we will share both LP and GP perspectives of a large institutional platform backing emerging and generational firms, endowment and family office allocator perspectives, and current trends in fundraising.
We’ll discuss both strategy and tactics for successful fundraising, what it takes to build a generational firm from both investment and business sides, and how technology solutions can help you build a better business and develop trust with LPs.
Doors will open at 8:30am for breakfast and networking on the Klamath boat. The discussion will begin promptly at 9am.
Speaker bios:
Max Archuleta is an investor at S-Cubed Capital, a single-family office in Menlo Park, CA. Max helps oversee the S-Cubed Portfolio including public and private assets, real estate, and an active direct investment program. Prior to joining S-Cubed, Max worked at the Princeton Endowment (PRINCO), where he focused on venture capital, buyouts, and emerging market publics. Prior to his time at Princeton, Max worked at fund of hedge funds PAAMCO, where he focused on long/short equity investing. He holds a B.A. in Political Science from Yale University, where he was a varsity athlete on the football and track teams.
Dave Mullen is a Partner at Pinegrove Capital responsible for leading investment research and underwriting of the firm’s direct investing strategy, established, and breakout venture capital firms for the fund of funds vehicles. In addition, Dave is an active advisor on business strategy and fundraising to founders throughout the ecosystem in board advisor roles. In 2020, Dave founded the Emerging Venture Capital Association’s PropTech vertical, creating discourse and awareness of the ‘Built World’ in the tech ecosystem. Dave has been published on TechCrunch and via his personal blog on Medium and is an advocate and liason to StartOut, serving on the programming board. Previously, Dave was an investor with Wells Fargo Strategic Capital, the venture capital arm of Wells Fargo where he focused on venture growth investments in the technology sector. Dave started his career with J.P. Morgan in the middle market corporate bank and then Leveraged Finance division of the Investment Bank where he was responsible for raising capital for both sponsor buyout and M&A transactions. Dave earned an MBA from the University of Chicago Booth School of Business with concentrations in Economics, Analytic Finance, and Entrepreneurship and earned his B.B.A. in Finance from the Terry College of Business at the University of Georgia. Dave currently lives in San Francisco with his husband John and is a competitive national triathlete. On any given weekend you can find him biking, running, swimming, hiking or skiing in Northern California. Linkedin profile here.
Olga Serhiyevich is the founder of Lynx Point, which partners with emerging private markets firms to improve their investability and elevate their capital formation processes and LP conversion. Olga oversaw 5 fundraises with her clients at Lynx Point in 2024 and successfully led an oversubscribed Fund III fundraising as the Head of Investor Relations at Village Global in 2023, an early-stage VC firm backed by Princeton University Endowment, sovereign wealth funds, and some of the world’s leading entrepreneurs such as Reid Hoffman, Jeff Bezos and Bill Gates. At Village Global, she also collaborated with emerging managers as part of the firm’s fund investing program, building a deep understanding of both LP and GP perspectives. Prior to Village Global, Olga built platform services offering as a part of the Citi Ventures Investing team and helped to grow European business at PIMCO. She started her career at Morgan Stanley and holds an MBA in Analytic Finance from the Booth School of Business at the University of Chicago.
Gwynn Mazzola runs the partnerships strategy at Carta for the fund administration business, building strategic partners in the private markets ecosystem to drive business growth, product development and brand awareness. Prior to joining Carta, Gwynn spent 10+ years at Partners Capital investing and managing multi-asset class portfolios for institutional LPs and launched their west coast business. Additionally, she advised a VC incubator startup helping to develop their manager due diligence process and broader firm operations.