Katie Fenner, CFA

Estate Planning AI | Investor, Operator, Advisor, Speaker | Ex-Goldman, Booth MBA, Wharton

📍 United States🔄 Updated September 2026💼 2 investments📅 3 years investing🗓 Last invested Jan 2024
VC🌍 United States
2
Total investments
0
Early stage
0
Mid stage
1
Late stage
3y
Years active

Portfolio

1 investments · sorted by recency
All investments
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Mid stage
Late stage
Investor
Apr 2023
3one4 Capital is an early-stage venture capital firm based in Bengaluru, India. The firm works in select market categories and in the intersection of adjacencies that are large, growing, and ready for unique products and services. Consumer Internet, Fintech, SaaS and AI-SaS, Advanced Manufacturing, and Enterprise Automation, with a focus on areas that include machine-driven actionable intelligence services for the enterprise, ambient intelligence technologies, and deep tech. At 3one4, the team has intentionally built a long-term commitment to responsible investing and to support the evolution of an ecosystem conducive to RI. This active commitment has helped the firm secure the signatory status to the UN PRI, making 3one4 Capital the first Venture Capital signatory from India and the fifth overall asset management firm approved from the country. 3one4 Capital has been ranked by Preqin, a global reference database for asset management, as India’s top performer for two of its funds in the recent Alternative Assets report. The seed and early-stage funds managed by the firm have been recognised for their performance amongst the India-focused venture capital funds in this Asia Pacific-focused report published in 2021. With industry-leading Net IRRs, 3one4 Capital’s Rising I & Fund II are the top two amongst the best performing India-focused VC funds between the vintage years, 2010-2018. The firm manages USD 550M+ (INR 4,400Cr+) of committed capital. The combined portfolio covers 80+ early-stage investments. The firm has delivered 5 unicorns and 30+ profitable exits. 3one4s investments include Licious, Dhan, Darwinbox, Betterplace, KukuFM, Unbox Robotics, Scimplify, Ripplr, and Tracxn
Experience · 9 entries
All (9)
Investments (2)
2024
Investor
Jan 2024
👋 Hey there, were FinQuery! Need to simplify your lease accounting, automate those prepaid and accrual entries, or get a handle on all your contracts? Weve got you covered! FinQuery is an AI-powered accounting automation and contract management platform built for accounting and finance teams – just like yours. We make life easier by automating those tedious, manual tasks and keeping you on top of critical deadlines. Heres how we can help: 🔹 Lease Accounting: Simplify compliance with ASC 842, IFRS 16, GASB 87 & 96, SFFAS 54, and FRS 102. 🔹 Contract Management: Centralize and manage all your contracts in one place. 🔹 Prepaid & Accrual Accounting: Kiss those spreadsheets goodbye! Automate your prepaid and accrual accounting with ease. With FinQuery, you can: 🔹 Minimize risk and boost efficiency. 🔹 Simplify complex accounting. 🔹 Achieve confident compliance. Over 36,000 accounting and finance professionals trust FinQuery to accelerate their close, streamline budgeting and forecasting, and simplify complex accounting. Ready to join them and experience the FinQuery difference? Learn more at FinQuery.com!
2023
Investor
Apr 2023
3one4 Capital is an early-stage venture capital firm based in Bengaluru, India. The firm works in select market categories and in the intersection of adjacencies that are large, growing, and ready for unique products and services. Consumer Internet, Fintech, SaaS and AI-SaS, Advanced Manufacturing, and Enterprise Automation, with a focus on areas that include machine-driven actionable intelligence services for the enterprise, ambient intelligence technologies, and deep tech. At 3one4, the team has intentionally built a long-term commitment to responsible investing and to support the evolution of an ecosystem conducive to RI. This active commitment has helped the firm secure the signatory status to the UN PRI, making 3one4 Capital the first Venture Capital signatory from India and the fifth overall asset management firm approved from the country. 3one4 Capital has been ranked by Preqin, a global reference database for asset management, as India’s top performer for two of its funds in the recent Alternative Assets report. The seed and early-stage funds managed by the firm have been recognised for their performance amongst the India-focused venture capital funds in this Asia Pacific-focused report published in 2021. With industry-leading Net IRRs, 3one4 Capital’s Rising I & Fund II are the top two amongst the best performing India-focused VC funds between the vintage years, 2010-2018. The firm manages USD 550M+ (INR 4,400Cr+) of committed capital. The combined portfolio covers 80+ early-stage investments. The firm has delivered 5 unicorns and 30+ profitable exits. 3one4s investments include Licious, Dhan, Darwinbox, Betterplace, KukuFM, Unbox Robotics, Scimplify, Ripplr, and Tracxn
2022
Vice President
Nov 2022
Lavelle Capital is a private investment firm advising a select group of high-net-worth individuals and family offices. We serve as trusted advisors fostering meaningful relationships across investment opportunities, family governance, and global impact. With a proven track record, we specialize in venture capital, growth equity, and emerging managers, helping our clients and investors achieve sustainable success. Disclosure: Clicking the Like button does not constitute a testimonial for or endorsement of the Company. This is the only mechanism available to circulate our social media pages. "Like" is not meant in the traditional sense. Posts must refrain from recommending investment advisory services or providing testimonials for the Company. Because testimonials relative to investment advisory services are strictly prohibited, any such postings are subject to removal. This is a regulatory requirement and has no bearing on how much we value our clients opinions. No one posting or commenting on this platform should post specific securities recommendations. Questions about a specific investment adviser or security cannot be answered, and may be removed from the page. Photos and images should not be construed as an endorsement of the adviser by any client. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Information provided is general in nature and does not constitute personalized investment advice. A professional adviser should be consulted before implementing any of the options presented. Any tax and estate planning information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.
2021
Associate
Oct 2021
Origin Ventures is an early-stage venture capital firm founded in 1999 that invests in high-growth technology companies creating software and marketplaces for the "Digital Native Economy." Origin Ventures was an early investor in Grubhub, Cameo, BacklotCars, Tock, Tovala, 15Five, and other market leaders. The investment team are all former operators and engineers with an average of 15 years of venture investing experience, with experience at Google, Twitter, SAP, and Metromile, among others. With Partners in all 4 US continental time zones, Origin is always close to any great company, wherever they are located.
Corporate Strategy & Venture MBA Intern
Jun 2021
Broadcoms VMware software manages cloud complexity so customers can modernize infrastructure, accelerate app development, and protect workloads, wherever these reside. Our flagship cloud solutions provide the security and performance of private cloud combined with the scale and agility of public cloud. Modern app, edge infrastructure, and private AI products extend these capabilities, while security and disaster recovery help ensure that customers’ operations continue uninterrupted. From the data center to the cloud and apps to the edge, we help enterprises around the globe become more innovative, connected, resilient and secure.
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