Ian Carlson

Observer
DISC Type : ic

Head of Corporate Finance at House Rx

San Francisco, California, United States

Overview

Ian is a finance leader with fifteen years of experience across health tech, SaaS, and renewable energy. He specializes in helping growing businesses scale by optimizing financial functions and leading capital raising efforts. He holds an MBA from the UC Berkeley, Haas School of Business.

Based on his executive role as VP of Finance at nugs. net, a premier live music streaming service, he has a strong professional connection and likely personal passion for the live music industry.

He recently played a key role in House Rxs $55 million Series B funding round to enhance patient access to specialty medications.

Personality Overview

Value Driven

Assertive

Example Seeker

They are generally strong communicators and are not easy to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They often ask many questions and rely heavily on information and documentation.

Topics They Care About

Healthcare Finance
Currently leads corporate finance at health tech company House Rx and previously advised healthcare clients at Gilmartin Group.
Business Scaling
His stated professional passion is helping growing companies scale efficiently and profitably through financial strategy and optimization.
Capital Raising
Has successfully supported fundraising initiatives from seed rounds and venture debt at nugs. net to a recent $55M Series B round at House Rx.

Media Appearances

Ian has no verified media appearances

Work History

8-2023
Head of Corporate Finance at House Rx
7-2021 - 8-2023
VP of Finance at Gilmartin Group LLC
9-2017 - 7-2021
Vice President Finance at nugs.net
1-2015 - 9-2017
Director, Financial Planning & Analysis at Sungevity
2-2013 - 1-2015
Manager, FP&A at Sungevity

Education

2015 - 2018
Master of Business Administration (M.B.A.) from University of California, Berkeley, Haas School of Business
2005 - 2009
BBA from University of Wisconsin-Madison

More Information

Social Presence :

Prographics :

Exp : 16 Location : San Francisco, California, United States Job Level : Mid-senior Designation : Head of Corporate Finance at House Rx
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Insights For Selling To Ian

During A Call Or A Meeting

DO's

  • Persuade objectively how your product will help them achieve their goals
  • Help them understand the risk aspect fully while inspiring confidence
  • Help them realize that there is no personal risk in making this decision

DONT's

  • Avoid making offhand commitments
  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ian is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Ian

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Ian move?

  • They like to analyze well and then make their decisions.
  • Can Ian take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Ian

Personality Compatibility


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