Jamie Li

Energizer
DISC Type : I

Investor at XN

San Francisco, California, United States

Overview

Jamie is an investor at XN with a background in large-cap technology private equity at Silver Lake and financial restructuring at Houlihan Lokey. He is a graduate of Pomona College and holds both Series 79 and Series 63 certifications.

Based on his academic publications, Jamie has a strong scientific background in nanoengineering and biomedical research, specifically focusing on innovative drug delivery systems to combat bacterial infections.

He co-authored scientific papers on using membrane-coated nanoparticles for antibacterial immunity before his career in finance.

Personality Overview

Full Of Energy

Relationship Oriented

Big Picture Person

They are naturally enthusiastic, so take their promise with a pinch of salt.  They are people oriented, friendly and like creating new connections. They excel at seeing the bigger picture, and the long-term impact of their decisions.

Topics They Care About

Technology Investing
His experience at Silver Lake focused on evaluating large-cap tech and tech-enabled private equity investment opportunities.
Growth Equity
His current role as an investor at XN, a firm that focuses on growth-stage companies, indicates a professional focus on this area.
Financial Restructuring
Began his career in Houlihan Lokey's Financial Restructuring Group, advising clients on bankruptcies and out-of-court restructurings.

Media Appearances

Jamie has no verified media appearances

Work History

2024
Investor at XN
2019 - 2023
Board Observer at ServiceMax
2017 - 2024
Principal at Silver Lake
2017 - 2021
Board Observer at SGH - SMART Global Holdings
2015 - 2017
Investment Banking - Financial Restructuring Group at Houlihan Lokey

Education

Bachelor’s Degree from Pomona College

More Information

Social Presence :

Prographics :

Exp : 14 Location : San Francisco, California, United States Job Level : N/A Designation : Investor at XN
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Insights For Selling To Jamie

During A Call Or A Meeting

DO's

  • Speak enthusiastically with energy, maintain a clear and confident tone
  • Do some small talk, ask them how things are going on their side
  • Use phrases like ‘people will love’, ‘massive impact’ etc.

DONT's

  • Don’t be too formal, focus on building comfort and trust
  • Don’t be excessively objective, be a storyteller
  • Avoid overloading them with too much detail

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jamie is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Jamie

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Jamie move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Jamie take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Jamie

Personality Compatibility


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