Kai Terada-Herzer

Pioneer
DISC Type : sid

Investment Associate at Summit Partners

Boston, Massachusetts, United States

Overview

Kai Terada-Herzer is an Associate at Summit Partners on the Growth Products & Services team, based in Boston. He joined the firm in 2021 and holds a Bachelors degree in economics from Amherst College, where he was a member of the varsity baseball team.

Kai is a dedicated marathon runner, having completed the Boston Marathon multiple times with Team Hoyt. His participation is deeply personal, inspired by his father who is disabled, and he runs to support the inclusion of disabled young people in sports and daily life.

He was named to the All-Conference Second Team for his performance on the Amherst College baseball team.

Personality Overview

Driven But Considerate

Friendly But Fast

Decisive But Friendly

If they are convinced, they can become very strong champions for your product  They have the unique ability to win both love and respect from their team (or outsiders) They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed

Topics They Care About

Growth Investing
As an Associate on the Growth Products & Services team at Summit Partners, he is focused on investment opportunities in growth-stage companies.
Disability Inclusion
He runs the Boston Marathon for Team Hoyt, a charity focused on empowering disabled young people, citing his disabled father as his inspiration.
Endurance Running
Has completed multiple Boston Marathons, demonstrating a personal commitment to the sport and the discipline it requires.

Media Appearances

Kai has no verified media appearances

Work History

8-2023
Investment Associate at Summit Partners
7-2021 - 8-2023
Investment Analyst at Summit Partners
6-2020 - 8-2020
Summer Associate at Summit Partners
6-2019 - 8-2019
Logistics & Operations Intern at HawkTree International
6-2016 - 8-2018
Teaching Aide/Coach/Volunteer at Punahou School

Education

Bachelor's degree from Amherst College
High School from Punahou School

More Information

Social Presence :

Prographics :

Exp : 10 Location : Boston, Massachusetts, United States Job Level : N/A Designation : Investment Associate at Summit Partners
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Insights For Selling To Kai

During A Call Or A Meeting

DO's

  • Ask them for a lunch or coffee once some rapport has been established
  • During followups, use calls or text if needed, they should be fine
  • Use phrases like ‘your decision will’, ‘you will impact’ etc.

DONT's

  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don’t hesitate from asking questions or pushing them, but take a formal approach
  • Avoid focusing only on the product or its ROI, keep building trust subtly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kai is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Kai

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Kai move?

  • They are generally fast movers and can take quick decisions
  • Can Kai take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Kai

Personality Compatibility


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