Kevin Kelly

Enthusiast
DISC Type : i

Sabbatical at NA

Broomfield, Colorado, United States

Overview

Kevin Kelly is an experienced private capital markets executive, most recently serving as the Chief Information Officer at P10. He founded and led Altvia, a SaaS platform for the private capital industry, for over 15 years. He holds a business degree from the University of Colorado Boulder and is a 3VQ/TED Certified Trainer.

Currently on sabbatical, Kevin is traveling and pursuing personal interests. He is an advisor at the Bridge Entrepreneurs Network Colorado and shows a strong interest in outdoor-based professional development, supporting organizations like BusinessOutside. He values mentorship and the "human side of flourishing" in the workplace.

He is a strong advocate for a proper follow-up, suggesting individuals should always circle back with gratitude to the person who made an introduction.

Personality Overview

Consensus Focused

Amiable & Agreeable

Optimistic

They are generally friendly, so be careful when relying on their word.  They are more about building relationships than just cutting deals. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Private Capital Tech
He founded Altvia, a SaaS company for private capital markets, and as CIO at P10, he oversaw systems for raising and deploying capital.
Entrepreneurship
He founded and led his own company for over 15 years, from a bootstrapped organization to a successful recapitalization, and now advises other entrepreneurs.
Youth Mentorship
He actively promotes programs designed to help recent graduates find clarity and purpose, showing a passion for guiding the next generation of leaders.

Media Appearances

Kevin has no verified media appearances

Work History

6-2024
Sabbatical at NA
5-2024
Advisor at Bridge Entrepreneurs Network Colorado
12-2021 - 6-2024
Chief Information Officer at P10 Holdings Inc
8-2021 - 7-2022
Board Member at Altvia
6-2006 - 8-2021
Founder and CEO at Altvia

Education

1989 - 1994
BS from University of Colorado Boulder - Leeds School of Business
1985 - 1989
Education details unavailable from St Thomas Academy

More Information

Social Presence :

Prographics :

Exp : 19 Location : Broomfield, Colorado, United States Job Level : N/A Designation : Sabbatical at NA
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Insights For Selling To Kevin

During A Call Or A Meeting

DO's

  • Give them the opportunity to lead the conversation where possible
  • Refer to interesting customer testimonials and stress on great customer experience
  • Ask them how their day is going or exchange some other pleasantries

DONT's

  • Don’t be excessively objective, be like a storyteller with them
  • Don’t ask too many questions in one go, weave them into the flow
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kevin is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Kevin

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Kevin move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Kevin take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Kevin

Personality Compatibility


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