Kokila M. Lozano, CFA

Critic
DISC Type : C

Principal at Escalate Capital

Austin, Texas, United States

Overview

Kokila Lozano is a Principal at Escalate Capital Partners, where she focuses on private credit and growth equity for later-stage technology, software, and healthcare companies. A Chartered Financial Analyst (CFA), she is a key member of the investment team. She holds two bachelors degrees from The University of Texas at Austin.

Kokila is highly engaged with her alma mater, serving as an Investment Committee Member for the Texas Exes alumni endowment. In 2023, she was recognized as one of the Austin Business Journals "40 Under 40" winners, highlighting her significant professional achievements and leadership in the community.

She recently received the 2024 Rising Star Award from The University of Texas at Austin for distinguished alumni.

Personality Overview

Objective Thinker

Critic

ROI Driven

They are quite likely to negotiate on pricing or other key terms.  They like to do things independently and don’t look for support from others. They choose to analyze logically and value facts to emotions.

Topics They Care About

B2B SaaS Investing
Actively seeking to connect with and invest in B2B SaaS companies, especially following the close of Escalate's Fund V.
Growth Capital
Focuses on providing flexible growth capital solutions to rapidly growing later-stage companies in the current market.
Cybersecurity & Data Science
Shows a keen interest in startups in the cybersecurity and data science sectors, encouraging entrepreneurs to apply to accelerator programs.

Media Appearances

Kokila has no verified media appearances

Work History

3-2024
Principal at Escalate Capital
3-2020 - 2-2024
Associate at Escalate Capital
6-2017
Investment Committee Member at Texas Exes
10-2018 - 2-2022
Sr. Investment Due Diligence Analyst at Sendero Wealth Management
5-2016 - 9-2018
Investment Due Diligence Analyst at Sendero Wealth Management

Education

Bachelor of Business Administration (BBA) from Texas McCombs School of Business
Bachelor of Arts (BA) from The University of Texas at Austin

More Information

Social Presence :

Prographics :

Exp : 13 Location : Austin, Texas, United States Job Level : Mid-senior Designation : Principal at Escalate Capital
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Insights For Selling To Kokila M.

During A Call Or A Meeting

DO's

  • Tell them what ROI they can expect
  • Be ready for penetrating questions and critical examination of your pitch
  • Don’t forget to mention how you compare to competition on both features and pricing

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Do not use very emotional or colorful language

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kokila M. is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Kokila M.

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Kokila M. move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Kokila M. take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Kokila M.

Personality Compatibility


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