Leo W.

Reviewer
DISC Type : Ci

Associate at Audax Private Equity

San Francisco Bay Area, United States

Overview

Leo has no verified overview

Personality Overview

Informal Yet Blunt

Persuasive & Assertive

Challenger

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

Topics They Care About

Leo has no verified topics they care about

Media Appearances

Leo has no verified media appearances

Work History

7-2025
Associate at Audax Private Equity
8-2024 - 7-2025
Analyst at Audax Private Equity
6-2023 - 8-2023
Summer Analyst at Audax Private Equity
6-2022 - 8-2022
Product Analyst Intern at CertiK

Education

2022 - 2024
Bachelor's degree from University of California, Berkeley, Haas School of Business
2020 - 2024
Bachelor's degree from University of California, Berkeley

More Information

Social Presence :

Prographics :

Exp : 1 Location : San Francisco Bay Area, United States Job Level : N/A Designation : Associate at Audax Private Equity
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Insights For Selling To Leo

During A Call Or A Meeting

DO's

  • Build rapport, it will come handy to handle hard questions later
  • Ask them questions to understand their needs better while staying affable
  • Help them realize that there is no personal risk in making this decision

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Avoid making offhand commitments
  • 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 Leo is

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

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

Insights For Deal Planning

    How fast (or slow) will Leo move?

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

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

You And Leo

Personality Compatibility


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