Mark Lotke

Enthusiast
DISC Type : i

Venture Investor at Klaviyo

New York, New York, United States

Overview

Mark Lotke is a veteran technology investor with nearly three decades of experience in software and internet companies. As the Founder and Managing Partner of Harmony Partners, he focuses on providing flexible, founder-friendly expansion capital. He earned his BS from The Wharton School and an MBA from Stanford.

Outside of his venture capital work, Mark is an active individual who enjoys travel, poker, and participating in triathlons. He also has a strong appreciation for the outdoors, particularly the Colorado mountains. Since 1997, he has been a co-founder of The Spotlight Foundation, indicating a long-standing commitment to philanthropy.

Mark has been recognized multiple times on the Forbes Midas List, which ranks the worlds top venture capital investors.

Personality Overview

Amiable & Agreeable

Consensus Focused

Story Driven

Unlike D or C types, they are convinced more by stories and testimonials.  They prefer to build relationships rather than staying totally transactional. They tend to be agreeable by nature, so take their promises with a pinch of salt.


Topics They Care About

Founder-Friendly Capital
He founded Harmony Partners to fill a market gap, focusing on flexible and entrepreneur-friendly deal terms to help founders scale their businesses and maximize ownership.
Expansion-Stage Investing
His career focus is on investing in high-growth software and internet companies during their expansion stage, helping them navigate the path to market leadership.
Scaling B2B Software
He expresses a passion for rolling up his sleeves and working directly with founders to help them scale their businesses smarter, faster, and larger.

Media Appearances

Mark has no verified media appearances

Work History

3-2022
Venture Investor at Klaviyo
2-2022
Venture Investor at Arctic Wolf
8-2021
Venture Investor at Orca Security
3-2021 - 10-2021
Venture Investor at Drift
2-2021
Venture Investor at Axonius

Education

1995 - 1997
MBA from Stanford University Graduate School of Business
1986 - 1990
BS from The Wharton School

More Information

Social Presence :

Prographics :

Exp : N/A Location : New York, New York, United States Job Level : Leadership Designation : Venture Investor at Klaviyo
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Insights For Selling To Mark

During A Call Or A Meeting

DO's

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

DONT's

  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don’t be too formal with them, they trust informality more
  • Don’t be excessively objective, be like a storyteller with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mark is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Mark

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Mark move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Mark take some risk or not?

  • They can take some low-probability risks if needed.

You And Mark

Personality Compatibility


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