Meredith Finn

Observer
DISC Type : ic

Member at Exceptional Women Alliance

United States

Overview

Meredith Finn is a strategic financial executive with extensive experience as a CFO, venture capitalist, and corporate development leader. Educated at Harvard and Columbia Business School, she has a history of investing in B2B software and scaling enterprise companies. People who have worked with her describe her as a rockstar investor, open collaborator, and thoughtful mentor.

She is a passionate supporter of female entrepreneurs and has launched initiatives like the first-ever women in enterprise technology summit in NY. In her free time, Meredith enjoys hiking with her dog, Brady, and skiing wherever there is fresh powder.

She serves on the Operating Board of Pursuit, a non-profit organization dedicated to retraining adults to help them get their first jobs in technology.

Personality Overview

Assertive

Example Seeker

Value Driven

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They are generally good communicators and can be hard to convince. They often ask many questions and rely heavily on information and documentation.

Topics They Care About

Enterprise B2B Investing
As a partner at March Capital and leader at Salesforce Ventures, she has focused on Series A, B, and C investments in the enterprise B2B software space.
AI in Customer Service
Believes AI has a massive opportunity to change how businesses connect with and understand their customers, a key focus in her current role at Front.
Female Empowerment
A passionate supporter of female entrepreneurs, having launched a women in enterprise tech summit and is a member of the Exceptional Women Alliance. [Predicted]

Media Appearances

Meredith has no verified media appearances

Work History

1-2025
Member at Exceptional Women Alliance
7-2024
Chief Financial Officer at Front
Finance Advisor at Act One Ventures
Chief Financial Officer, Board Member at MANTL
Partner at March Capital Partners

Education

Bachelor’s Degree from Harvard University
MBA from Columbia Business School

More Information

Social Presence :

Prographics :

Exp : 1 Location : United States Job Level : Leadership Designation : Member at Exceptional Women Alliance
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Insights For Selling To Meredith

During A Call Or A Meeting

DO's

  • Be prepared for a lot of questions, answer them objectively
  • Build rapport, it will come handy to handle hard questions later
  • Help them understand the risk aspect fully while inspiring confidence

DONT's

  • Don’t brush off any concerns, take all questions seriously
  • Don’t rely excessively on your relationship with them to win the deal
  • Avoid making offhand commitments

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Meredith is

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

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Meredith move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Meredith take some risk or not?

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

You And Meredith

Personality Compatibility


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