Susie Kuan

Questioner
DISC Type : c

Chief Financial Officer at eBots

San Francisco, California, United States

Overview

Susie Kuan is a seasoned financial executive and strategist with over 16 years of experience, specializing in IPOs, M&A, and fundraising. As Managing Principal at Captiva Advisory and CFO at eBots, she excels in scaling accounting operations for high-growth companies. She completed leadership programs at Stanford and Columbia Business School.

Outside of her demanding financial career, Susie maintains a connection with her community and personal interests. She values family, having brought her children to a work milestone to share her professional life with them. She also appreciates creative arts, demonstrated by her attendance and gratitude for a local international fashion show.

Interesting fact: She has successfully taken over 50 companies public during her extensive career in finance.

Personality Overview

Value Seeker

Price-Sensitive

Systematic

They are more likely than others to negotiate on pricing and terms.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to analyze every situation thoroughly.


Topics They Care About

IPO & SPAC Market
Her career is centered around capital markets, and she has expressed excitement about the reopening of the IPO window and serves as a board member for a SPAC.
Manufacturing Automation
As CFO of eBots, she is directly involved with advancing industrial manufacturing through Embodied AI and robotics to address labor shortages.
Financial Strategy
[Predicted] With roles as CFO, Managing Principal, and strategist, she focuses on developing financial models and operational strategies that drive growth and scalability for companies.

Media Appearances

Susie has no verified media appearances

Work History

7-2024
Chief Financial Officer at eBots
7-2024
Investor at Investor
6-2024
Independent Board Member at GSR III & IV Acquisition Corp
11-2023
Managing Principal at Captiva Advisory
8-2018 - 11-2023
Managing Director at Deloitte

Education

10-2023 - 4-2024
Emerging CFO: Strategic Financial Leadership Program from Stanford University Graduate School of Business
2019 - 2020
Columbia Business School Leadership Development Program from Columbia Business School Executive Education

More Information

Social Presence :

Prographics :

Exp : 16 Location : San Francisco, California, United States Job Level : Mid-senior Designation : Chief Financial Officer at eBots
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Insights For Selling To Susie

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Emphasise more on facts and measurable benefits
  • Share as much information as possible regarding your product

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Susie is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Susie

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Susie move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Susie take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Susie

Personality Compatibility


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