Dan Dall’Asta

Dan D

Principal

Goal:

For R66 to become the leading global investor in the flourishing FinServ and FinTech ecosystem, while assisting portfolio companies to achieve their maximum potential.

“Calm and focused; I’ll help wherever I can so our portfolio companies can attain their goals. I enjoy financial analysis and am a strategic thinker. But numbers are just part of the story. At the end of the day, it’s the people who determine the success of any venture.”Dan

Bio:

Dan is a Principal at Route 66, where his focus is on venture capital (VC) and private equity (PE) investment opportunities. By reviewing a company’s management team, value proposition, market opportunity and growth potential, he identifies prospects to keep our expanding portfolio strong. Dan works closely with each of our companies, assisting in a variety of capacities and goal attainment.

Previously, Dan was an investment banker specializing in mergers and acquisitions (M&A), valuation, and public and private equity and debt offerings. His investment banking career began at a boutique investment bank where he worked exclusively with emerging technology companies. Most recently, he worked for Bank of America (Merrill Lynch) in New York, specializing in M&A and equity and debt offerings. Dan joined R66 in 2013.

More on his background:

Dan recognizes the potential of this generation’s entrepreneurs – to provide the means for everyone, everywhere to better manage their financial lives. An advocate for the underdog, Dan loves a story about those who find success in hard work. For those reasons, he’s passionate about R66 and respects the amount of time we devote to our companies. It’s this partnership role with our companies he appreciates most – while providing guidance on market conditions, and how to manage, lead, and revise strategy.

He also believes strongly in giving back, having experienced first-hand the ripple effect of volunteerism. Prior to earning his MBA, Dan volunteered full-time for City Year Washington DC, an AmeriCorps organization whose aim is to increase graduation rates in high-poverty communities. Dan completed over 1,500 hours of volunteer service in eight elementary and secondary public schools in Washington, tutoring at-risk youth and leading several community events for 500+ local citizens to beautify school grounds and facilities.

When he’s not knee-deep in deal origination or portfolio management, Dan enjoys basketball, golf, and tennis and is a Tar Heels, Yankees, and Knicks fan. He likes to read, particularly non-fiction history. Growing up in a vibrant Italian and Puerto Rican household, Dan credits his family roots to his natural love for traveling.

Stats:

  • Focuses on venture capital (VC) and private equity (PE) investment opportunities at R66
  • Skilled in financial analysis and strategic thinking
  • Former investment banker, executing dozens of M&A transactions and capital raises in boutique and bulge-bracket environments
  • City Year Washington DC Corps member, tutoring at-risk youth and leading environmental and facility beautification projects
Board Member:
8securities

8 Securities

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CompareAsia

Compare Asia Group

CompareAsiaGroup is the most comprehensive comparison platform in Asia, committed to finding consumers the right financial products at the best price, helping save time and money....

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DriveWealth

DriveWealth

DriveWealth, LLC (”DriveWealth”) is a mobile investing platform for individual investors that offers a selection of Exchange Traded Funds (“ETFs”) and US listed stocks. DriveWealth also offers free educational content to help investors understand finance and investing basics. With low fees and account minimums, DriveWealth...

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hedgeable

Hedgeable

A next-generation investment management firm, Hedgeable makes sophisticated investing simple, accessible, and affordable for everyone – not just the super-wealthy. The company’s tactical approach also manages risk to protect client assets with the science to completely customize accounts. A team of like-minded entrepreneurs founded Hedgeable...

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QuanTemplate_logo2

QuanTemplate

QuanTemplate is a financial technology company formed by experienced reinsurance professionals to bring the latest innovations in data and analytics to the industry. The company’s Software as a Service (SaaS) platform allows insurance and reinsurance firms to revolutionise their use of data, performing complex analytics, sharing...

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Sonia

Sonia

Sonia is a product in the voice AI space that’s geared towards helping consultants, client facing folks, and project managers that spend large amounts of time in meetings; we’ve created an artificial intelligence based agent that helps take notes, summarize key moments, and share the...

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Board Observer:
Bunker Logo

Bunker

Bunker launched in 2016, and is the only platform that embeds business insurance right into the contracting and compliance process.  Simply put, Bunker is removing insurance as a barrier to business relationships....

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Tandem

Tandem is creating a better kind of bank. By understanding and working with customers more than any bank has before, Tandem are building a full service digital retail bank that listens to what people really want and delivers the services people really need to make...

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Credentials:

  • MBA, Georgetown University McDonough School of Business (Merit Scholar)
  • BS, Business Administration, University of North Carolina at Chapel Hill (minor in Public Policy)

Recommends:

Book: Alexander Hamilton, Ron Chernow; The Road, Cormac McCarthy
Movie: The Dark Knight (and anything else by Christopher Nolan)

Unofficial Superpower:

Numbers guru, history buff

Remember:

If you’re going through hell, keep going. ~ Winston Churchill

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