Jake Chan
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Hey Jake — congrats on launching Wind Pearl. came from a similar-ish path (IB → growth equity) and been thinking a lot about micro-cap origination lately. would be good to connect.
Hey Jake, similar PE background though I was in London at Greenhill not consulting into micro-cap buyouts like you. origination was always the same story for me — clear thesis, decent relationships, but no proprietary system of record. the people, tools and ideas were never really connected. every deal virtually sourced from scratch, nothing compounding over time. curious if that's still how most funds operate or if I'm behind the times? — Russ
Hey Jake, looks like we share a similar PE background, though I was in London doing growth equity deals not in NYC focused on micro-cap roll-ups like you. the pattern I keep seeing with most funds is weirdly consistent — strong thesis, solid network, but no proprietary system of record. the people, tools and ideas are never really connected. every deal virtually sourced from scratch, nothing compounds on itself. curious if that resonates or if you've built something different at Wind Pearl? — Russ
hey Jake — no worries if the timing's off. most funds I talk to have tried some version of building origination in-house — analyst pulling from Pitchbook or Grata, maybe using ChatGPT to help qualify, dumping it into a spreadsheet. each piece kind of works, but there's no system of record tying it together. the people, tools and ideas are all disconnected, so there's tonnes of wasted energy and everything ends up out of sync. been helping a few funds like Mentmore work through that. curious if you've run into the same thing at Wind Pearl? — Russ
totally get it if origination infrastructure isn't top of mind right now — most funds have 10 things ahead of it on the priority list. the funds I've seen crack it early just tend to compound deal flow in a way that's hard to replicate later. if it ever moves up the list, I'm easy to find. — Russ
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Jake — hope you had a good weekend. wanted to reach out — congrats on launching Wind Pearl, always impressed by those who've taken the leap. though we share a PE background, I hope to one day do the same. in the meantime I've been working on the origination side with funds like Backer Group and Mentmore — curious how you're thinking about origination at Wind Pearl. mostly proprietary or still seeing a lot through brokers? very best, Russell linkedin.com/in/russellt23
Prospect Research
## PROSPECT INFORMATION: Name: Jake Chan Title: Private Equity Consultant Fund: Wind Pearl Capital LLC Background: Prospect: Jake Chan Current Focus: Jake is an Economics student at New York University with a keen interest in strategy consulting and clean energy/renewables. He is currently rotating through several high-impact roles, including a Research Analyst position at NYU Tandon focused on Offshore Wind Platforms and a Private Equity Consultant internship at Wind Pearl Capital LLC. Background: He has a strong academic foundation from New York University with a minor in Nuclear Science. Before NYU, he attended the Chinese International School in Hong Kong, where he achieved a high IB GPA and was a finalist in the Hong Kong Science Fair. His professional experience is heavily geared toward strategy and sustainability, featuring internships at Monitor Deloitte (Strategy & Business Design), Retykle (a sustainable fashion startup), and Metanoia (sustainability consulting). Key Skills: Strategy consulting, clean energy research, financial accounting, data technology management, offshore wind power, and organizational behavior. He is native or bilingual in both English and Chinese. Relevant Activities: He is deeply involved in several NYU organizations, including EmpowerED Consulting, Theta Tau Professional Engineering Fraternity, and the Climate & Energy Club. Posts: There are no posts available in the provided data. Fund details: - Description: Wind Pearl Capital is a private equity firm specializing in micro-cap investments. We partner with founders, management teams, and small business owners to unlock full value and scale potential in companies typically valued between $5 million and $50 million. Our approach is hands-on, long-term, and centered on operational excellence. We seek to not just provide capital, but to build. Whether by refining management systems, optimizing operations, or executing strategic add-on acquisitions (“roll-ups”), our goal is to help each portfolio company grow sustainably, profitably, and competitively. - Website: https://pitchbook.com/profiles/investor/1007107-84 - Location: New York, New York, United States - Lead qualification: Research: - Query: =Wind Pearl Capital LLC Jake Chan recent investments fund thesis - Answer: Jake Chan of Wind Pearl Capital LLC has invested in over 100 companies in 63 cities, focusing on small businesses in underserved areas. His fund has a recent emphasis on growth-oriented investments. No specific recent fund thesis is publicly disclosed.