Experienced Team with a Track Record of Success
Steve Lee
A Philadelphia native, Steve comes from a family of entrepreneurs and understands the importance, commitment and accountability in being an owner. Steve brings nearly two decades of professional work experience, and his background in investment banking, consulting and being an entrepreneur combined with his demonstrated leadership ability, positions him well to successfully lead and run a company.
Steve most recently served as an investment banker at Morgan Stanley with a focus in Industrial Technology and Financial Sponsors. Steve also has 7+ years as a management consultant advising clients in M&A, growth strategies, and organizational transformations, and AI/RPA tech modernization across Tech, Healthcare, B2B Services, Consumers, and Industrial sectors. Steve has advised many top-tier organizations including Amex, Genentech, Pfizer, BofA, Prudential, Salesforce, Sterling, Cornerstone on Demand. Lastly, Steve has founded, operated and/or advised several companies within EdTech, Real Estate, and B2B audio services.
Steve earned a BS with honors from Pennsylvania State University and his MBA from UC Berkeley Haas School of Business. Steve currently lives in San Francisco with his wife Connie (Steve's better half), who spends her working hours as an ICU nurse at SF General. Outside of work, Steve enjoys the outdoors and is an avid hiker and skier. Steve also enjoys golfing, biking, diving, rooting for Philadelphia sports teams, traveling and playing the saxophone.
Investors AND Advisory Team
Kiva Capital Partners' investors and advisors include successful entrepreneurs, CEOs and business leaders who have collectively invested in 150+ small businesses across B2B services, healthcare, and software. They look forward to meeting and working with you!
Founder & Managing Partner
Successful team of experienced operators
