Greg King, CFA
Chief Executive Officer
Founder of REX Shares ($8B+ AUM) and VelocityShares (acquired 2014).
Cubista surfaces every intro, relationship, and opportunity without changing the way you work.
Learn More3 prospects in Boston with no recent activity...
Ethan Morales, met at conference, no follow-up...
$350M capacity remaining in Fund V...
$50M–$150M check size, strong fit...
You should reach out to Ethan Morales, Head of PE at Beacon State Fund in Boston. He's a strong fit with a $50M–$150M check size and you haven't followed up since the conference.
Last met 3 days ago at Stanwich for lunch. He’s actively looking at an evergreen mandate targeting Q3 close.
Open to co-invest sleeve. Wants quarterly reporting cadence. Connected via Fred Jones and Janet Frye.
Use Cubista to quickly retrieve key contacts, relevant opportunities and fund data.
Glenford Capital, Fund III fully deployed. Raising Fund IV, $800M target.
Key people: Mark Torres (GP) is direct and data-driven. Sarah Lin (IR) is your main contact.
Their asks: Co-invest access, quarterly reporting, GP commitment details.
Fund context: $25M LP in Fund II, returned 2.1x. Likely $40M check if terms hold.
Rapport: Mark’s daughter is at Stanford, same program as your son. Sarah runs the Boston Marathon.
Walk into every meeting knowing the full context. Get a brief of past calls, mutual contacts, current commitments, and highest impact opportunities to get the most out of every touchpoint.
I found 3 warm intros that align with your active mandate:
Get a curated shortlist of warm intros, expiring mandates, and fund-deal matches that aren’t visible anywhere else.
Hit record. Cubista listens for who’s in the room, what’s being committed, and what happens next. By the time you leave, the meeting context is captured, stored and ready to be actioned on.
Speak naturally, and Cubista turns the drive home into a clean CRM note. Names, firms, dollar amounts, next steps and personal connections are captured and sent to your analyst.
Take a photo of a business card or upload a list of conference attendees. Cubista will store the contacts and highlight any relevant opportunities.
Founder of REX Shares ($8B+ AUM) and VelocityShares (acquired 2014).
Ten-year revenue leader at Snap. Built Fortune 100 brand partnerships at scale.
Cofounder of Snappt (9-figure exit). Formerly Symantec, F5, Siemens.