Diana (Sheedy) Shaw

CEO

San Francisco, California, United States7 yrs 8 mos experience
Most Likely To SwitchAI Enabled

Key Highlights

  • CEO of an AI-powered financial coaching startup
  • Successfully raised $36M in fundraising efforts
  • Expert in leveraging AI for investment strategies
Stackforce AI infers this person is a Fintech leader with expertise in AI-driven financial solutions and investment strategies.

Contact

Skills

Core Skills

Organizational EffectivenessArtificial Intelligence (ai)InvestmentsNegotiationFundraisingOperations ManagementProduct ManagementData Analysis

Other Skills

Growth StrategiesStrategic Planning for GrowthCross-functional Team LeadershipUnderwritingBusiness InnovationSales ManagementStrategic PlanningTechnical RecruitingProject ManagementResearchPublic SpeakingEconomicsStatisticsNonprofitsInternational Development

About

Passionate about building tech that helps couples stress less and thrive in their relationship with money — transforming conflict into clarity and alignment on what matters most.https://joinopto.ai Upcoming webinar: Why Money Is So Hard — and How Couples Can Talk About It Together Feb 9th https://luma.com/l3wj9vd9

Experience

7 yrs 8 mos
Total Experience
1 yr 9 mos
Average Tenure
2 yrs 7 mos
Current Experience

Opto ai

CEO & Co-Founder

Oct 2025Present · 6 mos · San Francisco, CA

  • Opto is an AI-powered financial coach for couples — helping partners align on goals, reduce stress, and make confident money decisions together.
Organizational EffectivenessGrowth StrategiesStrategic Planning for GrowthCross-functional Team LeadershipArtificial Intelligence (AI)

Mitra investment partners

2 roles

Head of Acquisition

Nov 2024Present · 1 yr 5 mos

  • Spearhead the acquisition strategy for self-storage and industrial flex properties, enhancing portfolio diversification.
  • Leveraging AI and advanced technology to identify high-potential investment opportunities, streamlining the underwriting process.
  • Cultivated strong relationships with business partners across the industry to find win-win deals
InvestmentsUnderwritingNegotiationBusiness InnovationSales ManagementArtificial Intelligence (AI)

Chief of Staff

Sep 2023Nov 2024 · 1 yr 2 mos

  • Spearheaded family and friends fundraising for $36M fund, exceeding $25M target; have since managed monthly distributions (avg of $130k sent per month) and prepared materials for quarterly investor calls since Q1’24.
  • Hired two corporate leaders to support growth of remote operating team from 10 to 35 employees across 14 states.
  • Vetted, negotiated contracts for, and implemented 3 software products (Notion, CallPotential, & Prorize) that have reduced deal closing time by ~25%, automated collections, and increased existing customer revenue by ~13% over 6mo.
  • Provided strategic guidance to co-founders of the fund.
FundraisingOrganizational EffectivenessGrowth StrategiesStrategic Planning for GrowthCross-functional Team Leadership

Tiki

Chief Of Staff

Jun 2022Aug 2022 · 2 mos · Nashville, Tennessee, United States

  • TIKI is building the user-centric data economy.
  • Built on a community-owned, decentralized, and anonymous user data marketplace — TIKI thrives where brokers, aggregators, and resellers are now failing.
  • TIKI's mobile app, with a 125,000+ user waitlist, gives users control over their entire data footprint. On the B2B side, demand (50+ pilot companies) is piling up to access data previously unavailable to businesses (e.g. upper funnel attrition and SKU-level transaction data).
  • As chief of staff, I'll be involved in a little bit of everything! But especially focus on:
  • Running a pilot program for the marketplace
  • Fundraising efforts
  • Recruiting and attracting the best tech talent
Operations ManagementFundraisingStrategic PlanningProduct ManagementTechnical Recruiting

11 tribes ventures

Venture Fellow

Dec 2021Apr 2022 · 4 mos · Chicago, Illinois, United States

Soy moni

Advisor

Jun 2021Sep 2023 · 2 yrs 3 mos

  • Former Product Manager & Fundraising Support
  • Building out A'govest's first major digital platform focused on savings & investment strategies, with the ultimate mission of improving financial education and access for women in Latin America.

Capital one

Senior Business Analyst

Dec 2019May 2021 · 1 yr 5 mos · Mclean, Virginia

  • Built automated portfolio monitoring report analyzing COVID-19 impacts that provided insights to 10
  • department leads (up to EVP and CFO). Improved financial projections, informed market entry/exit strategies.
  • Conducted deep-dive analysis on payments and valued opportunity to save ~$20M over 5 years by changing
  • default settings. Pitched design change to tech team and moved development to higher priority in backlog.
  • Managed project across 5 teams to address accounts violating product terms. Led team through numerous
  • setbacks to meet deadline and identified and resolved new potential risk. Saved ~$250K in annual profit.
  • Organized team to pitch new socially-conscious product for competition. Selected to test as limited time offer.

Deloitte

Business Analyst - Strategy & Analytics

Nov 2018Dec 2019 · 1 yr 1 mo · Washington D.C. Metro Area

  • Designed and implemented a strategy for the client to capture and analyze data in a streamlined fashion to inform senior leadership when making operational and resource allocation decisions; project included building a dashboard in Qlik to present tailored data analyses.
  • Identified and verified most applicable model input variables needed to create a business case for remodeling an airport’s customs area to reduce wait time and improve operational outcomes.
  • Created regional expansion strategy and proposal materials for client to secure ~$30M in funding to establish fully staffed permanent operations in two new countries.
  • Pitched a business case at an internal startup competition to implement a more efficient tool to assign consultants to clients; further selected to lead the competitions for approx. 250 staff.
  • Created a 12-step strategy to standardize and improve the process for deploying officers overseas in order to better support and retain top talent.

Gartner

Research Analyst

Jan 2018Nov 2018 · 10 mos · Washington D.C. Metro Area

  • Cross-analyzed 300 client responses from 3 surveys to conduct a root cause analysis to solve how procurement teams can operate faster without compromising value added to the business.
  • Led 15 executive interviews to determine how technology will introduce multi-sourcing strategies to new spend categories, drive cost savings, and increase supplier integration capabilities.
  • Translated the data analysis on technical and non-technical function improvements and their impacts into a 25-page data-intensive essay, including clear insights and recommendations.

Cliff network

President/Founder

May 2016Mar 2020 · 3 yrs 10 mos · Greater Boston Area

  • Founded and launched a national network for thought leadership addressing modern slavery focused on sharing best practices and professional development for student leaders. Hosted the inaugural national convention in April 2017, uniting roughly 40 leaders across 7 universities and 12 organizations.
  • Directed and presented a business proposal to President of Harvard College to create human rights and supply chain initiative, and continuing policy change by working with Harvard Procurement and Finance.
  • Created research analyst role through the Harvard Carr Center for Human Rights for students to research how forced labor influences Harvard supply chains and recommend key areas to uphold labor standards.
  • Presented at the Smart and Sustainable Campuses Conference 2017 in March to 30 university staff, including directors of sustainability and endowment management advisors. (https://smartandsustainable.umd.edu/sessions/human-trafficking-and-university-supply-chains-challenges-and-solutions)
Data AnalysisProject Management

Education

The University of Chicago Booth School of Business

Master of Business Administration - MBA — Entrepreneurship & Strategy

Aug 2021Jun 2023

Harvard University

Bachelor's Degree — Economics

Jan 2013Jan 2017

West Shore Junior/Senior High School

High School

Jan 2007Jan 2013

Middlebury Institute of International Studies at Monterey

Certificate

Jan 2015Present

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