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focus on wealth management, opportunity creation + greater kinetic energy

memo

focus on wealth management!!

update: richard texted me asking for my consent to shut down Agorum. I realize that shutting down might make most sense - protects from costs/downside (taxes, $5000 venture lab debt), while website, codebase can still remain intact. trying to make an informed decision before confirming the shutdown

todo

workspace

—04:30pm—

before completely changing landing page, look at what SaturnOS has done already. Who are their clients, what is their core value proposition.

SaturnOS Clients:

—3:00pm— Wealth Management Startups: https://enterpriseleague.com/blog/personal-finance-startups/

Wellfound WealthTech startups

YCombinator Company: SaturnOS (https://www.ycombinator.com/companies/saturn/jobs)

WealthTech Startups: https://sifted.eu/articles/14-wealthtechs-to-watch-according-to-vcs

writing

11:00 AM

Im getting mixed signals on my career trajectory. I want to directly build generational wealth - but is raising money from investors in SF the most effective way?

Richard called me today, and said I need to get to SF ASAP. Investors are closing and the fastest way to get stable footing and into the ecosystem is to get investment.

I am concerned, because theres concerns about the AI bubble bursting.

I still continue to bet on Richard, because he hasn’t significantly let down on his promises. He’s still paying installments, and offered to make introductions for me to meet people.

I don’t want to jump back into the startup fray, because I know founders don’t pay themselves much. Its also and incredible amount of mental energy to launch another startup, and I’d rather ease into this

The economic prospects are tempting, but I’m torn between my individual needs.

However, like today, Richard assuaged my fears of shutting down Agorum. From his experience, it would be straightforward for me to raise. I was concerned about my parents, because they want me to get a “job”.

Ideally, I’d bootstrap an AI company with minimal VC involvement and generate $$ directly, become profitable from day-1. Its a hard, tough balance to strike if I were seeking investment.

workspace

resume

JERRY CAI thejerrycorner@gmail.com | (510) 831-5999 | jerry-cai.com www.linkedin.com/in/jerry-cai/ | X, Github: @jerber2001

PERSONAL OBJECTIVE Client-focused individual with proven ability to deliver exceptional results and build lasting relationships. Experienced in operating, driving sales in supporting high-stakes environments from surgical engineering to scaling startups with $600K+ in transactions. Diverse technical skillset, professional experiences enables authentic client connection, execution with reliability and trust

CORE SKILLS Client Operations: Workflow Optimization, Process Documentation, Quality Assurance, Deadline Management, Cross-Functional Coordination Relationship Management: Stakeholder Communication, Client Success/Enablement, Lead Generation, Customer Acquisition Technical Proficiency: Data Analytics (Python, SQL, JavaScript), CRM Systems (MailChimp, MongoDB), Financial Documentation, Reporting & Analysis, AI-Enabled Process Automation

EDUCATION University of Pennsylvania Philadelphia, PA Bachelor of Arts | Major: Entrepreneurship, Neuroscience May 2023

Relevant Coursework: Advanced Probability, Intro Computer Science, Multivariable Calculus, International Economic Development, Behavioral Economics, Microeconomics Awards: Wharton Venture Lab VIP-X Accelerator (2024), Eagle Scout (2018), Emergency Medical Technician (NREMT)

WORK EXPERIENCE

North Carolina Farm Bureau Insurance Durham, NC Client Success/Operations Specialist April 2025 – Present

Lead team of 7 customer service representatives to exceptional service while processing $10K+ in daily claims and billing invoices. Support client interactions for insurance producers in policy administration, and preparing financing documents from JPMorgan Chase, Bank of America. Managed high-volume workflows and streamlined filing processes, reducing time by 50%.

Agorum Co New York, NY Founding Growth/Operations Lead March 2023 - April 2025

AI-enabled freelance work platform (agorum.co) Client acquisition from content and viral GTM campaign with 200K+ views on IG/TikTok, driving 500+ transactions in 1 month. Implement payment workflow integration, escrow and account management features for 50k+ active user accounts. Lead investment talks with relationships from Bessemer Venture Partners, BoxGroup, General Catalyst.

JLS Fund New York, NY Investment Analyst May 2022 – September 2022

The JLS Fund is a $100M AUM early-stage private equity fund investing in neurotechnology and novel therapies. Spearhead investment outreach to 100+ potential investors, synthesized reports for deal sourcing/due diligence. Assist with fundraising advisory strategies for seed-stage portfolio company executive team.

Ski Instructor, Tennis Coach/Fly Fishing Photographer Truckee, CA Private Coach December 2020 – May 2021

Spent 1 year during pandemic

ADDITIONAL SKILLS AND INTERESTS Languages: Chinese (Fluent), Spanish (Advanced) | Interests: Fly-fishing, Photography, Skiing (prev. National Ski Patrol Trainee), Music (Techno, Classic Rock), Tennis, Yoga, Triathlon

cover letter

[intro] Jerry Cai, … [position] interested in applying for XXXX position [reason] 1) wealth advisor talent shortage 2) AI-workflow knowledge to streamline 3) deeply passionate about enabling clients to live fulfilling, stable - design fulfilling lives by harnessing financial, insurance strategies [attributes/experiences] highlight 3 key experiences in 1) insurance operations 2) founding team of freelance work startup 3) venture capital for health-tech innovation.

[1] client relationship interpersonal skills - NC Farm Bureau

[2] operational competency and execution aptitude - Agorum Startup

[3] interpersonal coaching, advising experience - tennis/ski instructor

[Embrace unconventional background] : Unconventional background strongest assets in developing human trust, intercultural understanding and personalizing service.

Universal thread of human life - Realized financial stability is foundation of a healthy and meaningful life. Flexibility for meaningful pursuits in life - raising a family, passions and hobbies, invest cherished relationships.