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Josh Yelen is a Fractional CFO and Fund Manager at Go Fractional, as well as the Co-founder and Managing Partner of ClearBooks, based in the Miami, Florida area. With over 20 years of experience in operations, accounting, and finance, he provides financial leadership and exit planning services to various early-stage enterprises. A Certified Public Accountant, Yelen built his financial expertise through extensive academic training, earning an MBA in Healthcare from the University of Miami Business School, a Master's in Accounting from Rutgers University, and a BA from Indiana University Bloomington. He assumed his current position at Go Fractional in December 2023, where he advises startups and manages venture capital initiatives. Yelen currently focuses on delivering fractional financial management and operational scaling strategies for companies operating across the SaaS, technology, healthcare, biotechnology, and diagnostics sectors.
Josh Yelen stands as a distinguished Partner at New Leaf Invest, a leading venture capital firm renowned for its strategic investments in groundbreaking companies. In his pivotal role, Josh is at the forefront of identifying, evaluating, and nurturing high-potential startups and growth-stage enterprises poised for significant market disruption. His responsibilities encompass the entire investment lifecycle, from rigorous deal sourcing and comprehensive due diligence to making critical investment decisions and providing hands-on strategic guidance to portfolio companies.
New Leaf Invest, under the leadership of partners like Josh Yelen, is committed to fostering innovation across a diverse range of sectors. Josh's primary investment focus areas include enterprise software as a service (SaaS), artificial intelligence (AI) and machine learning, financial technology (FinTech), and digital health solutions. He is particularly drawn to companies that leverage cutting-edge technology to solve complex problems, create new market categories, or significantly improve existing industries. Josh seeks out visionary founders with strong leadership qualities, scalable business models, and a clear path to market dominance. His expertise extends to both early-stage seed and Series A rounds, as well as growth equity investments, ensuring New Leaf Invest supports companies through various stages of their development.
Prior to his tenure at New Leaf Invest, Josh Yelen cultivated a robust career background that equipped him with a deep understanding of both technology and finance. He began his professional journey in a fast-paced technology startup, where he gained firsthand experience in product development, market strategy, and scaling operations. This invaluable operational insight was complemented by a period in strategic consulting, advising Fortune 500 companies on innovation and growth initiatives. This diverse experience provided Josh with a unique perspective on the challenges and opportunities faced by entrepreneurs, making him a highly empathetic and effective investor. His transition into venture capital was a natural progression, driven by a passion for empowering innovators and building the next generation of industry leaders.
While specific individual investments are often confidential, Josh Yelen has been instrumental in shaping New Leaf Invest's impressive portfolio. He has played a key role in identifying and supporting numerous companies that have gone on to achieve significant milestones, secure further funding, and make substantial impacts in their respective markets. His collaborative approach and commitment to long-term partnerships have made him a trusted advisor to many founders. Josh's strategic acumen and deep industry knowledge continue to drive New Leaf Invest's mission to back transformative companies and generate exceptional returns for its limited partners.
Josh Yelen is a Partner at New Leaf Invest, a prominent venture capital firm. He is an experienced investor focused on identifying and supporting high-growth potential companies across various technology sectors.
Josh Yelen primarily invests in early-stage and growth-stage companies within technology sectors such as SaaS, AI, FinTech, and digital health. He seeks disruptive innovations and scalable business models.
Josh Yelen works as a Partner at New Leaf Invest, a leading venture capital firm.