Joe Roos, CFA

Joe Roos, CFA is an experienced investor with over 18 years in private equity, venture capital, and angel investing, boasting a track record of over $3 billion in completed transactions. His expertise spans M&A, strategy, capital markets, due diligence, restructuring, portfolio management, and capital raising within fund and single family office structures. He is also a Registered Representative of Finalis Securities LLC. clay+1

As the Founder & Sole Member of Roark's Drift since 2015, Joe Roos acts as an angel investor, specifically targeting the consumer, software, and space sectors. This venture was established following the successful IPO of Hudson’s Bay Company in 2012, with a focus on making strategic investments in the consumer space. Notable investments include Terran Orbital and Inkbox. clay+3

Joe Roos has a keen interest in the space industry, evidenced by his investment in Terran Orbital Corporation (2015-2022) and his engagement with discussions around space technology and the Pentagon's investment in satellite constellations. He actively reposts content related to space and space technology on LinkedIn. linkedin+2

He is also a 2x VC-backed founder, demonstrating entrepreneurial drive and experience in building and growing companies. His roles at Wink & Nod (Co-Founder) and FIT:MATCH (Partner & CFO) highlight his involvement in early-stage ventures, particularly in retail innovation using data science and 3D measurement technology. clay+2