Lisa Kugler

Lisa Kugler is a seasoned professional with extensive experience in technical writing, training, customer success, and sales. Currently serving as a Technical Writer at Gen II Fund Services since September 2022, Lisa previously held various roles at Equisoft from April 2018 to September 2022, focusing on content production for software support, improving customer engagement, and training financial advisors. Earlier experience includes roles at Kronos Technologies Inc. as an Advisor for Sales and Training, and various positions in education and fitness, including ESL instructor and certified Pilates instructor. Lisa holds a Bachelor of Arts degree from Sonoma State University and a Teaching Credential from Dominican University of California.

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Hillsboro, United States

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Update Capital: A Gen II Company

Update Capital is a cloud-based investor platform that goes beyond the traditional LP portal offering. We help you digitize and optimize the investor experience as well as streamline the fund lifecycle, from investor onboarding to capital calls, data reporting, and communications.