Katelyn invests in technology companies at structural inflection points through Avalanche, a private investment firm based in Austin. Recent notable companies include Aalo Atomics, Science, and Odyssey.

Today, she holds a concentrated portfolio across government infrastructure, defense-adjacent deep tech, and the ownership economy. She serves on the board of Wabash Valley Resources, a DOE-backed carbon-neutral ammonia facility in Indiana.

She got here by doing the work. She co-founded Delivery Associates, a global public-sector advisory firm that grew to over 200 employees across 40+ countries and exited to Private Equity in 2022. She started her career at McKinsey and Morgan Stanley after studying economics at Duke.

Across it all, the thread has been the same: complex markets, real infrastructure, a focus on implementation, and the conviction that the biggest shifts happen before most people notice. Most important of all is people. Everything was built alongside amazing people. The rest is detail.

Roughly every week she publishes Declarative Statements, a newsletter on whatever is currently holding her attention.

• A strong thesis on alternative education models and the private delivery of public goods. She frequently highlights how traditional school systems struggle with cost efficiency, pointing out specific instances where charter schools manage to complete building upgrades for a fraction of the cost that public schools pay.
• Advocacy for the Austin startup ecosystem as a superior hub for builders and innovation. She actively champions the region as a destination for founders leaving coastal cities, celebrating local milestones like Texas becoming a potential headquarters for the modern nuclear industry.
• Focus on government efficiency and the modernization of public procurement. She often discusses the need for better management of city finances and taxpayer funds, noting that citizens are increasingly demanding measurable outcomes and evidence of success regarding how their money is utilized.
• Enthusiasm for deep tech and hard science innovation, particularly in energy and biological engineering. Her feed highlights excitement for tangible advancements such as shipping nuclear micro-reactors or developments in brain-computer interfaces, signaling a preference for companies solving complex physical challenges.
• Belief in the ownership economy and a shift away from traditional credentialism. She argues that entrepreneurial thinking is becoming essential for everyone, suggesting that societal status is shifting toward rugged competence and the ability to build rather than collecting conventional accolades like university degrees.