Invests in
Sectors:
Locations:
Min Investment:
$3,000,000.00Max Investment:
$5,000,000.00Target Investment:
$4,000,000.00
Skills
Education
Lists including Julie
Work Experience
2021
Venture Partner & Advisor
2021
Advisor
2024
Operating Partner
2021 - 2024
2020
Board Member
2020
Molecula is an Operational AI company that enables businesses to deploy real-time analytics and AI in their applications (without pre-processing) through the adoption of a feature-first mindset.
2021
Member of the Board of Directors and Chair of Audit and Compliance Committee
2021
Storable offers the self-storage industry’s most comprehensive suite of technology products known as the Storable Platform. The Storable Platform delivers management software, marketing websites, tenant insurance, payments, and the industry’s largest storage marketplace all in one integrated solution, designed to help storage operators increase efficiency, enhance occupancy, and improve profitability. The Storable family of companies includes SiteLink, storEDGE, Easy Storage Solutions, SpareFoot, Select Merchant Solutions, Storsmart, and Bader Insurance.
2021 - 2023
Member of the Board of Directors and Audit and Compensation Committees
2021 - 2023
Duck Creek Technologies is a leading provider of core system solutions to the P&C and General insurance industry. Duck Creek OnDemand, the company’s enterprise Software-as-a-Service solution, enables insurance carriers to navigate uncertainty and capture market opportunities faster and more efficiently than their competitors.
2007 - 2020
Chief Operating Officer
2019 - 2020
In 2019, after 12+ years of driving fast-paced product and talent growth for Ultimate Software, my executive responsibilities expanded to include COO responsibilities. By this point, I and the executive team had grown the organization—a cloud-based HR application development company—to 6,800 customers across 160 countries with $1.4B in revenue. Projected revenue of $2B is slated for 2022. Key COO priorities included charting Ultimate Software’s new financial structure and take-private deal by partnering with the CTO and other executives on the due diligence cycle for the $11B deal in 23 days. FOCUS AREAS: ▬▬▬▬ Financial Structures ■ Take-Private Deal ■ Due Diligence ■ Private Market Plans ■ Value-Creation Initiatives ■ Board | Executive | Key Leader Presentations ■ Firm-Wide Messaging
Chief Services Officer
2014 - 2020
As the Chief Services Officer, I guided Ultimate Software through its continued rapid product growth and expansion phase while simultaneously building out its best-in-class talent and customer satisfaction programs and policies. During my tenure, the organization achieved unparalleled success, growing from 650 to 6,500 employees with additional cloud-based SaaS product expansion/scalability achieved through 3 M&A deals, partnerships, and product development. FOCUS AREAS: ▬▬▬▬ Strategic Product Acquisitions ■ Product Suite Expansion ■ Market Analysis & Due Diligence ■ Cross-Functional Partnerships with CTO ■ United Decision Making Between CTO & CSO Functions ■ Employee Engagement | Motivation | Retention ■ Customer Satisfaction ■ Leadership Development ■ Succession Planning ■ Performance Management ■ Skills Assessment SPOTLIGHT ACCOMPLISHMENTS: ▬▬▬▬ ■ Mission-Critical Deals—Market Analysis | Culture Fit | Business Operations | Financial Health ■ Talent Strategies—Employee Satisfaction = Customer Satisfaction ■ 94% Employee Retention & 96% Customer Retention Rate AWARD-WINNING PEOPLE-FIRST CULTURE: ▬▬▬▬ ■ #1 of Fortune’s Best Workplaces in Technology for 5 Years. ■ Fortune’s 100 Best Companies to Work for—11 years. ■ 2 Consecutive Years #1 Fortune’s Best Medium Workplaces. ■ #1 Customer Service Department of the Year 2019.
SVP and General Manager Workplace Services | Product Strategy Business Owner
2007 - 2014
When joining Ultimate Software in 2007, my priority was on business innovation and platform evolution. Through various product strategy and workplace services roles, I galvanized product transformation—moving the HR platform to a SaaS model to promote agility and scalability. Through my and others executive leadership, workplace offerings set a staggering growth pace of $12M to $90M in recurring revenue by expanding its product offerings through partnerships, internal expansion, and external source code acquisition. FOCUS AREAS: ▬▬▬▬ Product Platform Expansion ■ Business Innovation ■ Financial Growth ■ Internal Partnerships ■ External Acquisitions ■ Customer | Technology Support Structures ■ Call Centers & Supporting Tools ■ Rising Stars Training Programs ■ Culture-Fit Hiring Strategies Centers ■ Leadership Development ■ Onboarding ■ Training ■ Career Pathing SPOTLIGHT ACCOMPLISHMENTS: ▬▬▬▬ ■ Product Scalability and Expansion—Increased Client Functionality ■ Customer Call Center Build Out—Telephony | Tools | Processes | Documentation | Knowledge Database | Playbooks ■ New Hire Training—Hands-On & Self-Paced Instruction | Career Pathing ■ Recruiting Strategy Shifts—Better Hires Equals Stronger Outputs | Focus on Analytics, Innovation, Self-Starter Mindset ■ People-First Culture—Talent Programs & Infrastructure
2006 - 2008
Senior Business Process Consultant
2006 - 2008
From 2006 to 2008, I ran my own consulting business offering process improvement consulting and technical project management consulting.
2001 - 2005
Interim VP Small Business
2004 - 2005
Director Implementation
2001 - 2004