Invests in
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
Leadership at the Peak
Center for Creative Leadership(2004 - 2004)
- Lane Tech
(1983 - 1987)
Lists including Stephen
Investments
Work Experience
Co-Founder and CEO
2023
Board Member
2022
Managing Partner
2022
2017
Advisor
2021
Chief Revenue Officer
2017 - 2021
Responsible for leading Marketing, Sales, Partnerships/Channel, Finance and Business Intelligence. Over the 3.5 years in the role: - 10x increase in recurring revenue - 4K to >60K increase in paying customers - Increased valuation from low double digits millions to >$4.15 billion - Maintained profitability - Built best-in-class partner program - Very low team attrition
2021
Advisor
2021
2021
Investor
2021
2022 - 2024
Chief Executive Officer
2023 - 2024
Board Member
2022 - 2024
2010 - 2022
Managing Director
2010 - 2022
Engaged with various high-tech companies on strategic finance and operational related projects such as, business planning/modeling, fundraising strategy/execution, performance measurement or various execution related challenges. Current and Former Clients include: ClassPass (Mar 2015 - Mar 2017) Rocana (Oct 2014 - Feb 2016) Bebaio (May 2015 - Mar 2016) Daily Grommet (Aug 2011 - Aug 2012) Backupify (Apr 2010 - Sept 2013) Twin Technologies (May 2010 - Present) Bit9 (Feb 2008 - Nov 2008) Demandware (Mar 2008 - Oct 2008) Xtranormal (Mar 2008 - Sept 2008) Reflexis Systems (Mar 20016 - Jun 2006)
2015 - 2022
Advisor
2016 - 2022
Interim COO
2015 - 2016
2010 - 2022
Advisor
2010 - 2022
Engaged with the CEO and executive staff to guide and drive the Company's growth. Worked closely with the staff to identify the strategic opportunities available to Company. Enhanced the reporting and measurement systems to better align the organization for the growth they are experiencing. Advised Founder/CEO on strategic and operational matters.
2016 - 2021
Advisor
2016 - 2021