Best Startup
At Best Startup US we track over 1,000,000 US startups and over 3 million people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and board members we think deserve more appreciation than they are currently getting.
This list showcases the top United States based CFO’ operating in the SaaS space. If you think a CFO’ is missing from this list, feel free to contact our editor on editor@beststartup.us.
The individuals on this list have been included because of exceptional performance in one of the following categories:
- Innovation – Operating as a key part in an extremely innovative business or startup.
- Growth – Operating as a key figure in the growth and upscale of a market leading business or startup.
- Management – Showing exceptional management skills.
- Societal impact – Putting their business on the map for their positive societal or environmental impact.
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Charly Kevers
CFO of Carta
Charly Kevers serves as CFO at Carta, a transfer agent for private companies.
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About Carta: Carta is a global ownership management platform that helps companies, investors, and employees manage equity and ownership.
Amy Weaver
President & Chief Financial Officer of Salesforce
Amy Weaver is the President & Chief Financial Officer at Salesforce.
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About Salesforce: Salesforce is a global cloud computing company that develops CRM solutions and provides business software on a subscription basis.
Stephen Snyder
CFO of Addepar
Stephen provides global financial and operational leadership from 20+ years of executive experience with leading technology companies such as Adobe Systems and Hewlett Packard. He has a successful track record of driving growth and has held vice president roles in finance, operations and sales. He provides a strong global perspective, and has lead operational teams in Europe, Asia and the Americas. Over his career, he has provided financial leadership for hardware, services and project businesses. Through his breadth of leadership roles Stephen brings expertise in scaling businesses, while creating value for both customers and shareholders. Stephen earned his M.B.A. from the University of Southern California and his B.A. in Management Science from the University of California, San Diego.
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About Addepar: Addepar is a wealth management platform that provides tools for data analytics and portfolio visuals.
Martin Hernandez
Chief Financial Officer of Meltwater
Martin Hernandez recently joined Meltwater as Chief Financial Officer. Marty is responsible for accounting, business support, finance, human resources, legal, information systems, sales operations, treasury and tax.
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About Meltwater: Meltwater is a media Intelligence & social listening tools for measuring, managing and magnifying corporate reputation.
Jason Searfoss
Chief Financial Officer & Chief Investment Officer of Boomtown Accelerators
Jason Searfoss is the Chief Financial Officer at Boomtown Accelerator and Altvia Solutions, LLC. In this role, he manages investor relations and financial strategy for the firm. He also leads the finance and fundraising curriculum for the teams that join the accelerator. Before joining Boomtown, Jason Searfoss was the Chief Financial Officer at Longford Capital. He has also worked at The Royal Bank of Scotland Group, GE Capital, AEGON, Samsung and JPMorgan Chase. Jason Searfoss has extensive experience in private equity and corporate finance. He holds an MBA in Finance and Accounting from The University of Chicago Booth School of Business in 1998 and B.A. in Economics and English, Summa Cum Laude from Kenyon College in 1994.
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About Boomtown Accelerators, Numeria Ventures: Boomtown’s bespoke accelerator programs help startups turn ideas into profitable, scalable businesses.
Steve Cakebread
CFO of Yext
Steve Cakebread served as the President and Chief Strategy Officer of Salesforce.com, a customer relationship management service provider, from February 2008 to January 2009 and as Salesforce.com’s Executive Vice President and Chief Financial Officer from May 2002 to February 2008. From April 1997 until April 2002, Steve served as Senior Vice President and Chief Financial Officer at Autodesk, a software company. From April 1992 until April 1997, he was Vice President of Finance for Silicon Graphics World Trade. Previous to that, Steve held various roles at Hewlett Packard. Steve holds a B.S. in Business from the University of California at Berkeley and an M.B.A. from Indiana University.
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About Yext: Yext is a knowledge engine platform that helps brands deliver official answers.
Nigel LeGresley
Chief Operating Officer / Chief Financial Officer of Acumatica
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About Acumatica: Acumatica is a provider of cloud business management software that empowers small and mid-size businesses to unlock their potential.
Bart Hacking
CFO of BetterCloud
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About BetterCloud: The SaaS Operations leader: Transform employee experience, centralize data protection, and maximize operational efficiency.
Steven Hill
CFO of ZoomInfo
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About ZoomInfo: ZoomInfo provides accurate and actionable B2B contact and company information to accelerate the growth of sales and marketing teams.
Patrick Zanoni
CFO of Yalo
Patrick Zanoni is the CFO at Yalo. Before that, he was the Chief Financial Officer at Portworx.
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About Yalo: Yalo develops an AI-based customer relationship management platform used to help businesses offer a delightful customer experience.
David Cayet
Chief Financial Officer of Local Motors
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About Local Motors: Local Motors is an American motor vehicle company that creates and delivers safe and accessible mobility solutions for local communities.
Alan Fu
Chief Financial Officer of Civis Analytics
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About Civis Analytics: Civis Analytics is a software company that helps public and private sector organizations make data-driven decisions.
Robert Alvarez
Chief Financial Officer of BigCommerce
Robert is the Chief Financial Officer of BigCommerce. He has been instrumental in the acquisition or listing of his 4 previous companies and brings extensive experience in finance, planning, and business transactions.
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About BigCommerce: BigCommerce is a SaaS provider for merchants running online businesses.
Annamaria Malara
Chief Financial Officer of Transactis
Annamaria Malara leads Transactis’ accounting and finance teams. She started her career at PricewaterhouseCoopers as an auditor in the Banking and Capital markets industry; her clients included Freddie Mac, J.P. Morgan Chase, and RG Financial. After leaving PwC, Ms. Malara spent time at Calabrio, where she gained valuable experience regarding the unique financial challenges facing technology start-ups. Ms. Malara received her CPA license from New York State in 2009.
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About Transactis: Transactis provides banks and merchants with SaaS-based billing, payment, and loyalty products.
David Tomizuka
CFO of Integrate
David Tomizuka was appointed to the role as CFO at Integrate in the fall of 2013. Dave’s primary focus is to optimize operations across the entire organization and to ensure that the company’s immediate and future financial strategies support fulfillment of long-term goals. Dave brings twenty years of deep experience in publicly-traded, privately-held and founder-backed companies across multiple verticals including tech, telecom, energy, financial services and manufacturing. Prior to Integrate, he served as a Managing Director for the investment banking division of Southwest Securities, Inc., a subsidiary of SWS Group, Inc. where he focused on complex financial advisory engagements including merger and acquisition (M&A) and financing transactions for clients in both technology and communications sectors. Before SWS, he functioned as the president at three different companies, most recently as President of Valley-Dynamo, LLC. a division of Brunswick Corporation.
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About Integrate: Integrate provides a hub for managing and measuring demand generation programs.
Andrea Boyer
Chief Financial Officer of Sigma Prime Ventures
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About Sigma Prime Ventures: Sigma Prime Ventures invests in early-stage companies focused on SaaS, Cloud Mobile and technology enabled services.
Steven R. Springsteel
Chief Financial Officer of Recurly
Steven R. Springsteel is the Chief Financial Officer of Recurly. He has a bachelor’s degree in Business Administration at Graduate of Cleveland State University.
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About Recurly: Subscription billing management SaaS platform powering 2,000+ brands including Sling TV, BarkBox, Asana, FabFitFun, Cinemark & Twitch
Marcus Alexander
CFO of Capacity
Marcus Alexander is CFO at Capacity.
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About Capacity: Capacity is an AI-powered helpdesk that automates support for customers and employees.
Jim Cook
Chief Financial Officer of Orbital Insight
Jim is CFO at Mozilla. Over the last 20+ years in Silicon Valley, Jim has has helped build the financial and operational foundations for a few brand name, multi-billion dollar companies. As one of NetFlix’s six co-founders, Jim built and managed all financial and operational functions from the company’s founding in 1997 until 1999. His public company experience includes Intuit where he worked closely with the original founders from 1991-1996 including driving several M&A’s, the company’s 1993 IPO, and as Divisional Controller for the $100M Small Business Division (QuickBooks) Since 2005, Jim has been CFO for Mozilla (Firefox) and has led the worldwide effort to grow the Mozilla team and operational infrastructure from less than 25 employees in Mtn. View to a worldwide operation of >850 employees in 11 offices on 4 different continents. Jim currently serves as an advisor to several venture backed companies, VC’s, Silicon Valley Bank’s CFO Advisory Group and as a Director for the Alliance of CEO’s. Jim graduated from the University of Southern California with a degree in Bus. Admin (Finance) and a minor in Biology after initially pursuing becoming an Aerospace Engr/Space Doctor. Jim has lived in Portola Valley for the past 20 yrs with his wife Lissa and his two children, Trevor and Claire and two dogs. Jim and his family enjoys any kind of outdoor activity and looks forward to family traditions and annual vacations (Kirkwood skiing, New Hampshire summers, various camping adventures)
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About Orbital Insight: Orbital Insight builds SaaS technology to understand what happens on and to the Earth with AI and machine learning
Matthew T. Santangelo
Chief Financial Officer of Forcepoint
Matt Santangelo is the Chief Financial Officer for Forecepoint™. His leadership in global corporate financial strategies and operations include financial forecasting, planning and reporting, managing overall financial performance and leading the finance team. Santangelo brings more than 15 years of experience leading cross-functional teams to his role. Prior to his position at Forcepoint, Santangelo was the senior director of IDS Business Transformation and Offsets. In this role, he was responsible for the development and implementation of fundamental changes to the way IDS conducts business, including process improvements, infrastructure consolidations and portfolio optimization. Santangelo has also served as CFO of IDS’ Global Integrated Sensors (GIS) business and as Director of Financial Planning and Analysis for Raytheon’s Space and Airborne Systems (SAS) business. Santangelo has participated in several leadership initiatives including Raytheon’s Leadership Excellence Program, the University of California Los Angeles Diverse Leadership Development Program and the Leadership Connection Jericho Road Program. Santangelo is also a graduate of Raytheon’s Financial Leadership Development Program. Santangelo holds an MBA from Boston University and a bachelor’s degree in finance from Bentley University.
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About Forcepoint: Forcepoint empowers organizations to concentrate on what’s most important to them while automating routine security tasks.
Brian Cohen
CFO of Logz.io
Brian Cohen 30-year career features a wide variety of technology leadership roles and entrepreneurial ventures. Most recently, he was Vice President of Sales Strategy & Operations at Hewlett-Packard, where he was responsible for driving the Americas regional sales coverage and compensation, sales process management, sales productivity and sales readiness programs within HP’s Enterprise Group. In this effort, he worked closely with the Worldwide and Regional Business Units, Sales Finance, Human Resources, and Country-based Sales Operations teams. Prior to joining HP in August 2010, he was a Fellow in the 2009 New England Clean Energy Fellowship, an MIT program designed to prepare serial entrepreneurs for leadership roles in the clean technology industry. Prior to that, he served as President and CEO of Steelbox Networks, developing technology for the next wave in video switching. As President and CEO of SPI Dynamics, Cohen led the company through its acquisition by HP in August 2007 when its application security software became a key part of the application management solution in the HP Software line. Under Cohen’s leadership, SPI Dynamics was recognized as one of the fastest growing technology companies in North America by Deloitte for four consecutive years starting in 2003. Cohen has also founded and served as President and CEO of Technologic, Inc. (sold to eSoft, Inc. in 1999), and in executive management positions with Management Matters, Inc., a private investment and consulting company, and Dun & Bradstreet Software (aka Management Science America). He has a BA from the University of Florida and began his technology career as a systems engineer with Electronic Data Systems. Cohen also serves as Chairman of the Board of Lancope, Inc., a network security and network performance optimization company, as an advisor to Bluebox Security, a mobile security platform company, and is the proud father of two beautiful daughters.
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About Logz.io, QASymphony: Logz.io provides a scalable and intelligent machine data analytics platform built on ELK and Grafana for monitoring modern applications.
Raymond Lim
Chief Financial Officer of Agari
Raymond Lim is the CFO of Agari, with 20+ years of financial and high technology experience building and scaling SaaS startups and growth companies. Prior to Agari, Lim served as CFO and VP of Finance at three other Norwest Venture Partners portfolio companies including Rafter, Badgeville and Jigsaw. He also served in the same capacity for other venture-backed technology companies including Saisei Networks and CrowdFlower.
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About Agari: Agari is an email identity company protecting enterprises and people from phishing and socially-engineered attacks.
Robert Sison
Chief Financial Officer of BigPanda
Robert Sison is the CFO at BigPanda.
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About BigPanda: BigPanda offers a platform that helps IT Ops, NOC, and DevOps teams detect, investigate, and resolve IT incidents faster and more easily.
Sydney Carey
CFO of Talkdesk
Sydney Carey was named as Chief Financial Officer of Talkdesk in August 2021. Prior to joining Talkdesk, she was the CFO of Sumo Logic. Carey was the chief financial officer of Zscaler and MongoDB, Inc. Before MongoDB, she was executive vice president and chief financial officer of TIBCO Software, Inc. Before her tenure at TIBCO, Carey served as a chief financial officer at a number of companies, including Vernier Networks, Inc., Pacific Broadband Communications, Inc., and Entera, Inc. She holds a B.A. in economics from Stanford University and was the winner of the Bay Area CFO of the Year in 2012 and the 2010 Stevie Award for Women in Business, Best Executive.
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About Talkdesk: Talkdesk offers an enterprise contact center platform that allows companies to make the customer experience a competitive advantage.
David Overmyer
CFO of Contentstack
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About Contentstack, raw engineering: Contentstack develops a cloud based content management system intended to power omnichannel content.
Murat Kocaman
Chief Financial Officer of Plume Design
Murat Kocaman has been serving as Chief Financial Officer at Plume Design since March 2017.
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About Plume Design: Plume is a SaaS platform that provides the delivery of technological services for connected homes.
Matthew Cain
Chief Financial Officer of DataRobot
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About DataRobot: DataRobot brings AI technology and ROI enablement services to global enterprises.
Zhi Li
CFO of Customer.io
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About Customer.io: Customer.io enables users to send newsletters to selected segments of customers using their website data.
John Ludwig
Chief Financial Officer of Jobvite
John joined Jobvite as its Chief Financial Officer in June 2020 and is responsible for leading the company’s finance and accounting function. Prior to joining the company, he had several roles in growth-oriented companies in the technology and distribution industries with a particular focus on growth through mergers and acquisitions. John received his bachelor’s degree from Ball State University with a double major in Accounting and Corporate Finance.
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About Jobvite: Jobvite provides end-to-end talent acquisition software and services that increase recruiting quality, speed, and cost-effectiveness.
Rene Ho
Chief Financial Officer of Taulia
As Chief Financial Officer, René has responsibility for the company’s finance and human resource functions and oversees the administration of the company. René has more than 20 years of experience in finance, operations and leadership roles in the United States and Asia. Before joining Taulia, René took a break from the for-profit world and helped Goodwill of Silicon Valley develop its program to help adults with autism find meaningful work. René’s corporate experience includes managing the divisional finance staff at Visa to prepare the business units for what was, at the time, the largest IPO in the United States. René also spent 4 years in Asia managing the operations of Visa’s largest region outside the United States. When not working, René spends time with his wife and two girls and when they are asleep, he can be found working out in his garage.
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About Taulia: Taulia is a FinTech startup that provides working capital management and electronic invoicing services for supply chain companies.
Rick Smith
Chief Financial Officer of Parchment
Rick Smith is the CFO of Parchment. He was the Chief Financial Officer at Solera Health before that.
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About Parchment: Parchment enables learners, educators, associations, and employers to securely send and receive academic credentials online.
David Crenshaw
Chief Financial Officer & Corporate Secretary of Confirmation
David Crenshaw serves as the Chief Financial Officer and Corporate Secretary of Confirmation.com. A mergers and acquisitions attorney and certified public accountant by training, David oversees the accounting, finance, legal and human resources divisions of the company. Prior to joining Confirmation.com, David practiced corporate law at Nashville-based Sherrard Roe Voigt & Harbison, PLC specializing in complex acquisitions, equity and debt financings, securities law, and corporate governance matters. He regularly represented venture capital and private equity clients in various business transactions, investment strategies, joint ventures, and other strategic alternatives. Before practicing law, David served as a certified public accountant for Ernst & Young, LLP performing audits and transaction advisory services for fortune 500 clients with headquarters in and around middle-Tennessee. David has a Juris Doctorate from Vanderbilt University and a Masters of Accounting from the University of Tennessee.
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About Confirmation: Confirmation is the leading digital platform and global network for confirming financial data.
Larry Whitman
VP and CFO of AppNeta
Larry Whitman is a CFO at AppNeta.
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About AppNeta: AppNeta operates as a SaaS-based application and network performance platform.
Rita Parvaneh
Chief Financial Officer of Spireon
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About Spireon: Spireon connects companies to their mobile assets and workforce through game-changing information platforms.
Dan Figenshu
Chief Operating Officer / Chief Financial Officer of Rocketrip
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About Rocketrip: Rocketrip helps businesses reduce travel spend by incentivizing employees to save when they travel for business.
Erik Bardman
CFO of Globality
Senior finance executive with 24 years of experience managing global businesses in internet commerce, financial services and consumer electronics. Proven leadership ability and track record of execution across small, medium and large organizations. Graduate of GE’s world renowned Financial Management Program. Currently responsible for Logitech’s financial strategies and worldwide finance organization. Manage $2.3B+ in revenues, tax, treasury, accounting, and financial planning & analysis, along with Investor communications globally as Logitech trades on the Swiss Exchange and Nasdaq. Also responsible for business development, facilities and security. Specialties Strong management skills and expertise in pricing, M&A, strategic development, and financial planning & analysis. Personal strengths include management, communication and presentation skills.
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About Globality: Globality revolutionizes how businesses buy and sell services by matching the best provider at the right price for every project.
Mark Khavkin
Chief Financial Officer of Pantheon
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About Pantheon: Pantheon is the WebOps platform where marketers, designers, and developers drive results with WordPress and Drupal websites.
Tim Driscoll
CFO of Conversica
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About Conversica: Conversica creates intelligent virtual assistants to serve as virtual team members.
Mark Cuny
CFO of Conversica
Mark Cuny is the CFO at Conversica.
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About Conversica: Conversica creates intelligent virtual assistants to serve as virtual team members.
Kurt Shintaffer
CFO of Apptio
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About Apptio: Apptio is a provider of SaaS-based Technology Business Management (TBM) solutions for managing businesses in the IT field.
Paul Auvil
Chief Financial Officer of Proofpoint
Paul brings more than 20 years of experience in finance, technology and corporate leadership to the Board. Since March 2007, Paul has served as the Chief Financial Officer of Proofpoint, Inc., a provider of security-as-a-service solutions. From September 2006 to March 2007, Paul was with Benchmark Capital as an entrepreneur-in-residence. Prior to that, from 2002 to July 2006, Paul served as the Chief Financial Officer at VMware, Inc. Previously, Paul served as the Chief Financial Officer for Vitria Technology, Inc., an eBusiness platform company and held various executive positions at VLSI Technology, Inc., a semiconductor and circuit manufacturing company, including Vice President of the Internet and Secure Products Division. Since 2007, Paul has served on the board of directors for Quantum Corporation. From 2009 to 2010, Paul served on the board of directors of OpenTV Corp. Paul holds an A.B. in Engineering Sciences and a Bachelor of Engineering degree from Dartmouth College and a Master of Management degree in Finance and Marketing from the J.L. Kellogg Graduate School of Management, Northwestern University. Paul is an experienced financial leader with the skills necessary to lead our audit committee. His current service as Chief Financial Officer at Proofpoint and service as a member of the audit committee of Quantum, as well as previously serving as Chief Financial Officer at VMware and chairman of the audit committee of OpenTV, have provided him with extensive financial and accounting experience, particularly in the areas of accounting principles, financial reporting rules and regulations, as well as in evaluating financial results and generally overseeing the financial reporting process at a public company.
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About Proofpoint: Proofpoint provides cloud-based email security, e-discovery, and compliance solutions for companies to protect sensitive business data.
Robert Park
Chief Financial Officer of BlueJeans Network
Robert leads the finance, accounting, human resources and facilities teams at Practice Fusion. Robert has over 20 years of experience, with the last 15 years in finance executive positions. Prior to joining Practice Fusion, he was the vice president of finance at Chegg, Inc., the leading student-first connected learning platform. Before that, Robert was the vice president of finance for PayPal, where he led the finance and accounting teams through a period of high growth and international expansion. He also spent seven years in finance executive positions at McKesson, both in the healthcare information technology division and at corporate headquarters. Robert started his career at Ernst & Young in San Jose, California. Robert holds a B.S. in Business Administration from California Polytechnic State University, San Luis Obispo, and is a certified public accountant (inactive).
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About BlueJeans Network: BlueJeans offers interactive, multi-directional video communication services through a cloud-based platform.
Carol Wood
CFO of PaySimple
CFO at PaySimple.
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About PaySimple: PaySimple provides a SaaS-based online payment solution that offers integrated invoicing and payment acceptance in one system.
David Cristman
Chief Financial Officer of ClearCare
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About ClearCare, ClearCare: ClearCare is a web-based software solution that helps home care agencies efficiently focus on what’s important: providing better care.
Stewart Grierson
CFO of Delphix
Prior to joining Coraid, Mr. Grierson served as CFO of leading security firm ArcSight Inc., where he helped lead them to a successful IPO, and ultimately a $1.5 billion acquisition by Hewlett Packard. Prior to ArcSight, he served as Vice President and Corporate Controller at ONI Systems Corp., where he was a key member of the IPO team. Earlier in his career, he served as a Senior Manager in the audit practice of KPMG LLP. Mr. Grierson currently serves on the board of Ruckus Wireless, and was named CFO of the Year in the Public Company category in 2009 by the Silicon Valley/San Jose Business Journal.
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About Delphix: Delphix provides an intelligent data platform that accelerates digital transformation for companies around the world.
Brian Vitale
CFO of Ringlead
Brian P Vitale is the Chief Financial Officer at RingLead.
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About Galt Asset Management, Ringlead: Ringlead offers a complete end-to-end data quality platform to clean, protect, and enhance company and contact information.
Travis Adlman
CFO of Blueshift
Travis is an analytical and forward-thinking financial executive with 15+ years experience leading technology and fintech companies. He joins us from NodeSource, an open-source enterprise software company that was just acquired by i2, where he was CFO/COO. Prior to NodeSource, Travis was the CFO at FusionOps (now Aera Technology) and AnchorFree (now Pango) where he owned finance, HR, and business operations. Travis streamlined operations – from implementing efficiencies in the back-office to identifying the right levers to scale the business. While at Kosmix, Travis reorganized the company that provided clarity and focus to the team, doubled revenue, and ultimately led to the acquisition by Walmart. At Walmart, Travis implemented a framework for managing performance and investment within WalmartLabs, a new division chartered with redefining e-commerce.
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About Blueshift: Blueshift offers the SmartHub CDP, which helps brands deliver relevant and connected experiences across every customer interaction.
Chris Power
Chief Financial Officer of Welltok
Chris is responsible for leading and guiding Welltok’s continued growth, driving margin expansion and profitability, and leading a world-class finance organization. Chris is a highly-accomplished CFO bringing over 25 years of financial, strategic and operational leadership to Welltok. He has an outstanding track record driving profitable growth at numerous private and public companies. Chris most recently served as CFO of Paycor, a leading human capital management SaaS company. He was also previously CFO of LifeLock, where he led the company’s IPO and helped quadruple its revenue. Additionally, Chris held senior leadership positions for other notable technology companies, including Salary.com, Monster Worldwide and Nortel Networks.
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About Welltok: Welltok is a data-driven, enterprise SaaS company that delivers a healthcare consumer activation platform.
Tim Sullivan
Chief Financial Officer of TrustArc
CFO at TRUSTe
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About TrustArc: TrustArc provides solutions to manage privacy compliance for the GDPR, CCPA, and other global privacy regulations.
Greg Wookey
Chief Financial Officer of Boulevard
Greg Wookey is the CFO at Inbenta.
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About Boulevard: Boulevard is a business management platform developed to help streamline the operations of appointment-based businesses.
Hunter J. Louis
Chief Financial Officer of Passport
Hunter Louis is Chief Financial Officer at Netuitive, Inc., responsible for all finance, legal, and administrative functions of the company. Prior to joining Netuitive, Hunter served as Vice President of Finance and Principal Accounting Officer for OTG Software, Inc. in Rockville, Maryland, a publicly held software company acquired by Legato Systems, Inc. Hunter began his finance career as an auditor for Deloitte & Touche in Washington, D.C. Since leaving public accounting Hunter has built financial organizations and held financial leadership positions at several Washington, D.C.-area companies, including Robbins-Gioia, Inc., Columbia Capital Corp., and SpaceWorks, Inc. Hunter has devoted his 20-year career to helping small companies build strong financial infrastructures and providing the financial guidance necessary for emerging companies to manage rapid growth. Developing business strategies, raising capital, negotiating contracts, managing expenses, and safeguarding corporate assets through the establishment of strong financial systems and controls are critical skills that Louis has applied in small and emerging businesses. Louis holds a Bachelor of Science degree from Virginia Tech.
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About Deloitte, Netuitive, OTG Software, Passport: Passport specializes in enterprise business applications and payments for parking and transportation.
Kevin Lynch
CFO and Fund Administrator of Cava Capital
Kevin is responsible for financial reporting and assisting with investor communications. Kevin has 13 years of private equity experience as CFO and over 20 years of financial reporting experience in the financial services industry. His prior CFO engagements, either on a full time or outsourced basis, include AlpInvest Partners, Wall Street Technology Partners, Annex Capital, Equinox Capital, PJSC-JOSS Real Estate Partners and Atlantic Medical Capital. In addition, Kevin was Controller of Kleinwort Benson Holdings, Inc., Vice President of financial reporting for Credit Suisse First Boston and an auditor for KPMG. Kevin is a CPA and holds a BS from Fordham University.
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About Cava Capital, Colle Capital Partners, Freedom 3 Capital, Wall Street Technology Partners: Organic Development Stage (Cava Studio) through Early Growth.
Steve Smith
EVP and CFO of Inseego
Steve Smith previously served as a financial consultant serving multiple software-as-a-service, medical technology and technology device businesses, and served as interim Chief Financial Officer of TetraVue Inc., a developer of high definition 4D LIDAR technology, since February 2017. From 2012 to 2016, Mr. Smith served as Chief Financial Officer and Head of Operations for Micropower Technologies, a private equity-backed business engaged in the development and sale of platforms enabling extreme low-power wireless video surveillance systems. From 2005 to 2012, Mr. Smith ran his own consulting business and also served as President of XiTron Technologies, a development stage biotech firm that was sold to ImpediMed Ltd, a publicly-traded medical device company, in 2007. From 1999 to 2005, Mr. Smith served as Senior Vice President and Chief Financial Officer of Applied Micro Circuits Corporation, a publicly-traded semiconductor company that designs network and embedded power architecture, optical transport and storage solutions. Mr. Smith also serves as a director of the Business Executive Council of San Diego and Niels Brock/CIBU, a Denmark-based International Business University. Mr. Smith holds a Bachelor of Science degree in accounting from Arizona State University.
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About Inseego: Inseego specializes in providing enterprise SaaS solutions, IoT, and mobile solutions.
Maria Shkarlat
Chief Financial Officer of Reply.io
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About Reply.io, Solven.pro: Reply is the leading AI-powered sales engagement platform that automates multichannel touchpoints throughout the sales process.
Jorda Cire
CFO of AllCloud
Jody Cire serves as the Chief Financial Officer at AllCloud.
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About AllCloud: AllCloud is a cloud solutions provider specializing in cloud stack, infrastructure, platform, and Software-as-a-Service.
Jorda Cire
CFO of AllCloud
Jody Cire serves as the Chief Financial Officer at AllCloud.
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About AllCloud: AllCloud is a cloud solutions provider specializing in cloud stack, infrastructure, platform, and Software-as-a-Service.
John McAdoo
CFO of Trifacta
John McAdoo is the chief financial officer of [Euclid Analytics](https://www.crunchbase.com/organization/euclid#/entity), a location analytics company. Prior to that, he held the same position at [Nanosolar](https://www.crunchbase.com/organization/nanosolar#/entity). McAdoo has also held executive positions in the field of finance at [Envivio](https://www.crunchbase.com/organization/envivio#/entity) and [ARM Holdings](https://www.crunchbase.com/organization/arm#/entity). McAdoo holds a bachelor’s degree in economics from the [University of Manchester](https://www.crunchbase.com/organization/university-of-manchester#/entity). He has also studied at the Institute of Chartered Accountants in England and Wales. McAdoo resides in San Francisco, California, United States.
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About Trifacta: Trifacta delivers an intelligent, collaborative data engineering cloud platform to transform data, ensure quality, and automate pipelines.
Jonathan Hsu
Chief Financial Officer / Chief Operating Officer of AppNexus
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About AppNexus: AppNexus operates a cloud-based software platform that enables and optimizes programmatic online advertising.
Valerie Rainey
Chief Financial Officer of iCIMS
Valerie Rainey is the CFO at iCIMS.
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About iCIMS: iCIMS is a talent cloud company that helps organizations to attract, engage, hire, and advance the right talent.
Andrew Balbirer
Senior Advisor ,Chief Financial & Administrative Officer of CCC Intelligent Solutions, Inc.
Andy Balbirer is the Senior Advisor ,Chief Financial & Administrative Officer at CCC Information Services.
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About CCC Intelligent Solutions, Inc.: CCC Information Services help companies improve their claims management process through better decision-making.
Dudley Brundige
CFO and Head of Partnerships of Certa
Dudley Brundige is the CFO and Head of Partnerships at Certa.
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About Certa: Certa is an operational management platform that provides a fully integrated suite of products for third-party lifecycle management.
Bruce Felt
Chief Financial Officer of Domo
Bruce brings more than 25 years of financial operations and management excellence to Domo. For almost six years, he was CFO of SuccessFactors, guiding the company through a public offering, six acquisitions, and its $3.4 billion sale to SAP. Bruce has served as CFO for LANDesk Software, Auction.com, and Qualix Group. While at Qualix Group, he led its public offering and merger into Legato Systems, a company that was later acquired by EMC. An entrepreneur in his own right, Bruce founded Renaissance Software, serving as its CFO and head of sales. Being Domo CFO gives Bruce an added perk of getting to spend more time with his family at their Park City ski home. Bruce holds a BS in accounting from the University of South Carolina and an MBA from Stanford’s Graduate School of Business.
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About Domo, SuccessFactors: Domo designs and delivers an executive management platform as a service to help executives manage their business.
Sierra Hinson
CFO of Signal
Operational and Financial Executive with 10 years experience leading financial departments for early stage and private companies. Passionate about driving company-wide business decisions using financial data and key performance indicators. Intimately familiar with all stages of company growth, from inception and raising capital to dissolution. Strong experience in Financial and Managerial Accounting, Operations, and Human Resources Management.
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About Public Good Software, Signal: Signal is an independent SaaS provider of data onboarding and real-time identity resolution.
Bill Korn
Chief Financial Officer of CareCloud
Bill Korn joined MTBC in June 2013 as Chief Financial Officer. Mr. Korn has served as CFO for six other businesses, including SnapOne and Antenna Software, where he enabled the business to grow at an 87% CAGR through a combination of acquisitions and organic growth. He also spent ten years with IBM as a member of the senior management team that created IBM’s highly successful services strategy in the 1990’s. Mr. Korn graduated magna cum laude from Harvard College and received his MBA from Harvard Business School.
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About CareCloud: CareCloud, Inc., formerly MTBC, provides cloud-based technology-enabled software and services for medical practices in the US.
Wendy Rodriguez
CFO of Comfy
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About Comfy: Comfy connects people, places, and systems through one intuitive workplace app.
Eric Yeaman
CFO of Silver Peak
Eric Yeaman has served as Chief Financial Officer since joining Silver Peak in 2005. Previously, he served as Chief Financial Officer of Turnstone Systems. Eric has held various senior financial positions at Atheros Communications, Atmosphere Networks (acquired by Ditech Communications), Whitetree Networks (acquired by Ascend Communications), and KPMG. Mr. Yeaman became a CPA in 1995.
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About Silver Peak: Silver Peak is the Global Leader in Broadband and Hybrid WAN Solutions.
Steve Wood
Chief Financial Officer of Globespan Capital Partners
As Chief Financial Officer of Globespan, Steve oversees all financial operations for the firm, including accounting, forecasting, budgeting, financial systems, audits, financial reporting, tax matters, valuations, and related investor communications. Steve’s additional responsibilities include investment due diligence and monitoring of portfolio company strategy and operations. Steve has over 15 years of experience in the venture capital industry. Steve earned a bachelor’s degree from the University of Vermont and an MBA from the Boston College Carroll School of Management. Steve lives in the western Boston suburbs with his family and enjoys spending time in his home state of Vermont, playing various sports and traveling.
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About Globespan Capital Partners: Globespan Capital Partners is a California-based venture capital firm that finances startups in the IT industry.
Charley Cassell
CFO of Vibes
Charley’s responsibilities include strategic planning, budgeting, financial operations and capital activities. Charley came to Vibes in June 2008 and brings more than 15 years of experience managing strategic planning, revenue, budget management, direct sales and financial analysis. Prior to Vibes, Charley held several senior positions at leading Internet companies including Yahoo!, eGroups and Learning Insights. Most recently, Charley worked as the Director of Operations at Google following their acquisition of Feedburner where he was CFO. Charley holds an MBA from the University of Michigan School of Business Administration and a BA in Economics from the University of North Carolina at Chapel Hill.
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About Vibes: Vibes is a mobile marketing software platform.
Michael Facendola
Chief Financial Officer of Truveris
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About Truveris: Truveris is a technology company driving transparency, access and lower costs across the prescription drug ecosystem.
Jenny Bloom
Chief Financial Officer of Zapier
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About CPOHQ, Zapier: Zapier allows its users to easily connect and automate the apps they use.
Evan Fein
Chief Financial Officer of Chef Software
Evan Fein brings more than 25 years of financial management experience to Chef, having led several public and private equity financings and numerous debt financings. He most recently served as CFO at Impinj from 2000 to 2018, when he led the company through a successful IPO and follow-on raising more than $100M. He has also received numerous financial industry accolades, having been selected as a top CFO by Institutional Investor magazine in 2017, Private Company CFO of the Year by the Puget Sound Business Journal (PSBJ) in 2014 and PSBJ “40 under 40” in 2011. He served as general manager of operations at T-Mobile from 1995 to 2000, where he led financial planning and corporate development activities. Fein holds an MBA and a BS in mathematics from the University of Washington.
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About Chef Software, TextNow: Chef is a continuous automation platform powered by community and open source software engines.
Brian Sylvester
CFO of Bullhorn
Brian Sylvester is the CFO at Bullhorn. Prior to becoming CFO, Brian spent three years at Bullhorn in various finance and accounting roles. Prior to Bullhorn, Brian was Corporate Controller at Pegasystems. He is a CPA in Massachusetts, has a master’s of science in accounting from Boston College and a bachelor’s of science in accounting from Bryant University.
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About Bullhorn: Bullhorn provides cloud-based CRM solutions for companies in business services industries.
Chris Mohoney
Co-Founder, President & Chief Financial Officer of Orfium
Christopher Mohoney is the co-founder, president and chief financial officer at Orfium.
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About Orfium: Award winning, high growth music tech company providing software solutions that maximize the commercial value of global copyrights
Terry Murphy
Chief Financial Officer of Kenna Security
Accomplished Finance leader with over 17 years of CFO experience. Focusing on Saas business models with excellent skills in; leadership, partnering with company leaders, team building, strategic planning and execution, mergers and acquisitions, IPO readiness and execution, fund raising, raised over $3 billion in equity and debt in the private and public market places, and developing financial discipline. Most recently, Terry served as the Chief Financial Officer for Whitehat Security a provider of security Saas solutions for Enterprise companies, where he and the leadership team led the Company through a rapid period of growth and the acquisition by NTT in 2019. Terry is a California-licensed CPA and has a Bachelor of Science from San Francisco State University, where he graduated with honors in business administration.
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About Kenna Security: Kenna is a SaaS risk and vulnerability intelligence platform that accurately measures risk and prioritizes remediation efforts.
Anirudh Ajith
Chief Financial Officer of Corecentra
Ani is a civically-engaged entrepreneur and investor based in Chicago. Before co-founding NGOrganize | Corecentra in 2018, Ani was the youngest member of the founding team at The Vistria Group, a Chicago-based private equity firm with $3.1B AUM. At Vistria, Ani focused on high-impact healthcare investments. In Chicago, Ani serves on the Field Museum’s Associate Board as the co-chair of its annual EVOLVE Gala, which raises ~$100K for vital conservation and research efforts. Ani also volunteers as an alumni leader at his alma mater, Northwestern University, where he served as student body president. Ani is currently pursuing an joint MBA/MPP from the University of Chicago’s Booth School of Business and Harris School of Public Policy.
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About Corecentra: Enterprise SaaS for Social Impact & Sustainability Performance
Jim Johnson
CFO of Workday Adaptive Planning
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About Workday Adaptive Planning: Workday Adaptive Planning is powering a new generation of business planning with the Business Planning Cloud.
Oleg Demidov
CBDO and CFO of Navigine
Oleg Demidov is the CEO and Founder of CarbonSpace
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About CarbonSpaceTech, CrowdSpace, Navigine: Software platform for precise positioning and online-to-offline attribution.
Steve Haussler
Chief Financial Officer of Paycor
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About Paycor: Paycor is a provider of online payroll processing, human resource management services, and timekeeping software to help businesses.
Anthony Mazzarella
Executive VP and CFO of CFN Enterprises Inc
Mr. Mazzarella was the founding CEO of AOptix Technologies, and continues to serve as a director on the board. Mr. Mazzarella possesses over 30 years of experience in general management, technology and finance, and is currently CEO of Advanced Turbine Designs, Inc. Mr. Mazzarella was previously founding investor of MyLife.com, EVP and CFO of iMall, Inc, managing director of Geller & Friend Capital Partners and vice president of The Davis Companies. Mr. Mazzarella also held positions with Twentieth Century Fox, Deloitte & Touche, and The Boeing Company. Mr. Mazzarella serves or has served as a director of Mustang Software, SuperNation, eForce Media, GreatDomains, iMall, Inc, MyLife.com, Advanced Turbine Designs, and PatentVest, Inc.
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About CFN Enterprises Inc, Edgewater Ventures: CFN Enterprises Inc operates a scalable SaaS-based platform providing a complete online tracking solution for advertisers.
Brian Ross
Founder, Chief Executive Officer & Chief Financial Officer, Finance of CFN Enterprises Inc
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About CFN Enterprises Inc: CFN Enterprises Inc operates a scalable SaaS-based platform providing a complete online tracking solution for advertisers.
Nathan Barber
CFO of FinMkt
Nathan recently joined Crowdnetic as its Chief Financial Officer. Nathan began his career with JPMorgan’s investment banking group in New York and San Francisco where he worked on a variety of mergers & acquisitions and capital raising transactions with software and technology clients. In total, he has advised corporate clients on transactions valued in excess of $12 billion. More recently, Nathan authored a white paper on marketplace lending and advised a leading institutional fund on issues related to marketplace lending and capital formation.
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About FinMkt: Revolutionizing point of sale financing through our highly customizable SaaS, multi-lender, omni-channel platform.
Sudhir Shrotri
Co Founder & CFO of CloudLex
Sudhir cofounded CloudLex® and provides strategic vision to the company. He also provides advice on financing strategy for the company to enable its ambitious growth target. Prior to CloudLex, Sudhir co-founded Lexvia, Inc. where he serves as Founder & CFO. Lexvia is one of the largest civil litigation support services companies in the country, providing comprehensive support to law firms across the country. Sudhir was a hedge fund portfolio manager with $500MM in Assets Under Management at Credit Suisse Asset Management. At Credit Suisse he focused on the Emerging Market Growth Financing portfolio (for Latin America) and the Distressed/Restructuring portfolio (for the US).
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About CloudLex: The next-gen Legal Cloud® to run your entire personal injury practice
Brent Pearson
President & CFO of ServiceChannel
Brent Pearson joined ServiceChannel as an Executive Director in 2014. Most recently he was a Vice President of Bayard Capital and helped build Landis+Gyr into the world’s leading electricity metering and smart grid company responsible for acquisitions, business development, global partnerships, and fundraising. Bayard eventually sold Landis+Gyr to Toshiba for $2.3 billion in 2011. He has also advised private equity firm KKR on smart grid transactions. Previously Brent was a principal with Cherry Tree, a boutique investment banking and venture capital firm focused on technology, software, and information utilities. He holds a BS in Biological Sciences from the University of Nebraska and an MBA from the University of Iowa.
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About ServiceChannel: ServiceChannel is the cloud-based service automation platform for facility maintenance and repair services.
Scott Gellman
COO/CFO of Kurtosys
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About Kurtosys: Real growth. Realized. Digital Experience Platform for Financial Services.
Shavi Gupta
Chief Financial Officer of Inpensa
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About Inpensa: Inpensa is a SaaS Technology company focusing on Business Case Management, ROI analysis, and benefits realization.
John Neale
Chief Financial Officer of Retail Solutions
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About Retail Solutions: Retail Solutions is a software firm providing SaaS products for data management, business intelligence, and point of sale applications.
Jesse Cushman
CFO of StreetShares Platform
Jesse Cushman is the CFO at [StreetShares](https://www.crunchbase.com/organization/streetshares-inc#/entity).
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About StreetShares Platform: StreetShares Platform is a saas technology that powers banks, credit unions, and non-financial organizations.
Stephen Nazaran
Head of Operations, Co-Founder & CFO of Page Vault
Steve coordinates Page Vault’s finances, operations, and marketing. Steve Nazaran is co-founder and CFO of Page Vault. Steve oversees product management, daily operations, marketing, and finance for the growing company. He has an extensive background in operations in small organizations and loves the challenge of wearing many hats in an expanding company. Steve is a National Science Fellow, holds an advanced degree from the University of Notre Dame and is currently an MBA candidate at Northwestern University’s Kellogg School of Management.
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About Page Vault, Page Vault: Page Vault enables legal professionals to easily capture web content for use as evidence in the U.S. courts.
Robert Pinkerton
CFO of Conga
Robert Pinkerton is the CFO at Conga.
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About Conga: Conga’s suite of solutions creates more efficient organizations by simplifying and automating data, documents, contracts and reporting.
Chris Ewart
CFO of Virtustream
Chris Ewart serves as the Chief Financial Officer at Virtustream.
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About Virtustream: Virtustream provides cloud computing management software and infrastructure as a service to enterprises, governments, and service providers.
Tyler Ploeger
Co-Founder & CFO of Everee
Tyler Ploeger is a Co-Founder and Chief Financial Officer at Everee.
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About Everee: Everee is a full-service payroll platform that allows employees to pick their pay dates.
Chris Min
CFO of Skytap
Chris Min is SVP Finance, HR & Metrics at Leapset.
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About BuzzTable, CAKE Corporation, Skytap: Skytap Cloud accelerates enterprise innovation by modernizing traditional applications with cloud-native development and services.
Matt Gembrin
CFO of Redaptive
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About Redaptive: Redaptive is an Efficiency-as-a-Service tool for commercial and industrial customers.
Michael Stanton
Chief Financial Officer of Diligent
Michael serves as the CFO of Diligent Corporation. Michael Stanton joins Diligent with nearly 20 years of experience spanning business optimization, corporate finance, treasury and corporate development, most recently serving as Senior Vice President of Finance and Treasurer at SaaS-based education technology provider Blackboard Inc. With more than a decade at Blackboard, Stanton helped lead the company’s successful IPO efforts, which catapulted Blackboard to the top of the education technology market. He also helped grow the company to more than $650 million in revenue, and during his tenure he led more than $4 billion in equity and debt financings and 32 M&A transactions. Prior to Blackboard, Stanton held leadership positions at the international financial and corporate communications consultancy, Dewe Rogerson, and CCA Companies Inc., where he was responsible for forecasting, budgeting and analysis of the company’s lodging and gaming business. He holds a BA in history from College of the Holy Cross.
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About Diligent: Diligent is the largest GRC SaaS provider, with 1M users, across 23,000 organizations, valued at $7B+ and $500 million+ in revenue.
Naresh Bansal
Chief Financial Officer of AppZen
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About AppZen: AppZen is an artificial intelligence platform for modern finance teams.
Brad Surminsky
Chief Financial Officer (CFO) of ConnectWise
A passion for team sports mirrors Brad’s passion for driving teams to win. As Chief Financial Officer, Brad leads finance and accounting, human resources and legal at CentralSquare. He brings over 25 years of financial leadership experience to CentralSquare. Prior to CentralSquare, Brad served as a divisional CFO for D+H, a global financial technology service leader. Prior to D+H, he served as CFO of ADP Canada and then CFO of the National Accounts division of ADP. Brad also held senior finance roles at ACNielsen and UniHost Corporation. Brad began his career at Arthur Andersen in Toronto. He has a CPA, CA designation, and a business degree from the University of Toronto. When he’s not working, Brad is an avid golfer and college sports enthusiast, alternating between University of Georgia football and University of North Carolina basketball. Brad loves spending time with his wife and college-aged children, who attend UNC and UGA–which makes it easier to catch a lot of games.
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About ConnectWise: ConnectWise is a software company that transforms how technology solution providers build, manage, and grow their businesses.
Reade Frank
Chief Financial Officer of Lucidworks
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About Lucidworks: Lucidworks connects experiences throughout the entire user journey to meet customer and employee intent in the moment.
Michelle McComb
Chief Financial Officer of Datto
Michelle McComb is the chief financial officer of [Datto](https://www.crunchbase.com/organization/datto#/entity), a provider of backup, disaster recovery, and business continuity solutions to small- and medium-sized businesses. Prior to that, she held the same position at Bloomberg’s financial products division. McComb began her finance career in public accounting at Ernst & Young, subsequently joining emerging technology companies which lead her to a variety of opportunities within and outside the U.S. McComb holds a master’s degree in accounting from Weber State University. She resides in Norwalk, Connecticut, United States.
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About Bluecore, Datto, VTS: Datto provides backup, recovery, and business continuity solutions to managed service providers worldwide.
Tom Donnelly
CFO of Datasite
Tom Donnelly brings significant digital marketing, analytics and SaaS (Software as a Service) experience to his role at OptiMine. He previously was President and Chief Operating Officer at Digital River, Inc. (NASDAQ: DRIV), a leading global provider of Commerce-as-a-Service solutions, with 2013 revenue of $390M. At Digital River, Donnelly led the global e-marketing, sales, client delivery, and infrastructure organizations for the company’s core enterprise e-commerce businesses. Prior to joining Digital River, Donnelly served as President and COO of Net Perceptions, Inc. He has more than 25 years of Internet and technology experience.
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About Datasite, Merrill Brink International, OptiMine Software: Datasite equips dealmakers with the tools they need to succeed in the entire M&A lifecycle.
Andrew Aberdale
CFO of Blustream
Andrew Aberdale serves as the Chief Financial Officer at Blustream.
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About Battery Resourcers, Blustream: Blustream is an after-sale customer engagement platform that connects physical goods companies with customers using product usage data.
David Belgum
CFO of Sureify
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About Sureify: Sureify is an industry leading SaaS platform for Life and Annuity companies.
