11
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0
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0
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8y
Years active
Portfolio
7 investments · sorted by recency
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Board Member
2022
Apteans AI-powered, enterprise software serves manufacturers and distributors worldwide across food and beverage, apparel, transportation and more.
Through the AI-native Aptean AppCentral platform, applications like ERP, WMS, EAM, TMS and more operate together using a unified private data lake. Aptean Intelligence is built directly into them, helping teams make faster, better-informed decisions. And with 10,000+ customers and decades of industry expertise, Aptean is the partner organizations rely upon for future-proof technology.
Aptean’s solutions and services help businesses of all sizes to be Ready for What’s Next, Now®. Headquartered in Alpharetta, Georgia, Aptean has offices in North America, Europe, and Asia-Pacific. To learn more about Aptean and the markets we serve, visit www.aptean.com.
Board Member
2021
We make purpose-built software for specialty manufacturing and distribution businesses that streamline complex processes, optimize operations visibility and throughput, and drive improved quality, profitability, and revenue growth. Deeply embedded in our customers’ businesses, Advantive’s software solutions add value along the full manufacturing and distribution lifecycle.
Our customers, who include corrugated and packaging manufacturers, equipment and supply wholesale distributors, and automotive and other specialty manufacturers, benefit from our solutions that have been honed over decades in the marketplace. We know our customers’ businesses intimately and deliver software to address their needs.
Our software is deeply embedded in our customers’ operations. From schedule optimization and quality to sales order, inventory, and fulfillment management, from financial management to e-commerce to reporting and analytics, our software is designed to optimize every aspect of the manufacturing and distribution value chain. Specialized, scalable, and easy to use, our software optimizes performance and drives rapid value and ROI for our customers.
Board Observer
2020
Planview has one mission: to build the future of connected work, from ideas to impact. Planview helps organizations accelerate the achievement of what matters most, supporting our customers from need to speed, from passion to progress, and from overhead to optimization. Our connected platform of solutions underpins the business and digital transformations of more than 4,500 customers globally, including 59 of the Fortune 100. Planview empowers enterprises to improve time-to-market and predictability, increase efficiency to unlock capacity, and ensure their most strategic initiatives deliver the desired business outcomes. Learn more about our portfolio at planview.com, and connect with us on LinkedIn and Twitter.
Board Observer
2020
Ivanti is a global enterprise IT and security software company dedicated to unlocking human potential by managing, automating and protecting data and systems to empower continuous innovation. With adaptable software solutions tailored to customer needs, Ivanti empowers IT and security teams to enhance operational efficiency, cut costs and proactively mitigate security risks.
At the heart of Ivanti’s offerings is the AI-powered Ivanti Neurons platform, which transforms the way IT and security teams operate. By delivering unified, reusable services and tools, the platform ensures consistent visibility, scalability, and secure solution implementation, enabling teams to work smarter, not harder. Over 34,000 customers, including 85 of the Fortune 100, have chosen Ivanti to meet their challenges. Ivanti follows “Secure by Design” principles to provide software solutions that scale with our customers’ needs to help enable IT and Security to improve operational efficiency while reducing costs and proactively reducing risk.
Ivanti fosters an inclusive environment where diverse perspectives are honored and valued, reflecting a commitment to a sustainable future for customers, partners, employees and the planet.
Board Observer
2018
insightsoftware is a global provider of Connected Solutions for the Office of the CFO. We believe an actionable business strategy begins and ends with accessible financial data. With solutions across financial planning and analysis (FP&A), accounting, and operations, we transform how teams operate, empowering leaders to make timely and informed decisions. With data at the heart of everything we do, insightsoftware enables automated processes, delivers trusted insights, boosts predictability, and increases productivity.
Learn more at insightsoftware.com.
Board Observer
2018
PDI Technologies resides at the intersection of productivity and sales growth, delivering powerful solutions that serve as the backbone of the convenience retail and petroleum wholesale ecosystem. By “Connecting Convenience” across the globe, we empower businesses to increase productivity, make more informed decisions, and engage faster with their customers. www.pditechnologies.com
Board Observer
2018
Mitratech is a trusted, global technology partner empowering corporate legal, risk & compliance, and HR professionals to maximize productivity, control expense, and mitigate risk by deepening operational alignment, and increasing collaboration & visibility across their organization.
With Mitratech’s proven portfolio of end-to-end solutions, organizations worldwide are able to proactively identify and implement best practices and standardize processes across all lines of business to manage risk and ensure business continuity.
Mitratech partners with more than 10,000 companies worldwide, from small nimble teams needing tech-enablement, to the largest organizations in the world trying to centralize, streamline and collaborate across their legal and risk functions. Mitratechs user base spans more than 160 countries.
Innovate now by visiting: www.mitratech.com
Experience · 14 entries
All (14)
Investments (11)
Founder (1)
Board (10)
2025
Founder - Software Operating Advisor
2025
After nearly a decade working in Software & Technology M&A, including at one of the worlds largest technology-focused private equity firms, I advise Founders and CEOs of growth-stage technology businesses on strategy, operations, capital planning and M&A.
My experience includes:
- Board Director, or Observer role at 8 portfolio companies ranging from $40M to $800M in Annual Revenue; partnered with management teams to plan and execute their strategic journey
- Executed and/or originated 10 new deal platform investments, and 7 portfolio company exits or major recapitalizations; executed 75+ add-on acquisitions on behalf of my portfolio companies
- Partnered with C-Suite executives to implement enterprise software best practices across several functions: Sales & Marketing (GTM strategy), Finance (budgeting), HR (recruiting talent), and Technology/Product (best practices)
If you are interested in learning more, please reach out.
2023
Board Member
2023
Kinective is the force multiplier financial institutions need to scale transformation efforts faster through one connection between fintechs and banking cores.
2022
Board Member
2022
Lumivero offers custom-built software solutions that allow users to leverage tools to answer the important questions they are working to decode. Lumivero brings trusted research, decision-making, and organizational tools together that enable professionals to do their work efficiently and productively and to make decisions more confidently.
Board Observer
2022
Veracode is a global leader in Application Risk Management for the AI era. Powered by trillions of lines of code scans and a proprietary AI-assisted remediation engine, the Veracode platform offers adaptive software security and is trusted by organizations worldwide to build and maintain secure software from code creation to cloud deployment. Thousands of the world’s leading development and security teams use Veracode every second of every day to get accurate, actionable visibility of exploitable risk, achieve real-time vulnerability remediation, and reduce their security debt at scale. Veracode is a multi-award-winning company offering capabilities to secure the entire software development life cycle, including Veracode Fix, Static Analysis, Dynamic Analysis, Software Composition Analysis, Container Security, Application Security Posture Management, Malicious Package Detection, and Penetration Testing.
Board Member
2022
Apteans AI-powered, enterprise software serves manufacturers and distributors worldwide across food and beverage, apparel, transportation and more.
Through the AI-native Aptean AppCentral platform, applications like ERP, WMS, EAM, TMS and more operate together using a unified private data lake. Aptean Intelligence is built directly into them, helping teams make faster, better-informed decisions. And with 10,000+ customers and decades of industry expertise, Aptean is the partner organizations rely upon for future-proof technology.
Aptean’s solutions and services help businesses of all sizes to be Ready for What’s Next, Now®. Headquartered in Alpharetta, Georgia, Aptean has offices in North America, Europe, and Asia-Pacific. To learn more about Aptean and the markets we serve, visit www.aptean.com.
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Investment activity
2018–2023 · 11 investments
Recent (last 2 years)Earlier
