Meet the Team That Gets Sh*t Done.

David McFarlane

David has led multiple technology companies through scaled execution, overseeing funding and growth from early-stage to successful multi-billion dollar IPOs, M&A exits, and private equity partial exits. David has built multiple go-to-market models from open source to enterprise sales typically from $5-100 Million in revenue, across 40 countries. He's experienced in raising capital from seed to private equity but has a special place in his heart for capital-efficient models. David enjoys working with early-stage businesses and serves on the boards of and lectures at both MIT Enterprise Forum and UMass Boston Venture Development Center.

PARTHIB SRIVATHSAN

Parthib helps Companyon’s portfolio companies develop, build and execute a data-driven growth strategy. He structures and augments the company’s intelligence around financial, customer, sales, and marketing data to deliver GTM, pricing, and market insights. His operational and forecast models empower CEOs to understand the top-line and bottom-line impact of strategic and tactical decisions and his performance dashboards provide the leadership team with guardrails to an outsized Series A. Parthib supports fund operations by leading pre and post-deal diligence workflows on the market, competition, and financial projections where he synthesizes due diligence findings into investment recommendations. Parthib leads the Platform Team’s practice-building activities such as the development of Companyon methodologies, benchmarks, market analysis, tools & templates that portfolio companies can leverage. He holds a Master of Business Administration from Babson College and lives in Irvine, CA, with his wife and son.

MEG HENRY

Meg has spent the last 10 years in the HR and Recruiting space supporting a wide range of teams and roles. She started in the HR department at a Financial Services company and spent time as an agency recruiter at Robert Half before moving into technology. Since then she’s hired globally for roles in every department at Brightcove, a public video technology company, ASICS Digital, a division of ASICS (the sneaker company), and Mainstay, an education technology startup. She’s passionate about helping companies find the best people to help them grow while providing great candidate experiences along the way. When she's not working, you can find Meg either trying out new restaurants in Boston with her husband James (he’s also in recruiting so dinner conversations are riveting) or visiting her family in New York.

David “Stock” Baird

David "Stock" Baird is Founder and CEO of Baird Tech Inc., a premier IT executive search and app development firm based in Detroit that provides its global client base with a dedicated, hands-on partner and a systematic approach to bring in qualified, high-value candidates. David and his team have developed a proprietary applicant tracking system called BairdHunt, allowing for a streamlined recruitment process with individuals not just looking for another job, but the right career move. Additionally, he co-founded Roxy - a new marketplace for swapping toys, electronics, and clothes in Mexico. Prior to this, David was Co-Founder and CEO of Selocial - an award-winning musician's social media platform - and gained fame as a hip hop artist in the UK with music on film and television.

Jay Batson

Jay has over 20 years of executive management and CEO experience with technology companies from founding to public offering, most recently as co-founder & CEO of Acquia (SaaS digital experience platform supporting enterprises with complex open-source Drupal deployments). Since retiring from Acquia in 2012, Jay has been an executive advisor, CEO coach, angel investor, and advisory/board member for dozens of early-stage companies & executives. As an advisor he helps companies improve using strategic prioritization, business risk reduction, setting and executing to objectives using frameworks and techniques known to work. As a CEO coach he wears a different hat - helping CEOs improve using self-inquiry and internal commitments to personal growth.

Greg Casale

Greg founded Reveneer nearly 10 years ago to solve a problem that he experienced in his role as a sales executive at growing tech companies: designing, building and managing predictable inside sales operations is hard. Many companies burn capital and time to market with a trial and error approach that rarely achieves sustainable results. The problem is complex - from hiring the right talent, developing playbooks, training the team, designing cadences, integrating the tech stack, launching and ramping. Early on, Greg decided that rather than become yet another sales consultant, he would create a fully managed service that took on for its clients all of the complexity of building and running inside sales operations. Reveneer is a privately-held firm with over 200 employees, and has been named an Inc. 5000 Fastest Growing Company for the past four consecutive years, Inc. Magazine Best Workplace and Boston Globe Top Places to Work.

JASON DeAMATO

With 20 years experience as a revenue leader Jason gravitated early towards the behavior side of selling. His experience spans multiple industries which prove that sales behaviors when executed well do not relate to industries. His vision for ConversionCoach was born when he owned a call center in Beverly Massachusetts in 2007. That company was quickly successful then crashed slowly and painfully. Since then he has transformed the selling culture at many organizations with a focus on increase in conversion, decrease in ramp and higher retention and morale of sales teams. He is energized by spending quality time with his daughters, playing in his band, all things music, psychology, great conversations, curious people, comedy, water, daily meditation and travel. He wishes he was funny enough to be a comedian. Sadly he is not even close.

Robin Dvorak

Robin Dvorak is the founder of Blue Egg, the marketing department for small businesses. She channels three decades of experience into her passion for helping business owners build marketing strategies, programs and processes that are designed to scale. Robin and the team at Blue Egg define marketing as drawing a short, bright line between action and revenue that is derived from understanding what customers need and value. With deep experience across business models, industries and customer focus, Blue Egg acts as an outsourced extension of the businesses it serves. Robin can currently be found crossing the country by RV full-time with her beagle, Murphy.

Andy Gauthier

Andrew is a dynamic, C-suite executive with significant hands-on financial and operating experience. His expertise has amassed from years of launching and scaling-up businesses globally. Andrew is an investor and advisor of small businesses, impassioned by early-stage ventures, sustainable business models, and healthy unit economics. Andrew helped secure $25M+ of equity and debt capital, leading M&A initiatives from identification of targets through due diligence to post-close integration. Prior to starting Mighty Startup, Andrew was the Head of Finance at Botkeeper. A member of both the founding and executive teams, he was instrumental in the creation and rapid growth of the organization. Botkeeper raised a $4.5M Seed Round, grew to over 100 global employees and closed an $18M A Round. Previously, Andrew launched and operated a boutique tax and consulting firm. His early career exposed him to a variety of industries and organizations. He held roles in privately held businesses and accounting firms ranging from boutique to a Big 4. Andrew is a Certified Public Accountant (CPA). He holds a BS in Accountancy and MS in Taxation from Bentley University where he minored in Law and focused in computer science and entrepreneurship. Andrew served as Treasurer of The Chesterbrook Community Foundation.

Jackie Golden

Jackie is currently the Chief Customer Officer at Apty. She established her company, LandNExpand, in 2014, as a Customer Lifecycle Management consulting firm. She has advised dozens of startup and high growth software companies and stepped into the CCO role to help them execute on their strategic plans for growth. She helps software companies merge vision, strategy, and flawless execution to optimize results. She provides the vision, strategy, leadership and excellence in execution to deliver strong and sustained revenue, expansion and customer retention results for high growth, mid-size and large global organizations for companies like Hyperion, PowerCerv, Cognos, Ascential, IBM, Workfront, Socrata, and CoreView. She’s known as a customer experience expert and trusted advisor to senior leadership, boards and investors; respected for insightful approach to building a profitable customer lifecycle approach. She is a published author of Green to Golden and speaker on Customer Experience best practices. Jackie is also a Master Dog Trainer who volunteers in training service dogs for Sheri’s Pack Wounded Warrior Project. Jackie lives in San Diego with her husband of 35 years, her two grown children and grandchild. She holds an MBA from San Diego State University and BS in International Business from Cal Poly, San Luis Obispo.

Luke Hohmann

Luke is Chief Innovation Officer of Applied Frameworks, a boutique consulting firm helping companies create more profitable software-enabled solutions. A serial entrepreneur, Luke founded, bootstrapped, and sold Conteneo, an enterprise software company that helped global companies manage investment portfolios using Participatory Budgeting. Luke is one of six people in the world recognized as a Principal Contributor to the Scaled Agile Framework, one of the world’s most widely adopted Agile Software Development frameworks. A prolific author and creator, Luke’s contributions to the global agile community include six books and Profit Streams™, Innovation Games®, a pattern language for market-driven roadmapping. Luke is also co-founder of Every Voice Engaged Foundation, where he partnered with The Kettering Foundation to create Common Ground for Action, the world’s first scalable platform for deliberative decision-making. Luke is a former National Junior Pairs Figure Skating Champion and has an M.S.E. in Computer Science and Engineering from the University of Michigan. Luke loves his wife and four kids, his wife’s cooking, and long runs in the California sunshine and Santa Cruz mountains.

JOE IPPOLITO

Joe advises Companyon Ventures and supports its portfolio companies with sales, sales leadership and organizational excellence. He helps startups implement top-performing sales methodologies and teams to help them improve sales efficiency, pipeline predictability and grow top-line revenue. He’s the President of Topline Performance Solutions, a certified Sandler Training. Sandler has been frequently ranked one the top sales training organizations in North America. Joe has 25+ years of sales, sales management and training experience, and currently works with a wide range of technology companies, from venture-funded technology startups like SyncOnSet and Signiant to large enterprises like IBM. Sandler’s methodology has recently been incorporated into the curriculum at Harvard Business School.

Alan Johnson (AJ)

Alan “AJ” Johnson is currently a founding member of Upright Partners, LLC, an advisory services organization that guides clients on how to achieve exceptional business results by maximizing their go-to-market opportunity, strategy and execution. At Upright, AJ focuses in the areas of strategic and operational planning, helping SaaS businesses orchestrate their go-to-market approach to maximize growth and sales productivity. In addition to his responsibilities at Upright, AJ also serves as a Board Advisor at Fullcast.io, a company formed in 2017 to solve the challenges of aligning sales planning to operational execution in high-growth companies. AJ has over 30 years of experience in the technology sector, and was previously head of Global Sales, Services, and Marketing Operations at both Everbridge, Inc. and Akamai Technologies. In addition, he has held various sales, sales management, GTM programs and channel roles at leading technology firms including EMC, Sun Microsystems, and Siemens. He has a demonstrated ability to develop, implement, and execute strategic sales and operational plans, and was recognized in 2016 as one of the top sales leaders worldwide by Hot Topics/Collective[i]. AJ holds a Bachelor of Science in Business Administration from the Questrom School of Business at Boston University.

Rachel Johnson

Rachel brings over 20 years of experience in marketing leadership for startup and scale up companies, most of which are in the SaaS technology space. She's a versatile modern marketing executive who’s mastered the balancing of the art and science of marketing. Her superpower is bringing calm and order to the chaos many startups and scale ups experience on the marketing & GTM side of their business. She comes to the table with proven frameworks from her experience in building marketing departments or teams from the ground up or optimizing a current infrastructure to drive performance. She's experienced at driving startups and scale-ups to use marketing as a lever for growth, scale, funding, or acquisition, which she's gained through eight M&A events. Rachel now serves as a fractional CMO and the CEO/Founder of MoJo Marketing Consulting, LLC. Prior to starting MoJo Marketing, Rachel served in key leadership roles at companies like iGoDigital, ExactTarget, Salesforce, Angie's List, Monetate, PFL, One Click Contractor, and most recently as the CMO for a private equity company, Threefold. Rachel is a strong communicator and conceptual thinker with demonstrated ability to design and execute marketing strategies and communications that scale across B2B and B2C channels. Rachel's experience has run the gamut, including demand gen (growth/revenue marketing), product marketing, customer marketing, content marketing, field marketing, and brand. She orchestrates these different marketing functions together to help companies drive meaningful growth and accelerate business results. She's also a compassionate leader with the agility to both get in the weeds and strategize at 30K feet which makes her a perfect fit for companies in the $0-$100M growth stage. Outside of work, Rachel enjoys photography, hanging with her husband Brent and her three kiddos. She says that being a mom has taught her many skills, including patience, kindness, and multitasking, and she brings many of these skills to work with her when she leads teams. She also has two girls and she wants to show them that women can be strong and bold, but also kind. You'll also see Rachel giving back and mentoring more junior team members of a team or within the community. Giving back is a critical leadership quality for her.

Brian Kardon

Brian Kardon is a transformational leader, advisor and marketer. He has managed customer acquisition to adoption and advocacy with experience at businesses ranging from startups to global billion-dollar organizations. He is a results-oriented executive with 25+ years of experience creating and implementing successful growth strategies, penetrating new markets, and developing products people love. Brian began his career in consulting with Deloitte, where Brian became one of the youngest partners in the firm’s history and helped lead their global marketing strategy practice. He left consulting to become an operator as CMO at Reed Business Information (NYSE: RELX), the largest B2B publisher in the world. Brian later joined Forrester Research (NASDAQ: FORR) as Chief Strategy and Marketing Officer where he helped turn the brand into a leader in the technology research sector. Brian moved to software in 2008, joining Eloqua in 2008 as CMO where he was part of the team that led Eloqua’s explosive growth and leadership in the marketing automation sector, resulting in a successful IPO and subsequent purchase by Oracle. Most recently, Brian was Chief Marketing Officer of InVision, the digital product design platform and Fuze, a cloud-based communications platform. During his four years at Fuze, the company grew from $30M to >$125M in revenue, Fuze was named the market “Leader” by Forrester Research, and the Fuze marketing team won the prestigious SiriusDecisions ROI Award for Demand Creation. Today, Brian is among the most successful marketing executives in the world of technology. He has been named to several new lists: “50 Most Influential CMOs on Social Media” (Forbes), “100 Most Influential Chief Marketing Officers in the World” (Richtopia) and the “30 Tech Marketing Leaders Changing the Industry” (Synthesio). Brian received his BS and MBA degrees from The Wharton School of the University of Pennsylvania.

Corey Kreuz

Corey began his career in staffing in 1999 when he joined Hollister Staffing. While at Hollister, Corey advanced from Recruiter to Training Manager, Branch Manager, and eventually Division Manager. In 2009, Corey took the opportunity to build a startup and help grow SaleStart, a national sales staffing firm. SaleStart was part of one of the most successful and fastest growing staffing firms in the country. The Boston Business Journal ranked the company as one of the best places to work multiple times. Corey became President of SaleStart in 2013 and has rebranded in 2020 to S2 Staffing. The idea behind S2 is to provide clients with the choice of more thorough, innovative services than are available in the national staffing market. When Corey is not working, you will find him at a hockey rink or a local field watching one of his three kids play lacrosse, field hockey or baseball.

CHARLES LOCKWOOD

Charles advises Companyon Ventures and supports its portfolio companies with creative and branding expertise including brand strategy, identity development, and user experience design. He is co-founder of Ideometry, a full-service, growth marketing agency. He has been at the forefront of design and branding for 10 years and has worked with countless clients including Dick's Sporting Goods, Symphony Ventures (a Sykes Company), and Charles River Laborator.

MIKE OH

Michael Oh SYSTEMS MANAGEMENT & CYBERSECURITY ​ Michael is an expert in IT systems and support, with deep knowledge in applied cyber security and cyber threat management. He advises Companyon’s portfolio companies to make sure their technology infrastructure is properly managed, secure, and scalable. An entrepreneur with 29 years of experience in running his own investor-backed company, he has worked as a consultant for the New York Times, Accel, Novartis, Kayak, the Boston Celtics, and the South Korean government. Michael holds double engineering degrees from Massachusetts Institute of Technology in Aeronautical and Electrical Engineering and lives outside of London, UK with his wife and twin daughters.

Craig Palli

Craig has scaled numerous ventures from inception to IPO or acquisition resulting in billions of dollars in exit value. As an advisor and board member, he has supported ventures spanning Ad Tech, Ed Tech, Clean Tech, AI and VR. As a startup leader, his work at the forefront of the affiliate and mobile marketing industries is considered pioneering. More recently Craig brought machine learning to Ed Tech and in so doing created new models for assessment and education. Craig’s advisory work focuses on go-to-market, organizational scale, integrated marketing, partnerships, revenue growth, customer success and fundraising. When not supporting ventures, Craig enjoys playing hockey, skiing and has coached a dozen soccer teams. Craig has a BS in Industrial Management & Economics from Carnegie-Mellon University and holds an MBA from Babson College.

Shonak “Nak” Patel

Nak has over twelve years of experience as a founder, go-to-market, and operations leader building startups. He's currently co-founder of Kahani, venture backed B2B startup in the ecommerce space. He spent three years as the first customer experience executive at Appcues, scaling the customer success and support functions to serve over 1,200 leading product companies around the world ranging from startups to IBM. Prior to Appcues, Nak was the VP of Growth & Operations at a venture-backed education technology startup that was acquired. He specializes in advising product-led B2B businesses around activation, adoption, and retention strategies.

BRANDON PINDULIC

Brandon was the founder & CEO of OpGen Media, a B2B Marketing Ops & Demand Generation Agency (acq. by Reel Axis). Before starting OpGen Media, Brandon worked as a Demand Generation Manager at ProofHQ (acq. by Workfront) and at Wasabi Ventures. With over 8 years of B2B Demand Gen experience working across growth-stage SaaS companies and Fortune 1000 Technology companies, Brandon has deep expertise across foundational demand generation and marketing operations processes for early- to growth-stage companies, while servicing Mid-Market and Enterprise SaaS companies through scalable lead generation campaigns. Brandon and his team have worked with companies such as Citrix, DocuSign, Oracle and more, along with countless startups and established professional services companies.

AMY ROBINSON

Amy is a strategic adviser, thought partner and executive coach. She has a long history of diagnosing and addressing organizational challenges and coaching leaders to thrive in high growth environments. With 15+ years as a Chief People Officer in private and public tech companies, she is adept at recognizing patterns and nimbly working through the complexities that come with rapid growth and scale. Amy founded Pivotal Moments in 2019 to provide executive coaching and HR advisory services to leaders in growth companies. Amy brings high energy and a focused approach to every client relationship. She has a proven ability to help her clients increase self-awareness, shift mindset and gain the necessary clarity and new skills to navigate through the pivotal moments that shape careers and transform lives. Throughout her career, Amy has coached hundreds of leaders to level up their game by challenging them to expand their thinking, shift perspective, and embrace new possibilities. Amy is very motivated to help clients reduce stress and achieve momentum, resulting in significant performance gains for leaders and their teams.

Daniel Stevenson

Daniel has over 25 years of experience in early-stage and larger software companies creating and implementing go-to-market strategies and revenue-generating partnerships. He was most recently the head of growth at Foodspace, a pre-Series A company, and prior to that he was the CRO at Promoboxx, where he headed up the sales, marketing, and client success organizations. Previously he was the Vice President of Business Development at Backupify, and before that Daniel held partnership, channel, and marketing leadership roles at Iron Mountain, LiveVault, THINQ, eRoom, and Rational Software. Daniel works with early-stage companies to help them create and execute their go-to-market and partnership strategies.

Kyle Vamvouris

Jenny Vance

Jenny brings over 20 years of experience in revenue leadership for technology companies. Her first entrepreneurial endeavor helped her develop unique experience helping over 350 companies build strong performing TOFU initiatives that drive BDR/SDR performance and pipeline creation. Now as Founder/CEO of SalesJen, her mission is to partner with high growth companies to craft sales enablement strategies that strike this balance of art and science at scale. With her help, new sales people hit aggressive ramp milestones, deliver consistently in win rate and readily adjust to new GTM signals and strategies. BDR teams see unprecedented quota performance while delivering boardroom-ready insights about key segments, cadence duration, messaging indicators and more. Sales teams have confidence in their solution knowledge, competitive landscape and ideal customer personas. Sales Leaders have a partner to build predictable forecasts, strategic GTM motions and scalable sales processes. Jenny is energized by anything competitive and currently exercises that drive in golf, ballroom dance, and pickleball. She adores her three dogs who have developed quite the TikTok following. Don’t ask her about it unless you really want to know!

JOSH WALOVITCH

Josh advises Companyon Ventures and supports its portfolio companies with go-to-market strategy development, content marketing, and optimizing lead and sales generation campaigns. He is Strategy Director and Co-founder of Ideometry, a full-service, growth marketing agency serving a range of clients from venture-funded startups to established worldwide brands. Josh has been at the forefront of marketing and digital strategy for 10 years and has worked with countless clients including Thomson Reuters, Intralinks, and 88 Acres.ng Goods, Symphony Ventures (a Sykes Company), and Charles River Laboratory.

Tim Walsh

Tim has over 25 years in corporate and product marketing with both Global 1000 enterprises and venture-backed technology companies in SaaS, enterprise software, infrastructure, payments, high tech distribution and life sciences. In 2008 he started Walsh Group Marketing to fill the content, time and resource gaps that many startup technology companies face in their go-to-market efforts. His experience includes both direct sales and channel distribution models in payments, online self-service, virtualization, e-commerce, supply chain management, healthcare and biotech. He brings a strategic, results-oriented, hands-on approach to corporate marketing, communications and content development with strong writing, project management and interpersonal skills. He also works with a trusted network of partner resources. Tim's core capabilities include messaging, positioning, public relations, analyst relations, content development (for web, blogs, PR, collateral, presentation, multi-media) as well as research and competitive analysis.

Jeremy Aber

Jeremy has spent the past 29 years as a business attorney, with the past 10 years focusing on only helping growing SaaS and software companies speed up their go-to-market agreements. Jeremy runs a law firm that exclusively helps SaaS and software companies develop their templates and negotiate deals with their customers. Jeremy was General Counsel at OpenView Venture Partners in Boston and ScriptLogic (acquired by Quest Software) in Florida, and headed up software licensing at BMC Software in Houston. Jeremy also has passed the Certified Public Accountants' exam.