Experience

Album

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• General Partner

  • 2014 - 9 years

  $500k-$4M investments into early-stage software companies (Seed and Series A) with a focus on SaaS and Marketplaces. Software: Filevine, Route, ZipBooks, Podium, Divvy, Clozd, Vega, HeroDevs, Plena, Halosight, Holdings, OliverIQ, Roster, Bound, Spiff, Consensus, Weave, Teem (acquired by WeWork), Strala, Mosyle, Jolt, ObservePoint, Nav, Degreed, MX, GuideCX, Taxbit, SalesRabbit, ClientSuccess, Marketware, Pronto, EquitySim, Andela, SaltStack, Mighty, Huckabuy, Learn In, Whistic, Podium… Show more $500k-$4M investments into early-stage software companies (Seed and Series A) with a focus on SaaS and Marketplaces. Software: Filevine, Route, ZipBooks, Podium, Divvy, Clozd, Vega, HeroDevs, Plena, Halosight, Holdings, OliverIQ, Roster, Bound, Spiff, Consensus, Weave, Teem (acquired by WeWork), Strala, Mosyle, Jolt, ObservePoint, Nav, Degreed, MX, GuideCX, Taxbit, SalesRabbit, ClientSuccess, Marketware, Pronto, EquitySim, Andela, SaltStack, Mighty, Huckabuy, Learn In, Whistic, Podium Education, Transfr, Limble, Luz, Edsights, Applause Marketplace: BallerTV, ClearVoice (acquired by Fiverr), Neighbor, Homie, Omadi, Pillow (acquired by Expedia), Bluestar, Lendio, Qwick, Prenda, Elektrik, Bodega Consumer: PetIQ (NASDAQ: PETQ), Cake, Owlet, Liingo (acquired by 1-800 Contacts), Latitude, Seis Show less



Neighbor

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Board Member

  • 2017 - 6 years

  Neighbor is a peer-to-peer storage company that connects people with unused space to people in need of storage. Through Neighbor, homeowners turn their garages, basements, RV pads, etc. into extra monthly income and renters are given a flexible and affordable storage alternative. Demand for self storage has never been higher in the USA and supply is limited, which means high prices and inflexible contract agreements.



Filevine

• United States
• Software Development
• 200 - 300 Employee

• Board Member

  • 2017 - 6 years

  Filevine is case management software built for and inspired by real attorneys. As a fully-featured suite of tools, it comes ready to manage every part of a moving case. Assign tasks, upload files or images, monitor staff productivity, and communicate with your client directly from within their case file.



Route

• United States
• Software Development
• 200 - 300 Employee

• Board Member

  • 2019 - 4 years

  Route automatically connects to everything you’ve ordered from your favorite retailers while allowing you to visually track your packages, anytime, anywhere.



Qwick

• United States
• Hospitality
• 200 - 300 Employee

• Board Member

  • 2019 - 4 years

  Phoenix, Arizona Area Qwick is changing the way people work. We connect food & beverage professional who want on-demand work with businesses who need them. Qwick offers our team members flexibility, control over their schedules, and the ability to choose who they want to work for. Businesses benefit by being able to fill shifts in real-time with a qualified and vetted workforce at a fraction of the cost of traditional staffing agencies.



Clozd

• United States
• Business Consulting and Services
• 100 - 200 Employee

• Board Member

  • 2021 - 2 years

  Clozd offers innovative services and technology for win-loss analysis. We uncover the real reasons why you win and lose.



Plena

• United States
• Software Development
• 1 - 100 Employee

• Board Member

  • 2020 - 3 years

  Robotic Process Automation for mid-market CFOs



Roster

• United States
• Marketing Services
• 1 - 100 Employee

• Board Observer

  • 2017 - 2023

  Utah Roster is a software service that enables businesses to discover and interact with their best customers for brand lift. We process existing customer data to mine social, affinity and demographic data to determine which customers are most influential to the brand and tools to collaborate with them to increase brand recognition and sales.



Consensus

• United States
• Software Development
• 100 - 200 Employee

• Board Member

  • 2017 - 2021

  Greater Salt Lake City Area Consensus automates the product demo and provides never before available visibility into the entire buying panel. With Consensus, prospective customers can get a personalized product demo, and share it with other stakeholders in the organization. Because closed sales now only require 1-2 live product demos, sale teams improve productivity by up to 3X, in addition to being provided with the analytics necessary to engage the entire buying panel in more a meaningful way, begin closing… Show more Consensus automates the product demo and provides never before available visibility into the entire buying panel. With Consensus, prospective customers can get a personalized product demo, and share it with other stakeholders in the organization. Because closed sales now only require 1-2 live product demos, sale teams improve productivity by up to 3X, in addition to being provided with the analytics necessary to engage the entire buying panel in more a meaningful way, begin closing conversations sooner, and shorten the sales cycle. Show less



Rocky Mountain Venture Capital Association

• United States
• Venture Capital and Private Equity Principals

• Board Member

  • 2017 - 2021

  The Rocky Mountain Venture Capital Association represents entrepreneurs, venture capitalists and the service providers who support them in the Rocky Mountain Region.



ZipBooks

• Financial Services
• 1 - 100 Employee

• Board Member

  • 2015 - 2020

  Greater Salt Lake City Area Acquired by Divvy ZipBooks is simple, beautiful, and powerful accounting software that gives you the tools and intelligence to take your business to the next level. Send professional invoices, automate your billing, and collect payment seamlessly with all major credit cards. Efficiently track your expenses and maintain up-to-date, color-coded records that let you know what’s going on at a glance. Add ZipBooks time tracking, tagging, and team management, and you’ve got a system that just… Show more Acquired by Divvy ZipBooks is simple, beautiful, and powerful accounting software that gives you the tools and intelligence to take your business to the next level. Send professional invoices, automate your billing, and collect payment seamlessly with all major credit cards. Efficiently track your expenses and maintain up-to-date, color-coded records that let you know what’s going on at a glance. Add ZipBooks time tracking, tagging, and team management, and you’ve got a system that just works! Show less



ClearVoice

• United States
• Business Content
• 1 - 100 Employee

• Board Member

  • 2016 - 2019

  Phoenix, Arizona Area Acquired by Fiverr ClearVoice provides a full-circle solution to content marketing. We believe a clear voice is the most powerful voice, no matter its volume or medium. By connecting you with world-class freelance talent through our easy-to-use collaborative platform, we can help your brand create content that empowers, delights and activates.



Instructure

• United States
• E-Learning Providers
• 700 & Above Employee

• Sales Org

  • 2014 - 2014

  Instructure is an education technology company that makes software that makes people smarter. Specifically, we make Canvas, the learning platform that makes teaching and learning easier, and Bridge, the employee development solution for people-focused companies.



Qualtrics

• United States
• Software Development
• 700 & Above Employee

• Marketing Org

  • 2012 - 2014

  Qualtrics Experience Management (XM) is the only software platform that helps brands continually assess the quality of their four core experiences—customers, employees, products, and brands. With Qualtrics XM, organizations can be at every meaningful touchpoint, for every experience, and predict which changes will resonate most with stakeholders.



Peterson Partners

• United States
• Investment Management
• 1 - 100 Employee

• Associate

  • 2012 - 2013

  Investments: -HireVue (acquired by The Carlyle Group) -Dsco (acquired by CommerceHub) -SmartAsset -Therapydia -EcoScraps (acquired by NYSE: SMG) -Identified (acquired by Workday)



BYU Cougar Capital

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Director

  • 2012 - 2013

  Investments: -Nexmo (acquired by NYSE:VG) -Domo (NASDAQ: DOMO) -Axcient (acquired by eFolder) -Goal Zero (acquired by NYSE:NRG) -EcoScraps (acquired by NYSE: SMG)



Duff & Phelps

• United States
• Business Consulting and Services
• 700 & Above Employee

• Senior Associate

  • 2008 - 2011

  San Francisco Bay Area Valuation for large tech companies including Hewlett-Packard, Microsoft, Amazon, Yahoo, and Oracle and for venture-backed startups such as 2wire (acquired by Pace), Ruckus Wireless, and Insurance.com (acquired by QuinStreet). Financial modeling in Excel using the income approach, market comparable method, market transaction method, and cost approach. Research using Bloomberg, Capital IQ, IDC, Gartner, and Mergerstat.



Innovasis, Inc.

• United States
• Medical Device
• 1 - 100 Employee

• Operations

  • 2004 - 2007

  Greater Salt Lake City Area Operations and product. We launched three FDA approved spinal implant products and placed our hardware in hundreds of spinal surgeries in the first three years of the company.