Smart CPM | CMP Software Company | OneStream Software

About Us

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Years Of Accomplishments
2020 Portrait of successful business team posing in office
2019 KKR logo - About Us
2018 Deloitte Fast500 - About Us
2016 OneStream Manchester - About Us
2015 OS21_MarketPlace-Icon
2014 Ribbon Cutting - About Us
2012 OneStream Founders - About Us
500th Customer

OneStream acquired its 500th customer in early 2020, was recognized as a Leader in the Gartner Magic Quadrant for Cloud FP&A Solutions, and Best Workplace by Inc. Magazine and ComputerWorld. The company also reported record revenue growth in Q3 in spite of the global pandemic.

KKR Investment and Unicorn Status

OneStream entered into an agreement to receive a significant investment from KKR and a valuation of over $1.0 billion. OneStream was also recognized as a leader in the Gartner Magic Quadrant for Cloud Financial Close Solutions and Gartner Peer Insights Customers’ Choice for Cloud FP&A Solutions.

First EMEA User Conference

In 2018 OneStream held its first Splash user conference in EMEA in Amsterdam. OneStream Software also was ranked 212th Fastest Growing Company in North America on Deloitte’s 2018 Technology Fast 500™.

100th Customer

OneStream hit a key milestone, acquiring its 100th customer in 2016. In addition, the company opened its Manchester, UK office to provide improved local support for its growing customer base in EMEA.

MarketPlace Launched

The true test of a platform is whether it’s extensible. In 2015 OneStream launched its innovative solutions MarketPlace, an “apps store” concept that enables customers and partners to download, configure, and deploy additional solutions to quickly address new requirements and extend their investment in the OneStream platform.

Rochester HQ Office Opens

OneStream announced its expanded US headquarters with a new office in Rochester, Michigan and added offices in Stratford, CT and Western Europe to accommodate its explosive growth in customers and staff. This facility debuted with ample space to house the headquarters staff, a training center, basketball court, fitness center and other amenities for employees.

Founding of OneStream Software

Our founders Tom Shea, Bob Powers and Craig Colby are CPM domain experts. You learn a lot from developing some of the most widely used CPM solutions in the industry. With this experience, we learned that the only way to simplify the complexities we saw our customers facing was to start over and create a truly unified financial platform that could be extended to meet multiple finance needs without additional technical complexity.

Our vision is a world where finance departments leverage modern software applications that unify and streamline CPM processes across the enterprise, minimize system maintenance, and allow them to get back to business - and life.

Backed By The Numbers

800+
Employees

After hiring more than 270 employees throughout 2020, OneStream closed the year with 690 employees and quickly went over 700 employees in early 2021.

30+
Countries

OneStream customers are present in over 30 countries around the world in North America, South America, EMEA and APAC.

700+
Customers

OneStream saw a 40 percent growth in its customer base in 2020, reaching over 700 enterprises worldwide.

Leadership Team

OneStream has assembled the best and brightest leaders from the worlds of enterprise software technology and corporate performance management (CPM).

Our Locations

  • North American Headquarters
  • North American Sales Office
  • North American Development Office
  • North America, Ft Lauderdale Office
  • Australia, Melbourne Office
  • Australia, Sydney Office
  • DACH Office
  • France Office
  • German Office
  • Netherlands Office
  • Swedish Office
  • UK Office
  • North American Headquarters

    362 South Street, Rochester, MI 48307-2240

    North American Sales Office

    3400 Peachtree Road NE, Suite 530, Atlanta, GA 30326

    North American Development Office

    50 Housatonic Ave, Stratford, CT 06615

    North America, Ft Lauderdale Office

    350 East Las Olas Blvd, Suite 1100, Fort Lauderdale, Florida 33301

    Australia, Melbourne Office

    Level 23 | Tower 5, Collins Square, 727 Collins Street, Melbourne, VIC 3008, Australia

    Australia, Sydney Office

    Level 24, Three International Towers, 300 Barangaroo Avenue Sydney NSW 2000

    DACH Office

    Obergrundstrasse 61, CH-6003 Luzern, Switzerland

    France Office

    16 - 18, rue de Londres - 75009 Paris

    German Office

    Stadttor 140219 Düsseldorf, Germany

    Netherlands Office

    The Office Operators | Amsterdam Zuidas NoMA HouseGustav Mahlerlaan 1212 | 1081 LA Amsterdam

    Swedish Office

    Vasagatan 7SE 111 20 Stockholm, Sweden

    UK Office

    Windmill Green, Mount Street, Manchester, M2 3NN

    Industry Recognition

    Work at OneStream

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    We are passionate at what we do and deliver the best in the market. We work hard and play hard. Come join the OneStream family!

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    Robin Hankey

    Robin Hankey is a Senior Technical Architect at Performance Analytics Corporation, a OneStream Gold Partner, where he has been employed for 13 years, implementing Corporate Performance Management solutions for many customers with a focus on OneStream in recent years. Robin has worked in the computer industry for 30 years in various roles including software development, IT and financial consolidation systems. Some previous employers include Workbrain, Geac, Mips Computers, Jonas & Erickson.

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    Bart Willemstein

    Bart Willemstein has over 8 years of experience working in finance. Since 5 years he has been working on OneStream implementations in a variety of industries and implemented consolidation and planning. At Agium EPM he works as EPM Consultant and developed the OneStream way of Profitability and Cost, a solution that harvests all the benefits of the OneStream XF platform.

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    Tammy Norton
    Tammy Norton

    Tammy Norton is a Vice President at Archetype Consulting. Tammy has over 25+ years of business and technical experience in corporate performance management (CPM). In addition to having an accounting and financial reporting background, she has implemented over a hundred and fifty CPM solutions. She served 4 years on the board of directors of the Global Oracle Applications Users Group (OAUG). Tammy’s responsibilities include delivering strategic system implementations within the plan, while working with senior management to ensure successful improvements for the organization. Tammy also has extensive practical experience in all phases of the system development life cycle, including project requirements gathering, detail design, construction, testing, end user training, and production support.

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    Stephen Guerra

    Stephen is Manager of Product Marketing at OneStream Software. With a background in marketing technology and data, Stephen has over 20 years of experience marketing automation and digital marketing. Stephen has advised clients ranging from small non-profits to Fortune 500 companies on best practices to optimize marketing programs that identify, attract and retain the most valuable customers. Most recently as Director, Product Management at LexisNexis Risk Solutions, Stephen managed acquisition and retention solutions that enabled insurance marketers with the power of predictive analytics and big-data solutions.

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    Scott Stern

    Scott Stern is Sr. Director of Product Marketing at OneStream Software. With a background in corporate finance and FP&A, Scott has over 15 years of experience leading and transforming finance groups for enterprise businesses, including experience with MetLife, Catalina Marketing, Masonite International, and as an operating executive within HIG Capital portfolio businesses. Most recently, Scott was Sr. Director of Sales Effectiveness and Strategic Alliances for Prevedere, a leading provider of predictive analytics software.

    Peter Fugere
    Peter Fugere

    Peter Fugere is the Chief Solutions Architect Officer at OneStream Software where he develops and leads programs to help the team achieve highest possible customer satisfaction including; application design reviews, growing the services group, quality assurance check points, supporting partners and documenting best practices. He spends a majority of time working on strategic clients and developing solutions maximizing the value of our largest client’s investments in OneStream. He holds a Bachelor of Arts in Economics from the University of Massachusetts, Amherst and a Master in Business Administration from Northeastern University, Boston Massachusetts.

    Paul Giardina
    Paul Giardina

    Paul is VP Demand Generation at OneStream Software. With a background in software marketing, Paul has over 25 years of experience in marketing, including 18 years of experience at Hyperion Solutions, Cartesis (now SAP), and Tagetik. Paul has also held executive and strategic marketing positions at Protegrity, Archive Systems and Brandwatch. Paul has a BSBA from Villanova University and an MBA from the University of Connecticut.

    Pascal Walk
    Pascal Walk

    Pascal Walk is co-founder and Managing Partner at Agium EPM. He has a background as a group controller at previously stock listed company Numico. When he first encountered EPM software his world changed forever. Nowadays he shares this enthusiasm with the 22 consultants working for Agium EPM, dedicated to OneStream.

    Nicolas Courtial
    Nicolas Courtial

    Nicolas Courtial of OneStream is a finance professional with 20 years of experience working in finance and IT for major corporations in Europe and Australia. His background is in accounting for Cisco Systems and the SSC of NCR as well as FP&A Manager for AstraZeneca in the Netherlands. For the last 10 years he worked at Trintech, Hyperion and Prevero, supporting organizations in automating their financial processes.

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    Nicholas Cox

    Nicholas (Nick) Cox is a trained Chartered accountant and has a unique 20+ year background in audit & accounting, finance and back-office software applications. Nick comes to OneStream after a long career at Oracle, where he had served in various roles such as Head of EMEA EPM strategy, product marketing and presales consulting. Before Oracle, Nick was the lead UK pre-sales consultant on financial-close at Cartesis (now part of SAP) and pre-sales and alliance manager at Infor Sunsystems. He is known for his finance background, CPM solutions experience and a strong affinity with customers and partners.

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    Nicholas Blazosky

    Nicholas Blazosky is a Senior Solutions Consultant at OneStream Software. With a background in both Finance and IT, Nicholas has been the project lead for many budgeting, forecasting and long-range planning implementations. Prior to joining OneStream, Nicholas spend over a decade configuring and rolling out the Hyperion suite of products for customers in a variety of industries. He is a regular speaker and blogger on various topics in corporate performance management (CPM). In his current role, Nicholas helps customers and prospects alike realize the power of an all-in-one unified CPM platform.

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    Matthew Kawamoto

    Matthew Kawamoto is a Government Regional Account Manager at OneStream. Matthew has extensive knowledge of the Department of Defense’s (DOD) Planning, Programming, Budgeting, and Execution process, having spent over seven years delivering corporate performance management solutions across the DOD. Matthew is a member of the American Society of Military Comptrollers (ASMC), where he has a member since 2018 of the ASMC NCR PDI Committee as the chair for Corporate Tech Talk. Additionally, Matthew is a member of the Association for Government Accountants (AGA), where he serves on the Corporate Partner Advisory Group (CPAG). Matthew is passionate about supporting the DOD’s need for sustainable improvements to financial management capabilities (from budget formulation to auditable financial statements), efficiency, and effectiveness.

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    Lauren Ford

    Lauren Ford is Customer and Content Marketing Manager at OneStream Software. With over nine years of Marketing Communications experience, Lauren has an extensive background working with enterprise software specific to digital transformation. Lauren is responsible for managing OneStream customer advocacy and the development of customer testimonials and reviews. Lauren has a bachelor’s degree in Public Communications and Applied Economics from the University of Vermont.

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    John O’Rourke

    John O’Rourke is Vice President of Product Marketing and Communications at OneStream Software. With a background in accounting and finance, John has over 30 years of experience in the software industry, including 20 years of experience in product marketing at Hyperion Solutions, Oracle and Host Analytics. He has worked with many customers and partners on financial reporting and planning initiatives and has spoken and written on many topics in corporate performance management. John has also held positions in strategic marketing and product marketing at Dun & Bradstreet Software, Kenan Systems and Decisyon. John has a BS in Accounting from Bentley University and an MBA from Boston College.

    Joel Bittick
    Joel Bittick

    Joel is a CFO Process expert who leads Sales regionally in North America for OneStream’s State and Local market. A former USAF Captain, he’s been in the CFO process automation and technology space for more than 20 years as both a practitioner, consultant, and leader supporting CFO’s, Budget and Accounting leaders across State and Local government, Higher Education, and Commercial industries.

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    Jesper Kamstrup

    Jesper Kamstrup is Managing Partner at B-EYE Solutions and co-founded the company in 2006. With a background in defense electronics, IT and software development, Jesper has over 30 years of experience focusing on technology-based solutions and strategic systems architecture, including ERP and EPM implementations and leads B-EYE’s R&D initiatives globally.

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    Jeremy Guttman

    Jeremy Guttman is Vice President of Product Management at OneStream Software. With over 20 years of experience in corporate performance management (CPM) and data analytics Jeremy is a collaborative leader with proven success managing teams and building application platforms focused on the intersection of planning & data analysis. Prior to OneStream, Jeremy served in leadership roles in Product Management, Services, & Support at Tidemark prior to the acquisition by Longview Solutions. Jeremy's experience also includes Anaplan, SAP, and OutlookSoft where he held a variety of roles focused on helping Fortune 500 customers build & implement scalable business solutions.

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    Greg Willmott

    Greg Willmott is Manager of Competitive Intelligence at OneStream Software. Prior to this role Greg spent his entire career in software sales, with 20+ years in the EPM space with Hyperion, SAS, IBM and Prophix. Greg has a BS in Management Systems from Rensselaer Polytechnic Institute (RPI).

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    Craig Schiff

    CEO, BPM Partners

    Mr. Schiff is a pioneer in the Business Performance Management space. As a founding member of IMRS/ Hyperion Software (which became Hyperion Solutions and is now part of Oracle) he helped create and define the space, known first as analytic applications, then Business Intelligence, and now BPM. Mr. Schiff spent 16 years at Hyperion and as its Senior Vice President ran the 500 person Products and Services Group. Most recently he co-founded OutlookSoft (now part of SAP). While at OutlookSoft he was President and CEO and oversaw the delivery of the first unified, web-based Business Performance Management solution. Prior to Hyperion and OutlookSoft he project managed the custom development of financial reporting systems for customers of GE Information Services Company including American Express and AMF. Mr. Schiff has published dozens of articles, spoken at numerous BPM conferences to thousands of business leaders, appeared on WOR Weekend Business Report, and was interviewed by Al Haig on World Business Review. Currently Mr. Schiff contributes to several publications, is responsible for the BPM expert channel and blog on the Business Intelligence Network/ TechTarget, and develops the annual BPM Buyers Guide for Business Finance/ Industry Week. He is a recipient of the prestigious Ernst & Young Entrepreneur of the Year award. Mr. Schiff holds a B.S. from S.U.N.Y and an M.B.A. from Fordham University.

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    Beverly van de Velde

    Beverly van de Velde is a sailor, snow skier, and Global Leader of IT Certification at OneStream Software, specializing for over 14 years in high stakes certification testing program management. She also serves on the board for the Performance Testing Council (PTC) and regularly presents or consults to industry peers through associations, such as the PTC, Computer Education Management Association (CEdMA), Association of Test Publishers (ATP), and Technology Services Industry Association (TSIA).

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    Tom Shea

    Chief Executive Officer

    Tom was an original founder of UpStream Software in January of 2000 where he invented and architected UpStream TB and later UpStream WebLink. These products pioneered a new space called Financial Data Quality and achieved a better way to manage data quality for Hyperion products by providing a packaged product (UpStream/FDM) every company could use. Tom is an original founder of OneStream Software™ and an original architect of OneStream.  He is passionate when it comes to delivering value, success and support. Tom’s passion and true strength stems from a deep, unique understanding of Finance that leads to truly innovative and revolutionary products. Tom began working on OneStream more than 8 years ago and his vision is to change the entire CPM ecosystem with a solution that combines power and flexibility with ease of use, deployment and maintenance.

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    Bob Powers

    Chief Technology Officer

    Bob started at Hyperion Solutions in 1995 and advanced from Senior Software Engineer to Vice President of Software Development in a 12 year period. Initially, Bob worked on Hyperion Enterprise, built the Hyperion Schedules Module and managed Hyperion’s first OLAP product. Over the next several years, Bob invented, architected, implemented and led the development organization for Hyperion Financial Management (HFM). This was the first product with an OLAP engine designed specifically for Financial Reporting and Consolidation. He was later responsible for Hyperion Strategic Finance and assimilating the newly acquired MDM and UpStream/FDM organizations into Hyperion. In 2007, Bob left Hyperion to join Allegient Systems as Chief Technology Officer (CTO) where he was responsible for a multi-tenant cloud-based SaaS solution that facilitates legal bill review for insurance companies. After gaining first-hand experience with modern cloud-based technologies and working for years to integrate multiple incompatible products, Bob was convinced there must be a better way to help businesses manage their CPM activities. Bob is an original founder of OneStream™ Software and inventor of Extensible Dimensionality™. He and Tom Shea architected OneStream to be the only extensible CPM platform that simplifies complex business problems and provides the exact same capabilities regardless of whether it is used in the cloud or on-premise.

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    Craig Colby

    President

    Craig was a founder of UpStream Software in January of 2000 and an original founder of OneStream™ Software. Craig has a Finance education and background, however, his passion is communicating value to customers. The key to delivering 100% customer success starts with effectively setting expectations with regards to the product, solutions, support and services. He has a passion for working with financial applications that combine ease of ownership, maintenance and use with the power to solve any complexity. Craig is committed to an organizational culture that makes it easy for customers and partners to do business with OneStream. He knows if you do business with OneStream, you will receive the attention and support you need to deliver success.

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    Bill Koefoed

    Chief Financial Officer

    Bill is the Chief Financial Officer at OneStream Software, responsible for optimizing performance and producing next-level growth. Bill has more than 25 years of technology industry experience. Before joining the company in November 2019, Bill served as Chief Financial Officer for online retailer, Blue Nile and prior to that was a partner and CFO for BCG Digital Ventures, part of The Boston Consulting Group. At BCG, he helped build, launch, and grow category-changing businesses for some of the world’s most influential companies. He was named ‘CFO of the Year’ by the Portland Business Journal while serving as CFO for IT automation firm Puppet Inc. He was the CFO of Microsoft’s Skype Division and before that, the general manager for investor relations at Microsoft. Bill also served in leadership roles at Hewlett-Packard, PricewaterhouseCoopers, and Arthur Andersen. Bill is an MBA and BS graduate of University of California, Berkeley and a Certified Public Accountant. He enjoys spending time with his wife and two sons, skiing, playing tennis and rooting for the Cal Bears.

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    Jeff DeGrieck

    Chief Operating Officer

    Jeff was an original founder of UpStream Software in January of 2000 and was involved in the design, development, and architecture of UpStream TB and then UpStream WebLink. Jeff then transitioned to head the services and support departments within the organization. After UpStream, Jeff went on to be a director of development at Hyperion Solutions and then Oracle Corporation before co-founding OneStream Software. Jeff utilizes his many years of experience in the CPM field and cross-departmental knowledge to ensure organization and customer success. He is a graduate of Michigan State University, where he earned a bachelor’s degree in Finance and Accounting.

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    Dave Kasabian

    Chief Marketing Officer

    Dave brings more than 20 years of experience in the Corporate Performance Management (CPM) market to his role as Chief Marketing Officer at OneStream. Most recently he was Vice President of Marketing at Wolters Kluwer and Chief Marketing Office at Tagetik Software prior to the acquisition of Tagetik by Wolters Kluwer.  Dave’s prior experience also includes several years as a Research Director at AMR Research (acquired by Gartner), as an independent analyst covering the CPM market, and product marketing and product management roles at former CPM vendors Cartesis and Hyperion Solutions.  His unique combination of CPM domain expertise and experience developing value-based, multi-channel marketing strategies perfectly align with OneStream’s growth plans and mission of 100% client success.

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    Mark Angle

    Chief Information Officer

    Mark has over 20 years of experience spanning almost every area of information technology and services.  Prior to working at OneStream, he held a variety of leadership positions at thyssenkrupp in areas including data center operations, service desk, enterprise architecture, service delivery, and production IT.  Mark has also held technical roles in the vendor managed retail inventory and entertainment industries. Mark joined OneStream in 2016 and has taken Information Services from its infancy to an organization capable of supporting a fast growing volume of customers and employees.  His background and intuitive skills have provided OneStream with the ability to continue to scale its delivery in line with company growth and provide just-in-time runway for the future.  Mark attended Marist College completing a program designed for data center professionals and Utah Valley University where he became certified as a commercial pilot.  Mark’s passions lie at the intersection of technology, science, and nature but he gets his in-office adrenaline rush leading collaboration discussions or presenting to a customer.

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    Peter Fugere

    Chief Solution Officer

    Peter Fugere is the Chief Solutions Architect Officer at OneStream Software where he develops and leads programs to help the team achieve highest possible customer satisfaction including; application design reviews, growing the services group, quality assurance check points, supporting partners and documenting best practices. He spends a majority of time working on strategic clients and developing solutions maximizing the value of our largest client’s investments in OneStream. Peter has spent 20 years delivering solutions for clients, including many Fortune 100 companies. He is well known for his successful book on delivering Corporate Performance Solutions. He holds a Bachelor of Arts in Economics from the University of Massachusetts, Amherst and a Master in Business Administration from Northeastern University, Boston Massachusetts.

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    Steve Mebius

    Chief Delivery and Enablement Officer

    Steve is a finance and Enterprise Performance Management professional that spent his early career in various Finance roles at larger multi-national companies. Following his passion for technology enablement for finance and finance process, he joined Hyperion’s Consulting Services to lead and design EPM solutions, and continued consulting as a Management Consultant at the Hackett Group until he joined OneStream in 2013. His primary focus is on delivering solutions in the areas of EPM, and Finance Process Improvement. He has focused on leading delivery of solutions, with specific expertise in the area of financial close, consolidation, reporting and FP&A with 18 years of experience with the design, build, implementation and project management of EPM solutions. Steve has a B.A in International Studies – Finance and Latin America, from the University of Michigan, and a Masters in International Management from Thunderbird – The American Graduate School of International Management. As Chief Enablement Officer, Steve is responsible for managing the Global Consulting Services Team, both leading designs and overseeing implementations of OneStream-led projects, along with supporting our partners and customers in partner-led projects. Steve is responsible for oversight of OneStream University and Academy, OneStream’s Remote Consulting team, and Global Partner Enablement, after years of leading OneStream’s Consulting Organization.

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    Martha Angle

    VP of Global Culture, Diversity and People

    Martha Angle is Vice President, for Global Culture, Diversity, & People for OneStream Software. Martha prides herself on creating an HR department that is accessible, fun, and part of the OneStream fabric. She joined the team in 2015 and has made it her mission to grow the employee base with the most passionate professionals available at a pace that matches the extraordinary growth of the company. Beyond talent management and building culture, the most interesting parts of Martha’s role are presenting the OneStream story to its various constituencies, identifying and attracting world-class talent into the network, and assisting OneStream leaders in delivering the full power of OneStream to their clients. She and her team are focused on growth, employee engagement, and elevating OneStream’s diverse talent. Under her leadership, OneStream has been recognized by the Detroit Free Press as a Top Workplace in 2019. Martha holds a Senior Professional in Human Resources – International (SPHRi) certification from the HR Certification Institute – HRCI and a Bachelor of Arts in English and Philosophy from the University of Michigan–Flint. Outside of work, Martha is a proud mom of two elementary school kids and welcomes any excuse to host events to celebrate her friends and family.

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    Jim Campbell

    Executive VP of Sales

    With over 20 years’ experience as an entrepreneur and sales executive, Jim has a proven track record of success with organizations such as Oracle, Hyperion and UpStream Software, where his strategic, honest and common sense approach to business were large contributors to his success. Jim joined OneStream in 2013 and has responsibility for all OneStream sales activities. Jim is a graduate of Western Michigan University, where he earned a bachelor’s degree in Business Administration with a concentration in Finance and Accounting.

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    Stephanie Cramp

    Senior VP of Alliances

    Stephanie Cramp is the Senior Vice President of Global Alliances at OneStream Software. She brings with her deep sales expertise having spent 20yrs matching needs with solutions as it relates to people, process and systems within Private Equity, Manufacturing, Financial Services, Healthcare and Business Service sectors. Spanning IT Professional services, Operational management consulting and ERP Software sales, Stephanie brings a unique perspective to solving customer problems. Recently, Stephanie attained her Certificate of Professional Development at The Wharton School, Aresty Institute of Executive Education. She is active in the Philadelphia technology market, devoting her time leading Women in Tech, an organization supporting women to Learn, Lead and Connect with their Tech community.

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    General (Ret) David H. Petraeus

    Chairman of the KKR Global Institute | KKR

    General (Ret) David H. Petraeus is a Partner with the global investment firm KKR and Chairman of the KKR Global Institute, which supports KKR’s investment committees, portfolio companies, and limited partners with analysis of geopolitical and macro-economic trends, as well as environmental, social, and governance issues. He is also a member of the boards of two of KKR’s companies: Optiv and OneStream. Prior to joining KKR, Gen. Petraeus served over 37 years in the U.S. military, culminating his career with six consecutive commands, five of which were in combat, including command of coalition forces during the Surge in Iraq, U.S. Central Command, and coalition forces in Afghanistan. Following his service in the military, Gen. Petraeus served as the Director of the CIA during a period of significant achievements in the global war on terror. Gen. Petraeus has received numerous U.S. military, State Department, NATO, and United Nations medals and awards, including four Defense Distinguished Service Medals, the Bronze Star Medal for Valor, and the Combat Action Badge. He has also been decorated by 13 foreign countries. Since leaving government, he has also served as a Visiting Professor at CUNY's Macaulay Honors College, a Judge Widney Professor at the University of Southern California, and a Senior Fellow at Harvard University. Additionally, General Petraeus is a member of the boards of the Institute for the Study of War, the Atlantic Council, the Woodrow Wilson Center for International Scholars, and over a dozen veterans service organizations. Gen. Petraeus graduated with distinction from the U.S. Military Academy in 1974 and earned a Ph.D. from Princeton University's Woodrow Wilson School of Public and International Affairs. He subsequently taught international relations and economics at USMA.

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    Dave Welsh

    Head of TMT Growth Equity | KKR

    Dave Welsh is a Member and is Head of TMT Growth Equity within KKR's Private Equity platform, where he serves on the TMT growth equity investment committee. Prior to joining KKR, Mr. Welsh was a Partner with Adams Street Partners, where he focused on technology growth equity investments. Earlier in his career he was Executive Vice President of corporate development and strategy at McAfee, Inc., a General Partner at Partech Ventures and vice president of corporate development at Portal Software. He currently serves on the Board of Directors of Cherwell, Five9, ForgeRock and OneStream. He is also a Board Member of SEO Scholars SF and the Special Olympics of Northern Calif & Nevada, and is the former Chair of the Board of Trustees of the Athenian School. He holds a B.A., cum laude, from UCLA and a JD, order of the coif, from UC Berkeley and Harvard Law Schools.

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    Kara Wilson

    Senior Advisor | KKR

    Kara Wilson is a strategic advisor for KKR within the technology practice. She has over 25 years of experience in driving go-to-market strategies for both large and medium companies as well as hypergrowth start-ups. She has held marketing leadership roles with some of the technology industry’s most influential companies, including Okta, FireEye, Rubrik, Success Factors, SAP, Cisco, and PeopleSoft.  Kara currently sits on the boards of Paychex, Epicor, OutSystems, KnowBe4, OneStream, Calabrio, and Corel. Most recently, she was chief marketing officer for Rubrik, where she was responsible for the company's global marketing initiatives. Prior to Rubrik, Kara was EVP and CMO for cybersecurity company FireEye, where she helped launch the most successful security IPO in market history. She is a graduate of the University of California, Berkeley.

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    Bradley Brown

    Director, Private Equity | KKR

    Bradley Brown joined KKR in 2018 and is a member of the Technology, Media, & Telecommunications industry team. He is involved with KKR's investments in BMC, Optiv, OneStream and Corel. Prior to joining KKR, Mr. Brown was a partner at Pennant Capital Management, where he worked on public market investments across sectors. Prior to Pennant, he worked at Hellman & Friedman in San Francisco and Goldman Sachs in New York. Mr. Brown holds a B.S. from MIT and an M.B.A. from Harvard Business School.

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    Mike Burkland

    Executive Chairman | Five9

    Mike Burkland joined Five9 as president and CEO in January 2008. In December 2017, he transitioned to Executive Chairman for health reasons. During his time as CEO, Five9 revenue increased by 20x to over $200 million annually and the company's valuation increased by more than 100x. Five9 has grown into one of the largest and fastest growing providers of cloud contact center software. As CEO, Mike was responsible for the company’s strategic direction, financial success, and operational excellence. Before Five9, Mike was the CEO of a handful of enterprise software and cloud companies in market segments ranging from systems management and content management to security and CRM. He has also led three private companies through successful acquisitions by larger public companies. Earlier in his career, he held various positions at Oracle and BMC. Mike holds MBA and BA degrees from the University of California at Berkeley.

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    John Kinzer

    Operating Partner | Stripes Group

    John Kinzer is an Operating Partner of Stripes Group focusing on SaaS investments. Currently, John serves on the Outsystems board and is the chairman of the audit committee. Previously, he served as Chief Financial Officer of HubSpot, the inbound marketing and sales SaaS company, where he led a successful IPO in 2014 and saw the company grow from $80 million to $500 million and to over a $6 billion market cap. Prior to HubSpot, John served as CFO for Blackboard, Inc., the leading SaaS education company. He played a key role in taking Blackboard public in 2004 and reaching over $500 million in revenue before being acquired by a private equity firm. Earlier in his career, Kinzer held leadership roles at MCI and Arthur Andersen, LLP. John is a passionate supporter of his alma mater, Virginia Tech where he sits on Founder’s Circle of the Apex Center for Entrepreneurs.

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    Jonathan Mariner

    Founder & President | TaxDay

    Jonathan Mariner is a private investor, entrepreneur, and independent board member with more than two decades of experience working in professional sports. He’s currently the Founder and President of TaxDay, LLC, a private software firm that helps users track their multi-state travel for tax purposes.  He also serves as a Senior Advisor to Overtime Sports, the newest sports network focused on young, digital-native sports fans.  He spent over 14 years with Major League Baseball, as EVP and CFO under Commissioner Allan (“Bud”) Selig, and later as Chief Investment Officer under Commissioner Rob Manfred. Prior to that he served a 9-year stint as EVP and CFO of the Florida Marlins Baseball Club, and as VP and CFO of the Florida Panthers Hockey Club.  Mr. Mariner sits on the Board of Directors of Tyson Foods, Inc.; McGraw Hill Education; and The Investors Exchange (IEX). He also serves as a board member on Little League Baseball International; the Board of trustees at Darden School at the University of Virginia; and on the Knight Commission for Intercollegiate Athletics.  Mr. Mariner graduated from the University of Virginia with an accounting degree, received his MBA from Harvard Business School, and is a former Certified Public Accountant.

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