Brian P Vitale Email & Phone Number

Melville, Ny, Us

• B2B Enterprise Software Firm, sold to ZoomInfo (NASDAQ: ZI) in September 2021• Responsible for Ringlead’s financial operations and reporting• Managed annual budget process and company’s financial model• First Seed investor, grew revenues from sub $1M to $10M, bootstrapped model• Managed all corporate structure-related activities, including legal, board matters, contracts• Oversaw all SaaS business/operating metrics, ie: ARR, Gross/Net Retention rates, customer churn, CAC• Raised $6+ million in private equity/debt funding• Negotiated financings with both HNW, family office and middle market lenders for equity and debt structures• Responsible for all legal, finance, corporate an admin due diligence for Ringlead’s strategy buyer, and the asset sale/closing of a $100 million SaaS exit

Melville, Ny, Us

Melville, Ny, Us

Small Cap Equity Fund• Small Cap Equity Fund (founded February 1999)• Multi-strategy approach: Small Cap Equity, Fund of Funds, Private Equity• Responsible for the origination and prospecting of new investment ideas• Equity analysis w/ concentrations in healthcare and technology• Oversaw due diligence process on current and prospective portfolio companies• Interview senior company management to assess strategy and validate value proposition • Participate in analysts’ meetings and conference calls • Generated written research reports supported by fundamental analysis• Executed macro level trading strategy around portfolio companies• Responsible for the preparation of financial statements/fund reporting• Liaison between accountants and limited partners

• Raised $4+ million in private equity funding.• Preparation of monthly, quarterly and annual financial statements• Analysis of Balance Sheet and Income Statement accounts• Maintaining and updating the company’s business model and pricing strategy • Negotiating customer contracts and performing legal reviews for customer and vendor contracts• Responsible for travel/expense reimbursement policy management• Preparation of schedules necessary for annual audit by outside accountants.• Training and supervision of lower level staff

• Liaison between lead investment group and management for technology consulting company• Uncovering and performing due diligence on potential M&A candidates.• Assisted in integration of acquired companies• Established procedures and controls related to financial reporting issues• Participated in the review and launch of new customer technology platforms and applications• Developed targeted sales and marketing platform for industry verticals (healthcare, real estate, e-commerce, finance, not-for-profit)

Private Family Office• Responsible for research on public and private companies for investment opportunities • Conducted fundamental analysis of targeted companies (competitive intelligence, risk assessment)• Participated in structuring of private placement documents• Managed and executed trading strategies

Education record

Ms, Accounting

Education record