Daniel Brown Email & Phone Number

San Francisco, California, Us

M&A, Strategic Investments, Post-Deal Integration, Capital Raising, Partnerships, and Corporate Strategy

As an Advisor, I work with early stage companies (typically Seed to Series B) to help them build and execute their financial forecasts and GTM strategies. If you think I can be helpful, please get in touch (danbrown45@gmail.com).As an Angel Investor, I invest in Seed through Series B rounds in spaces that I can add most value - B2B SaaS, Cybersecurity, Fintech, Identity and Fraud.

San Francisco , California , Us

M&A, Strategic Investments (Plaid Ventures), Post-Deal Integration, Capital Raising, Partnerships, and Corporate StrategySelect Transaction Experience: • Series A Investment in KnotAPI (Payments API) • Series A Investment in Credit Risk Platform • Series Seed Investment in Fraud & Compliance Mgmt Solution

San Francisco, California, Us

M&A, Investments (Okta Ventures), Corporate Strategy, and Post-Deal Integration. Joined as Okta's second Corporate Development hire. Formalized M&A function and founded Okta Ventures. Grew team from 2 to 10+ during my tenure.Transaction Experience: • $89 Million Acquisition of AtSpoke (Slack-Based IT Helpdesk & Ticketing Engine) • $6.5 Billion Acquisition of Auth0 (Developer-Centric Customer Identity) • Series A Investment in Hunters.ai (Automated Threat Detection / XDR) • Series B Investment in Productiv.ai (SaaS License Mgmt) • Series A Investment in DataGrail (Data Privacy Mgmt) • Seed Investment in Ockam (IoT Identity Mgmt) • Seed Investment in Trusted Key (Blockchain-Based Access Mgmt; Acquired by Workday) • Unannounced Transaction (Cybersecurity) • Unannounced Transaction (Access Mgmt) • $52.5 Million Acquisition of Azuqua (Workflow Automation) • Acquisition of ScaleFT (Server Access Mgmt)

San Francisco, California, Us

Helped to scale the Finance team from 4 to 10+ members and prepare Okta for IPO in 2017. Provided coverage in areas such as budgets and forecasts, board level packages, weekly KPI updates, stock burn rate reporting, and headcount managementBuilt complex financial and operating models for use in company planning and strategic engagementsFunctional / Corporate Finance projects:• Created dynamic stock burn analysis to track historical and future grants (options, RSUs) as well as forecast stock-based compensation expense and total shares outstanding • Helped implement the financial planning software, Anaplan, to manage budget vs. actuals analysis, expense forecasting, and sales quota capacity• Established headcount tracking model to monitor companywide hires, terminations, and transfers that is distributed weekly to company management• Produced long-term CapEx and real estate model to forecast cash flow and depreciation impacts of new office build-outs in San Jose, United Kingdom, Canada, and Australia• Oversaw entire G&A and Product operating budgets; cost centers include Real Estate, HR, Recruiting, Finance, and Legal (G&A) as well as Product Management, Product Marketing, Technical Marketing, and UX & Design (Product)

San Jose, California, Us

• Drove financial models with cross-functional deal teams in support of Corporate Development activities like M&A, direct investments, and divestitures• Developed an analytical framework and standardized process for evaluating potential acquisitions in the scope of strategic growth objectives for the security and storage software markets• Provided M&A modeling, in-depth financial analysis, and decision support to senior executives and various business units with presentations, recommendations, and solutions to potential M&A and divestiture scenarios

St. Louis, Mo, Us

• Advised enterprise software, consumer internet, and financial technology companies on various strategic and financial projects including mergers, acquisitions, initial public offerings, follow-on offerings, and share repurchases • Conducted various methods of financial and operational analysis as well as valuation including discounted cash flow (DCF), accretion/dilution, comparable company, leveraged buyout (LBO), liquidation analysis, and precedent transactions Select Transaction Experience: - $190 Million Sale of Mashery to Intel Corporation (NASDAQ: INTC) - Sellside Advisor - $50 Million Sale of OnTargetJobs to Dice Holdings (NYSE: DHX) - Buyside Advisor - $41 Million Sale of Catapult Systems to ChinaSoft International - Buyside Advisor - $500 Million Initial Public Offering for King Digital Entertainment (NYSE: KING) - $91 Million Initial Public Offering for Care.com (NYSE: CRCM) - $317 Million Follow-On Offering for Shutterstock (NYSE: SSTK)

Education record

Education record