Supporting SourceScrub's mission of turbocharging business intelligence and lead-generation for its customers.

Helping Booz Allen Hamilton achieve growth and competitive solutions for its clients through strategic acquisitions.

I am a finance professional that helps start-up businesses manage their finances, hone-in on the economics of their business model, and execute critical corporate transactions. I have a breadth of experience advising and investing in growth-stage companies, and have completed acquisitions and capital raises on the sell- and the buy-side. My services include:- Monthly and quarterly financial management- Budgeting and forecasting, in-depth operating models- Board presentations and reports- KPI analysis and customer unit economic analysis- Analytical resource for management team and Board of Directors- Development of strategic plan and growth initiatives, including new products, markets, and verticals- Deal negotiations involving term sheet, protective provisions, valuation, process, exclusivity, and co-investment terms- Capital raise and sell-side marketing materials – confidential information memoranda, teasers, management presentations"Jesse’s industry and growth-company experience allows him to be an invaluable strategic partner to the SourceScrub team. While we are in the trenches running the company, we can trust Jesse’s input on financial and managerial decisions. He created an in-depth budget for the business that allows us to invest in people and resources with confidence. His quarterly reviews guide our sales management and help us understand the health of our customers. We are very pleased with Jesse’s services and look forward to continuing our relationship as his client."~ Tyler Fair, CEO and Co-founder, SourceScrub

In August 2016, I decided to travel the world and explore local startup ecosystems through the lens of my technology and finance background.By listening to this podcast, you’ll take a journey with me around the globe, and listen in on conversations with venture investors and entrepreneurs. We’ll learn about technology, innovation, investing, and global markets.With this series, I hope to spread ideas and create new connections for both the startup enthusiast and the industry insider.

Updata Partners provides growth capital to software and technology-driven businesses. We invest at the expansion phase of a company’s lifecycle in sectors where we can apply our operating experience and industry network to create value. We work closely with our portfolio companies to enhance their operational, financial, and strategic decision‐making.I was responsible for sourcing investment opportunities, conducting due diligence, executing investments, and supporting Updata’s portfolio companies.Investments I executed at Updata include:- $20 million venture round in Jama Software- $12.5 million Series B in LendKey- $10.5 million Series A investment in Collective BiasI provided portfolio coverage at the following companies:- Collective Bias (Exited)- Harmony Information Systems (Exited)- Jama Software- LendKey- Logi Analytics- Pet360 (Exited)- Pulse Point- Viewpoint Construction Software (Exited)

Provided management teams and shareholders advisory on mergers with strategic and financial buyers, growth capital raises, and acquisitions. Advised clients across a range of technology sectors, including enterprise application software, infrastructure software, healthcare IT, supply chain management, and business intelligence.Transactions completed include:– Sale of Trubiquity, a SaaS information logistics provider, to Rocket Software– Sale of Noetix Corp., an enterprise BI provider, to Silverback Enterprise Group– Series B private placement for Razorsight Corp., a SaaS expense analytics provider– Sale of TrueCommerce, Inc., a provider of EDI software for SMBs, to HighJump Software– Executed buy-side mandate for Versata that resulted in the acquisition of Infopia