Paylocity (NASDAQ: PCTY) acquired Trace in 2023. Our team, customers, and product became the foundation for Paylocity’s move into the Office of the CFO.

Trace is a workforce planning and spend management platform. We help businesses manage their most important investment – their people. Trace is trusted by leading companies in the NASDAQ and Cloud100, like Lucid, Sprout Social, Guild, and LastPass. We are backed by Greylock, Redpoint, and Uncork Capital. Learn more at TraceHQ.comTrace was acquired by Paylocity in 2023.

Teamshares acquires small businesses and transitions them to being 80% employee owned within 20 years. Since our seed investment, they've acquired 90 companies, currently employ over 2,500 people, and have generated over $30M for their employee-owners. Alex Eu and Michael Brown founded Teamshares, and they've raised over $200M in equity and $150M in debt from QED, Spark, USV, Khosla, and Slow Ventures.Thoropass provides software and services to manage SOC2, PCI, HIPAA, and other… Show more Teamshares acquires small businesses and transitions them to being 80% employee owned within 20 years. Since our seed investment, they've acquired 90 companies, currently employ over 2,500 people, and have generated over $30M for their employee-owners. Alex Eu and Michael Brown founded Teamshares, and they've raised over $200M in equity and $150M in debt from QED, Spark, USV, Khosla, and Slow Ventures.Thoropass provides software and services to manage SOC2, PCI, HIPAA, and other compliance programs. Since our seed investment, they've added over 1,000 customers and completed 500+ audits this past year. Austin Ogilvie, Sam Li, and Eva Pittas founded the company and raised nearly $100M in capital from J.P. Morgan, Bain Capital, and Nyca.XP Health is the leading AI-powered platform for vision care. They work with carriers and employers to provide their members with the most efficient and delightful vision experience. Founded by James Wong and Antonio Moraes, XP Health has served thousands of customers and more than 250,000 people since our pre-seed investment.Additional pre-seed or seed investments include Mozart Data, Dock, Allara Health, Clazar, and one in stealth. Show less

More than 5,000 leading HR teams run performance reviews, manage employee information, capture team sentiment, and align company priorities with Lattice.

Zenefits was an innovator in the cloud human capital management (HCM) market, serving over 10,000 small and mid-sized companies.I joined the founding FP&A team just in time to help close our $500M series C financing. We built financial foundations while growing from 600 to 1800 employees in less than a year. Our team was responsible for bringing clarity to a business with unprecedented growth and complex operations.During our turnaround, I was responsible for key initiatives to… Show more Zenefits was an innovator in the cloud human capital management (HCM) market, serving over 10,000 small and mid-sized companies.I joined the founding FP&A team just in time to help close our $500M series C financing. We built financial foundations while growing from 600 to 1800 employees in less than a year. Our team was responsible for bringing clarity to a business with unprecedented growth and complex operations.During our turnaround, I was responsible for key initiatives to simplify our go-to-market, improve gross margins, price new products, and reduce burn. We expanded gross margins by over 30 pts, converted ~70% of free accounts to paying customers, and reduced burn by ~70%.I was promoted from Director to Vice President and joined the executive team in June 2016. Show less

Facebook’s mission is to give people the power to build community and bring the world closer together.As a Product Manager on our enterprise tools team, I was responsible for the development and management of financial systems to support Facebook's scale. I worked with Finance leadership to develop top-down finance models for data center planning, tax planning, and scenario analysis. I led a project to upgrade our financial systems to support many dozens in FP&A, multiple businesses… Show more Facebook’s mission is to give people the power to build community and bring the world closer together.As a Product Manager on our enterprise tools team, I was responsible for the development and management of financial systems to support Facebook's scale. I worked with Finance leadership to develop top-down finance models for data center planning, tax planning, and scenario analysis. I led a project to upgrade our financial systems to support many dozens in FP&A, multiple businesses, and thousands of employees. Show less

Huron (Nasdaq: HURN) is a management consulting firm with global operations. I joined Huron through their acquisition of Blue Stone International, a boutique business advisory firm serving finance leadership at fortune 500 businesses. As a Consultant in the business advisory and enterprise solutions group, I managed engagements with teams of 2-4 to always be on time, under budget, and above expectations. Notably, I supported the quarterly planning process for a fortune 100 financial… Show more Huron (Nasdaq: HURN) is a management consulting firm with global operations. I joined Huron through their acquisition of Blue Stone International, a boutique business advisory firm serving finance leadership at fortune 500 businesses. As a Consultant in the business advisory and enterprise solutions group, I managed engagements with teams of 2-4 to always be on time, under budget, and above expectations. Notably, I supported the quarterly planning process for a fortune 100 financial service firm throughout my tenure consulting.I was promoted to Senior Analyst in July 2012, and Associate in June 2013. Show less