Mitz Banarjee Email & Phone Number

I actively manage my small family office out of Dallas. Currently investing mostly in underrepresented founders that focus on SaaS, technology, social and womens health. As an investor, advisor, and board member (NACD Directorship Certified). I help companies create and drive a sustainable entrepreneurial culture of growth. Early stage founders are not looking for broad advice or board governance at this stage; they want specific functional expertise tailored to their needs as they scale sales, product, marketing, customer success, and business operations.➤ My Board ValueAs a trusted advisor to boards, business teams, and stakeholders, I’m skilled at building consensus todrive global initiatives for sales, new market entry, customer retention, strategic positioning, and $100M+ acquisitions. I bring expertise in board and stakeholder management, corporate strategy and leadership, ESG, governance, financial/SEC reporting, and organizational culture building. Well-versed in communicating company vision, success, and achievements to investors and analysts, I’m alsopassionate about creating a customer-first culture that drives employee retention, personal growth, anddiversity.➤ My Executive BackgroundFor more than 12 years, I served in various executive roles at Workiva (NYSE: WK), including as acorporate officer. I helped the company grow to 5,300+ customers and $440M+ in revenue as a publiccompany (transitioning it from a self-funded start-up) while managing 500+ global team members across North America, EMEA, and APAC in all facets of growth, strategy, and innovation.As the Chief Customer Officer and Executive Vice President, I advised on corporate strategy, governance,and critical business decisions while managing P&L, operations, sales, product management andmarketing, and partnerships, as well as motivating team members to be high-performing and growth-oriented. I leveraged a personal mission around diversity, equity, and inclusion to increase women inleadership, and initiated corporate sustainability efforts as part of Workiva’s ESG taskforce.Prior to Workiva, I directed client services at Yodle (an SEM company acquired by web.com),managed customer service operations at AT&T and developed new products and solutions for AOL.I am a founder centric investor. If your a founder seeking to bring on a new advisors and capital with expertise in both private/public company, venture capital, and family office investments, please reach out. If you are a fund manager with allocation in large pre-ipo deals, please reach out.

Listed skills include Leadership, Start Ups, Management, Account Management, and 30 others.