Peter N. Ackerson Email & Phone Number

New York City, New York, US

Advanced technology venture fund focused on early-stage investments in artificial intelligence, automation technology, next generation manufacturing, advanced communications, alternative energy systems, and cyber security.

Palo Alto, CA, US

Kauffman Fellowship Program (Class 26): Two year executive education program that identifies and develops global leaders in VC while providing a structured curriculum, peer learning, executive coaching, and networking — all with a focus on giving back and one's responsibility as a leader in venture capital. With 700+ Fellows across 50+ countries, Kauffman.

San Francisco, California, US

General Partner at Fin VC, a globally focused venture capital firm focused on the intersection of financial services and technology. Grew the platform from $60M to >$1B in 3 years, with over 100 portfolio companies and 13 unicorns. Fin actively partners with experienced entrepreneurs that have deep financial services experience, audacious goals.

San Mateo, California, US

Ternary is the world’s first native FinOps cloud cost optimization tool built for Google Cloud on Google Cloud.

Denver, Colorado, US

Maxwell empowers mortgage lenders to be more successful by intelligently automating their workflow with homebuyers and real estate agents.

Austin, Texas, US

SamCart is the first e-commerce platform, built from the ground up, for direct to consumer brands.

New York, NY, US

Teampay is the market leading spend management platform that enables companies to request, approve, and track expenditures in real-time based on intelligent SaaS applications and virtual card issuing.

San Francisco, CA, US

Pipe is a global trading platform for trading recurring revenue streams. The company provides instant cash advances to recurring revenue companies, enabling them to unlock their deferred cash flows through non-dilutive funding. Pipe’s advanced API financing platform automates the entire financing process for SaaS companies and delivers account level.

ProMetrics aggregates, integrates, analyzes, and reports data across the specialty brand’s distribution network including Specialty Pharmacies, Specialty Distributors, 3PLs, Hubs, GPOs and more.

Cambridge, Massachusetts, US

Concert Health AI (previously Precision Health AI) is a platform technology company focused on applications of AI to Oncology. Serving Pharma, Life Sciences, Providers, and Payers PH.AI combines modern AI technology with best in class oncology data with a focus on improving outcomes and driving value based care. Joined as the founding CFO and board member.

Symphony SUMMIT is a leading provider of a AI-enabled private and public cloud based IT Operations Management Solution to enterprises and service providers.

Vector Oncology is a leader in the design and delivery of care based oncology research and data analytics.

Palo Alto, California, US

• CFO and investor at SymphonyAI, a $1 billion Venture Capital platform focused on investing and building the next generation of AI/ML applications in healthcare, fintech, retail, industrial, IT infrastructure, and.
• Led all finance and accounting functions, including budget and forecasting for investment company and subsidiaries, all capital funding, payroll, invoicing, revenue management, tax strategy, HR and recruiting, legal.
• Founding Boardmember at Concerto HealthAI, a leading clinical cancer AI solutions company; Prometrics, a healthcare data analytics company; Vector Oncology, a health economics and outcomes research and real-world.
• Operating CFO of Vector Oncology, Prometrics, and Precision Health Intelligence. Oversaw $60M of investment capital, and all budget, forecasting, operating systems, sales and commercial pipeline, HR and legal..
• Executed the acquisition of Vector Oncology, a 100-person clinical curation, HEOR, and health data company, from LOI to close within 45 days, and oversaw all post-merger integration activities.
• Served as CFO of Symphony IndustrialAI, a 15-person business formed in 2017 to develop AI driven predictive maintenance solutions for the mining, oil, and gas industries.

US

Fast Growth Tech is a new venture within McKinsey & Company that serves leading growth stage technology companies and their investors. As lead for Enterprise Solutions I drive product strategy, operations and client engagement for financial, sales, marketing, and operational performance benchmarking solutions targeting SaaS, eCommerce, Security, and Data.

Helped build a platform for asset management based on statistical multi-factor quantitative strategies for equity investing. Designed core portfolio product requirements, strategy and vision; jointly led product architecting and back testing using Capital IQ and S&P’s Clarifi multi-factor visual UI platform; defined and managed performance metrics and.

San Francisco, California, US

• Publishing tech analyst covering Apple, Microsoft, Google, Oracle, Salesforce, Workday, NetSuite, Adobe, VMware, SAP, Citrix, Red Hat, Tibco, ServiceNow, Marin Software, and Facebook. FINRA license series 7, 63, 86, 87.
• Co-authored extensive research papers on global technology strategy in enterprise Software and Internet sectors. Analyzed platforms and markets, product positioning, technology roadmaps, competitive environment, and.
• Research paper titles include: Next on the Horizon: Syndicated Commerce; The Shift to Engagement Apps; The Rise of the Social Operating System; Big Customer: The $50 Billion Software Play.
• Responsible for extensive financial modeling, analytics, valuation and ongoing reporting across coverage universe.
• Worked on launch IPO coverage for Facebook, Marin Software, Workday, Groupon and Jive Software.

San Ramon, California, US

• Led company-wide financial planning, marketing and web analytics, and identified and evaluated core strategic priorities based on extensive quantitative modeling and qualitative evaluations, and presented strategic.
• Developed and implemented KPI’s for company-wide financial and business operations, performance vs plan, weekly and monthly benchmarks and forecasts of headcount, capex, capital burn, and forecast models.
• Worked with Web Ops team to evaluate front-end traffic patterns, conversion rates, buyflow behaviors, content efficacy, pricing elasticity, chat tool engagement, and A/B testing. Improved overall monetization by more.
• Managed cross-functional projects involving finance, marketing, product development, sales, business development, customer support, and executive teams; defined business requirements, growth strategy, and new market.
• Responsible for customer acquisition forecasting and strategic planning; channel/market ROI modeling; customer experience and website analytics, flow and conversion performance; and buy targeting for monthly media.

Dallas, Texas, US

• Co-founder of TreeHouse, the first big-box green home improvement retailer in North America. Launched business from initial concept to fully-funded 20-person team.
• Led product, market and competitor research, design and implementation; developed user stories, customer profiles and business cases; development of retail and product merchandising strategy; merchant outreach and.
• Managed financial operations including capital planning and investor fundraising, accounting, budgeting, financial planning and scenario analysis; developed supply chain/logistics strategy; and led initial strategic.
• TreeHouse successfully closed a 1.5x oversubscribed seed round of $725,000 and a Series A round of over $7M. The flagship 35,000 square ft. store opened in October 2011 in Austin, TX. The company has raised over $20M.

• Revoluminary was one of the first educational e-commerce platforms in the world and featured a peer-to-peer online marketplace enabling anyone anywhere to teach or learn through live interactive streaming video.
• As CEO led all aspects of product management, including development of core user stories, feature and platform requirements, UI and UX product design and development, and managed customer experience. Oversaw all.
• Recruited and led 7-person UI/UX developer team in Linux/Apache/MySQL/PHP platform build, including core interactive video classroom, merchant payments and settlement, global course scheduling, participant ratings, and.
• Built and oversaw global teaching community of over 500 professional instructors from 30 countries, teaching more than 40 subjects in 13+ languages.

New York, NY, US

• Technology specialist with focus on internet, software, semiconductor, and mobile. Mandated on 10 transactions including M&A, equity/IPO, and convertible and investment grade debt offerings. Developed strategic ideas.
• Sole buy-side advisor to eBay on their $4.1B acquisition of Skype. Successful closure marked the largest internet transaction since 2002 and the largest cross-border transaction since 2000.
• Sole buy-side advisor to west coast PE firm in proposed leveraged acquisition of Cypress Semiconductor.
• Sole sell-side advisor to Accent Optical in their acquisition by Nanometrics Technology.
• Sole buy-side advisor to Imation on $330M acquisition of China-based Memorex Intl.
• Joint lead manager for Maxtor’s $300M convertible debt offering.

San Francisco, California, US

Developed public and private valuation models and analysis, including LBO, DCF, comparable transactions and trading multiples, and accretion/dilution scenarios. Personally negotiated confidentiality agreements, buyer due diligence process, led lender due diligence and contract drafting sessions.

• Selected Engagements
• XM Radio. Project manager leading team of 7 engineers and 3 clients reporting directly to client CIO on company-wide business process improvement engagement. Dedicated Product Manager on the custom design.
• George Washington University Medical Center. Conducted comprehensive business process improvement and strategy evaluation of financial planning, budgeting and analysis processes across the George Washington University.
• Arthur Andersen National Healthcare Strategy. One of two consultants selected to assist executive leadership in developing five-year market strategy and operating plan for the firm’s US national healthcare practice.
• IKON Office Solutions. Forensic accounting and valuation analysis in $6M arbitration for IKON office solutions. Built innovative SQL database and analytics for roll-up damage estimate on 120,000 individual transactions.
• AstraZeneca. Sole trustee in charge of financial operations, liability allocations, and monthly reporting for $50M environmental land reclamation project. Implemented custom SQL and VisualBasic database to automate and.

Mba, Finance, Entrepreneurship, Strategy

Bba, Dual Concentrations In Finance And English (Creative Writing)

Education record