Serial Stage Ventures Partners is a network of more than 100 investors that collaborate on investments in life science and tech startups.

Overall management of the firm’s evergreen seed funds and for-profit venture funds, investment operations including deal sourcing, screening, due diligence, and investment/transaction closings for nationally recognized early stage investment firm. • Seed/Venture Fund Investments: Evaluated companies for investment from seed funds (Evergreen and Focus Funds) and JumpStart NEXT Fund, LLC. Made investments in over 100 companies deploying $60M since 2007.• Due Diligence & Investment Structuring: Led and performed due diligence for investment candidates, structured and negotiated investments, and prepared investment memorandums for Investment Committee review/approval.• Portfolio Management: Provided technical/advisory assistance to portfolio companies to accelerate progress on value driving priorities and position companies for the next growth phase and/or follow-on financings. • Portfolio Company Governance: Served as board director/observer for select portfolio companies.• Provided Operating Support: Engaged with companies to develop strategies to develop/accelerate market traction, optimize sales & marketing functions, and determine capitalization/financing strategies. • Notable Exits Include: CoverMyMeds (acquired by McKesson for $1.3B, March 2017), Wireless Environment (acquired by Ring, November 2017), Catacel (acquired by Johnson Matthey, 2014), Securus, Inc. (acquired by Boston Scientific, April 2018).

Managed strategic partners and co-developed enterprise content management solutions aligned with partners product/services offering and unique market opportunities resulting from each partner’s strategy. • Partner management: Structured, negotiated, and managed relationships with national partners/resellers each of which presented unique solution models aligned to the partner’s core business capabilities. • Partner strategies: Collaborated with national and OEM partners on solution strategies. Interfaced with Hyland technical team as needed to facilitate customer solution development.

Developed strategy and recruited and managed relationships with third-party service providers for a new line of business within KeyCorp. • Market research: Researched technology and business service needs of middle market clients to drive process of identifying alliance/partner prospects.• Partner recruitment: Identified, evaluated, and selected alliance partners, structured value propositions, developed go-to-market plans, and trained sales team to sell new services. • Business strategy support: Performed market research and prepared reports for senior management to determine market viability of automated ACH payment engine (for use on online procurement platforms) and other strategic initiatives as needed.

Member of founding leadership team for investor-backed database publishing company launched in 1994. Led global sales and marketing for the company’s business information database products, which sold into corporate, academic, and public library markets. • Sales & marketing strategy/planning: Developed sales and marketing plan, recruited and trained sales & marketing team, implemented sales and marketing infrastructure to support operations. • Product launch: Launched four products in three years going to market through direct sales team and channel partners. • Revenue growth: Grew revenue to $8.5M in 2000 from $0 in 1995.• International market development: Established partnerships with sales agents in the U.S., Southeast Asia and Australia with the objective of expanding market presence in these regions.• Product Management: Served as product manager launching company’s web-based product in launched in 1996.• Exit/Sale of Company: Company acquired by Thomson Reuters in 2000.

Managed Product/Operations for Lockheed Martin’s data processing and information management operations.• Production/operations management: Led team of 13 financial analysts responsible for daily balancing and reconciliation of electronic transactions, validation data updates/integrity, payment processing and revenue distribution. • Mainframe system enhancements: Managed mainframe system enhancements including new user-interface screens, data processing rules, and various activity transaction codes. Project completed on time and within budget and resulted in ongoing operating costs savings.• Online Reporting: Developed online reporting system to provide users with desktop access to over 200 daily, weekly, and monthly revenue and productivity reports. Resulted in more timely and accurate report distribution while reducing associated costs by 65%.• Payment processing and revenue reconciliation: Managed daily lockbox revenue receipts (check processing) and payment reconciliations.