Goldpan

Goldpan provides managed win-loss. We blend technology and services to help businesses understand why their deals aren’t closing. 

You get precise reasons you win and lose deals, ranked by their impact, so you can start making changes and accelerating growth in the shortest possible time. 

As operators, we founded Goldpan to help other operators grow faster.

Co-Founder

Paycor

After leading the successful sale of 7Geese to Paycor, directed the integration of the acquired 7Geese revenue operations into Paycor.

CRO 7Geese / Director Revenue Operations, Paycor

7Geese

•	Managed Finance and Revenue teams during the highest growth period in 7Geese history
•	Prepared team and systems to be acquisition ready
•	Successfully closed the sale of 7Geese to a Strategic acquirer, Paycor, in September 2020

Chief Operating Officer

Vonigo

Executive Leader and Board Advisor

•	Built and managed Client Services and Finance teams (accountable for 50% of headcount) 
•	Led both $1.8M equity raise as well as $1.1M debt funding
•	Grew company by 150% in 3 years while achieving EBITDA positive

Company acquired in February 2022:  
https://www.vonigo.com/fullsteam-acquisition-field-service-software-company-vonigo/

BMC Software

•	After being acquired by BMC in July 2013, focused on building a strategic Product Hub in Vancouver
•	Product Managed BMC's largest ITSM Cloud product (Remedy on Demand with $60M ann. sales)

Director Product Management

Partnerpedia

•	Transitioned to GM (EVP) Professional Services once product unit established
•	Managed P&L, Sales, Client Services and Delivery of professional services unit ($6M ann. sales)


Acquired by BMC Software, July 2013

GM, EVP Professional Services

•	Helped scale technology services company; maintained profitability while investing in new product offering
•	Part of team that raised $2M equity to fund further product growth

VitesseLearning

•	Managed and scaled operations from $1.4M to $11M sales by date of acquisition
•	9x profitable revenue growth in 4 years (named one of Inc 500's fastest growing US companies)
•	Oversaw 75 people (Production, Project Management, Finance, IT, HR and Client Services)

Acquired by Provinent Learning

•	Led acquisition; named to new executive team (175+ people and $18M+ in revenue)
•	Post-acquisition responsibilities included M&A strategy, Strategic & Enterprise Optimization

HigherMarkets

•	Built core operations of company before moving into the client/partnership side of the business
•	Helped raise $14M in equity funding to build company from 4 to 45 people
•	Developed partnerships & negotiated agreements with ERP vendors, purchasing consortiums & portals

Director Operations

Carpedia

•	Senior Consultant driving process improvement and systems overlay within shop-floor large & small manufacturing environments

Senior Consultant

I co-founded Goldpan - a buyer research company. 🎤 We specialize in conducting win-loss, churn, and buyer experience interviews. 

• As COO/CRO, have Scaled/Pivoted 4 early stage technology companies resulting in 4 meaningful exits
• Have led 3 acquisition processes within both organically grown and venture-backed companies
• 20+ yrs of leadership positions scaling/pivoting Tech & SaaS companies, selling to SMB & Enterprise 
• Exceptional team building & client management skills
• Have initiated, negotiated and overseen multiple strategic partnerships
• Superior financial & operational acumen	
• Proven ability to develop, drive & manage rev/ops metrics from early stage through to acquisition

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