Bertram Capital was built around a cohesive team of proven company builders with compelling records of success. The firm’s experience reflects a unique combination of skill sets that incorporate strategic vision, technical savvy and deep operational know-how. TEAM BERTRAM CAPITAL Our team is comprised of an experienced and tenured group of Investment, Business Development, Finance and Operations professionals. Bertram differentiates itself by maintaining an expert in-house technology team, Bertram Labs, to support our portfolio companies' needs in software development, next generation UI platforms, IT infrastructure, online marketing, and social media. All/ Executive/ Investment/ Origination and Capital Markets/ Finance and Administration/ Labs JEFF DRAZAN MANAGING PARTNER EXECUTIVE RYAN CRAIG PARTNER EXECUTIVE, INVESTMENT JARED RUGER PARTNER EXECUTIVE, INVESTMENT KEVIN YAMASHITA PARTNER EXECUTIVE, INVESTMENT TOM BEERLE PARTNER EXECUTIVE, INVESTMENT DAVID HELLIER PARTNER EXECUTIVE, ORIGINATION AND CAPITAL MARKETS BRIAN WHEELER PARTNER, HEAD OF BERTRAM LABS BERTRAM LABS, EXECUTIVE IVY ONO CFO & CCO FINANCE AND ADMINISTRATION TOM LONG PRINCIPAL BERTRAM LABS, INVESTMENT CHRIS BROWN PRINCIPAL INVESTMENT GREG WILLIS 1 CHIEF INFORMATION SECURITY OFFICER BERTRAM LABS MICHELLE CHAO HEAD OF INVESTOR RELATIONS & SENIOR VICE PRESIDENT OF ORIGINATION AND CAPITAL MARKETS ORIGINATION AND CAPITAL MARKETS ALEX GOLDSCHER VICE PRESIDENT INVESTMENT KEVIN YU VICE PRESIDENT INVESTMENT SHAUNA CASTELLANOS VICE PRESIDENT, TALENT AND OPERATIONS FINANCE AND ADMINISTRATION SEAN HOUSEWORTH VICE PRESIDENT INVESTMENT JEREMY CROSBIE 1 VICE PRESIDENT, ENGINEERING BERTRAM LABS MITCHELL VASHON SENIOR ASSOCIATE INVESTMENT NIC SANCHEZ SENIOR ASSOCIATE INVESTMENT MING DAI ASSOCIATE INVESTMENT BADREDDINE ASSIOUA ASSOCIATE INVESTMENT LUKE DEFERRAN ASSOCIATE INVESTMENT HENRY NASSIF ASSOCIATE INVESTMENT LORELEI BIVINS ANALYST INVESTMENT CHRIS FUNG CONTROLLER FINANCE AND ADMINISTRATION ANDI LANHAM SENIOR ACCOUNTING MANAGER FINANCE AND ADMINISTRATION KRISTINA FENG ACCOUNTING MANAGER FINANCE AND ADMINISTRATION ASHLEY TORRES MANAGER ORIGINATION AND CAPITAL MARKETS JUSTIN VU SENIOR ACCOUNTANT FINANCE AND ADMINISTRATION ABIGAYLE MAYAT EXECUTIVE ASSISTANT FINANCE AND ADMINISTRATION KATIE DAILEY PROJECT MANAGER FINANCE AND ADMINISTRATION NATALIE CHASSAGNE OPERATIONS ASSISTANT FINANCE AND ADMINISTRATION MAKAYLA EVANS OPERATIONS ASSISTANT FINANCE AND ADMINISTRATION DAVID BLANKINSHIP 1 SENIOR QUALITY ASSURANCE ENGINEER BERTRAM LABS WILLIAM CHU 1 PRINCIPAL ENGINEER BERTRAM LABS DUSTIN DEYOUNG 1 PRINCIPAL SOFTWARE ENGINEER BERTRAM LABS JAMES DICKSON 1 PRINCIPAL SOFTWARE ENGINEER BERTRAM LABS DAVID ESTES 1 SOFTWARE ARCHITECT BERTRAM LABS KIRSTEN JOHNSON 1 SENIOR UI/UX AND VISUAL DESIGNER BERTRAM LABS KENN LAU 1 GROWTH MARKETING MANAGER BERTRAM LABS WILLIAM MATEKER 1 DIRECTOR OF DATA SCIENCE BERTRAM LABS TOMMY MARKS 1 PRODUCT ENGINEER BERTRAM LABS ASHLEY MARTIN 1 PERFORMANCE MARKETING DIRECTOR BERTRAM LABS CARL MCCUTCHEN 1 OPERATIONS ANALYST BERTRAM LABS BEN MERCURI 1 SENIOR UX AND VISUAL DESIGNER BERTRAM LABS JORDON SAARDCHIT 1 SOFTWARE ARCHITECT BERTRAM LABS ANDREW WARNER 1 PRINCIPAL ENGINEER BERTRAM LABS BOB WHITON 1 SOFTWARE ARCHITECT BERTRAM LABS © 2021 Bertram Capital Management, LLC. All Rights Reserved. | Legal / Privacy 1. Employee of Bertram Labs, LLC 2. Past performance is no guarantee of future results Bertram Capital Management, LLC 950 Tower Lane, Suite 1000, Foster City, CA 94404 p: 650.358.5000 | f: 650.358.5001