Shareholder InSite addresses a significant problem faced by portfolio company CFOs and their counterparts in the venture/private equity world—inconsistent data processes and a lack of tools (beyond Excel) to maintain and analyze shareholder information.
Through the development of a powerful cloud-based software platform Shareholder InSite radically simplifies option administration, ownership reporting, capital planning, and transaction scenario analysis (including proprietary waterfall analytics) supporting the entire capital lifecycle. Already in the hands of leading venture capital organizations like Charles River Ventures, Foundry Group, Kleiner, Menlo, Sequoia, Venrock, and Voyager Capital and many portfolio companies nationwide, Shareholder InSite is gaining traction and garnering rave reviews.
Shareholder InSite is currently building communities of users that allow companies and investors to centralize data in a single secure area; build confidence in the accuracy of their data; and provide easy-to-use, powerful tools to support understanding the value of the organization to both stakeholders and employees.
CEO: Joseph E. Maxwell
Maxwell is the founder (1995) and former Chairman and CEO of Investment Scorecard, Inc (sold to Informa Plc. April 2007). Maxwell is an active member of the Young Presidents’ Organization and serves on the boards of several private companies. Maxwell earned a BA from Denison University and an MBA from Vanderbilt University’s Owen Graduate School of Management.
Location: Nashville, TN

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