Shareholder InSite Momentum Continues with Growing Team, Client Roster and Product Offerings

Share Article

Premier shareholder management and analytics solutions provider announces growing team, customer base and product line

News Image
"Shareholder InSite has built a powerful tool that addresses our needs and they truly understand the challenges we face,” said Kirsten Mello, Chief Financial Officer, Menlo Ventures

Today Shareholder InSite (, the premier provider of shareholder management and analytics solutions to portfolio companies and their investors, demonstrated its business momentum with the announcement of an expanded executive team, a growing client roster, and details on forthcoming product and service offerings.

New Executives:
Shareholder InSite has added two executives to its leadership team:

  •          Mr. Bryan Link, Senior Vice President for Business Development
  •     Mr. Clay Willingham, National Account Executive

In his new role as SVP, Business Development, Bryan Link assumes responsibility for the direct sales strategy focused on portfolio companies. Mr. Link is an innovator in financial technologies and online financial services who’s been featured in a variety of print and broadcast media, including ABC News, FOX Business, and The Wall Street Journal. In 2004 he founded SimpliFi, the self-service personal financial planning website, named in 2010 as one of the “Top 10 Most Innovative Financial Companies” by Fast Company.

As new National Account Executive for Shareholder InSite, Clay Willingham will be responsible for driving revenue and supporting clients. Mr. Willingham previously worked for three years at C|brands, a Nashville, TN-based company serving the healthcare, higher education, hospitality and corporate markets.

“To meet anticipated demand from a growing prospect pool and national client base, it’s essential that we have a stellar sales organization supporting our clients and partners. We are very fortunate to have Bryan and Clay onboard to help drive our growth,” said Brett Suchor, CFA, ASA, President of Shareholder InSite.

New Clients:
Shareholder InSite was founded to enable companies and investors to track and mange financial data through a secure, centralized system and provide easy-to-use, powerful tools to support understanding the value of the organization to both stakeholders and employees.
While the company was founded six months ago, it has already built up a sizable roster of blue-chip clients including nationally respected Venture Capital/Private Equity firms and private companies. Some examples include:

  •     VC/PE Firms: Benchmark Capital, Menlo Ventures, Third Rock Ventures, Village Ventures
  •     Private Corporations: Access Closure, Chloe & Isabel, Kool Smiles, SurgiQuest

“Menlo was looking for a way to create a more efficient audit process around our portfolio company valuations. We wanted a solution that would centralize valuation work as well as streamline the collection of supporting documents. Shareholder InSite has built a powerful tool that addresses our needs and they truly understand the challenges we face,” said Kirsten Mello, Chief Financial Officer, Menlo Ventures.

New Products:
In April, at the NVCA 2012 Annual Meeting, Shareholder InSite and its sister company Quist Valuation ( unveiled an industry-leading comprehensive SaaS offering allowing Venture Capital/Private Equity investors to model and analyze the status and performance of investments, as well as to track, administer and report shareholder data.

“Our software meets strong pent-up demand for a simple way to manage data for capital structure, develop financial measurements, address audit requirements and streamline shareholder communications,” said Joe Maxwell, CEO of Shareholder InSite.

Shareholder InSite SaaS services are currently available for purchase by organizations across North America. For more information contact sales(at)shareholderinsite(dot)com.

About Shareholder InSite
Founded in 2012 through the merger of CapControls and Qval, Shareholder InSite provides powerful Software as a Service (SaaS) solutions to help private companies and Venture Capital and Private Equity investors better track, manage, and analyze shareholder data. Through its team of financial and software professionals (based in Nashville, TN and Boulder, CO), Shareholder InSite offers the premier shareholder administration and transaction analysis software to leading VC/PE firms including August Capital, Benchmark Capital, Third Rock Ventures and client portfolio companies across a wide spectrum of industries.

Media Contact
Patrick Rafter for Shareholder InSite and Quist Valuation
pr(at)shareholderinsite(dot)com or pr(at)quistvaluation(dot)com

# # #

Share article on social media or email:

View article via:

Pdf Print

Contact Author


Patrick Rafter
Rafter Communications
Email >
Follow us on
Visit website