Our Presenters

David led the SaaS investment banking practice for Pacific Crest Securities, later acquired by KeyBank, for almost 20 years. He previously led the software practice at SoundView Technology Group and began his career at CS First Boston. David has been a part of numerous SaaS transactions, including IPOs for Salesforce, ServiceNow, Workday, Veeva, HubSpot, Twilio, Slack, Zoom, UIPath, and DigitalOcean.

In 2010, David established the Pacific Crest SaaS Survey, which was the first benchmarking study of its kind, focused on SaaS company performance, and continues today under KeyBank, with some 500 companies participating each year. Many of the SaaS metrics definitions and industry-accepted terminology originated from this survey. David founded BenchSights in early 2021, with a vision to create a new software & data analytics platform for automating and improving the benchmarking process. BenchSights for Software Sales Compensation Planning & Performance is the first instance of the platform.

David is a three-time alum from MIT, with a BS degree in Computer Science, an MS degree in Operations Research, and an MBA from Sloan.

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