Senior Leadership Experience in Financial Services:
Brings more than three decades of executive experience across the financial services and banking industries, offering a deep understanding of the bank and credit union ecosystems, regulatory frameworks and value drivers from her tenure at Citigroup, Ally Financial and Zions Bancorporation.

Strong Operational Expertise:
Brings operations knowledge from her experience covering product extensions, customer acquisition and efficiency improvements. She transformed the internal audit function as Chief Auditor of Citigroup and the finance function while CFO of Credit Suisse First Boston. As Chair, President & CEO of Ally Bank, she oversaw the firm’s leadership in digital banking user experience and helped double customers and deposits during her tenure.

Track Record of Value Creation & M&A:
Involved in transformative transactions as a public company director and as an operator with a focus on integrations. Her experience includes First Data’s ~$21B acquisition by Fiserv, along with several other strategic acquisitions.

Public Company Board and Oversight Experience:
Brings 15 years of public board service and governance expertise across several public boards, with proficiency in executive compensation, director nomination and evaluation, audit, and broader strategic oversight. She currently serves as Risk Oversight Committee Chair at Zions Bancorporation and Compensation Committee Chair at Primerica.

Enterprise Software Leadership & CEO Experience:
Brings more than three decades of operating and executive leadership across high-growth, software companies. Most recently served as President & CEO of Code42 from 2015 to 2024, where he transformed the business from an endpoint backup provider into the modern leader in insider threat and data loss protection. During his tenure, he launched and scaled Incydr, and successfully led the divestiture of CrashPlan and the sale of Incydr to Mimecast. Prior to Code42, he served as Chairman, President and CEO of Eloqua, where he led the company from early-stage growth through its IPO in 2012 and subsequent acquisition by Oracle in 2013. Earlier in his career, he held senior roles at iDefense, eSecurity, eGrail, and MicroStrategy.

Track Record of Value Creation & M&A:
Has led and supported significant corporate milestones across multiple software companies. At Eloqua, he led the company through its IPO in 2012 and its subsequent ~$900M acquisition by Oracle in 2013. At Dealertrack, he served on the Board during a series of significant strategic transactions, including the ~$4B sale to Cox Automotive and several tuck-in acquisitions. He also served as a director of Workfront during its ~$1.5B sale to Adobe.

Public Company Board Experience:
Brings strong governance experience across multiple software companies. He served on the Board of Cornerstone OnDemand from 2013 to 2018, including as Chair of the Nominating & Corporate Governance Committee.

Investment, Financial Services & Technology Expertise:
Brings extensive experience investing in and working with companies across the financial services and technology sectors. He is a Managing Director at General Atlantic, a global growth equity and investment leader with ~$118B in AUM, where he focuses on the firm’s financial services investments. Prior to joining General Atlantic in 2014, he was an Associate at Berkshire Partners and an analyst at Goldman Sachs.

Experience Leading Strategic Investments and Supporting Growth:
Has a demonstrated history of evaluating, executing and supporting strategic transactions across both private and public companies. His experience includes participating in the ~$4B acquisition of EngageSmart by Vista Equity Partners and General Atlantic’s strategic investments in Tripleseat, Hostaway, Creative Planning, Insurity, and Frazier & Deeter, among others. Through these roles, Mr. Osnoss has supported companies in scaling operations, expanding product capabilities and navigating strategic alternatives.

Senior Finance Leadership Across Technology Companies:
Brings more than 25 years of senior finance and operational experience across fintech, SaaS and enterprise software businesses. From 2018 to 2022, she served as CFO of Remitly Global, a mobile-first provider of remittances and financial services for immigrants, where she led the company’s $550M IPO and scaled revenue from $86M to more than $650M, while improving profitability. Her prior roles at Apptio and Concur included executive responsibility for FP&A and investor relations, including during Apptio’s IPO and Concur’s $8.3B acquisition by SAP.

Track Record of Value Creation & M&A:
Brings deep experience in corporate development and strategic transactions at public and private-equity-backed technology companies. She spent over 10 years in Corporate Development leadership roles at Oracle, Charles Schwab, and Vertafore and has executed more than $30B in M&A transactions. Notable deals include Oracle’s ~$10B acquisition of PeopleSoft, Charles Schwab’s $3.3B divestiture of US Trust, and Vertafore’s $1.4B sale to TPG. As a director, she has overseen acquisitions at Payoneer and Mixpanel, contributing board-level oversight to M&A execution and integration.

Public Company Audit and Risk Management Oversight:
Serves on the Board of Payoneer, where she chairs the Audit Committee and is a member of the Risk Committee. She oversees financial reporting, internal controls, enterprise risk management, and regulatory compliance. Her public-company CFO experience provides additional depth in audit oversight, governance, and establishing internal control frameworks that support scale and public-company readiness.

Private Equity & Investment Management Experience:
Brings more than two decades of experience in private equity investing and portfolio company oversight. Steven has served as CEO of Argonaut Private Capital since 2016 and previously served as Managing Director of Argonaut Private Equity beginning in 2004. He has executed more than $3 billion in direct investments and has deep expertise sourcing, evaluating and managing investments across multiple industries.

Operational & Strategic Oversight Expertise:
Across over two decades of investing experience, Steven has gained deep operational and strategic insights across industries. Before joining Argonaut, Steven worked at Radical Incubation and 2929 Entertainment, where he led acquisitions in the media, sports and entertainment sectors. This experience with varied business models, operational structures and strategic drivers informs his approach to evaluating opportunities and supporting effective decision-making in complex operating environments.

Board & Corporate Governance Background:
Steven has extensive governance experience and has served on numerous public and private company boards. He currently serves on the Compensation & Leadership Development and Nominating & Governance Committees of Aspen Aerogels and StepStone Group, respectively.

Leading Transformations:
Brings more than three decades of financial, operational and software executive experience scaling global technology businesses. Held CEO, COO and CFO roles across public and private companies, including RSA Security, Aspen Technology, Informix, Stream Global Services and CoreChange, leading organizations through periods of transformation, operational expansion and disciplined execution.

Track Record of Value Creation & M&A:
Over his career, he has created value for shareholders, guiding companies through IPOs, large acquisitions and other complex situations. As CFO, he led several strategic transactions, including the ~$2.1B sale of RSA Security to EMC and Ardent Software’s ~$1.1B sale to Informix (where he subsequently became CFO), among other transactions. As a director, he has continued this record, helping oversee major transactions such as Symbotic’s ~$4.5B acquisition of Walmart Advanced Systems, RealPage’s ~$9.5B sale to Thoma Bravo, Carbonite’s ~$1.5B sale to OpenText, Demandware’s ~$2.9B sale to Salesforce, Netezza’s ~$1.7B sale to IBM, and several additional tuck-in acquisitions.

Governance Oversight:
Brings extensive governance expertise across several public boards, with deep audit, financial reporting, risk management and strategic oversight proficiency. He currently serves as Audit Committee chair at Symbotic and Progress Software, and previously held the same role at RealPage, Carbonite, Demandware, Netezza and Borland Software.

Academic & Thought Leadership:
A frequent speaker and writer on global financial strategy and innovation, Mr. Kane brings academic depth through his work as a senior lecturer at MIT Sloan.

Product, Engineering & AI Platform Leadership:
Ms. Alvarez brings more than two decades of experience leading global engineering, product, compliance and platform organizations across enterprise software, security, risk management, Internet, cloud (SaaS), and AI industries. Ms. Alvarez most recently worked at Microsoft, where she held several senior leadership roles, including General Manager and Vice President in Search & Advertising, Cloud & AI, and Core AI divisions managing multi-million R&D budgets. Throughout her time at Microsoft, she oversaw research and engineering teams responsible for building core platform capabilities, advanced experimentation tools and services to product teams developing AI-driven features and Copilots at Microsoft, enabling over 100,000 experiments annually across products, including Bing, Ads, AI Foundry, Office, GitHub Copilot, XBOX, Security and Power Platform.

Software Development, Security & Infrastructure Expertise:
Over her career, Ms. Alvarez has extensive experience scaling and operating secure software platforms. Before Microsoft, she served as Chief Technology Officer and Product Head at Panda Security, where she focused on modernizing cybersecurity capabilities. Earlier roles at Yahoo, Hewlett-Packard and Symantec included leadership of engineering and infrastructure teams supporting search, advertising, security and enterprise software. Her background spans foundational software development, platform security and AI.

Operational Leadership & International Experience:
Experience leading distributed product, engineering and data science teams operating across multiple geographies and sectors. Her roles have included strategic development, platform execution and delivery of technical programs at scale.

Venture Investing & Company Building:
Brings more than two decades of experience, managing over $1 billion in capital at S3 Ventures, the firm he founded and has led as Managing Director since 2005. Smith has invested in and helped build over 75 early and growth-stage technology, healthcare technology and digital-experience companies. His investment approach is informed by firsthand operating experience, enabling him to support portfolio companies through product-market fit, scaling, and strategic transactions.

Founder, CEO & Technology Operator:
Mr. Smith founded Crossroads Systems (Nasdaq: CRDS), serving as Chairman and CEO. He led the company through five rounds of venture, strategic and mezzanine financing, and to a successful IPO in 1999, which he ran as a public-company CEO for nearly four years.

Track Record of Value Creation, Strategic Transactions & M&A:
Has overseen or helped guide numerous exits across enterprise software, healthcare technology and digital infrastructure. Public-company acquisitions involving Boards on which he served include Acessa Health (Hologic), Briggo (Coca-Cola), Gravitant (IBM), Packet Design (Ciena), SpectraWAVE (Philips), StoredIQ (IBM), and TVA Medical (Becton Dickinson), among others. As founder and CEO of Crossroads Systems, he led the Company through its IPO, giving him deep experience with capital formation, strategic transactions and value realization.

Enterprise Software Expertise:
Brings more than two decades of executive leadership experience growing and operating enterprise software companies. He has led numerous teams focused on scaling and operating platforms that support mission-critical applications. Prior to joining Alkami, Mr. Shootman most recently served as President and Chief Executive Officer of Workfront from 2016 until its acquisition by Adobe in 2020, continuing to lead the Workfront business within Adobe through 2021.

Growth Leadership & Global Operations:
Over his career, Mr. Shootman has extensive experience in leadership positions across the software industry. As President of Worldwide Field Operations at Apptio, he led global sales, services and partner strategy during a period of rapid growth in the company’s customer base. Earlier, as President of Eloqua, he managed operations through the company’s early growth, initial public offering and subsequent sale. His experience also includes leadership roles at IBM, BMC Software, Vignette and TeleTech.

Experience with Strategic Transactions & Integration:
Significant experience with acquisition processes and post-transaction integration. Mr. Shootman has led several public company sellsides, including the ~$1.5B sale of Workfront to Adobe and Eloqua’s ~$900M sale to Oracle. His experience spans across the deal process and integration of operations, systems and teams post-transaction.