Chase joined PeakSpan Capital in 2021 and has since worked closely with 10+ growth-stage software and technology businesses in the PeakSpan portfolio. Prior to joining PeakSpan, Chase was an investment banker at Houlihan Lokey, where he advised on M&A and private financing transactions across software, internet, FinTech, and tech-enabled services. Chase holds a B.A. in Economics from Middlebury College, where he graduated Magna Cum Laude and with departmental honors while also serving as a member of the men’s lacrosse team. In his free time, Chase enjoys international travel, exercise, cheering on Washington D.C. sports teams, and trying new restaurants in New York City.

PeakSpan companies sit at some of the most exciting inflection points of their growth journeys—scaling distributed GTM organizations, expanding into multi-product platforms, and attracting best-in-class executive talent. It is hard not to be energized by the opportunity to lean in and support our portfolio partners in their areas of focus.

TraceAir is a great example of the power in narrowing the aperture for a “Horizon 1 ICP” to build category leadership and brand equity. We surrounded the team’s GTM organization with seasoned executive mentorship in PEC member James Isaacs to align marketing, sales, and customer success, and now are the National Association of Home Builders (NAHB) best software solution serving 17 of the top 20 U.S. homebuilders.

Prioritizing revenue growth over revenue quality — there is a logical obsession with driving growth for perceived enterprise value creation that frequently leads management teams to overlook their unit economics in the early innings of their journey. We commonly see businesses that fall victim to this experience have stalling growth at scale, as their “leaky bucket” becomes unmanageable to continue growing at a healthy clip.

Operators who are acutely self-aware of their relevant “right to win” at a specific moment in time. In our experience, these executives are the most adept at marrying sequential product roadmap / ICP expansion with maniacal execution in the near term. Dominating this first concentric circle provides the referenceability to either sell more product to the same constituent or leverage those credentials into adjacent markets.

We are motivated at PeakSpan by the opportunity to deliver a differentiated partnership experience through a combination of i) deep domain expertise and engagement (having invested in these vertical and horizontal markets for the last decade-plus), ii) operational resources (via our dedicated advisory bench to lean in on anything from scaling a high-performing outbound sales team to prioritizing internal / external agentic use cases), and iii) having a real-time pulse on technology markets to know “what our house needs to look like” for delivering great outcomes for everyone around the table.