Theron Mccollough

Managing Director

2023 - Current

Citizens Private Bank provides holistic, high-touch client service to venture capital, startups, and private equity firms. ​We are a trusted partner to established venture capital funds & emerging managers, founders, LP's and corporates for Citizens Private Bank. We offer tailored financial solutions and expert guidance. With a rich legacy of supporting innovation and entrepreneurship, we specialize in providing comprehensive banking services to meet the unique needs of the innovation economy.

Advisor

2022

Investor & Mentor

2016

Mentored early stage SaaS/B2B startups, working hands on to focus on product market fit, sales, demand generation and fundraising Forum Ventures is a SaaS-focused accelerator based in San Francisco and New York and backed by industry-leading operators from companies like Box, Salesforce and Cisco with extensive experience scaling SaaS companies. We focus on strong founding teams with zero or early revenue. Startups will receive a curated agenda of mentor sessions and office hours, $50,000 in funding, subsidized office space and key introductions to potential customers and partners. We partner with banks, law firms, fund of funds and follow on investors. Over the 4 month acceleration, we work hands on, focusing on product market fit, sales, demand generation and fundraising. #b2b #SaaS #payments #enterprise #startups

Managing Director

2022 - 2023

Managing Director with First Republic Bank, focused on the intersection of VC, LP, and portfolio relationships. We work closely with the private market asset class and host gatherings supporting the early stage startup community.

Venture Partner

2021 - 2023

Founded in 2009, is a majority female-led private equity fund focused on acquiring controlling interest in companies undergoing a change in capital structure, strategy, operations, or growth. As an equity stakeholder and consultant, I played a key role in securing $100M in limited partner commitments by leading brand repositioning and developing strategic investor engagement initiatives. I also optimized revenue strategies, managed engineering teams, and conducted due diligence on high-risk investments to drive portfolio growth and successful exits. Led Stage’s rebranding and repositioning, including website development and communication strategy, directly contributed to closing a $100M fund. Due diligence targeting $2M–$5M ARR venture investments, aligning with debt providers, ensuring portfolio cohesion, and strategically positioning companies for exit within three years. Served as interim Chief Revenue Officer (CRO) for portfolio companies, optimizing revenue streams, driving productization initiatives, and leading key hires to scale portfolio companies. Contracted and managed full-stack and specialized engineering teams across multiple projects, ensuring tailored execution and managing engineering and consulting P&L.

Founder & CEO

2019 - 2022

Spearheaded the development and launch of a groundbreaking portfolio management platform that revolutionizes investment tracking for private market investors, venture capitalists, and emerging managers. Transformed complex investment data into actionable intelligence through advanced machine learning and collaborative technologies. Developed and scaled a comprehensive investment intelligence platform, attracting 300+ investors and tracking 11,000+ portfolio companies within the 15 month of launch Architected a machine learning solution enabling real-time portfolio dynamics, time-sensitive action item monitoring, and accelerated investment decision-making Led and mentored a high-performance team of 14 cross-functional professionals, including; engineers, marketers, and sales specialists, driving technological innovation and operational excellence across the US, India, Pakistan, Egypt and the Ukraine Thought Leadership * Established robust thought leadership through strategic content marketing: * Produced 40+ in-depth blog posts * Created 50+ videos * Delivered multiple podcast appearances, over 10,000 total content viewership, with key posts exceeding 3,000 reads * Implemented advanced SEO strategies that dramatically increased website traffic, generating a significant influx of inbound demo requests and positioning the company as an industry innovator Platform Capabilities * Near real-time startup investment tracking * Comprehensive portfolio information aggregation * Machine learning-driven investment insights * Advanced collaboration and notification tools * Dynamic portfolio management for Angel, VC, and early-stage investors * Payment processing, escrow for SPV transactional services #agiledevelopment #privatemarket #venturecapital #startup #founder

Managing Director

2017 - 2019

Forged connections between the SVB office and VC/Startup communities, leading the West Coast Early Stage practice. I expanded Las Angeles Banking operations for the early stage practice, through these activities, being a player coach and active participant in the community I helped: • Increase our footprint, • exceed revenue goals by 24%, • increased year over year gross profit by 92%. Product achievements: Worked with our broader teams to successfully build and deploy credit cards, payments strategies, and lending products, facilitating increased market engagement As the West Coast Lead for early stage banking I was responsible for 61% of our early stage banking and responsible for 10,000 portfolio companies. SVB banks technology: • 50% of all venture capital-backed technology and life science companies in the U.S. • 600+ venture capital firms • 64% of US VC-backed companies that completed an IPO in 2014 • 62% of CNBC's Top 50 Disruptors in 2015

Business Development | Partnerships | Growth

2014 - 2017

I pioneered startup business development strategies that drove 23% startup business through the creation of the "Pivotal for Startups" program and other growth initiatives. By building a high-energy partnership ecosystem, I broke down organizational silos, enabling dynamic client engagement through workshops and outcome demonstrations for senior leaders. Additionally, I expanded mid-market consulting in the competitive San Francisco region by developing strategic partnership frameworks that fueled growth across the organization. https://web.archive.org/web/20160813105332/https://pivotal.io/startups * Expanded mid-market consulting packages in the competitive San Francisco region by creating strategic partnership frameworks across the organization * Developed comprehensive marketing strategies using Salesforce, Marketo, Trello, and marketing automation tools to optimize sales workflows * Cultivated enterprise brand partnerships with major industry events: The Lean Startup LAUNCH EMC World Web Summit Attracted 3,000+ in-person participants at events, significantly enhancing enterprise software sales Collaborative Approach Championed agile methodologies and lean practices in software development and business engagement – as the innovators and leaders of this industry Built a "Tiger Team" to improve lead qualification, conversion, and client account depth Technical Ecosystem * Focused on accelerating product development and deployment for emerging technological solutions * Cultivated an environment celebrating innovative ideas and transformative technologies * Supported by executive leadership to drive innovative startup ecosystem development Skills: Business Development | Strategic Partnerships | Product Marketing | Sales | Agile Project Management | Lean Startup | Growth Strategy #TechInnovation #StartupDevelopment #AgileMethods #BusinessStrategy #TechnologicalPartnerships

Business Development

2014 - 2015

• Created extensive training, sales tools and management training tools with national and international brands such as McDonald's, Wendy's and Kaplain • Developed a unique approach to immersive training courses and first-person micro simulations, beginning with video games under the name Evil Genius Games and working on titles like Grand Theft Auto and Madden NFL • Recognizing and utilizing the best skills of each client, helped bring learning to life in virtual spaces eMersive systems is an award winning training simulation company with clients such as, Deloitte, NASA, NSA, ARMY and USAF.

Chief Development Officer

2013 - 2014

• Defined product strategy and vision for the end user, constructing the company and product mission, website, mobile web and iOS apps • Managed product development, marketing and PR teams, working closely with the CMO to build feature lists and wireframes for brand engagement with large corporations, and construct timelines and execution methods in an agile development environment • Completed a fully functional product in an aggressive timeline, including hiring sales and building sales tools, building video and other demos for customers and Fortune 500 clients throughout the development process CommutePays delivers situational promotions and rewards directly to your mobile device each day, based on your personal commuting routine. Whether traveling to work, running an errand or simply meeting for coffee, most of us commute every day.