Meet the Leadership Team

Jeff is our Chief Operating Officer. He is responsible for leading Customer Success, Business Operations, People, Legal, Finance, Accounting, Tax, and Investor Relations. Jeff was previously Chief Financial Officer and, in that role, helped lead Ontra’s Series A investment with Battery Ventures and Series B investment with Blackstone Growth. Prior to Ontra, Jeff spent 13 years as a private equity investor at H.I.G. Capital, most recently as a Managing Director in the San Francisco office. Earlier, Jeff worked in technology investment banking at J.P. Morgan and product management at Salesforce.com. Jeff holds an M.B.A. from Harvard Business School as well as a B.S. in Business and a B.A. in Psychology from the University of Colorado at Boulder. Based in San Francisco, Jeff enjoys skiing, running, mountain biking, live music, photography, and spending time with his wife and two boys. Jeff is also active in the community, serving most recently as a Board Member and Treasurer for Youth Leadership Institute, a California-based youth development organization.

Bridget is our Vice President of Customer Success for Contract Automation. She joined Ontra in 2018 to launch our business in Europe, the Middle East, Africa, and Asia-Pacific, which she is now responsible for leading, in addition to leading our Contract Automation Customer Success team. Prior to Ontra, Bridget practiced corporate law at Kirkland & Ellis and Cravath. Bridget holds a J.D. from Georgetown University and a B.A. from Yale University. Based in London, Bridget enjoys cooking, arts and crafts, and country walks with her family and their dog.

Todd is our Chief Revenue Officer. He is responsible for leading Ontra’s go-to-market strategy and operations across all revenue-generating functions. Todd brings a proven ability to scale revenue and teams across a diverse range of products, sales motions, and deal sizes, with deep expertise in enterprise sales and complex deal management. Prior to Ontra, Todd was a Senior VP of Global Sales at Smartsheet, where he helped scale the company’s annual recurring revenue from $65 million to $1.2 billion. Earlier in his career, Todd held senior leadership roles at Oracle looking after the ERP Cloud Business. Todd holds a B.A. in Corporate Communications and Business from Framingham State University. Based in the Boston area, Todd enjoys spending time with family, coaching youth sports, investing, and being a fan of all Boston Sports.

Joe is our Vice President of Business Operations and Strategy. He is responsible for driving strategic and operational alignment across our go-to-market functions to maximize efficiency, transparency, and profitability. Prior to Ontra, Joe held a series of operations and strategy roles at Thomson Reuters and Redbox and also practiced commercial litigation at Kirkland & Ellis. Joe holds a J.D. from Harvard Law School and a B.S. in Computer Science from Yale University. Based in Minneapolis, Joe enjoys playing softball, exploring new board games, and cheering on his two kids at sporting events.

Michael is our Senior Vice President of Revenue Operations. He is responsible for revenue operations, GTM strategy and enablement, and business development. Prior to Ontra, Michael has been in revenue operations and business development leadership roles for the last 15 years and has driven growth efficiency at several companies spanning software, legal and information technology including Tealium, Axiom Law and Hewlett-Packard. Michael received a B.A. of Economics from Yale University and his M.B.A. from Duke’s Fuqua Business School. Based in Minneapolis, Michael spends his time outside of work hiking, fishing, playing sports and coaching his two sons in youth sports.

Eric is our Chief Technology Officer. He leads all technical functions at the company including software development, AI, quality, infrastructure, security, and IT. Eric has over 20 years of engineering leadership experience at technology companies, from startup to growth stage to publicly traded. Prior to Ontra, Eric served as Vice President of Engineering at AppFolio, where he spent 10 years leading engineering for many of AppFolio’s most significant efforts, including mobile, embedded payments, and AI. Ultimately at AppFolio he led engineering for the Investment Management business unit, developing a platform for private equity real estate sponsors to manage their entire business. Eric holds an M.S. in Computer Science and a B.S. in Mechanical Engineering from Cal Poly - San Luis Obispo. Based in Santa Barbara, Eric is an avid cyclist and skier, and he enjoys spending time in nature with his wife and two daughters.

Milind is our Vice President of Product Marketing and Content. He is responsible for leading our Product Marketing and Content functions, driving the strategies that support our continued growth with both new and existing customers. Prior to Ontra, Milind served as Vice President of Product Marketing at C2FO, where he led a global team that launched and scaled new products and built new, effective go-to-market capabilities. Milind has spent the last decade working as a marketing leader in fintech at companies such as SoFi and Intuit. Milind holds an M.S. in Mechanical Engineering from Texas A&M University and an M.B.A. from the Kellogg School of Management at Northwestern University. Based in the San Francisco Bay Area, Milind enjoys reading, hiking with his wife and 8-month old son, playing soccer and supporting Arsenal FC.

John is our Chief Customer Officer. He is responsible for leading the strategic direction of the Customer Success function, driving product adoption, and ensuring positive business outcomes for our customers. Prior to Ontra, John served as the VP of Customer Success at Litera, a global leading provider of workflow and data management solutions for law firms and legal providers. John has spent the last 25 years working as a cross-functional leader of Customer Success, Sales, Services, and Operations within the tech industry at companies such as Thomson Reuters HighQ and Lexmark. John holds a B.S. in Electrical Engineering from the University of California, Los Angeles. Based in the San Francisco Bay Area, John enjoys skiing, hiking, running, coaching soccer, poorly playing music in the garage, and spending as much time as possible with his wife and three daughters.

Andy is our Chief Financial Officer. He is responsible for all aspects of Ontra's financial operations and strategy, including Finance, Accounting, Tax, and Sourcing & Procurement. Prior to Ontra, Andy worked in commercial banking at JPMorgan Chase and served as an Infantry officer and Ranger in the U.S. Army where he deployed to Afghanistan as a part of Operation Enduring Freedom. Andy holds an M.B.A from the University of Southern California and a B.S. from the United States Military Academy at West Point. Based in Houston, Andy enjoys spending time with his wife at her pub, boating, and baseball.

Josh is our General Manager, Investment Banking. He leads the strategy, growth, and delivery of Ontra’s sell-side Contract Automation business. Prior to Ontra, Josh practiced PE/M&A law at Covington & Burling and Greenberg Traurig. Josh holds a JD, Magna Cum Laude, from Brooklyn Law School and a B.A. in History from the University of Maryland, College Park. Based in New Jersey, Josh enjoys reading, weightlifting, hiking, basketball and traveling the world with his wife and three children.

Nancy is our Vice President of User Experience. She is responsible for ensuring Ontra delivers intuitive, valuable product experiences for customers. Partnering closely with Product and Engineering leadership, Nancy shapes product strategy, improves delivery speed and quality, and fosters a strong user-focused culture across the company.  Nancy has built design systems across a range of platforms while leading cross-functional teams throughout her career. Prior to Ontra, she was a senior leader at Allvue Systems, where she served as Head of Product Design, establishing the design team and product-led design strategy.  Nancy holds a M.S. in Human Factors in Information Design from Bentley University and B.A. in English and French from Tufts University.  Outside of Ontra, Nancy enjoys exploring the hiking and ski trails of the White Mountains in New Hampshire, cheering on her alpine ski racer son at races all over New England, doing yoga, or diving into a good book.

Leslie is our Chief Marketing Officer. She is responsible for leading the strategic direction and execution of all our Marketing functions including demand gen, growth marketing, content, brand, communications, and product marketing. Prior to Ontra, Leslie was the global Chief Marketing Officer at C2FO, a leading on-demand working capital platform. Leslie has spent over 20 years in B2B marketing and general management in high-growth fintech and SaaS companies, delivering profitable growth and cost savings through innovative GTM strategies and leading high-performing, global teams. Leslie holds a B.A. in International Political Economy from the University of Washington. Based in the San Francisco Bay Area, in her free time, Leslie enjoys hiking, walking, running, skiing, gardening, and most importantly, spending time with her husband and three kids.

Troy is our Founder and Chief Executive Officer. He has led the company from inception to becoming the market-leading provider of contract automation and intelligence to the private markets. Ontra now has over 350 employees, offices in North America, Europe, and Asia, and investors such as Blackstone and Battery Ventures. Prior to Ontra, Troy worked in private equity investing at H.I.G. Capital, where he made majority buyout investments in middle-market companies in financial technology and logistics. Earlier, he worked in management consulting at Monitor Deloitte, where he focused on M&A due diligence and integration. Troy is an active mentor through Big Brothers Big Sisters, Los Angeles (BBBSLA). Troy holds a B.A. from New York University. Based in Los Angeles, Troy enjoys sailing, biking, reading, and spending time with his wife and two kids.

Luke is our Chief Legal and People Officer. He is responsible for leading Ontra’s legal team in protecting the company’s value with practical, solution-oriented advice. He also leads our People function, creating an environment where talented people can do their best work. Prior to Ontra, Luke was a Partner at Kirkland & Ellis focused on commercial, antitrust, and bankruptcy litigation and regulatory investigations for public and private companies, including many private equity firms and their portfolio companies. Earlier in his career, he served as a law clerk to federal appellate and trial court judges in Chicago. Luke also has experience mowing lawns, operating forklifts, and grilling burgers at the world’s largest restaurant chain. He currently serves on the Legal Services Corporation’s Emerging Leaders Council. Luke holds a J.D. from DePaul University and a B.A. from Taylor University. Based in Chicago, Luke enjoys biking, playing tennis, and spending time with his family.

Jeff is our Chief Operating Officer. He is responsible for leading Customer Success, Business Operations, People, Legal, Finance, Accounting, Tax, and Investor Relations. Jeff was previously Chief Financial Officer and, in that role, helped lead Ontra’s Series A investment with Battery Ventures and Series B investment with Blackstone Growth. Prior to Ontra, Jeff spent 13 years as a private equity investor at H.I.G. Capital, most recently as a Managing Director in the San Francisco office. Earlier, Jeff worked in technology investment banking at J.P. Morgan and product management at Salesforce.com. Jeff holds an M.B.A. from Harvard Business School as well as a B.S. in Business and a B.A. in Psychology from the University of Colorado at Boulder. Based in San Francisco, Jeff enjoys skiing, running, mountain biking, live music, photography, and spending time with his wife and two boys. Jeff is also active in the community, serving most recently as a Board Member and Treasurer for Youth Leadership Institute, a California-based youth development organization.

Paul Morrissey is a Senior Managing Director in Blackstone Growth. Paul is based in London and leads Blackstone Growth in Europe.   Prior to joining Blackstone in 2021, Paul was a partner at Battery Ventures, focusing on later-stage growth equity investments. From 2012 to 2016, Paul was based in Battery’s San Francisco office before moving to London in 2016 to open Battery’s presence in Europe. At Battery Ventures, Paul was involved in Battery portfolio companies including Guardsquare, InCloudCounsel, PageUp, PrimeRevenue, Quinyx, Shippeo, Intacct (acquired by Sage), WebPT (acquired by Warburg Pincus), Gainsight (acquired by Vista Equity Partners) and Nitro (ASX:NTO). Prior to Battery, Paul spent time with Goldman Sachs’ investment-banking division focusing on the technology, media and telecom sectors.   Paul graduated from Stanford University, where he earned a BS in economics and played four years on the varsity men’s tennis team.

Mike is the co-founder of Assurance IQ, a company that makes buying insurance easier for everyone. Before launching Assurance, he was the founding president of Addepar, where he patented technology that models and reports on more than $1.3 trillion in financial assets that the company handles. Then, as a partner at Andreessen Horowitz, he focused on insuretech investments for the $7.5 billion venture capital leader.   He has a bachelor’s degree in Economics and a master’s degree in Management Science and Engineering from Stanford. He is a father of two.

Troy is our Founder and Chief Executive Officer. He has led the company from inception to becoming the market-leading provider of contract automation and intelligence to the private markets. Ontra now has over 350 employees, offices in North America, Europe, and Asia, and investors such as Blackstone and Battery Ventures. Prior to Ontra, Troy worked in private equity investing at H.I.G. Capital, where he made majority buyout investments in middle-market companies in financial technology and logistics. Earlier, he worked in management consulting at Monitor Deloitte, where he focused on M&A due diligence and integration. Troy is an active mentor through Big Brothers Big Sisters, Los Angeles (BBBSLA). Troy holds a B.A. from New York University. Based in Los Angeles, Troy enjoys sailing, biking, reading, and spending time with his wife and two kids.

Chelsea focuses on investments in the software and healthcare-IT sectors. She is particularly interested in vertically focused SaaS companies. Chelsea serves on the boards of ContinuumCloud, Curve Dental, Maxio, Ontra (formerly InCloudCounsel), PageUp and Redox, and she is an investor in Honeybook. Her previous investments include Avalara (NYSE: AVLR), Brightree (acquired by ResMed), ClearCare (acquired by Wellsky), Data Innovations (acquired by Roper Industries), Glassdoor (acquired by Recruit Holdings), Groupon (NASDAQ: GRPN), Guidewire (NYSE: GWRE), Intacct (acquired by Sage), Marketo (NASDAQ: MKTO, acquired by Vista Equity Partners), RealPage (NASDAQ: RP) and WebPT (acquired by Warburg Pincus).   In 2013, Chelsea was named to the Forbes Midas “Hot Prospects” list of up-and-coming venture capitalists, and in 2018 she was included on Business Insider’s 23 Top Venture Capitalists in Enterprise Tech list.   Prior to Battery, she was an associate at the private equity firm Key Principal Partners. Earlier in her career, Chelsea was a manager at Accenture, where she led technology and strategy projects. She also has held positions with Merrill Lynch in Hong Kong and with Classified Ventures. She received a BS with honors in chemical engineering from Northwestern University and an MBA from the University of Chicago. She also currently sits on the Northwestern University Engineering School Board. Currently Chelsea serves on the Healthcare Technology Advisory Council for the Cleveland Clinic.