Matthew’s primary responsibilities include overseeing Arrowroot Capital, investment professionals and the Strategic Resources Group, as well as qualifying deals, conducting due diligence, executing transactions, and monitoring portfolio companies.

He has worked at several private equity firms in the U.S. and Europe. He is also an entrepreneur. His deal and board experience is concentrated in growth equity investments, but also has experience in leveraged buyouts and restructuring. Before founding Arrowroot Capital, Matthew was a Managing Director and Head of the Acquisitions Team at Actua Corp. While at Actua, Matthew was a lead or active investor and board member of several companies including MSDSonline, Parchment, Instamed, and InvestorForce. He was also an investment committee member of Rittenhouse Ventures, an early stage VC based in Philadelphia. Prior to Actua, Matthew worked in the technology group at TA Associates in the Boston and London offices. During his tenure, Matthew was an active investor, including board meeting attendance with: Creditex, Smartstream Technologies and OpenLink Financial. Prior to TA Associates, Matthew worked at Platinum Equity in Los Angeles, where he was involved with Platinum’s investment in Broadspire Services. Matthew was also the co-founder of Quewey, a digital media company based in Philadelphia. Matthew was awarded “Top 25 Software Investor” by GrowthCap Advisory.

Education

• Wharton School of the University of Pennsylvania, M.B.A.

• Boston College, B.S., Finance and Marketing

Thomas’ primary responsibilities include sourcing, due diligence, transaction execution and portfolio management. Prior to Arrowroot, Thomas worked at Pacific Crest Securities in their software investment banking group and at B. Riley & Co. in their generalist investment banking group.

Education

• University of California, Berkeley, B.S., Business Administration

Steve is responsible for financial management, fund administration, regulatory compliance, and administrative functions for the firm. He has over 20 years of professional experience in finance, accounting, operations, and compliance functions for financial and asset management firms.

Prior to joining Arrowroot, he was a consultant with Clearlake Capital Group, a private equity firm based in Los Angeles, where he helped evaluate and implement various software and services related to fund administration. Prior to Clearlake, Steve was Chief Financial Officer at Armory Funds, a multi-strategy investment firm focused on middle market companies. Prior thereto, he served as Vice President of Operations at Tennenbaum Capital Partners where he was head of accounting and operations for their multi-strategy hedge fund. Before that, he held various positions at Oaktree Capital Management, OppenheimerFunds, and Merrill Lynch.

Education

• University of Colorado Denver, B.S., Business Administration

Clem is a partner at Arrowroot Capital and is responsible for overseeing their operations function, conducting platform diligence, and supporting the portfolio in technology, operational efficiency, and team development. He brings 20+ years as a technology and operations executive, and the experience of three successful IPOs to Arrowroot. After progressive roles at Oracle in his early career, he was an early-stage employee of Forte Software and Vitria Technology staying with each through their public offering. Clem was the founding CTO of WageWorks (NYSE: WAGE). In that role he built one of the first fully hosted, multi-tenant SaaS platforms. With his leadership as CTO and then as a divisional GM, WageWorks grew organically and through multiple acquisitions through its successful IPO in 2012. Today, WageWorks is a part of HealthEquity (NASD: HQY).

Education

• Carnegie Mellon University, B.S., Information & Decision Systems

Josh’s primary responsibilities include origination, due diligence, new opportunity execution and portfolio management. Prior to joining Arrowroot, Josh was instrumental in building and growing the technology lending platform at Texas Capital and was a senior member of the investment team at ORIX Growth Capital. He previously worked in investment banking at Houlihan Lokey and began his career in public accounting.

Education

• University of Alabama in Huntsville, BSBA – Finance and MAcc

Michael is responsible for assisting in all aspects of fund administration, including fund accounting, investor relations and compliance for the firm. Prior to Arrowroot, Michael was a Senior Assurance Associate at BDO USA, LLP and served clients in the private equity and venture capital industries.  He is also a Certified Public Accountant.

Education

• University of California, San Diego, B.S., Joint Mathematics and Economics

Ashley is a Senior Associate at Arrowroot. She supports the firm’s operational initiatives both internally and externally. Leveraging her experience at Arrowroot, Ashley provides strategic support to portfolio companies while also supporting Investor Relations initiatives. Previously, Ashley worked as a Technical Recruiter with Signature Consultants

Education

• University of Arizona, B.S.

Siemens is an associate on the investment team. His primary responsibilities include sourcing, due diligence, transaction execution, and portfolio management. Prior to joining Arrowroot, Siemens worked at Kayne Anderson Capital in the software growth equity practice, where he executed investments and supported portfolio companies.

Education

• McMaster University, BCom, Finance, Minor in Economics

Jonathan’s primary responsibilities include assisting in areas of fund administration and treasury-related functions.  Prior to Arrowroot, Jonathan worked at Avalon Entertainment, a management and television production company as a corporate accountant in the Finance Department.

Education

• University of California, Irvine, B.A., Business Economics

Melissa is the Executive Assistant to the Managing Partner, Matthew Safaii. Prior to joining Arrowroot, Melissa held similar positions with professionals in family, real estate and commercial transactional law. She was responsible for office management, executive, client and shareholder relations, and brings over 15 years of experience.

Education

• Florida State University, B.A. in English and Writing

Drew’s primary responsibilities include fundraising, managing LP relationships, and other investor relations initiatives for the firm.
Prior to Arrowroot, Drew worked at H.I.G. Capital where he supported fund sales and distribution efforts for the firm.

Education

• Pennsylvania State University, B.S. Corporate Innovation & Entrepreneurship

Patrick’s primary responsibilities include sourcing, due diligence, transaction execution and portfolio management. Prior to Arrowroot, Patrick worked at investment bank Raymond James, where he focused on mergers and acquisitions, debt and equity financings, and other strategic initiatives.

Education

• DePaul University, B.S. Accounting and Finance

Brett is an Associate on the investment team. His primary responsibilities include sourcing, due diligence, transaction execution, and portfolio management. Prior to Arrowroot, Brett worked at Texas Capital and Arthur J Gallagher, where he focused on underwriting structured credit, supporting portfolio investments, and other strategic initiatives.

Education

• University of Alabama, Manderson Graduate of Business, MA, Science in Finance

• University of Alabama, B.S., Business Administration; Finance, Economics

Isaac is an Associate at Arrowroot, where he focuses on supporting the investment team with sourcing, due diligence, and portfolio management activities. Isaac plays a key role in identifying and evaluating investment opportunities while providing strategic support to portfolio companies. Prior to joining Arrowroot, Isaac was an TMT Investment Banking Analyst at Bank of America.

Education

• University of California, Berkeley, B.S., Business Administration

Michelle’s primary responsibilities include supporting the firm in all aspects of office management and operations, accounts payable and billing, HR, IT, and executive assistance. Prior to joining Arrowroot, Michelle worked as an office manager and executive assistant at DAFNA Capital Management, a hedge fund specializing in managing publicly traded biotechnology and medical device companies, based in Los Angeles. Before DAFNA, she was an office manager at Ubatuba Acai and also worked at ESPN Brazil as a human resources analyst and executive assistant.

Education

• International American University, Los Angeles, MBA

• Business School Sao Paulo, Brazil, MA, Human Resources

• FATEC - Technology University, Brazil,  BA, Executive Assistance