 |
| |
| |
| The founders of Equilytics, Inc.
bring a wealth of experience applicable to private equity analysis.
Their experience encompasses a broad array of disciplines, including application software development,
spreadsheet modeling, and mathematical analysis, with direct involvement in numerous venture financing
and merger and acquisition transactions. |
| |
|
| Management Team |
|
 Susan Morgan – Co-Founder and Chief Executive Officer |
| |
Susan Morgan has 15 years of experience in managing and counseling
technology businesses and private companies. Susan was the co-founder,
along with Michael Morgan, and the CEO of SoftView, the company that produced
MacInTax, the income tax program for the Macintosh. MacInTax
experienced rapid growth and achieved a position of market leadership in
its segment. MacInTax was subsequently successfully acquired and is currently marketed as TurboTax by Intuit.
Susan spent 7 years as an attorney at Fenwick & West, LLP, where she
specialized in venture financings, and merger and acquisition
transactions for private companies. Susan is intimately familiar with
the intricacies of private equity stock attributes, including preferred
stock liquidation preferences, participation caps, dividends,
anti-dilution, convertible notes, common stock options and management
plan bonus carve outs. Susan has created numerous spreadsheet models to
compute the distributions of proceeds in real and simulated transactions
for clients and their investors.
Susan has a B.A. in Quantitative Psychology, magna cum laude, from the
University of California at Los Angeles; an M.A. in Cognitive Psychology
from the University of California at Los Angeles; and a J.D. from Santa
Clara University, School of Law. |
|
| Michael Morgan – Co-Founder and Chief Technology Officer |
|
Michael Morgan has 25 years of experience in user-interface design,
application software development, and software project management. He has worked in both large and small companies,
including companies he co-founded with Susan Morgan. He brings to Equilytics a talent for creating software that
efficiently solves complex mathematical problems.
Michael created MacInTax, the first income tax program with a graphical user interface.
MacInTax was an immediate success, was ported to Microsoft Windows and ultimately acquired by
Intuit to become TurboTax, and has been a market leader ever since.
Michael has also worked on pen-based applications, for which he holds several patents,
and technical stock analysis using novel mathematical methods.
Michael has a B.S. in Mathematics from the California Institute of Technology
and an M.S. in Computer Science from the University of California at Los Angeles. |
| |
| Leslie Lee – Software Analyst |
| |
Leslie Lee has 25 years of experience in software design and development.
He has worked on complex real-time systems for the defense industry,
as well as popular consumer products such as SoftView’s MacInTax (now Intuit’s TurboTax)
and Symantec’s Norton Products. Leslie has worked in diverse environments,
and brings a robust software engineering background to his projects,
with experience in producing on time and on budget deliverables.
Leslie has a B.S. in Mathematics and Computer Science from the University of California at Los Angeles.
|
|
|
|
| |
|
|
|
