Executive Perspective

Introducing Insight: Take Control of Your Fund Obligations

Join us as we unveil Insight, a purpose-built fund obligation management solution designed to organize obligations across your funds, drive accountability and compliance and ultimately strengthen investor trust.

March 17, 2021 | 9:00am PT | 12:00pm ET | 5:00pm GMT

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Transform your fund documents into Insight

Agreeing to obligations is one thing; meeting them is another. Fund managers – including their legal and compliance teams, finance departments, investor relations organizations, and, of course, investment professionals – are all deeply invested in ensuring that obligations outlined in limited partnership agreements, side letters, and other documents governing their LP relationships are reliably met. Failure can lead to legal action, regulatory fines, loss of investor confidence, and reputational damage.

The challenge, though, is having to organize, track, and ultimately comply with an increasingly complex web of obligations across fund documents, while being forced to rely on static compendia or imperfectly-repurposed technologies.

Now, that is changing. InCloudCounsel is announcing Insight, a purpose-built software solution that allows fund managers to organize and manage their obligations across funds from a centralized platform, making it easier to maintain compliance and strengthen investor relationships.

Modernize your fund management processes and transform your contracts into Insight:

  • Strengthen investor trust: manage and track compliance with ongoing obligations, proactively handle requirements, and create a clear audit trail of compliance for investors and regulators.
  • Drive organizational accountability: assign all obligations to functional owners across all departments and monitor organization-wide completion to ensure compliance.
  • Save time and money: lean on historical precedent to streamline future negotiations, save costs by self-servicing complex questions, and ultimately close funds faster.

 

Join this candid conversation with Troy Pospisil, InCloudCounsel CEO & Founder, and Miles Chan, VP/GM of Insight, as they discuss how fund managers can leverage technology to deliver on the complex set of promises made to their investors.

Speakers

Troy Pospisil

Troy Pospisil

CEO & Founder InCloudCounsel

Troy is the Founder and CEO of InCloudCounsel, the leading global provider of outsourced routine contract processing. Prior to InCloudCounsel, Troy worked in private equity investing at H.I.G. Capital. Earlier, he worked in management consulting at Monitor Deloitte. Troy holds a B.A. from New York University. Outside of work, Troy enjoys sailing, biking, reading, and spending time with his wife and pup, an English bull terrier.

Miles Chan

VP/GM of Insight InCloudCounsel

Miles is the VP/GM of Insight at InCloudCounsel. Prior to InCloudCounsel, Miles practiced corporate and securities law at Weil Gotshal in London and Simpson Thacher in New York. Miles holds a J.D. from the University of Chicago and a B.A. from Washington University in St. Louis.

Organize and manage fund obligations across your entire organization

Remove the complexity from fund compliance and build stronger investor relationships with Insight.

Strengthen investor trust

Proactively handle fund obligations and make future fundraising and negotiation quicker and easier.

Drive organizational accountability

Assign tasks to others and analyze compliance across your organization in real-time.

Reliably audit compliance

Monitor and audit obligations through digital records to verify who did what and when.

Save time

Organize your obligations in a single dashboard, eliminating the need to reference multiple compendia.

The world's leading investment firms rely on Insight

Take control of your fund obligations

InCloudCounsel announces Insight, a purpose-built fund obligation management solution designed to organize obligations across your funds, drive accountability and compliance, and ultimately strengthen investor trust.

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Josh Nulman

Managing Director
Josh is a Managing Director at InCloudCounsel. Prior to InCloudCounsel, Josh practiced corporate and securities law at Covington & Burling and Greenberg Traurig. Josh holds a J.D. from Brooklyn Law School and a B.A. from the University of Maryland. Outside of work, Josh enjoys basketball, live music, international travel and spending time with his wife and two kids.

Natasha Chua Tan

Managing Director
Natasha is a Managing Director at InCloudCounsel. Prior to InCloudCounsel, Natasha practiced corporate law at Paul Hastings LLP. Earlier, she worked in risk management at Marsh USA. Natasha holds a J.D. from the University of Southern California, an M.B.A. from INSEAD and a B.A. and B.B.A. from the University of Georgia. In her spare time, Natasha enjoys traveling, hiking, yoga, and scuba diving.

Melanie Qualls

Product Director

Melanie is the Product Director at InCloudCounsel. Prior to InCloudCounsel, Melanie worked in Product Management and User Experience at B2W Digital in Brazil. Melanie holds an MBA from the University of Chicago Booth School of Business and a B.E. in Computer Engineering and Mathematics. In her spare time, Melanie enjoys dancing and cooking.

Troy Pospisil

Founder / CEO

Troy is the Founder and CEO of InCloudCounsel. Prior to InCloudCounsel, Troy worked in private equity investing at H.I.G. Capital. Earlier, he worked in management consulting at Monitor Deloitte. Troy holds a B.A. from New York University. In his spare time, Troy enjoys sailing, biking, reading, and spending time with his family.

Ben Levi

Co-Founder / COO
Ben is Co-Founder and COO of InCloudCounsel. Prior to InCloudCounsel, Ben practiced corporate law at Kirkland & Ellis. Earlier, Ben taught English-as-a-Second-Language at Belmont-Cragin in Chicago. Ben holds a J.D. from Harvard Law School and a B.A. from Yale. In his spare time, Ben enjoys skiing, hiking, and road biking.

Andy Lujan

VP of Finance & Strategy

Andy is the VP of Finance & Strategy at InCloudCounsel. Prior to InCloudCounsel, Andy worked in commercial banking at JPMorgan Chase. Earlier, he served as an infantry officer in the U.S. Army. Andy holds a B.S. from the United States Military Academy at West Point. Andy enjoys boating, snowboarding, and craft beer.

Lane Lillquist

Co-Founder / CTO
Lane is Co-Founder and CTO of InCloudCounsel. Prior to InCloudCounsel, Lane was the VP of Engineering at Uversity. Earlier, he worked as an engineer at Open Systems International. Lane holds a B.S. in Computer Science from the University of Minnesota. In his spare time, Lane enjoys photography, flow arts, and being immersed in nature.

Brian Korchin

Managing Director / VP of Sales
Brian is the VP of Sales at InCloudCounsel. Prior to InCloudCounsel, Brian practiced corporate law at Simpson Thacher & Bartlett LLP, served as VP and Counsel at Jefferies, and was Senior Counsel of a leading financial technology company. Brian holds a J.D. from Harvard and a B.A. from Yale. Outside of work, Brian enjoys reading, traveling, and spending time with his family and friends.

Frank Giovinazzo

VP of Account Management

Frank is VP of Account Management at InCloudCounsel. Prior to InCloudCounsel, Frank practiced corporate real estate law at Simpson Thacher & Bartlett LLP. Frank holds a J.D. from Harvard Law School and a B.B.A. from Emory University’s Goizueta Business School. Frank is a passionate sports fan and marathon runner.

Sara Eng

VP of Legal Partnerships

Sara is the VP of Legal Partnerships at InCloudCounsel. Prior to InCloudCounsel, Sara managed attorney recruiting and professional development at Paul Hastings LLP. Sara holds an M.A. in Organizational Communication & Development from Emerson College. Sara enjoys scuba diving and taking her dogs to the beach.

Bridget Deiters

Managing Director UK
Bridget is a Managing Director at InCloudCounsel. Prior to InCloudCounsel, Bridget practiced corporate and capital markets law at Kirkland & Ellis and Cravath. Bridget holds a J.D. from Georgetown and a B.A. from Yale. In her spare time, Bridget enjoys cooking, arts and crafts, and country walks with her dog.

Ryan Duke

VP of Marketing
Ryan is the VP of Marketing at InCloudCounsel. Prior to InCloudCounsel, Ryan worked at Citi as a VP in the Global Consumer Marketing organization. Earlier, Ryan held Account Management leadership roles at multiple advertising agencies. Ryan holds a B.B.A. from Emory University’s Goizueta Business School. Outside of work, Ryan enjoys hiking, photography, and spending time with his friends and family.

Kathryn Caterina

Managing Director
Kathryn is a Managing Director at InCloudCounsel. Prior to InCloudCounsel, she practiced corporate law at Andrews Kurth (now Hunton Andrews Kurth) and Greenberg Traurig and ultimately opened her own transactional practice. Kathryn holds a J.D. from Harvard Law School and a B.S. from the University of Southern California. Outside of the office, Kathryn enjoys live music, cooking, California road trips, and listening to podcasts.

Jeff Herscott

Managing Director, New Markets

Jeff is the Managing Director, New Markets at InCloudCounsel. Prior to InCloudCounsel, Jeff practiced corporate law at Simpson Thacher & Bartlett LLP. Jeff holds a J.D. from Georgetown University Law Center and a B.A. from the University of Wisconsin-Madison. Outside of the office, you can find Jeff outdoors, usually skiing or hiking. Jeff speaks English and Spanish, and is attempting to learn French. 

Gerry Cardinal

Principal Engineer

Gerry is the Principal Engineer at InCloudCounsel. Prior to InCloudCounsel, Gerry was the CTO at Uversity. Earlier, he worked as an analyst and developer at Epic. Gerry holds a B.S. in Computer Science and Mathematics from the University of Minnesota. In his spare time, Gerry enjoys watching esports and going to musicals.

Miles Chan

VP / GM of Insight

Miles is the VP / GM of Insight at InCloudCounsel. Prior to InCloudCounsel, Miles practiced corporate and securities law at Weil Gotshal in London and Simpson Thacher in New York. Miles holds a J.D. from the University of Chicago and a B.A. from Washington University in St. Louis. In his spare time, Miles enjoys surfing, songwriting and playing the guitar.

Elizabeth Black

VP of Talent

Elizabeth is the VP of Talent at InCloudCounsel. Prior to InCloudCounsel, Elizabeth was responsible for attorney recruitment at both Paul Hastings LLP and Sidley Austin LLP. She also spent two years living and working in Shanghai. Elizabeth holds a B.A. from UCLA. In her spare time, Elizabeth enjoys going to breweries with her dogs Growler and Boo.

Jeff Bohl

CFO

Jeff is the CFO of InCloudCounsel. Prior to InCloudCounsel, Jeff was a Managing Director at H.I.G. Capital in San Francisco. 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 and undergraduate degrees in business and psychology from the University of Colorado. Outside of work, Jeff enjoys skiing, mountain biking, live music, photography, and spending time with his wife and two boys.

John Doe

HOD of DS
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Maura Freedman

VP / GM of Insight

Maura is the VP / GM of Insight at InCloudCounsel. Prior to InCloudCounsel, she held several positions in professional services, product and operations at Medallia. Earlier in her career, Maura was a management consultant at Simon-Kucher & Partners. Maura holds a J.D. from Stanford Law School, an M.B.A. from Stanford Graduate School of Business, and a B.A. from the Duke University Sanford School of Public Policy. Outside of the office, Maura can often be found hiking or experimenting with new recipes.

Jason M. Frank

Managing Director, APAC

Jason is a Managing Director at InCloudCounsel. Prior to InCloudCounsel, Jason practiced corporate and capital markets law in the Hong Kong offices of Milbank, Kirkland & Ellis, and White & Case and served as an in-house legal consultant for various financial institutions. Jason holds a J.D. from Brooklyn Law School, an M.A. in East Asian Studies from N.Y.U., and a B.A. from Rutgers University. Outside of work, Jason enjoys reading, surfing, and playing guitar.

Randi Lynn Veenstra

Managing Director, Sales

Randi Lynn is a Managing Director, Sales at InCloudCounsel. Prior to InCloudCounsel, Randi Lynn practiced corporate law at Simpson Thacher & Bartlett LLP. Randi Lynn holds a J.D. from The University of Pennsylvania Law School and a B.A. from The College of New Jersey. Outside of the office, you can find Randi Lynn hiking with her dog, Clyde, baking banana bread, or reading in the park.

Mitch Spierer

VP of Product

Mitch is the VP of Product at InCloudCounsel. Prior to InCloudCounsel, Mitch was the Director of Product at Doximity. Mitch holds a J.D. from the University of Southern California and a B.S. from Stanford in Symbolic Systems – a mix of computer science, cognitive science, AI, and human-computer interaction. In his spare time, Mitch enjoys surfing, snowboarding, and yoga.

Sayre Craig

VP of Strategy

Sayre is the VP of Strategy at InCloudCounsel. Prior to joining the firm, he worked on the investment team at Thunderbird Partners, a hedge fund based in London. Earlier, he worked on the investment teams of several different hedge funds and at J.P. Morgan in the investment banking division. He holds an M.B.A. from Stanford University and a B.A. from Pomona College. In his spare time, Sayre enjoys rock climbing, skiing, and reading science fiction novels.

Nani Shaffer

VP of Marketing

Nani is the VP of Marketing at InCloudCounsel. Prior to this role, she worked at Demandbase in a number of different functions, including Product Marketing, Demand Generation, and Marketing Operations. Nani holds a B.A. in Environmental Studies from the University of Pennsylvania. Outside of work, Nani is a marathon runner, huge sports fan, and cheese aficionado.

Hadayat Seddiqi

Director of Machine Learning

Hadayat is the Director of Machine Learning at InCloudCounsel. Prior to InCloudCounsel, Hadayat worked on space exploration robots at NASA, published papers in quantum computing at the United States Department of Energy, and engineered DNA sequencing software at a biotech startup. Hadayat holds a B.S. in Physics from Georgia Southern University. Outside of work, Hadayat enjoys nature, rock climbing, and snowboarding.