About Us

"We get a tremendous advantage by having real-time visibility into our results and being able to manage cash flow, inventory and staffing at a store level."
- Tom Shaw, CFO, Papyrus

"If someone had told me how much impact a planning and reporting application would have on our company, I wouldn't have believed them!"
- Doug Brunton, Director, Financial Systems, Vicor Corp.

"Adaptive Planning lives and breathes innovation."
- Craig Schiff, CEO, BPM Partners

"Adaptive Planning is very intuitive to users who are familiar with Excel, but not very comfortable with financial applications."
- Kate Dass, Manager of Finance, West Health

"Adaptive Planning allows me to manage the business, monitor the bottom line, and focus on strategy and analysis instead of data gathering."
- Ethan Carlson, VP Finance, Hayes Management Consulting

Board of Directors

Adaptive Planning's Board of Directors is an exceptional group of individuals who have advised and established many of the premier companies of Silicon Valley.

Robert Antoniades — Managing Director, Clairmont Capital

Robert oversees and manages the RBC Venture Partners' portfolio on behalf of Clairmont Capital. Robert joined RBC Venture Partners as a Managing Director in 2004 and led direct investments in a broad range of software and technology companies ranging from enterprise software to information security and from insurance applications to sales and trading platforms. Robert also used his expertise in venture capital to assist in the development and commercialization of emerging technologies developed within RBC.

Prior to RBC, Robert was a Vice President at BMO Nesbitt Burns Equity Partners and Executive Director of CIBC Capital Partners’ Silicon Valley office in Menlo Park where he collectively made investments in financial services software, internet service providers, enterprise and internet software, e-healthcare, wireless application development, security products, optical networking and semiconductor companies, among others. Robert served as a board member or observer for several of his investee companies

Additionally, Robert has a broad base of transaction and industry experience as a capital markets professional.

Robert’s charitable activities include being on the board of the Distress Centres of Toronto. Other professional activities include numerous panel appearances, speaking engagements and advisory boards.

Robert has a BBA from Wilfrid Laurier University and is a Chartered Financial Analyst, a Fellow of the Canadian Securities Institute and a Certified Investment Manager.

Robert is on the board of directors of Placemark Investments, Infobright Software, Varicent, Verafin, and VM6 Software.

Sergio Monsalve — Partner, Norwest Venture Capital

Sergio brings to NVP extensive operational and venture capital experience from a wide range of business and consumer technology companies. He is focused on early and growth investments in the digital media, mobile, and social areas. His current investments and board seats include Adaptive Planning, Bionic Panda Games, BranchOut, Motif Investing, Rafter, and a couple of stealth projects and various stealth seed investments. Sergio was previously on the board of The DealMap (acquired by Google), myYearbook (acquired by Quepasa), and StarCite (acquired by The Active Network). He is a board participant and is involved with Lending Club.

Most recently, Sergio was Vice President of Marketing at Photobucket, which was successfully sold to News Corp. for $300 million in 2007. Prior to PhotoBucket, Sergio was Director of Marketing & Business Development at eBay, which he grew from $150 million to more than $500 in gross merchandise sales.

Previously Sergio was marketing and business development manager at Portal Software (now part of Oracle) which had a successful Initial Public Offering in 1999, and was co-founder and first business development executive at Cymerc, a hosted SaaS solution for small and medium-sized businesses. He started his career at Morgan Stanley, where he advised several companies on mergers and acquisitions. Sergio holds an MBA from Harvard Business School and a bachelor of science degree in management sciences and engineering (industrial engineering) from Stanford University.

Terry Opdendyk — Managing Director and General Partner, ONSET Ventures

Terry Opdendyk has specialized in working with technology based start-ups for more than 30 years. He founded ONSET Ventures, a premiere Silicon Valley venture capital firm, in 1984. He is Managing Director and General Partner at ONSET.

Prior to launching the firm, Terry was president of VisiCorp, guiding the software publishing company from inception into an industry leader. Early in his career, Terry worked as a technical manager for Hewlett-Packard as a part of the original group of individuals that started HP's computer business. He later headed Intel Corporation's microcomputer systems business, microprocessor architecture activities, several international ventures and human resources.

At ONSET Ventures, Terry maintains a broad spectrum of investment interests including software, communications and new drug delivery technologies. He serves on the boards of both public and private companies, such as Arcot, APX, Callidus, Nextance and Adaptive Planning.

One of Terry's passions is teaching. He works with students each year at the leading business schools, focusing on the fundamentals of building successful businesses. He currently is a Fellow at the Lester Center for Entrepreneurship and Innovation at the Haas School of Business, University of California.

Terry received a B.S. from the Michigan State University Honors College and a M.S. from Stanford University.

John Herr — CEO

Robert S. Hull — Founder, President

Truste logoPrivacy Policy | Site Map | © 2011 Adaptive Planning, Inc. Adaptive Planning is a trademark owned by Adaptive Planning, Inc.