Company / 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, RBC Venture Partners
Robert is a Managing Director with the RBC Venture Partners group at Royal Bank of Canada and oversees direct investments in a broad range of technology companies ranging from information security to sales and trading applications. Robert also uses his over ten years of expertise in Venture Capital to assist in the development and incubation 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 ITM Software, Placemark Investments, Infobright Inc. and Avolent Inc.
Eric Dunn — General Partner, Cardinal Venture Capital
Eric joined Cardinal Venture Capital in 2003. Prior to joining Cardinal Venture Capital, Eric was an independent private investor, making investments in early-stage software and technology companies. Previously, from 1986 to 2000, Eric was a member of the senior management team of Intuit Inc. (NASDAQ: INTU) during its growth from a four-person startup to a leader in financial software with over $1 billion in annual revenue. At Intuit, Eric served as CFO, VP/GM and SVP/CTO, while also leading the initial development efforts for Quicken for Windows and Quicken for Macintosh. Eric was CFO during Intuit's IPO and the company-shaping acquisition of ChipSoft (Turbotax) and also initiated many of Intuit's activities in electronic financial services and its international expansion.
Before working at Intuit, Eric was a management consultant at Bain and Company, and also worked at IBM for two years as a software engineer.
Eric is responsible for Cardinal’s investments in Tempo Payments Inc. (where he serves as Chairman), LiveCapital (where he served as Chairman; acquired by Dun & Bradstreet), Adaptive Planning and SuccessFactors. Eric also serves on the boards of Corillian (NASDAQ: CORI), Tibco (NASDAQ: TIBX) and PayCycle.
Eric graduated Summa Cum Laude with an A.B. in Physics from Harvard College and received his MBA from Harvard Business School where he was a Baker Scholar.
Jerome Engel — General Partner, Monitor Venture Partners
Jerome Engel has a long history of building successful high potential ventures, both as an entrepreneur and as a venture investor. In addition to his role at Monitor Venture Partners, he is also on the faculty of the Haas School of Business at the University of California at Berkeley where he serves as Executive Director of the Lester Center for Entrepreneurship & Innovation, which he founded, and as Chair of the Haas School's Entrepreneurship Program. Engel serves on the boards of directors of Jupiter Systems, MedAmerica and Electrascan.
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.
Kenneth Ross — CEO, ExpertCEO; former CEO, Pillar, Extricity, & Ross Systems
Ken is a seasoned entrepreneur and executive who brings vision, strategy, and leadership to the Adaptive Planning board. He is a budgeting and planning pioneer who brought automation to the process in his years at Pillar Corporation.
Ken is currently the Founder and CEO of ExpertCEO, an exclusive online community for CEOs and other senior executives. Previously, Ken was the founder and CEO of numerous information technology companies including Seriosity, Extricity, Pillar, Documentum and Ross Systems. He has also served as a board member and CEO Coach for a variety of companies including Savvion and Electric Cloud. Ken was a General Partner at RRE Ventures, where he headed the firm’s Silicon Valley office.
Ken received his BS from the Massachusetts Institute of Technology and his MBA from Stanford University.