Jake Keator
Jake Keator is Director of Strategic Finance at Lucid Software, the leading provider of a visual collaboration suite that helps teams see and build the future from idea to reality. He serves as the go-to finance director responsible for annual recurring revenue forecasting and managing sales and marketing. He also partners with the company CFO, SVP of Finance, and GTM leadership on all financial initiatives, unit economics, and forecasting. Keator has over 10 years of experience in private debt, equity, investment banking, and SaaS corporate finance. Prior to joining Lucid Software, he was most recently Vice President at Fidus Capital, responsible for investments including senior debt through equity in both control and non-control situations.
Jake Keator Professional Experience / Academic History
Professional Experience
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Director of Strategic Finance
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Intern and Contractor
Academic History
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B.A., Economics, Magna Cum Laude
Keator advises senior executives in private equity matters and lending partners on highly visible strategic initiatives.
He leads a team of experienced analysts to drive quarterly, annual, and long-range planning processes, executive and board reportings.
Prior to his current role, he served as Senior Manager of Strategic Finance for the firm, joining Lucid Software in 2021.
EARLY CAREER
At Fidus Capital, he closed 17 private debt and private equity investments and invested incremental capital in 20+ add-ons.
He also led extensive financial and operational analyses, cash forecasting, and budgeting of all board materials for a control investment.
He also served as an Intern and Contractor at The Motley Fool.
MEDIA
He has appeared as a guest on Real Vision.