Revell Horsey

Director at CTNext

Revell Horsey is the CFO of PocketSuite, Inc. a San Francisco based company that provides Solo and micro businesses a mobile and desktop application to run their business, all in one place. A Y Combinator graduate, PocketSuite has over 5K businesses utilizing its all-in-one booking, payments, contracts, and client management solution. Prior to assuming his current role, Mr. Horsey was senior vice president and managing director of MEGA International, a global software firm that helps companies manage enterprise complexity by giving them an interactive view of their operations. He managed all of MEGA’s operations in the US and Canada, including strategy and business development, sales, marketing, customer support and consulting.

Mr. Horsey is a director and chair of the Audit Committee of Great Elm Capital Corporation, a NASDAQ-listed Business Development Corporation. He is also a board observer of Aquicore, a Washington, DC–based IoT startup that combines web-enabled metering technology with an SaaS data analytics platform to provide real-time commercial energy management intelligence to owners and operators of commercial real estate.

Previously, Mr. Horsey was the founding president and CFO of HelloWallet, an SaaS provider of personalized financial guidance whose mission is to democratize access to financial management and guidance for all Americans. The company was acquired by Morningstar in June 2014.

Mr. Horsey has nearly 30 years working with founders and their management teams to build sustainable high-growth companies. As a corporate finance specialist on Wall Street, Mr. Horsey was directly responsible for more than $40 billion of equity capital financing by companies across a broad range of industries. His involvement with many of these companies began when they were private and looking for advice on valuation and positioning for their introduction to the public markets.

During his investment banking career, Mr. Horsey led the equity Capital Markets division at Montgomery Securities and Bank of America Securities. He subsequently was appointed Global Head of Technology Corporate and Investment Banking at Bank of America, where he led a team of 150 professionals responsible for the firm’s investment banking and credit relationships in the technology sector. Mr. Horsey holds a B.A. from Dartmouth College.

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