Jason Pate - Product @ Plaid - Crunchbase Person Profile

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Overview

Number of Portfolio Companies

Number of Exits

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Primary Job Title Product
Primary Organization
Plaid

Location San Francisco, California, United States
Regions San Francisco Bay Area, West Coast, Western US
Gender Male

Investor Type
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Investor Stage
obfuscated
obfuscation
Number of Exits
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LinkedIn View on LinkedIn

Jason Pate is the Head of Corporate Strategy and Development at Plaid

Personal Investments

Number of Investments

has made

investments. Their latest investment was

Seed Round - Fortunafi

on

obfuscation

, when

raised

obfuscation

.

Announced Date	Organization Name	Lead Investor	Funding Round	Money Raised
obfuscated obfuscation	Fortunafi	—	Seed Round - Fortunafi	obfuscated obfuscation
obfuscated obfuscation	Simetrik	—	Series A - Simetrik	obfuscated obfuscation
obfuscated obfuscation	Monite	—	Seed Round - Monite	obfuscated obfuscation
obfuscated obfuscation	Ocrolus	—	Series B - Ocrolus	obfuscated obfuscation

Partner Investments

Number of Partner Investments

Announced Date	Organization Name	Investor Name	Lead Investor	Funding Round	Money Raised
obfuscated obfuscation	Codat	Plaid	—	Series C - Codat	obfuscated obfuscation

Exits

Number of Exits

Unlock for free

has

obfuscation

exit -

.

has

obfuscation

exits. Their most notable exits are

.

Monite Monite lets vSaaS, payment providers, fintechs embed AI-driven Invoicing & Bill Pay into their interface in 3-4 weeks.

Jobs

Number of Current Jobs

Number of Past Jobs

is the

Product

at

. Additionally,

has had

past jobs including

VP of Corporate Strategy and Development

at

.

Plaid Product

Organization Name	Title At Company	Start Date	End Date
Rubicon	VP of Corporate Strategy and Development	Jun 2016	Feb 2018
Tava Indian Kitchen	Co-Founder & CFO	Aug 2012	Mar 2016
Bain & Company	Senior Associate Consultant	Oct 2009	Aug 2012

Board and Advisor Roles

Number of Past Board & Advisor Roles

Organization Name	Title At Company	Start Date	End Date
StatusPage	M&A Advisor	Feb 2016	Jun 2016

Related Hubs

Hub Name	CB Rank (Hub)
Amex Ventures Portfolio Companies	83,913
San Francisco FinTech Companies	35,603
Silver Lake Portfolio Companies	48,879
Norwest Portfolio Companies	54,060
California Banking Companies	36,367
Goldman Sachs Portfolio Companies	20,675
New Enterprise Associates Portfolio Companies	70,005
San Francisco Companies With More Than 100 Employees	15,308
United States Banking Companies (Top 10K)	4,811
San Francisco Bay Area Banking Companies	61,890

Education

studied at

Duke University

and

University of Oxford

.

Duke University B.S./B.AEconomics/Public Policy20052009
University of Oxford schoolunknown20062006

Recent News and Activity

Funding Round•

May 29, 2024

Fortunafi raised

obfuscation

from 166 2nd Financial Services and 20 other investors

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Funding Round•

Mar 24, 2022

Simetrik raised

obfuscation

from Amador Holdings and 16 other investors

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Funding Round•

Feb 22, 2022

Monite raised

obfuscation

from 365.fintech and 7 other investors

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Funding Round•

Aug 25, 2020

Ocrolus raised

obfuscation

from 9Yards Capital and 14 other investors

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