About
Kate Winkler is a three-time CEO of private equity-backed companies, including a three-year tenure at Ruby, an Updata portfolio company acquired by a strategic buyer in 2022. Over a 25-year career in technology, she spent a decade as a technology investment banker, working with more than 75 companies. Her areas of expertise include technology-enabled business solutions, high-growth business models, and complex M&A.
Experience
- Updata PartnersOperating Partnercurrent2023 — presentWashington, District of Columbia, United States
- MD IntegrationsBoard Membercurrent2025 — presentDenver, Colorado, United States
- SheerIDBoard Membercurrent2025 — presentPortland, Oregon, United States
- LegitScriptBoard Membercurrent2023 — presentPortland, Oregon, United States
- JellyvisionBoard Membercurrent2024 — presentChicago, Illinois, United States
- Teen Kitchen ProjectBoard Member2018 — 2024Santa Cruz, California, United States
- RubyChief Executive Officer2019 — 2023Portland, Oregon Metropolitan Area
- Piper JaffrayManaging Director - Technology Banking & Co-Head of HR Software Practice2018 — 2019San Francisco
- Houlihan LokeyDirector - Technology, Media and Telecom Group2014 — 2018San Francisco
- ArchPoint PartnersDirector2010 — 2014San Francisco, CA
- Jentro Technologies GmbHCEO2007 — 2010Munich, Germany
- CenterPost CommunicationsCEO2004 — 2007Chicago, IL
Education
- University of Michigan - Stephen M. Ross School of BusinessBBA, Accounting and Finance1991 — 1995
Skills & more
SaaS22Software as a Service (SaaS)3Enterprise Software2Strategy28Analysis3Strategic Planning3Management15Leadership10Negotiation4Board Advisory ServicesDirectorshipBoard Level2
+12 more
Board AdministrationE-commerceBusiness DevelopmentBusiness StrategyMergers & AcquisitionsStart-upsMobile ApplicationsProduct ManagementCorporate DevelopmentCompetitive AnalysisMergersPrivate Equity- QuantumShift — University of Michigan - Stephen M. Ross School of Business
- Project Management Professional (PMP) — Project Management Institute
- FINRA Series 7, 63, 79 — FINRA
- Certified Public Accountant (CPA) — AICPA
From Kate's professional profile.
Same school
Also attended University of Michigan - Stephen M. Ross School of Business253
Alexandra FarmerPrincipal at Intel Capital, North AmericaTige SavageCo-founder at RevolutionWendy XiaoPartner at NorthzoneRob LawrenceSenior Finance Associate at GreycroftHyun KooPartner at March Capital PartnersRichard GuVice President at March Capital Partners
+ 247 more
Shared employers
Also worked at Updata Partners30
Praveen SahayFounder and Managing Director at WAVE Equity PartnersArie AbecassisPartner and Co-Founder at ICONYC labsSara ShackelfordCFO at Canapi VenturesCarter GriffinGeneral Partner at Updata PartnersJon SeeberGeneral Partner at Updata PartnersBraden SnyderGeneral Partner at Updata Partners
+ 24 more
Also worked at SheerID4
Also worked at Piper Jaffray55
Kelly O'KaneInvestor at IVP (Institutional Venture Partners)Safa RashtchyManaging Partner at Think+ Ventures Management, LlcSunil ChhayaFounder at Kearny JacksonJames HerbertVenture Partner at Navitas CapitalMatt MelymukaCo-Founder & Managing Partner at PeakSpan Capital PartnersPatrick MeenanGeneral Partner at Arthur Ventures
+ 49 more
Also worked at Houlihan Lokey75
Richard GuVice President at March Capital PartnersGrace ChenVP of Finance at Sierra VenturesJason KwonPrincipal at Marlin Equity PartnersSahib GillAssociate at Marlin Equity PartnersJim BarsnessInvestor at FortySix Venture CapitalBrooke GoebelVice President at Five Elms Capital
+ 69 more
Colleagues at Updata Partners
Alex Phelan
Principal at Updata Partners
Alex Pinchev
Operating Advisor at Updata Partners
Barry Goldsmith
Operating Partner at Updata Partners
Braden Snyder
General Partner at Updata Partners
Carter Griffin
General Partner at Updata Partners
Chris Cook
Operating Advisor at Updata Partners
Daniel Anstandig
Operating Advisor at Updata Partners
Derek Langone
Operating Advisor at Updata Partners