Infusionsoft Appoints Curtis Smith as Chief Financial Officer

Nov 24, 2014

Smith brings a unique blend of public company and technology investment banking leadership to fast-growing SaaS company

(Chandler, Ariz. – Nov. 24, 2014) Infusionsoft, creator of the leading sales and marketing software for small businesses, today announces Curtis Smith as chief financial officer. A proven Silicon Valley finance executive, Smith will help guide Infusionsoft through a period of rapid growth, highlighted by a recent $55 million investment led by Bain Capital Ventures. Smith will oversee corporate finance, accounting, legal, investor relations, and will report to Infusionsoft CEO and Co-Founder Clate Mask.

Smith brings a unique blend of experience as a former CFO of a public SaaS company and as a prior technology investment banker focused on software companies. As a public company operator, Smith drove revenue growth, profitability expansion and operational efficiencies. Additionally, he has advised leading technology companies and executed multiple IPO and M&A transactions as a managing director at GCA Savvian Advisors and as a vice president at Credit Suisse First Boston’s Technology Group.

Most recently, Smith spent more than three years as CFO of Keynote Systems, a public SaaS company specializing in cloud testing and monitoring. Last year he led the successful execution of the $395 million sale of Keynote to Thoma Bravo Private Equity.

“Curtis has a proven track record as a public company CFO and as a tech banker, and he has deep experience advising software companies on their IPOs,” Mask said. “He understands the SaaS market and is passionate about our purpose to help small businesses succeed.”

Smith was drawn to Infusionsoft because of the company’s singular focus on helping small businesses succeed. His father owned and operated an appliance business, which is where he witnessed firsthand as a teenager the challenges of entrepreneurship. While his mom managed the books, his dad worked long hours and Smith and his brother delivered appliances to homes.

“Infusionsoft’s vision resonates with me,” Smith said. “I want to be part of something meaningful, and I can feel that energy here. I believe my experience and skillset position me to add value to Infusionsoft, and I’m excited to help this company continue to grow.”

About Infusionsoft

Infusionsoft is on a mission to simplify sales and marketing for millions of small businesses. The company focuses solely on empowering small business success and provides a powerful, integrated sales and marketing automation solution. Combining CRM, marketing automation, e-commerce and payments solutions into one platform, with a vibrant marketplace of apps, integrations and partners, Infusionsoft helps small businesses scale their sales and marketing and accelerate growth. The privately held, eight-time Inc. 500/5000 company is based in Chandler, Arizona and is funded by Goldman Sachs, Bain Capital Ventures, Mohr Davidow Ventures and Signal Peak Ventures. For more information, visit, or the Infusionsoft blog.

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