My Journey with Exari

Five years ago, I was at a party for my wife’s sailing group. Bored, I started a conversation with someone I knew from volunteering in my small Massachusetts town.

The company I worked for, eFunds, had just been sold to FIS Global in Jacksonville, FL, and I was looking for a new challenge. Before eFunds, I had run various sales organizations, large and small, from Wall Street to IBM with many in between.

My companion at the party was Reg Foster, our current CAO, who at the time was working for a venture capital group that had just invested in Exari and was building a team. He asked me if I would be interested in coming in to talk about potentially running sales.

“What does Exari do?” I asked.

“Remember the problems you’ve had your entire career?” replied Reg. “Getting your sales contracts through legal; understanding what the commitments in those contracts are; figuring out how to reduce business risk while trying to accommodate clients; organizing and expediting approvals; and just plain getting deals done fast?” He continued, “Exari is in the contract automation business and fixes all of these issues.”

“Are you kidding?” I thought to myself. I’ve been dealing with those problems in various forms all the way back to trying to get contracts signed for the Detroit News on my childhood paper route.

So I joined the company. And I’ve spent the last five years helping some of the world’s largest banks; law firms; insurance, technology and media companies; and even the federal government to reduce the time, cost and risk of creating contracts and other documents tenfold; to capture the data from these contracts as part of the intuitive creation process; to finally see all of the rights, responsibilities, key dates and payment terms in their contracts; and to close more deals than they ever did before without any increased cost.

If you are interested in seeing how Exari can help you, give me a call.

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