Beacon Software
Erik Mosney, CFA, currently serves as the Director at Beacon Software since December 2024. Prior experience includes roles at Clio as Senior Manager and Manager in Corporate Development, as well as founding Caffinate.io, a recruitment-focused platform aimed at enhancing mentorship among professionals. Previously, Erik worked as an Investment Banking Associate at CIBC Capital Markets and SurePath Capital Partners, where notable strategic acquisitions and investments in technology and eCommerce were executed. Early career experiences include equity valuation teaching at the Telfer School of Management and analytical roles at Minto Group Inc. Erik holds an Honours Bachelor of Commerce degree in Finance from the University of Ottawa, earned in 2017.
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Beacon Software
We are software entrepreneurs who are passionate about building great vertical software for businesses in our community and abroad. Our mission with Beacon is to empower Main Street businesses with world-class vertical software. We do this by buying great software businesses and building upon the hard work and legacy of their founders. We seek out founders who have built their business by spending years understanding their specific market and prioritizing customer needs. We intend to hold our companies forever and invest in their continued growth without pressure to exit to another buyer. Vertical software companies under the Beacon umbrella leverage our R&D and GTM resources to increase the scale of their ambition. Our value creation playbook has been applied successfully across our portfolio.