Josh Scherman

Josh Scherman is a seasoned professional in the small and medium-sized business (SMB) software market, currently serving as Vice President at SurePath Capital Partners. He has a strong background in business development and advisory roles, focusing primarily on Software as a Service (SaaS) companies.

Professional Background

Scherman's career spans various leadership positions at notable SaaS companies, including Constant Contact and inDinero. At SurePath Capital Partners, he played a crucial role in managing buyer relationships and facilitating significant financing and exit transactions, totaling hundreds of millions of dollars. His expertise extends to corporate development, marketing, sales, and project management, which he leverages to help founders build strategic relationships that enhance their businesses.12

Contributions and Insights

During his tenure at SurePath, Scherman was involved in advising SMB software companies on capital raising and exit strategies, contributing to the firm's reputation as a leading boutique investment bank in this sector. He has been recognized for his insights into the SMB software market and has shared his expertise at industry events, such as the Localogy 20/20 conference.123

Scherman is also the founder of B2B Software Advisors, where he continues to provide strategic advisory services, emphasizing the importance of long-term relationships in the SMB landscape. His passion for technology and innovation is evident in his commitment to helping businesses navigate the complexities of the software market.34