SurePath Capital Partners

SurePath is the only strategic financial advisor focused exclusively on the global SMB software and e-commerce markets. SMB spans everything from freelancers to mid-market enterprise customers. We help companies targeting these sectors raise the capital needed to become market leaders as well as execute strategic acquisitions and profitable, deliberate exit strategies.

We believe that in order to have the best knowledge and networks, you must be specialized. Our goal is to be the leading strategic financial advisor in the SMB market and the #1 choice for boards and management teams of companies in this sector.

Come talk with us.

Why Client Choose us



As the only advisor focused on the SMB market, we have access to every deal maker in this space. 


We are a trusted advisor to the founders, management teams and boards that we serve. We work in the best interest of our client with an unwavering focus on the guidance that leads to the most long-term impact for our clients.


As a result of our strategic guidance, deep relationships and transaction capabilities, we deliver high & measurable impact to our clients.



Our Team


Mark macleod - Founder

Since 1999 Mark has been helping fund, grow and exit software and e-commerce businesses. He has over 14 years experience as a CFO for market leaders such as FreshBooks, Shopify and many others.

He also spent 3 years as a General Partner at Real Ventures where he led investments in a number of SMB SaaS and e-commerce companies including Unbounce and Frank & Oak.

He has raised hundreds of millions in capital from investors in Canada, the US and Asia and has sold companies to Airbnb, Blackberry, Gannett, Rackable Systems, Return Path,  Thrivehive and others.

Mark is often asked by investors, strategics and industry leaders to share his insights on the SMB software market.


josh scherman,         Vice President

Josh began his career on Wall Street as an investment banker on the debt capital markets team at CIBC World Markets. He spent 5 years there before moving into the tech World.

Since 2010, Josh has held senior business development roles In New York and San Francisco for early stage startups such as Postling and indinero as well as established market leaders like Constant Contact. Along the way, he developed a passion for companies that serve the SMB market. Josh is a former Director of the Small Business Web Association and has helped small and large companies succeed in the SMB space.


shubham datta,     director

Having worked on a startup and seeing some of the operational and financial challenges that early stage companies face, Shubham co-founded North Pine Ventures, an advisory firm for university founders. 

Since graduating from the University of Waterloo, he obtained his CPA designation with KPMG. Prior to joining SurePath, Shubham was an Investment Banking Associate at KPMG Corporate Finance where he advised Canadian mid-market FinTech and SaaS companies on divestitures, recapitalizations and exits.


Danial Shaikh,           senior analyst

Danial is a CPA and previously supported the corporate development team at TELUS, where he executed buy side M&A transactions in telco, healthcare, & IT verticals.

He also has experience supporting the FP&A functions at TELUS, TD Securities, and Kraft Foods.

Perry Evans biopic 2016.jpeg

Perry Evans, Advisor - Local

Perry Evans is an experienced tech entrepreneur who has led the formation and development of four ventures that span mapping ( MapQuest), local search ( Local Matters), messaging ( Jabber), and small business mobile marketing ( Closely). 

Perry has lived through more venture rounds, M&A processes, down rounds, and nose-bleed valuations than any doctor would advise, yet remains an optimistic start-up warrior. He holds a MBA in Strategy and International Business from the Schulich School of Business, is an E&Y Entrepreneur of the Year recipient, and is an active advisor to multiple start-up accelerators and businesses.