SurePath Capital Partners

SurePath is the only strategic financial advisor focused exclusively on the global SMB software market. SMB spans everything from freelancers to mid-market enterprise customers. We help software companies targeting these sectors to raise the capital needed to become market leaders. In addition, we help our clients 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 software space and the #1 choice for boards and management teams of companies in this sector.

Come talk with us.

The SurePath Commitment  

Our values


Our ultimate mission is to be 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.


He who 'knows it all' fails first. We operate in an ever-changing landscape and are always open to new insights and information.  We operate in a humble and professional manner.



Our Team


Mark macleod - Founder

Since 1999 I have been helping fund, grow and exit venture-backed startups. I have over 14 years experience as a CFO for leading companies such as FreshBooks, Shopify, Tungle and many others.

I also spent 3 years as a General Partner at Real Ventures, Canada’s largest and most active seed stage venture fund, where I led investments in a number of SaaS and e-commerce companies including Unbounce and Frank & Oak.

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

My deep experience and passion for startups led me to found SurePath in order to guide and advise founders on how to fund, grow and ultimately exit their companies.


josh scherman,         Vice President

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

Since 2010, I have 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. I have built and managed relationships of all shapes and sizes. Along the way, I developed a passion for companies that serve the SMB market. I’m a former Director of the Small Business Web Association and have 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, I co-founded North Pine Ventures, an advisory firm for university founders. 

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


Danial Shaikh,           senior analyst

I am a CPA and previously supported the corporate development team at TELUS, where I advised on M&A transactions in telco, healthcare, & IT verticals.

I also have 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.


Open Positions


SurePath is seeking an Analyst or Senior Analyst to join our deal team. The ideal candidate will already have experience in a deal environment. You must be a self-starter and comfortable working both independently and as a part of a team that is driven by a fast-paced deal environment.

You will have ample opportunity to learn your craft under an experienced mentor. In short order, you will be playing an important role in business development and client deals.

Duties and Responsibilities:

  • Conduct in-depth market, industry and company research (landscape maps, market sizing, competitor analysis)
  • Prepare presentations to support business development and client work
  • Contribute to the content and thought leadership that the firm publishes
  • Build comprehensive and complex financial forecasts and valuation models, that will stand up to potential investor/buyer scrutiny
  • Prepare company, industry, and market briefing documents
  • Apply knowledge of accounting principles to inform financial analysis, including International Financial Reporting Standards and Generally Accepted Accounting Principles

Qualifications, Skills and Requirements:

  • Bachelor’s Degree in Commerce/ Finance or a related discipline
  • Enrollment or completion of the CFA or CPA is considered an asset
  • Knowledge of venture capital or investment banking processes and related industry practices
  • Must be able to adapt and prioritize, meeting deadlines, in a fast-paced environment
  • Must have a positive, professional attitude and demonstrate professionalism always
  • Must be able to work well independently with an ability to work collaboratively with others
  • Must be able to maintain confidentiality, utilize judgment, and work with minimal supervision
  • Should be highly motivated, independent but able to work within a team in an environment that is fast paced and rapidly changing
  • Exceptional analytical skills
  • Highly organized with excellent attention to detail and quality of work
  • Excellent verbal and written communication skills
  • Strong interpersonal and client service skills
  • Strong preference for candidates that have a genuine interest in the technology world


How to apply:
Send a note to with your CV.