About Us

Our Story

In 2013, ScaleFactor founder and CEO Kurt Rathmann was determined to find a solution for the accounting problems he was facing as a CFO. He was on a quest to automate the painful, time consuming accounting tasks he and his team were forced to complete manually. In 2014, Kurt started ScaleFactor at his living room table. The company grew from one to four employees before the year’s end.

Today, ScaleFactor’s intuitive software automates accounting, tax, and finance tasks to save business owners time and money. ScaleFactor’s team of finance, software development, marketing, and sales professionals share a common goal: to empower business owners to make the best strategic and financial decisions.

Scalefactor Group Shot 2019

Executive Team

Kurt Rathmann headshot

Kurt Rathmann

CEO & Founder

LinkedIn Profile

Kurt is a born and raised entrepreneur. He brings a diverse background measuring and growing businesses and functions as the Chief Everything Officer. He has a keen focus for growing revenue, refining operations, and developing people. He is a news junkie, technological optimist, and has inherited the travel bug with a passion for exploring the world with his awesome wife.

Francis Sullivan headshot

Francis Sullivan

Chief Technical Officer

LinkedIn Profile

Francis leads ScaleFactor’s development team and brings over 30 years of experience building relevant products for the systems management, enterprise, and medical systems fields. Francis spent the last 13 years as the CTO and Co-Founder of Spiceworks where he helped transform the SMB IT industry. Before that, he held technical leadership positions at Motive, Tivoli, Tandem, and Sunquest Information Systems.

Katina Kenyon

Chief People Officer

LinkedIn Profile

Katina is leading the People function at ScaleFactor, responsible for Human Resources, Business Operations, and Culture. Previously Katina was the Chief Commercial Officer of Applaudo Studios were she ran Sales and Marketing. Katina owns curating a best-in-class employee experience for the ScaleFactor team. Her focus is people-centered strategies that support ScaleFactor’s most valued people, their customers.

Virginia Miracle

Virginia Miracle

Chief Customer Officer

LinkedIn Profile

Virginia lives to deliver remarkable customer experiences. She brings her passion for word-of-mouth marketing and decade in SaaS to lead the Customer Success team at ScaleFactor.  Previously, she grew the customer team at Spredfast/Khoros and the social media consulting practice at Ogilvy & Mather. She is a recent Leadership Austin graduate and new member of the Ballet Austin Board where she spends as many of her off hours as possible.

Lori Williams

Lori Williams

Chief Delivery Officer

LinkedIn Profile

Lori leads the delivery organization at ScaleFactor, responsible for the people, operations, and technology that allows us to serve our customers. She has spent her career running product, services, and marketplace organizations for technology companies. Growing cloud ecosystems globally is a passion of Lori’s along with her love of the outdoors, music, and travel—she has been to more than 56 countries! A True Texan through and through, Lori also has a secret love for the legendary Texas roadside stop Buc-ee’s. 

Scott Shepard

Scott Shepherd

Chief Legal Officer

LinkedIn Profile

Scott has been leading diverse teams to execute a wide range of successful projects for over 30 years​. He received his undergraduate degree from the University of Missouri. After graduation, he was commissioned as a Second Lieutenant in the United States Marine Corps and ultimately achieved the rank of Lieutenant Colonel in the USMC Reserves. After active duty, he moved to Austin to obtain a Masters in Public Affairs from the University of Texas’ LBJ School and a J.D. from the University of Texas School of Law.

Eric Steinhoff

Senior VP of Lending

LinkedIn Profile

Eric is passionate about connecting small businesses to the best sources of capital when they need it. He brings over 20 years of experience and an impressive wealth of knowledge surrounding lending. Eric began his career at Capital One, where he worked in product development and credit risk management in their Virginia, London, and Toronto offices. Most recently, Eric was the Chief Credit Officer of ApplePie Capital. When he’s not at the office, he enjoys spending time with his wife and two boys.

Robert Gilbreath headshot

Robert Gilbreath

Senior VP of Marketing

LinkedIn Profile

Robert is responsible for marketing here at ScaleFactor. While his background is diverse, he has most recently been focused on SaaS customer acquisition and retention. Robert is passionate about building marketing organizations and developing the people who allow for high-growth outcomes. He’s never shy to tweak a bit of code or take apart a piece of hardware. When not driving leads, he enjoys spending time outdoors with his wife and three children.

Josh Lipton

Josh Lipton

VP of Product

LinkedIn Profile

Josh has been thinking about technology from an early age when he decided he was going to be a “computer professional.” Leading ScaleFactor’s product development team and initiatives, he feels like he has hit that goal and then some. . When he isn’t helping build world-class product organizations he can be found playing goalie for the Goats, a local Austin ice hockey team, or on the golf course with his incredible and far more talented wife.

Yaya Zhou, CFA

Director of Finance

LinkedIn Profile

Yaya believes that disruptive technology makes the world a better place. She helps ScaleFactor complete this mission by maintaining its financial strength, financing its growth, and managing its resources. Yaya holds an M.S. in Finance from Pepperdine University and a B.S. in Finance from Donghua University in China. When not in the office, she enjoys spending time in local pottery studios and exploring new restaurants with her husband.

ScaleFolks

Work at ScaleFactor

Ready to join the team?

Interested in joining our team? Passionate about helping business owners thrive? Check out our current openings and see what a day in the life at ScaleFactor is like!

Our Investors

Coatue logo
Bessemer Logo
Canaan Logo
Broadhaven logo
FireBrand Ventures Logo
CitiVentures Logo
Vulcan Capital logo
Stripes logo
Next Play Capital Logo
Techstars Logo
Flyover Capital logo
Matchstick Ventures logo
Edison Factory logo

In the News

Proud Members Of

NFIB Member badge
ScaleFactor BBB Business Review
AICPA logo
FitSmallBusiness logo