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David Applegate

CEO at DocMatter

David Applegate is a seasoned professional with a diverse background in finance and investment management.

David's career journey began with an early foray into social networking with the backing of prominent venture capital firms like Mayfield and DFJ.

He later transitioned to Thomas Weisel Partners, where he specialized in analyzing technology giants such as Apple, Google, Amazon, and Netflix as a buy-side software analyst.

His financial acumen led him to assist CalPERS in overseeing substantial global stock distributions from top-tier venture capital and private equity entities.

In the midst of the Global Financial Crisis (GFC), David was entrusted by a family office to spearhead a private investment portfolio construction and direct investment team establishment.

During this tenure, he successfully managed a hedge fund that delivered remarkable returns over a span of 7 years, deploying strategic investments across various sectors, asset classes, and global markets.

David's expertise extends to sourcing, managing, and trading equities on major stock exchanges worldwide, with a particular emphasis on the software sector.

Beyond his financial endeavors, David has served as a board member for both software and medical device companies and non-profit organizations, including the esteemed American Red Cross.

His advocacy for children's health and development underscores his commitment to social causes and community welfare.

David pursued his academic endeavors at the University of California, Berkeley, and Bellarmine College Preparatory, laying a strong educational foundation for his professional pursuits.

Through his roles as the former CEO at DocMatter, Portfolio Manager at a Family Office, and in Asset Management at Thomas Weisel Partners, David has honed his leadership and investment management skills to navigate through diverse financial landscapes.

David Applegate
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Location

San Francisco Bay Area