Robert Schulte

Robert Schulte

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Chief Executive Officer
United States

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Jobs verified_user 0% verified
  • Exactera
    Chief Executive Officer
    Exactera
    Oct 2025 - Current (1 year)
    As CEO of Exactera, I'm leading our transformation into an AI-native data platform that's reimagining how the finance function operates. Paired with an amazing team of talented professionals, we're leveraging our AI-native platform to deliver the next generation of "Compliance Grade AI, Verified by Design."
  • AI Fund
    Venture Advisor
    AI Fund
    Jul 2025 - Current (1 year 3 months)
    The AI Fund is a venture studio that works with entrepreneurs to build companies rapidly that will execute world-changing AI projects to move humanity forward.

    As a Venture Advisor, I advise seed-stage founders through the critical early stages of company building.
  • Taxually
    Board Advisor -- M&A
    Taxually
    Jul 2025 - Current (1 year 3 months)
    I provide strategic guidance to the executive team and board of directors on matters related to mergers, acquisitions, capital raise, and strategic partnerships.
  • Fowler College of Business at San Diego State University
    Lecturer
    Fowler College of Business at San Diego State University
    Aug 2023 - Current (3 years 2 months)
    I teach Entrepreneurial Finance (FIN328) at the undergraduate level. The course brings together the very disciplined and risk adverse functional area of finance with the highly risky entrepreneurial endeavor.
  • LumaTax Inc
    Founder
    LumaTax Inc
    Jun 2016 - Nov 2025 (9 years 6 months)
  • Pioneer Square Labs
    Entrepreneur in Residence
    Pioneer Square Labs
    Feb 2016 - Current (10 years 8 months)
    Pioneer Square Labs is a Seattle-based studio that creates and launches technology startups.
  • Strassa LLC
    Managing Partner
    Strassa LLC
    Jan 2015 - Current (11 years 9 months)
    Strassa, LLC. is a specialized professional services firm, providing “entrepreneurial execution” services to early- and growth-stage entrepreneurial ventures to maximize their performance and achieve their vision. We differentiate ourselves by focusing on companies that utilize SaaS delivery models where we can leverage our deep domain expertise.
  • Zurple Acquired by Constellation Software Inc Ticker CSU TSE
    President & CEO
    Zurple Acquired by Constellation Software Inc Ticker CSU TSE
    Jan 2011 - Dec 2014 (4 years)
    Directed operations to position company at the forefront of the industry. Formulated and implemented strategic plans to advance company's mission and objectives to promote revenue, profitability, and growth.

    o Grew revenue 7,112% and received Inc. 500 #33 Rank in 2013 and grew employee headcount to 50+ with $200K in initial funding.
    o Generated $8M in new revenue in three years while pivoting company from lead generation to SaaS.
    o Created and implemented new pricing model to support business pivot from a commoditized lead generation service to a high-margin SaaS offering while retaining installed customer base.
    o Negotiated and executed strategic partnership as launch partner with Zillow.
    o Developed and im
  • Avalara
    Board of Advisors
    Avalara
    Jan 2011 - Mar 2012 (1 year 3 months)
  • Avalara
    GM Taxcient / VP Product Management
    Avalara
    Jan 2010 - Dec 2010 (1 year)
    Lead the post-merger integration of the two businesses operations and technologies. Developed and implemented the post-merger vision and effectively communicated vision to Taxcient employees. Created strategic positioning initiatives focused on core competencies, competitive advantage, and sustainability. Initiated a post-merger product management department as a functional area of the business.

    o Created combined entity core competency, product and business models
    o Lead and organized cross-functional efforts to merge legacy products/services into unified product/service offering
    o Provided executive sponsorship and addressed post-merger concerns from line staff
  • Taxcient
    Founder / President & CEO / CSO / Chairman
    Taxcient
    Oct 2003 - Jan 2010 (6 years 4 months)
    Successfully started-up a hosted-web applications company in a highly competitive tax and accounting market. Strategically positioned company against deeply entrenched incumbents in the marketplace and progressively acquired market-share. Effectively adapted to technology trends and implemented conversion process towards pure SaaS offering.

    o Successfully negotiated and orchestrated strategic merger
    o Raised $8M in Series ‘A’ Round of funding
    o Recruited and formed start-up and executive management team
    o Drove product from concept to revenue-generation in 9-months
    o Developed go-to-market strategy and product launch plan
    o Developed and implemented corporate strategic initiatives
    o Grew revenues b
  • California State Board of Equalization
    Senior Tax Auditor
    California State Board of Equalization
    Jan 1999 - Dec 2004 (6 years)
    Conducted audits of the largest and most complex industrial corporations. Introduced innovative computer auditing techniques and initiatives that resulted in more thorough and accurate audit results.
  • M
    President
    Mr Plant
    Oct 1996 - Sep 2001 (5 years)
    Successfully negotiated acquisition of business and transitioned operations to new management team. Evaluated industry standards and best practices and architected new business model to adapt to changing environment. Identified profitable exit strategy and negotiated timely divestiture.

    o Successfully implemented turnaround and growth strategies
    o Re-designed business model to focus on recurring revenue and client retention
    o Grew revenue by 1714% and client base by 2800% over 4-years
    o Reversed monthly operating loss to operating profit in 7-months
    o Successfully divested company at 1428% after-tax gain
  • A
    President & Founder
    AccSys Business Solutions
    Jan 1988 - Aug 1996 (8 years 8 months)
    Successfully started-up a database accounting software and consulting practice for small businesses. Capitalized on current market trend in task-based management accounting and created value in focused niche market. Provided solution for timely payment of invoices in highly regulated insurance and legal industries.
Education verified_user 0% verified
  • University of San Diego
    B. Acc & BSBA, Accounting & Finance
    University of San Diego
  • San Diego State University
    MS, Entrepreneurship
    San Diego State University
Projects (professional or personal) verified_user 0% verified
    This is a community-created genome.