Danny Kaplan

Sharpshooter
DISC Type : DC

VP of Finance at Comply365

Tel Aviv-Yafo, Tel Aviv District, Israel

Overview

Danny Kaplan is the VP of Finance at Comply365, specializing in strategic financial management and M&A integration across the U. S. , Europe, and APAC. A Certified Public Accountant (CPA) with a Masters from Bar-Ilan University, colleagues describe him as a professional, dedicated, and strategic thinker with a keen analytical mind.

Danny is passionate about sharing his professional expertise with the next generation. He recently had the privilege of lecturing to students at Tel Aviv University, where he shared his insights and lessons learned from navigating a complex M&A process, a topic he is deeply experienced in.

Unique fact: He recently led a high-profile M&A deal with Comply365, which was backed by Insight Partners and Liberty Hall Capital.

Personality Overview

ROI Driven

Fast But Analytical

Precise But Practical

They like to be in a position where they can control the conversation and terms.  They like to act fast and expect others to do the same. They respond better to strong and respectful interactions.

Topics They Care About

M&A Integration
His current role focuses on overseeing post-acquisition finance and accounting integration, and he recently lectured at Tel Aviv University on navigating the M&A process.
Global Finance
He manages financial operations and compliance across the U. S. , Europe, and APAC, with deep experience in international reporting standards like IFRS and US-GAAP.
High-Growth Companies
He actively promotes opportunities to work in a "super high growth environment, " indicating a passion for dynamic and expanding business landscapes.

Media Appearances

Danny has no verified media appearances

Work History

9-2024
VP of Finance at Comply365
7-2022 - 9-2024
VP of Finance at Qualtero
4-2020 - 7-2022
Director of Finance at Qualtero
1-2017 - 4-2020
Financial Controller at Publicis Groupe
1-2017
Senior Associate at PwC Israel

Education

2022 - 2023
Master's degree from Bar-Ilan University
2013 - 2014
Bachelor of Arts (B.A.) from The College of Management Academic Studies

More Information

Social Presence :

Prographics :

Exp : 9 Location : Tel Aviv-Yafo, Tel Aviv District, Israel Job Level : Senior Designation : VP of Finance at Comply365
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Insights For Selling To Danny

During A Call Or A Meeting

DO's

  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.
  • Speak about competitive differentiation that your product offers
  • Help them weigh the risks by sharing objective proof points without becoming too analytical

DONT's

  • Don’t be in a rush to invite them for a social meet and greet
  • Do not hesitate from asking counter questions, just avoid challenging their authority
  • Do not spend too much time focusing on product tech or features

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Danny is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Danny

  • If they are not convinced, they will say no without any hesitation.

Insights For Deal Planning

    How fast (or slow) will Danny move?

  • They can take decisions very fast if you manage to convince them.
  • Can Danny take some risk or not?

  • The risks don’t matter much to them.

You And Danny

Personality Compatibility


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