Stuart Lodge

Visionary
DISC Type : Ds

Chief Financial Officer at Clerri

Austin, Texas, United States

Overview

Stuart is an experienced CFO with over 30 years of leadership in finance, legal, and IT for software and payments companies. His expertise lies in scaling high-growth platforms through M&A and organic execution. People who have worked with him describe him as a highly capable leader with uncompromising integrity.

Stuart is passionate about giving back to his community, particularly in the field of education. He served for six years as the Treasurer and a Board of Directors member for the Sci-Tech Discovery Center, a non-profit dedicated to inspiring interest in science, technology, engineering and math (STEM).

He established the Lodge Innovation Scholars program at The University of Texas at Austin to connect engineering and business students with startups.

Personality Overview

Fast But Thoughtful

Goal-Oriented

Big Vision Person

They are very professional in their approach and can weigh multiple perspectives together.  Reading between the lines and seeing beyond your words comes naturally to them. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Scaling Tech Companies
His career is focused on building high-growth, vertically-focused software and payments platforms through M&A and strong organic growth.
M&A Strategy
Has completed numerous buy-side and sell-side M&A transactions in the U. S. , U. K. , Australia, and Japan, showcasing extensive global deal-making experience.
STEM Education
Served for six years as Treasurer on the Board of Directors for the Sci-Tech Discovery Center, a non-profit focused on STEM education.

Media Appearances

Stuart has no verified media appearances

Work History

10-2024
Chief Financial Officer at Clerri
11-2021 - 9-2024
CFO at Inktavo
4-2018 - 11-2021
Partner at Blue Star Innovation Partners
8-2018 - 3-2021
CFO at Neon One
6-2014 - 5-2020
Treasurer/Board of Directors at Sci-Tech Discovery Center

Education

1979 - 1984
Bachelor of Science (B.S.) from The University of Texas at Austin
1989 - 1991
Master's degree from University of Virginia Darden School of Business

More Information

Social Presence :

Prographics :

Exp : 10 Location : Austin, Texas, United States Job Level : Leadership Designation : Chief Financial Officer at Clerri
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Insights For Selling To Stuart

During A Call Or A Meeting

DO's

  • Come across as a trustworthy professional and be respectful, they usually know their game
  • Focus on the results that your product produces, expect some strategic questions in return
  • You can spend time on BANT (or other qualification methodology) but keep it to the point

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't shy away from asking hard questions, but be extra polite

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Stuart is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Stuart

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Stuart move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Stuart take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Stuart

Personality Compatibility


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