Vertical SaaS Executive Search
SAFESEND
ACQUIRED | Thomson Reuters, 2025
INVESTORS | Lead Edge Capital
Everyone automates tax preparation. Almost nobody automated what happens after it.
SafeSend Returns automates the last mile of the tax process: assembly, delivery, e-signature, and client follow-up on the finished return. It became the standard for accounting firms that had digitised everything up to the point where a partner still printed, signed, and mailed.
the engagement
Lead Edge Capital introduced 33eleven Partners to SafeSend in 2021. We ran five searches over three years across customer success, product, engineering, and marketing, through to the company's acquisition.
PLACEMENTS
Executive Vice President of Marketing
Vice President of Engineering
Vice President of Product
Vice President of Customer Success
Head of Customer Success
PARTNERSHIP INSIGHTS
Five searches, one sponsor, and a leadership team built for an outcome.
SafeSend was the second company Lead Edge Capital brought us into, and the pattern that emerged here is the one that repeated at Holistiplan, Cove, Artera, Gooten, and IGM Technology. Fifteen searches across six portfolio companies.
What a sponsor relationship gives you is not shortcuts. It is a shared definition of what good looks like. By the fourth search at SafeSend we knew which candidate profiles would clear a Lead Edge board and which would stall, and we stopped presenting the second kind.
RELATED SEARCHES
33eleven Partners places VP through C-suite leaders at Private Equity and Venture-backed SaaS, AI, and technology companies.