Steven Ladd

Hi, I'm Steven Ladd, a Boston-area business advisor, angel investor and serial entrepreneur.

Steven Ladd is an advisor, angel investor and serial entrepreneur.

Steven Ladd founded and led Primacea, which provides software for managing ethical physician-industry relationships, gaining the endorsement of the Massachusetts General Physicians Organization to 2,400 MGH physicians. Ladd founded, built and sold a tax automation company that was endorsed by the 360,000-member AICPA. He also founded, built and sold a design automation business to Honeywell. Steven Ladd is an inventor on 18 issued and pending patents.

Steven Ladd's Background

Steven Ladd's Experience

Co-founder and Advisor at Primacea, Inc.

February 2010 - Present | Boston, MA

Providing compliance systems for hospitals and their physicians who advance medicine in collaboration with industry.

Founder at Copanion, Inc.

October 2009 - February 2010 | Andover, MA

Copanion is the leader in automated tax preparation, annually processing more than 100,000 individual (1040) tax returns from scanned documents and digital downloads. Raised $20 million in equity capital, filed eight patents and gained the American Institute of Certified Public Accountants endorsement of Copanion's software as the accounting profession's standard for the tax preparation process. Sold to national tax software firm.

Founder and CEO at Copanion, Inc.

February 2006 - September 2009 | Andover, MA

Copanion developed industry-leading software to process 1040 tax returns from scanned paper documents. Raised $20 million in equity capital, filed key patent and gained the American Institute of Certified Public Accountants endorsement of Copanion's software as the accounting profession's standard for the tax preparation process. Focus included mastering federal and state laws and regulations, the Internal Revenue Code, privacy requirements, licensing board rulings, and the ethics codes of professional societies.

Chairman at Systematic Accounting, Inc.

December 2003 - February 2006 | Plaistow, NH

Co-founded firm providing financial and investment management services to New England businesses and their owners. Sold to a regional accounting practice.

President at Uptiq

April 2000 - December 2003

Advised entrepreneurs on buying/selling businesses, raising money and strategic planning.

President at InterChip Systems, Inc.

May 1992 - March 2000

Founded and led an electronics business that developed more than 1000 miniaturized products for the medical, computer, semiconductor and aerospace industries. Sold the company to Honeywell in 1998, quadrupling the business as VP and General Manager over the next two years.

Steven Ladd's Education

Massachusetts Institute of Technology

1980 – 1981

MS

Concentration: Electrical Engineering & Computer Science

Activities: National Science Foundation Graduate Fellow.


Massachusetts Institute of Technology

1977 – 1981

BS

Concentration: Electrical Engineering & Computer Science

Activities: Ballroom Dance Club, Technique, MIT-Smith Party


Steven Ladd's Interests & Activities

Hiking, fitness, nutrition, theater, personal development.