Blackwells Capital Activist Presentation Deck
D
‒‒‒‒‒
= New Director
= TCV Connection
McCarthy was a
Venture Partner
(and then Executive
Advisor) at TCV,
where Hoag serves
as General Partner
McCarthy
served as
CFO of
Netflix while
Hoag was
on the Board
TCV
NETFLIX
Barry McCarthy
HIGHLY INTERCONNECTED BOARD LACKS INDEPENDENCE
BW BLACKWELLS CAPITAL
Jay Hoag
airbnb Airbnb, a
Jonathan
Mildenhall
TCV was a Pre-IPO
investor in Peloton
TCV
‒‒‒‒
Mildenhall
served as
CMO of
TCV portfolio
company
2 Zillow
Hoag and
Callaghan
are both VC
Investors who
serve on the
Zillow Board
Source: Company filings and publicly available information.
John Foley
true Ventures
Callaghan is
managing member
of True Ventures
which led Peloton's
Series C in 2015
Jon Callaghan
Lynch was CEO of Barnes
& Noble while Foley was
President of eCommerce
Modern Animal
‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒
BARNES
&NOBLE
Callaghan's VC Fund
led the Series A round
for Modern Animal,
where Karen Boone is a
Board member
Pamela Thomas-
Graham
RIVIAN
palm
Ms. Thomas-
Graham and Ms.
Boone both
currently serve
as directors for
Rivian
Karen Boone
William Lynch
webOS
Lynch was VP
of Worldwide
eCommerce &
Digital Marketing
at Palm / webOS,
while Mendez
was SVP of
Global
Operations
Angel L. Mendez
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