Our Leadership Team

Meet the Team at Summize

Meet the leadership team creating our global contract lifecycle management solution.

Chief Executive Officer & Co-founder
Tom Dunlop

Tom co-founded Summize alongside Chief Development Officer David Smith after experiencing first-hand the challenges legal teams face when working with complex contracts.

Chief Development Officer & Co-founder
David Smith

Alongside Tom Dunlop, David Smith founded Summize to meet the needs of legal teams everywhere. With over 30 years of experience in the IT and software development industry, David brings deep technical expertise and a practical, business-first mindset to Summize.

Chief Financial Officer
Rachel Cunliffe

Rachel brings over 20 years’ experience in finance across high-growth software businesses, having supported companies through pivotal stages of international expansion, investment and acquisition.

Chief Technology Officer
Richard Somerfield

Alongside the founding team, Richard has played a central role in shaping Summize’s technology from its early days.

Chief Marketing Officer
Laura Proctor

Laura leads marketing at Summize with more than 20 years’ experience spanning B2C and B2B, with a deep specialism in high-growth technology businesses.

Chief Revenue Officer
Christopher Picarde

Christopher is Chief Revenue Officer at Summize, responsible for leading the company’s global go-to-market strategy across sales, marketing and revenue operations.

General Counsel
Lexi Lutz

Lexi is our General Counsel at Summize, bringing a decade of in-house legal experience across large, global organizations.

SVP of Customer Success
Donald Whalen

Donald leads Customer Success at Summize, bringing decades of experience across enterprise technology, startups, customer operations and commercial leadership.

Our Board

Steve Klin

Over 25 years of experience in building Marketing Technology Software Companies in Europe and the USA including Customer Data Platforms, Analytics and all aspects of client interaction.

Chairman of the Board

Jeremy Thompson

As an Investment Director at Maven Capital, Jeremy has supported Summize with growth capital. He joined Maven in 2017, having previously worked as a corporate lawyer for Squire Patton Boggs; specializing in private equity, venture capital and acquisitions.

Investment Director

Mike Clarke

Mike joined Summize's board as part of the YFM investment team in October 2022. Mike joined YFM as an Investment Director in 2019 before being promoted to Partner in 2020. Before YFM he spent two years on the investment team at BGF.

YFM Investment Team

Charles Sharland

Originally the CEO and Chairman of Vistorm and AppSense, Charlie has significant experience in business growth and development. After successfully selling both companies, Charlie now sits on the boards of Summize and Intechnica.

Non-Executive Director & Investor

Discover careers at Summize

Join our team of learners, innovators, forward-thinkers, and problem-solvers.