Paul McKinlay
Angel Investor @ CIBC Innovation Banking
San Francisco, United States
Paul McKinlay is a debt financing investor at CIBC Innovation Banking in San Francisco focused on Software and Financial Services. Prior to joining Wellington Financial in 2013, Paul spent 4 years in asset management at Fidelity Investments. At Fidelity, he provided investment ideas and portfolio suggestions to investment advisors and financial planners in Ontario. Paul is co-President of the Toronto chapter for the Young Canadians in Finance society. He is aChartered Financial Analyst as well as a Chartered Alternative Investment Analyst. Paul earned his Bachelor of Commerce in Business Management and Finance from Ted Rogers School of Management at Ryerson University.
- Total investments:
- 4
- Last investment:
- Lead investor:
- 100%
Last updated:
For AI agents: llms.txt
Industries Paul McKinlay invests in
Stages Paul McKinlay invests in
Countries Paul McKinlay invests in
Contacts
| Type | Contact | Validation |
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| Work email | ||
| Personal email | ||
| Work phone | ||
| Personal phone | ||
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Investment Focus
Industry
- Software 2 (50%)
- Financial Services 2 (50%)
- Enterprise Software 2 (50%)
- SaaS 1 (25%)
- Banking 1 (25%)
Country
- United States 2 (50%)
- Canada 1 (25%)
Investments
| Company | Description | Round | Links |
|---|---|---|---|
| Expensify is a financial services startup that provides an online expense management service for businesses. It is a great solution for solopreneurs, startups, SMBs, mid-market companies, and enterprises. The company's expense management service does expense reports by importing expenses and receipts from credit cards and emails in conjunctionwith the Expensify mobile app to take pictures of receipts. Expense reimbursement can be done in-product through ACH Direct Deposit or by exporting reports to a payroll solution. Expensify's patented SmartScan technology reads receipts and automatically creates expenses or matches them to transactions imported from a credit card. | $100M / Debt Financing / Oct 31, 2021 | ||
| PitchPoint Solutions is a leading provider of fraud prevention services with the systems, people and experience to quickly validate loan data and enable lenders to reduce in-house effort, meet new compliance requirements and reduce the risk of fraud. PitchPoint provides a comprehensive, independent and objective review of loan data to enablelenders to quickly detect discrepancies, enable compliance and thereby reduce the risk of loan repurchase. | $4.5M / Debt Financing / Mar 11, 2021 | ||
| GoodData provides the platform and expertise for enterprises to create Smart Business Applications that harness your existing data to help you automate, recommend and take better business actions faster and with more reliability. They drive competitive value, performance, and profit by significantly enhancing the data-driven business processesacross the enterprise and its business ecosystem by bringing analytics to the point-of-work.Their clients include enterprises like Penton that need to deliver revenue-generating data products to their clients and software companies like Zendesk that market their own Smart Business Applications using GoodData.It was founded in 2007 and headquartered in San Francisco, California. | Debt Financing / Nov 19, 2018 | ||
| Expensify is a financial services startup that provides an online expense management service for businesses. It is a great solution for solopreneurs, startups, SMBs, mid-market companies, and enterprises. The company's expense management service does expense reports by importing expenses and receipts from credit cards and emails in conjunctionwith the Expensify mobile app to take pictures of receipts. Expense reimbursement can be done in-product through ACH Direct Deposit or by exporting reports to a payroll solution. Expensify's patented SmartScan technology reads receipts and automatically creates expenses or matches them to transactions imported from a credit card. | $11M / Debt Financing / Jun 11, 2018 |
About CIBC Innovation Banking
CIBC Innovation Banking is a trusted financial partner to entrepreneurs and investors. Backed by the strength of CIBC, Innovation Banking can provide financial capital, rich network of connections, and insightful service that give our clients an edge in the innovation economy.
CIBC Innovation Banking Contacts
| Name | Phone | Socials | |
|---|---|---|---|
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Jonathan Schupack
Executive Director & Market Lead for Texas Region
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Vahid Gharavi
Credit Specialist and Lending Advisor
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Youssef Kallel
Director - Innovation Banking
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Andy Schwartz
Managing Director & Market Lead - Innovation Banking
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Joshua Olawale
Director, Innovation Banking
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FAQ
What does Paul McKinlay invest in?
Paul McKinlay invests primarily in Software, Financial Services and Enterprise Software startups, most often at Debt Financing stage. Most of the 4 investments tracked by Shizune back companies in United States. The Investment Focus section breaks down every industry, stage and country in the portfolio.
How do I contact Paul McKinlay?
Public channels for Paul McKinlay include LinkedIn and X (Twitter). For a verified work email and phone number, create a free Shizune account — contact data is searched across 20+ sources and validated before delivery, so your outreach lands in the right inbox.
When did Paul McKinlay last invest?
The most recent investment recorded for Paul McKinlay closed in Oct 2021. Shizune tracks 4 investments in total for this profile, including round sizes, stages and portfolio companies, all sourced from confirmed public funding rounds and refreshed monthly.
Is Shizune's investor data accurate?
Yes — every stat on this profile is calculated from confirmed public funding rounds monitored across hundreds of sources since 2020. This profile was last refreshed in Oct 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.
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