Scott J. Berry

I created Digitalics, LLC as a strategy and investment consultancy to let me combine my love of technology with my business and analysis experience.  Being paid to do it is the icing on the cake.

I first hung out my shingle as an advisor in 2002, and have shifted between full-time jobs, fixed-scope assignments, and interim executive roles since then.  In addition to consulting work, I am always interested in high-impact full-time positions.  See my Candidate Profile for more information.

Select engagements:

  • Socrates Healthcare, Inc:  Most recently, COO of this cloud-based Electronic Healthcare Record company, the U.S. arm of a successful Irish parent.  Doubled the size of the reseller channel and rationalized a chaotic product development process through the application of structured product management.
  • Supported an investor consortium seeking to buy an Ed. Tech company, through creation of robust financial models predicting business success and an attractive ROI; led to a multi-million dollar offer for the firm.Paradigm Physician Partners (healthcare consulting): Interim COO, supported efforts to purchase and turn around a hospital by advising on strategy, creating financial models, and developing investor materials.
  • Manhattan Research (healthcare): Analyst and ghost writer for a report on Electronic Health Records usage.
  • Safety Technologies (materials): Advisory board member; helped them to productize their technology, improved internal processes, revised financial statements, aided investor relations, created all investor materials; helped raise over $300K in a Reg D securities offering.
  • U.S. Homeowners Association: Drafted first business plan, financial projections, helped write grant proposal.
  • VP and acting CFO for Steeplechase Networks, a company delivering web-based and social media services to communities.  Responsible for product management, financial modeling, and investor materials; helped them secure a $2M term sheet.
  • Valuation work for a company in the small housewares industry; providing strategic advice during a possible sale of the firm.
  • Ad hoc advisor for Holotouch, Inc., a firm applying holography to industrial controls
  • Interim executive for a wireless-based media rental startup; wrote the initial business plan and defined services for consumer and business internet
  • Co-founder and executive for Bulldog Teleworks, a company that marketed bundled CRM software and VoIP telecom services to professional services firms; created product roadmap and identified a new revenue source in software licensing

In addition, I did a stretch on Wall Street as Vice President and Senior Research Analyst covering technology for SMH Capital (formerly Sanders Morris Harris).  While originally brought on board as a tech generalist, I quickly developed a primary focus on Internet and Digital Media stocks. Before that I helped SMH understand technology companies as an advisor to their investment banking division.

My career began with 12 years at Bell Laboratories, followed by senior Operations, Product Management, Marketing, and Strategy roles at several large and small technology companies, including AT&T and AboveNet.

Some years ago I convinced Stanford University to award me an MSEE in Fourier and Statistical Optics, and before that graduated magna cum laude with an ScB degree from Brown University in engineering and economics. I also had executive MBA training while at AT&T.

The Digitalics blog  is centered on the belief that adding real-world operating experience and a technophile’s understanding to stock picking, provides a compelling advantage over the one-dimensional number-crunching approach used by most analysts.

By the way, I am not the Scott Berry that works as a fixed income analyst for Morningstar, though with a name like that he’s probably a terrific guy. 😉

View Scott J. Berry's profile on LinkedIn

Investment Disclosure

I do buy and sell stocks from time to time, and adhere to policies that are similar to those that analysts are required to follow.

As such, I disclose any positions that I or my immediate family have (either long or short) in companies which are the subject of my articles, and do so in the body of the posting. This applies to their competitors as well. I also disclose past positions up to 30 days prior to when a blog post is published.


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