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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

Happier Hearts at Partner

February 2019 - Present | Kennebunk, ME

Helping people have more love, connection, and community in their lives.

Chief Strategy Officer at Squadle, Inc.

July 2016 - April 2018 | Cambridge, MA

Initiated sales to leading McDonald's franchisees by partnering with Apple Financial services for no-money-down financing and partnering with Insight for turn-key logistics. Led multiple angel fundraising rounds for this enterprise SaaS and IoT startup that's automating the multi-unit retail industry that currently runs on paper.

Co-founder and CEO at Primacea, Inc.

February 2010 - June 2016 | Boston, MA

Consulted for hospitals, medical startups and publicly traded drug and device manufacturers. Developed compliance systems that attracted and retained leading physicians in key roles on scientific advisory boards, product development and medical education. Delivered hospital compliance infrastructure tools. Author and recognized expert in Open Payments.

Founder and CEO at Copanion, Inc.

February 2006 - September 2010 | Andover, MA

Developed industry-leading software that processes more than 100,000 individual (1040) tax returns annually from scanned paper documents and digital downloads. Raised $20 million in equity capital, filed key patents and gained the American Institute of Certified Public Accountants’ endorsement as the accounting profession's standard for tax preparation. Sold to national tax software firm.

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


Concentration: Electrical Engineering & Computer Science

Activities: National Science Foundation Graduate Fellow.

Massachusetts Institute of Technology

1977 – 1981


Concentration: Electrical Engineering & Computer Science

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

Steven Ladd's Interests & Activities

Hiking, fitness, nutrition, theater, personal development.

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