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Richard Crum

Executive Vice President, Chief Product and Technology Officer at CS Disco
Executive

About Richard Crum

Richard Crum is Executive Vice President, Chief Product and Technology Officer at CS Disco (DISCO), age 53, serving since November 2024 after joining DISCO as EVP, Chief Product Officer on July 15, 2024; he holds a B.S. in Economics from George Mason University . His background spans product leadership at Emburse (CPO) and Capital One (Managing VP, Head of Smart Pay), bringing customer-focused, commercially-oriented execution to DISCO’s product strategy . Company performance context during his tenure includes year-over-year revenue growth in FY 2024 and sequential operating improvement (e.g., Q2 2024 Adjusted EBITDA improved versus Q2 2023) .

Company Performance (context)

MetricFY 2023FY 2024
Revenue ($USD Millions)$138.1 $144.8
MetricQ2 2023Q2 2024
Adjusted EBITDA ($USD Millions)$(7.4) $(4.7)

Past Roles

OrganizationRoleYearsStrategic Impact
Emburse, LLCChief Product OfficerMay 2023 – Jul 2024 Oversaw solutions used by nearly 20,000 companies; drove product vision and innovation
Capital OneManaging Vice President, Head of Smart PayMar 2020 – May 2023 Developed Smart Pay and commercial card products
MastercardVarious product/commercial rolesNot disclosed (prior to 2020) Contributed to growth in commercial payments

External Roles

No public company board roles or committee positions disclosed in company filings and press materials reviewed .

Fixed Compensation

ComponentDetail
Base Salary$370,000 annualized
Target Bonus60% of base salary (discretionary, subject to corporate/individual goals and Board approval)
New-Hire EquityRSUs valued at $800,000; vesting 25% on first quarterly vest date after first anniversary of start date, remaining 75% in equal quarterly installments over ~3 years (service-based)
Start Date and RoleAppointed EVP, Chief Product Officer July 9, 2024; employment commenced July 15, 2024; elevated to EVP, Chief Product and Technology Officer Nov 2024
Work LocationPrincipally home office in Virginia with regular trips to DISCO HQ in Austin, TX

Performance Compensation

Incentive TypeMetric BasisTarget / StructurePayout / Vesting
Annual Cash BonusBoard-set corporate and individual goalsTarget 60% of base; discretionary based on achievement Paid by March 15 following year if earned; requires continuous service through payment
Company PSU Framework (context)Revenue and Adjusted EBITDA + non-quantitative goalsSet annually by Compensation Committee/Board 2024 PSU certification at 73% of target (36.5% of total award) for NEOs; PSUs vest ~3 years with certification followed by quarterly installments

Note: DISCO’s bonus plan and PSU design anchor leadership incentives to revenue and Adjusted EBITDA performance; Crum’s own agreement sets bonus eligibility and timing, while equity grants referenced for him are service-based RSUs .

Equity Ownership & Alignment

  • Hedging and monetization transactions are prohibited; trading in public derivatives, short selling, margin purchases, and pledging of DISCO shares are not permitted under Insider Trading Policy .
  • Pre-clearance and blackout regime: Officers and senior leaders must pre-clear trades; quarterly and event-driven blackout periods apply, with robust Rule 10b5-1 plan controls .
  • Compensation Committee oversees compliance with any stock ownership guidelines for directors and executive officers (numeric multiples not disclosed) and clawback policy administration .

Employment Terms

TermKey Provision
Employment StatusAt-will; either party may terminate at any time
Severance – Outside CICLump sum equal to 6 months base salary; COBRA premiums for up to 6 months (or equivalent taxable cash if direct payment not feasible)
Severance – During CIC PeriodLump sum equal to 12 months base salary; lump sum equal to 100% of annual target bonus; COBRA premiums for up to 12 months (or equivalent taxable cash if needed)
Equity – CIC TerminationFull acceleration of all outstanding unvested RSUs/stock awards; performance awards accelerate at 100% of target or higher based on actual performance at CIC
Equity – Not Assumed in CICIf awards are not assumed/continued/substituted in CIC, unvested portion accelerates immediately prior to close; performance awards at target or higher based on actual performance
Severance PreconditionsEffective release of claims and compliance with Confidential Information and Inventions Assignment Agreement (CIIAA)
ClawbackIncentive and equity compensation subject to company clawback policy

Investment Implications

  • Compensation–performance alignment: Crum’s bonus eligibility is tied to Board-set corporate and individual goals, consistent with DISCO’s broader framework emphasizing revenue and Adjusted EBITDA achievement via PSUs for senior leadership, reinforcing operational and growth execution focus .
  • Retention and vesting: New-hire RSUs vest over ~4 years, creating meaningful retention hooks; severance protection (6 months outside CIC, 12 months plus 100% target bonus in CIC) reduces turnover risk but provides standard market protections for senior product leaders .
  • Selling-pressure risk mitigants: Prohibitions on hedging/pledging/margin trades, mandatory pre-clearance, and blackout periods mitigate opportunistic or leveraged selling, lowering near-term insider selling pressure signaling risk .
  • Event-driven dynamics: Full equity acceleration on CIC termination and acceleration if awards are not assumed can concentrate realizable value around change-of-control events, which may create incentive alignment for strategic outcomes without requiring post-close employment continuity .

Overall: Crum’s package is conventional for growth-stage SaaS product leadership, with cash bonus tied to annual objectives and multi-year RSU vesting; governance controls on trading behavior and clawbacks strengthen alignment, while CIC mechanics are typical and not excessive relative to scope .