Sumit Pande

Director/Board Member at COUCHBASE

Finance

Consumer Services

Technology Services

Profile

Sumit Pande is Senior Managing Director at Haveli Investment Management LLC since 2022.
Mr. Pande is Director at Couchbase, Inc. starting 2025.
Mr. Pande is President at Cascade Parent, Inc. Former roles include Managing Director at Morgan Stanley from 2006 to 2017, Director at UBS Securities LLC from 2003 to 2006, Independent Director at Coveo Solutions, Inc. from 2021 to 2023, Associate at Credit Suisse Customized Fund Investment Group from 2001 to 2003, and Head of TMT Investment Department at Qatar Investment Authority Advisory (USA), Inc. from 2017 to 2022.
Education includes graduate degree from California Institute of Technology in 1996, undergraduate degree from Banaras Hindu University in 1994, and MBA from Harvard Business School in 2001.

Sumit Pande active positions

Companies	Position	Start
COUCHBASE	Director/Board Member	24/09/2025
Haveli Investment Management LLC Haveli Investment Management LLC Investment ManagersFinance Haveli Investments invests in middle market companies located in the United States. The firm focuses on software and gaming technology sectors. It participates in buyout transactions. The firm acquires minority and controlling interests.	Private Equity Investor	01/09/2022

All active positions of Sumit Pande

Former positions of Sumit Pande

Companies	Position	End
COVEO SOLUTIONS INC.	Director/Board Member	31/03/2023
Qatar Investment Authority Advisory (USA), Inc. Qatar Investment Authority Advisory (USA), Inc. Investment ManagersFinance QIA Advisory has investments spanning all major global markets, asset classes, sectors and geographies. The firm employs top-down portfolio asset allocation process. They invest for the long term, to create value for generations to come.	Corporate Officer/Principal	01/01/2022
MORGAN STANLEY	Director/Board Member	01/01/2017
UBS Securities LLC UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Director/Board Member	01/01/2006
Credit Suisse Customized Fund Investment Group Credit Suisse Customized Fund Investment Group Investment ManagersFinance CSFB Customized Fund Investment Group invests in venture capital financings, LBOs, mezzanine debt investments, real estate and distressed debt funds on a global basis. The firm's sector-focused funds-of-funds focus on industry or geographic sector investment themes including telecommunications, media and technology (TMT), healthcare services and technology, as well as European middle-market buyouts	Private Equity Analyst	01/01/2003

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Training of Sumit Pande

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Linked companies

Private companies	10
Morgan Stanley Morgan Stanley Investment ManagersFinance Provides wealth and asset management, trading & investment banking services	Finance
UBS Securities LLC UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
California Institute of Technology California Institute of Technology Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Credit Suisse Customized Fund Investment Group Credit Suisse Customized Fund Investment Group Investment ManagersFinance CSFB Customized Fund Investment Group invests in venture capital financings, LBOs, mezzanine debt investments, real estate and distressed debt funds on a global basis. The firm's sector-focused funds-of-funds focus on industry or geographic sector investment themes including telecommunications, media and technology (TMT), healthcare services and technology, as well as European middle-market buyouts	Finance
Banaras Hindu University Banaras Hindu University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Coveo Solutions, Inc. Coveo Solutions, Inc. Packaged SoftwareTechnology Services Develops AI-powered relevance platform	Technology Services
Couchbase, Inc. Couchbase, Inc. Packaged SoftwareTechnology Services Develops and operates document database management software solutions	Technology Services
Harvard Business School Harvard Business School Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Qatar Investment Authority Advisory (USA), Inc. Qatar Investment Authority Advisory (USA), Inc. Investment ManagersFinance QIA Advisory has investments spanning all major global markets, asset classes, sectors and geographies. The firm employs top-down portfolio asset allocation process. They invest for the long term, to create value for generations to come.	Finance
Haveli Investment Management LLC Haveli Investment Management LLC Investment ManagersFinance Haveli Investments invests in middle market companies located in the United States. The firm focuses on software and gaming technology sectors. It participates in buyout transactions. The firm acquires minority and controlling interests.	Finance