Our Team

Dan Cox is the CEO of Briefly, where he is focused on building the operational foundation that enables teams to do their best work.

With more than 20 years of experience leading professional services and technology-enabled businesses, Dan has built and scaled organizations through periods of growth, operational transformation, and change. His career has centered on strengthening execution, creating clear operating models, disciplined rhythms, and systems that remove friction rather than add to it.

Most recently, Dan has worked closely with private equity sponsors and management teams to embed artificial intelligence into core business workflows. His focus has been practical application: integrating AI in ways that improve service delivery, decision-making, and efficiency within complex, service-driven environments.

Through extensive partnership across operations, technology, and services, Dan has developed a firsthand understanding of the structural challenges organizations face as they balance growth, performance, and modernization.

At Briefly, his priority is clear: build a durable platform that provides clients with the infrastructure, clarity, and operational support they need to grow profitably while remaining focused on delivering value.

Dan is known for combining strategic clarity with hands-on execution. He believes sustainable growth comes from aligning incentives, strengthening foundations, and making focused improvements that endure.

Outside of work, Dan is a husband and father of two, and an avid mountain biker and skier.

A seasoned CFO with the last 15 years in private equity-backed companies, this professional excels in driving transformative change and delivering results. Deb's career is distinguished by successfully leading four private equity exits and consistently enhancing EBITDA through strategic financial management and effective cross-functional collaboration. With a proven track record of partnering with teams, Deb lead initiatives that boost operational efficiency, optimize financial performance, and generate lasting value for stakeholders.

Charles possesses extensive management acumen, overseeing P&L responsibilities and orchestrating operational excellence across various sectors. He has spent the better half of the last decade managing a variety of portfolio companies based in California, ranging from hyper-growth fintech startups to established manufacturing companies, in both in-person and fully remote environments. Charles began his career as a practicing attorney in M&A and commercial law before transitioning to business roles, where he has established successful go-to-market strategies for startups, raised millions of dollars through multiple rounds of financing, and focused on revenue growth with a dedication on profitability and exit multiple. He is a licensed attorney in Canada and in California, holding his LL.M. from UCLA.

Steve Ratliff is a seasoned IT leader with extensive experience across diverse industries, including legal and professional services, insurance, call centers, staffing, automotive data, and energy/utilities. He brings a wealth of expertise to Briefly, specializing in process improvement, customer relationship management, cloud migration, and change management. With a proven track record of driving innovation and operational excellence, Steve is committed to enhancing organizational performance and fostering a culture of continuous improvement. His mission is to deliver solutions that stick, measure what matters, and raise the bar for IT performance and value in the legal industry.

With over two decades of experience, Nisha Parikh is a leading executive in crafting go-to-market strategies, fostering mental resilience, and driving organizational transformation. As VP of Marketing at Briefly, she brings a wealth of expertise spanning Public, Venture Capital, and Private Equity-backed enterprises across diverse sectors, including Healthcare, Financial Services, Legal, Supply Chain and Logistics, and Think Tanks. Nisha’s innovative approach and strategic insight empower Briefly to build impactful brand narratives, engage audiences effectively, and deliver exceptional value to clients and partners alike.

Amy Herron is an integral member of Briefly's executive team, responsible for delivering strategic people initiatives that drive organizational success both within Briefly and across our partner law firms. With a focus on fostering a high-performance culture, Amy leads efforts to attract, develop, and retain top talent while aligning people strategies with business objectives. Her expertise in building collaborative and inclusive environments ensures that Briefly and its partners continue to thrive in a competitive landscape.