Mohit Daswani

Chief Financial Officer SimplePractice

Last Reviewed: September 27, 2026

Executive Summary

Mohit Daswani has been Chief Financial Officer of SimplePractice since August 2024. The company makes practice-management and electronic health record software for independent mental health and wellness clinicians. He has also sat on the board of Nasdaq-listed Oportun Financial Corporation since February 2024. His career has two halves. He spent more than ten years in private equity at J.P. Morgan, FTV Capital and JMI Equity, where he specialised in financial services, healthcare and IT. He then moved into operating finance at PayPal and Square, and after that spent four and a half years as CFO of the analytics company ThoughtSpot.

Career Highlights

• Chief Financial Officer of SimplePractice since August 2024.
• Independent director of Oportun Financial since February 2024. He chairs its Compensation and Leadership Committee and sits on the Audit and Risk Committee. Shareholders re-elected him in August 2026.
• Chief Financial Officer of ThoughtSpot from January 2020 to July 2024. There he led finance and accounting, people, legal, corporate development, IT and real estate.
• Head of Strategy and Finance at Square from 2017 to 2019.
• Held corporate development and finance leadership roles at PayPal from 2013 to 2017, including CFO of Payments, Platform and Risk while PayPal was separating from eBay.
• Principal at JMI Equity (2008–2012) and FTV Capital (2004–2008), after J.P. Morgan Partners and J.P. Morgan Chase.

Professional Journey

Daswani studied economics at Columbia University and began his career at J.P. Morgan Chase in 1995. Two years later he moved to its private equity arm, J.P. Morgan Partners, and stayed there until 2004. He then became a Principal at FTV Capital from 2004 to 2008 and at JMI Equity from 2008 to 2012. Both are growth-equity firms, and across them he built sector expertise in financial services, healthcare and IT. He also earned an MBA from Harvard Business School.

In 2013 he moved from investing to operating. He joined PayPal, where he held leadership roles in corporate development and finance until 2017. That period covered PayPal’s separation from eBay, and Oportun describes his role then as CFO of Payments, Platform and Risk. He next became Head of Strategy and Finance at Square (now Block) from 2017 to 2019, a period of rapid revenue growth for the company.

In January 2020 he became Chief Financial Officer of ThoughtSpot, the AI-powered analytics company. Besides finance and accounting, his remit covered people, legal, corporate development, IT and real estate. He left in July 2024 and joined SimplePractice as CFO in August 2024. SimplePractice’s own description of the role emphasises strategic and financial planning in support of independent mental health practices.

His public-company board work started in February 2024, when Oportun, a Nasdaq-listed lender, expanded its board and appointed him a director. He now chairs its Compensation and Leadership Committee and sits on the Audit and Risk Committee as a designated financial expert. At the August 2026 annual meeting he was the only Class I nominee, and shareholders elected him to a one-year term. Since 2018 he has also been on the advisory board of Centana Growth Partners.

Education

Harvard Business School

MBA

Columbia University

BA, Economics