Selected Work
Engagements across the stack
A selection of advisory and execution engagements across fintech, payments, banking, and AI-enabled products. Details are kept intentionally brief to respect client confidentiality.
AI Voice Assistant Platform for Property Managers
Early-stage PropTech startup
Challenge
Building a novel AI-powered voice and service platform to automate property manager workflows and resident interactions — with no existing playbook for the category.
Role
Advisory on product architecture, AI integration approach, and go-to-market strategy for a new AI-native service category.
Outcome
Clear product architecture and a validated GTM strategy for a novel AI-native service platform entering an underserved vertical.
Agentic AP Workflow Advisory
Fintech startup in the AP automation space
Challenge
An agentic AP automation startup needed sharper product positioning and a credible go-to-market path in a competitive payments and workflow space.
Role
Executive advisory on product positioning, competitive differentiation, and early go-to-market strategy.
Outcome
Refined product narrative and a prioritized GTM approach built for early customer acquisition and investor storytelling.
Commercial Real Estate AI Analysis Platform
CRE intelligence startup
Challenge
Validate AI-driven underwriting automation and build toward a scalable product that institutional buyers would trust.
Role
Advisory on AI product strategy, feature prioritization, and positioning for institutional and enterprise buyers.
Outcome
Clearer product roadmap and a buyer-credible narrative for a technically complex AI workflow in a relationship-driven industry.
PayLoom — AP Automation & Payments Orchestration
Applied fintech product
Challenge
Build an AI-first AP automation and payments orchestration product from concept through early deployment — fast, without a large internal team.
Role
End-to-end product leadership from concept and architecture through build, validation, and launch.
Outcome
Working product with differentiated AI-native workflow automation and payments orchestration capability, shipped and deployed.
Engagements are shared in general terms. Specific company names and proprietary details are kept confidential by default.
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