Selected Work
Engagements across the stack
A selection of advisory and execution engagements across fintech, SaaS, banking, and AI-enabled products. Details are kept intentionally brief to respect client confidentiality.
Corporate Expense & Payments Product Strategy
Product strategy and executive advisory for a growth-stage expense management company navigating product-market fit and scale decisions.
AI Voice Assistant Platform for Property Managers
Advisory for an AI-powered voice and service platform built to automate property manager workflows and resident interactions.
Agentic AP Workflow Advisory
Strategic and product advisory for an agentic accounts payable platform — covering product positioning, go-to-market strategy, and execution.
Commercial Real Estate AI Analysis Platform
Advisory for a CRE intelligence platform leveraging agentic AI to modernize deal analysis and underwriting workflows.
PayLoom — AP Automation & Payments Orchestration
Applied thinking in accounts payable automation, payments orchestration, and AI-first workflow design — from concept to a working product.
Engagements are shared in general terms. Specific company names and proprietary details are kept confidential by default.
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