Selected Work
Engagements across the stack
Advisory and execution engagements across fintech, payments, banking, and AI-enabled products.
AI Voice Assistant Platform for Property Managers
Early-stage PropTech startup
Challenge
An AI voice platform for property manager workflows and resident calls, in a category with no playbook.
Role
Advisory on product architecture, AI integration, and go-to-market.
Outcome
A settled architecture and a validated go-to-market for an underserved vertical.
Agentic AP Workflow Advisory
Fintech startup in the AP automation space
Challenge
Sharper positioning and a credible go-to-market in a crowded payments workflow market.
Role
Executive advisory on positioning, differentiation, and early go-to-market.
Outcome
A product narrative that works on customers and investors alike, and a prioritized GTM.
Commercial Real Estate AI Analysis Platform
CRE intelligence startup
Challenge
Validate AI underwriting automation and build toward something institutional buyers would trust.
Role
Advisory on AI product strategy, prioritization, and enterprise positioning.
Outcome
A clear roadmap and a credible narrative for a 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, concept to deployment, without a large team.
Role
End-to-end product leadership, from architecture through launch.
Outcome
Shipped and deployed, with AI-native workflow automation and payments orchestration.
Shared in general terms. Company names and proprietary details stay confidential.