About
I've spent my career on every side of the table: evaluating companies as a J.P. Morgan equity research analyst, investing in 40+ technology companies as a VC, and building two AI startups from zero as a founder and CEO. I bring that combined perspective to every engagement.
Today I help startups and growth companies deploy AI systems and prepare for fundraises. I also selectively explore senior leadership roles in AI strategy, operations, and product.
Background
Wall Street, venture capital, two startups, and a decade of shipping.
Entrepreneurship
EightAI: Founder & CEO
Healthcare AI company building production systems for 500+ providers. AI agents handle credentialing, licensing, and payer enrollment on sensitive, regulated data. Built from zero to production in under 6 months. The system processes thousands of credentialing documents monthly using AI agents that understand healthcare-specific forms, state licensing requirements, and payer enrollment rules.
Ludis Analytics: Co-Founder, COO & CFO
B2B machine learning platform for audience segmentation and targeting. Raised $5M from TransLink, Raptor Group, 76 Capital, IgniteXL, and others. Grew to 11 enterprise customers and an 18-person team. Led operations, finance, and product from initial concept through paying customers.
Venture Capital
US VC Partners | CNTP
Principal at a $300M global, multi-stage technology fund with 40+ portfolio companies across Consumer Internet, Enterprise SaaS, Deep Tech, and Cybersecurity. Sourced and evaluated deals, led diligence, and supported portfolio companies on go-to-market strategy, financial planning, and follow-on fundraising.
Plum Alley Investments
Venture Partner at an early-stage fund investing in strong female founders and diverse leadership. Evaluated early-stage deals and supported portfolio founders on product strategy, financial modeling, and investor communications.
Wall Street
J.P. Morgan, Internet Equity Research
7 years covering Google, Facebook, Amazon, Twitter, Netflix, and 15+ names. Institutional Investor top quartile ranked team. Key transactions: Facebook, Alibaba, Twitter, and Trulia IPOs. Published institutional equity research on internet companies with a combined market cap exceeding $1 trillion at the time of coverage.
Oppenheimer & Co
Internet equity research. Covered Google, Yahoo, Netflix, Amazon, and others. Built and maintained detailed financial models for internet companies.
Earlier
Equity research at Kaufman Bros (TMT), investment banking at Lehman Brothers, Morgan Stanley, and Merrill Lynch. Began career in investment banking at bulge bracket firms, working on M&A transactions and capital markets deals in technology and media.
Across 15+ years in technology and finance, the through line is the same: understand how a business actually works, then build systems that make it work better. I've written equity research that moved billion-dollar stocks, evaluated hundreds of venture deals, built two companies from scratch, and shipped production AI systems handling regulated data. I work at the intersection of building and investing because I've done both.
Want to work together?
Start with a free 15-minute call to see if there's a fit.