- — Led client sourcing and origination workflows in investment banking
- — Firsthand experience with CRM adoption failures in large financial institutions
- — Deep network across bulge bracket, middle-market, and boutique firms
Principles
Our Principles
Finance in the room
We’ve lived deal workflows and origination. We build for how finance actually operates—long cycles, relationship-driven, high context—not generic CRM playbooks.
Tech that scales
Enterprise-grade systems, not prototypes. Our stack is built to grow with your firm and integrate with the tools you already use.
Security by default
Compliance and auditability aren’t afterthoughts. Role-based access, encryption, and full audit trails are in the foundation, so regulated environments stay protected.
Users at the center
Tools that dealmakers actually use. We design for the workflow, reduce busywork, and avoid shelfware—so adoption and impact are real.
Team
Built by Operators Who've Lived the Workflow
Operators from banking and enterprise systems—building for how dealmakers actually work.
- — Former Engineering Manager at a16z-backed fintech
- — Led development of core systems of record in regulated environments
- — Experience building scalable data platforms, workflow engines, and infra
Experience across global financial institutions and enterprise software
