At Glyphic, we create software that adapts to how people work, not the other way around. Our platform allows users to build and manage AI assisted automations with ease, without needing technical expertise or heavy IT involvement.What sets us apart is our commitment to making AI intuitive and accessible. We aim to simplify complex document processes, helping businesses streamline operations and reduce manual effort. It’s rewarding to be part of an organization that prioritizes usability of advanced technologies and empowers people to integrate AI into their daily workflows, improving efficiency without compromising on control.

Per the terms of DTDO’s acquisition of Relay Foods, I stayed on to provide oversight during the integration. In this executive role, I was responsible for financial and accounting functions. Specifically, I oversaw the development of a robust quarterly planning and budgeting process from the ground up; I drove enhanced financial decision-making across the organization (including PTO policies, fleet management, production performance, and pickup location profitability); and led the BI team to develop KPIs that accurately measure business performance and drive appropriate action.

As head of BD, I sought potential acquirers, supported Board-level negotiations, performed extensive valuation analysis and cap table modeling, and coordinated due diligence activities culminating in the sale to Door to Door Organics. In addition, I managed the Business Intelligence team, driving greater consistency in data presentation and analysis, and culminating in a data-driven strategy shift that catalyzed a a 4X increase in the number of new home delivery subscribers in the first 5 months.

As the company’s cofounder, I oversaw the hiring and training of staff, negotiated contracts with service providers, leveraged relationships with global C-level executives to bolster research, source ideas, and attract personal investments, and I researched and evaluated North American and European public equity investments across the market cap spectrum.Notably, I generated significant alpha, both long (+7%) and short (+2%), through fundamental research and superior stock selection, in addition to proactively managing risk through both qualitative and quantitative analysis to protect investment capital.

After serving as a senior analyst for this relative-value equity management firm, I was promoted to managing director in 2007. In this role, I had portfolio management responsibility for one-third of the actively managed capital and improving relative annual returns (alpha) from (1%) prior to joining the firm to an average in excess of 9% per year. During my tenure, assets under management grew from $40MM to $330MM through both marketing efforts and strong investment returns.