Alternative Data is growing exponentially. Vertical Knowledge is powering businesses in non-traditional ways fueling a new wave of investment decisions. As a leader in the alternative data industry, Vertical Knowledge supports the most data-demanding customers in the U.S. Government, commercial and financial industries, solving incredibly complex problems. VK is backed by Providence Strategic Growth and Marker, LLC

Alternative Data is growing exponentially. Vertical Knowledge is powering businesses in non-traditional ways fueling a new wave of investment decisions. As a leader in the alternative data industry, Vertical Knowledge supports the most data-demanding customers in the U.S. Government, commercial and financial industries, solving incredibly complex problems. VK is backed by Providence Strategic Growth and Marker, LLC

Cloudvirga builds intelligent mortgage point-of-sale platforms, focused on cutting costs, shortening time to close and increasing transparency. The company’s workflow results in high self-service numbers, which means more satisfied borrowers, dramatically expedited loan processing and significant cost savings per loan. A case study by a Top 10 lender showed that Cloudvirga’s POS platform reduces mortgage origination costs by $1,500 per loan. The platform empowers 42% of its users to complete a fully self-service application via a mobile device. In just two years, Cloudvirga has grown to serve nine of the top 40 nonbank lenders in the U.S., representing more than $100 billion annual loan volume.Served as initial, start-up CFO for Cloudvirga after spinout from a leading mortgage lender. Responsible for start-up cash management, insurance, budgeting, and financial reporting, helping to drive the company’s financial strategy and hiring needs, including serving as head of HR and general counsel. Coordinated the development of annual operating, capital, and program budgets, and reporting against the same. Oversaw cashflow and day-to-day accounting, recording, reporting, and internal control activities. Lead the development, implementation and use of best-practice policies, practices, and tools in company administration. Also led compliance with federal, state, and local financial requirements. Commuted from Boston to Los Angeles during this period; served as consultant for last four months as the company transitioned to a new, on-site CFO.

Five month consulting engagement; responsible for operations group supporting worldwide delivery of informatics enterprise software solutions, as well as strategy and execution for the Informatics division of PerkinElmer.

Responsible for strategy and analysis for the Mortgage Solutions business unit of Altisource, including driving timely and accurate financial plans and forecasts, recommendations, projections, and analysis. Also responsible for the broad-based strategic plan, conceptualization and formulation of strategic initiatives across the organization, and ensuring all points within the plan are translated into action. Responsible for improving and developing predictive models for superior go-to-market strategies, strategic partnerships and new product development. Includes research into market trends (technology, competitors, customers, regulatory) and implications for planning and operations. Includes evaluation of and execution of business development opportunities including mergers, acquisitions, partnerships, alliances and joint ventures.

Responsible for Operations for the Mortgage Solutions business unit of Altisource. - Develop and execute segment level strategy; drive growth and operational improvement initiatives - Oversee design and implementation of technology solutions to enhance SaaS enterprise software revenue, profitability and client experience/retention - Oversee operations including law, human resources, finance, information technology and facilities

Offering anti-distracted-driving solution for mobile devices. Authored business plan, financial projections, and investor presentations. Co-inventor of solution, and patent application filed. Raised funding, recruited team members, including developers and architect. Focusing on execution, including marketing, sales and financial controls.

Recruited by former COO of Precise Software to help launch US operations of Israel-developed Storage software company; was 3rd US employee. Drafted our business plan and conducted market and competitive research. Tasked with raising a round of financing, created all relevant collateral material, pitched VCs. Worked closely with VP of Sales to create new channel relationships and develop OEM partnerships with EMC, Oracle, and others. Sold to EMC.

Primarily responsible for identifying and cultivating new sources of revenue for the company, including fostering channel and partnership opportunities with OEMs and VARs, as well as developing vertical expertise. Also responsible for exploring new revenue opportunities, such as advertising and licensing of patent and other intellectual property. Point of contact for funding activities and responsible for documenting business plan and all presentation materials. Also served as corporate counsel; provided analysis and counsel on legal and policy issues, including protection of intellectual property, compensation and benefits, non-disclosure agreements, reseller agreements and employment contracts.

Start-up developing a disruptive wireless application for cell phones in the Location Based Services space. Responsible for financial and strategic planning, including fundraising with venture capitalists and angel investors, creation of business model/plan, financial modeling/projections and business development.

Formerly known as CIBC World Markets, Oppenheimer is a 125 year-old, leading investment bank and full-service investment firm that provides financial services and advice to high net worth investors, individuals, businesses and institutions. Practice: Participate in the financing of technology companies in the enterprise software, Internet infrastructure and new media sectors through public and private equity transactions. Advise senior management to position companies, formulate strategy, financing options and strategic alternatives. Prepare marketing materials including public offering prospectus, private placement memoranda and road-show presentations. Perform financial analysis to support valuation process. Identify potential acquisition and buyer candidates for investment banking clients and perform merger-related analyses. Managed initial and follow-on public offerings, advised on buy-side and sell-side M&A transactions, managed private equity financings and provided advice to c-level executives.

Formerly known as Bingham, Dana & Gould, Bingham is one of the largest law firms in the country and is headquartered in Boston. Practice: Entrepreneurial Services Group, with emphases on public offerings, mergers & acquisitions, ‘34 Act compliance work, and general start-up and corporate governance issues. Significant primary client contact with both emerging and public companies. Handled public equity offerings (both initial and follow-on), mergers and acquisitions (both sell-side and buy-side), venture capital financing, advising directors and officers as to governance and disclosure issues, preparation of annual disclosure documents and other securities filings, and general commercial transactions, in addition to some experience with technology licensing and distribution agreements.

Formerly known as Gadsby & Hannah, McCarter is now a 400-attorney business law firm concentrated throughout the Northeast. Practice: Business Law Group, same practice as at Bingham. Concentrated on mergers & acquisition transactions, securities law, corporate finance, and general corporate practice.