Geoff Macgregor Email & Phone Number

Helping start-ups and scale-ups with their fundraising strategy, from narratives to business models.

New York City Metropolitan Area

Created a new product development process to add structure and analytical rigor to innovation. Implemented “Desirability, Feasibility, Viability” and “Business Model Canvas” frameworks to help technical teams expound and prioritize product ideas.Worked with the CEO to articulate the vision and strategy required to pivot the company to an AI products company. Created the pitch and strategic financial model to communicate the plan to the board and investors.

Toronto, Canada Area

Formerly Element AILed cross functional effort to evaluate and rework product strategy for Element’s most mature product. Recommendation resulted in a team reorganization and new go-to-market strategy that became part of Element’s highest grossing product. Developed and owned pricing models and strategy for all Element products and solutions. Created a set of pricing principles and policies for Element that gave consistency to pricing and allowed executives to assess which products to invest in. Built relationships and created channel opportunities with strategic partners including our largest investor. Sourced and fostered opportunities that led to partnerships team doubling its $4M annual objective for 2020.Handled a range of investor requests, pitch decks, and data rooms related to Element’s fundraising – two of the largest financing rounds in Canadian technology history (series A $140M & series B $200M).Managed Element’s stake in $60M AI venture capital fund. Was responsible for leading business and technical due diligence. Held Element’s seat on the investment committee and voted on investment opportunities while pitching deals to other committee members. Successfully completed six investments totaling over $30M.

Toronto

Led client team responsible for delivering analytical insights and technical product support to clients. Provided leadership and guidance to analysts to ensure the highest possible quality on all deliverables. Applied strong management and communication skills to keep analysts motivated and progressing towards their own personal development plans. Kept team on track during periods of high stress and uncertainty.Developed automated insights report using SKU level data to provide actionable insights to client. Created snapshot and longitudinal views that allowed clients to adapt strategies over time and visualize the effects of individual marketing campaigns. Used successful campaigns to create case studies for the sales team. This enabled Cozumo to upsell additional marketing and analytic features. Collaborated with developers to design customer insights dashboard. Balanced data relevance and impact with simplicity and actionability to create a dashboard that was accessed by clients frequently and consistently. Part of team that oversaw three iterations of hardware development culminating with a long-term manufacturing agreement with a major supplier in Taiwan. Resulted in a threefold decrease in cost from original prototypes and ensured maximum manufacturing flexibility in a growing business while meeting customer lead times. Worked directly with CFO to forecast departmental budgets against product demand. Created contingency plans and cost rationalizations to ensure the financial viability of Cozumo between fundraising rounds. Communicated strategy and updates directly with investors which increased investor engagement and generated further investment.

Toronto, Canada Area

Fostered relationships with initial clients to prove the viability of an emerging technology solution. Successfully brought in targeted $100,000 in revenue in the first year of business which helped Kira secure additional venture capital funding.Selected and procured first client relationship management and customer support platforms. Allowed Kira to successfully manage business development pipeline and achieve sales goals and served as an efficient support system which ensured customer retention despite technical challenges common with emerging technologies.

Researched, developed, and maintained economic model for expansion into an emerging market. Met with local partners to vet assumptions and get buy-in. Presented the model multiple times to CEO and Executive Committee, helping to guide the decision to invest millions into expansion internationally. Supported business development efforts on the ground in emerging market. Met with senior decision makers to help educate and sell their multi-billion dollar organizations on the idea of joining into coalition loyalty. Led to the country’s largest retailer committing to join our new coalition loyalty program. Created a target list for second phase of Partners and lead the strategy of which companies to approach. Created a road map to help bring the prospects through the sales cycle and ultimately join the program. Received commitment from multiple international retailers. Lead analyst on an international acquisition in emerging market. Performed strategic assessment, valuation, and financial due diligence. Assisted in negotiations on valuation which ultimately lead to a successful acquisition.

Developed an Excel labour model to help business managers realize cost savings through optimized scheduling. Able to quantify that labour spending could be reduced while maintaining requisite productivity standards. Led an initiative to reduce coffee waste at 15 stores. Researched waste practice used by industry experts; Starbucks and Tim Hortons. Made changes to the standard operating procedure, thereby reducing coffee waste costs by 20% and lessening environmental footprint.Tracked a free coffee promotion to assess the impact on store operations. Produced a set of procedures to improve communication between the marketing and operating teams. Resulted in consistently superior promotions execution.