Focal saves financial advisors 15 hours per week by automating time-consuming tasks before, during, and after meetings. Focal is the only AI meeting management solution purpose-built for financial advisors that offers enterprise-grade security and data controls on Microsoft's most secure infrastructure, including Multi-Factor Authentication (MFA), SSO, a spotless SOC 2 report, TLS 1.2+, and AES-256 encryption.Generated agendas. Instant meeting summaries. CRM sync. AI-drafted follow-up. Compliance alerts. & more.

We are a modern AI consulting firm with thousands of AI/ML experts in-network, empowering AI in businesses everywhere. Our team has implemented AI solutions and large language models (LLMs) across companies of all sizes, including Apple, Disney, HP, Reddit, and more. We also support custom development projects, and are incubating in-house AI/automation solutions that have venture-scale potential.Learn more about our consulting services here: https://investiture.ai/In our podcast, Accelerating AI, we spotlight thought leaders using AI to solve real-world problems and provide guidance on AI deployment. We see automation as the modern Industrial Revolution, with AI as critical infrastructure for the future of work. By advancing AI for social good, we aim to shape an automated, yet human-centric future.Apple/iTunes podcast link: https://podcasts.apple.com/us/podcast/accelerating-ai/id1709567788Spotify podcast link: https://open.spotify.com/show/0DvlRqDJ6kaCyYGNhVXP4R

Future of productivity• Axiom Space, Atomic Industries, Atlas UP, BerriAI, Linum, Autonomy (NXCR), PipeDreams, TradeUp, Archive, Sundial, Ockam, Advantage Club, Cogram, Kalendar AI, OXIO, Literal, point.meFintech• Homebase, Cover (insurance), Lendtable, Frank, Vouch (Level acquisition), Alto Solutions (AltoIRA), HomeRoom, PeachPay, CopperGames• FuzzyBot, Frost Giant Studios, Sprocket Games, Night Street Games, OnChain Studios (Cryptoys), Branch.ggWeb3/crypto• U.S. Bitcoin Corp, Bitmart, EigenLayer, Nillion, POAP, Mana, Creatify, Aesthetic, Lobby, POW!, Artizen, GigLabs, Conduit, Moon, Zefi, Buildspace, DAOfront, Backdrop, Upstream, Paychant, Better Future Technologies (Piggy), DXSH, Loco, Atmos, Deepwaters (DEX), Ceramic (3Box Labs), Kubelt, Root Protocol, Swan Bitcoin, Onramp, Analog, Zer0 (Zero), Aspen Creek DigitalDigital assets • Ethereum (2014), Bitcoin, Solana, Radix, Cosmos, Polkadot, Tezos, Avalanche, Polygon/Matic, Yield Guild Games, Axie Infinity, Illuvium, Ultra, Adventure Gold, Seed Club, Horizen, GitcoinE-commerce, logistics, and dark store delivery• Yummy, Sokowatch, Moonshot Brands, PideDirecto, Truck It In, Interweave Brands, Orchata, Treet, HedgehogHealthcare• Foresight, Redcliffe Lifescience, Allurion Technologies, Two Front, Terra Enabling Developers (Terra), Mate Fertility, Tuli Health

Modulate has raised $36M using AI/ML to combat online toxicity and enable safer online communities by bringing real-time voice moderation to some of the gaming industry's biggest titles and platforms.As Modulate's first business hire, I supported the company's Seed fundraise, closed partnerships and the first $1M ARR with companies including Amazon, Nintendo, Activision Blizzard, IntouchCX, Rec Room, etc., and managed teams across Sales, Marketing, Partnerships, and Account Management.

Canaan is an early stage venture capital firm with $5B under management and over 190 exits.• Engaged in Board of Directors meetings for companies including Forte (Rally), Gen.G, Turo, PerimeterX, and Unifi• Supported due diligence in deal close and fundraise efforts such as market landscaping, competitive analysis, customer calls, and thesis wire framing• Advised startups/founders on company building, hiring, marketing and go-to-market strategy, product roadmap development, fundraising, and building pitch decks

Highfive, acquired by Dialpad, was backed by Andreessen Horowitz, General Catalyst, Google Ventures, Lightspeed, and other investors. I supported the "Premium" product launch, led sales enablement efforts, carried out competitive diligence, and conducted audience analysis. • Partnered with cross-functional teams to deliver strategic assessments of the competitive landscape by generating eight competitive analysis reports detailing “Why Highfive”, competitor feature gaps, current industry trends, industry outlook, etc.• Drove pricing strategy for Highfive by 1) constructing sensitivity tables and unit economics models and 2) architecting real-time competitive pricing calculators impacting the sales team’s ability to negotiate terms with prospects• Enabled Highfive’s migration upmarket towards the enterprise channel by designing brand and feature messaging for the Premium product launch in partnership with product/engineering teams and Dolby • Produced quick reference battle cards for the sales team to accelerate Highfive’s sales motion

Venture Integration • Performed financial analysis for the $26.2B LinkedIn (LNKD) acquisition including due diligence, the deal model, definitive agreements, the integration plan, and supported special projects for the Havoc ($125M) and SwiftKey ($225M) acquisitions • Handled all communication and deck-building for the Board of Directors Acquisitions Review by partnering with +100 CVPs and GMs to develop deal-specific insights across business performance, technology roadmap, and team composition for 35 deals including Minecraft • Brainstormed, organized, and built the Chief Economist’s Mixed Reality (AR/VR) presentation for his NBEIC presentation including presentation material covering an overview of the industry landscape, investment trends, competitor analysis, forecasted revenue and install base, regional and sector breakout views, patents, industry applications, and select case studies Central Finance Team (CFT)• Constructed the Chief Economist’s Tech Industry Update and Mobile Gaming Special Project for his NBEIC presentation • Invited to present the Mobile Gaming Special Project internally at the Economics Team lunch and CFT Cross-Segment Team meeting with a collective audience of 100+ invited attendees• Developed a new metric reviewed and approved by Amy Hood (CFO) which identifies accurate in-quarter revenue health directly impacting Microsoft’s strategic trajectory• Consolidated revenue and gross-margin reports across all of Microsoft and demonstrated ability to scale messaging to our CEO and CFO in the weekly Revenue Flash Office• Supported the go-to-market strategy for Office Academic in China • Calculated market size, created a valuation model, and constructed sensitivity tables to lead Academic Grad Offer discussions• Built and automated all models used in Office Academic to track and analyze install base, revenue, and Student Advantage• Assisted the Academic LRP by creating a pricing sensitivity model for the E5 Academic premium SKU

Delivered a strategic assessment of Frito Lay’s (FL) $150 mn unflavored tortilla chip portfolio in the Pacific Northwest, forged a competitive response to a rival product, and conveyed project findings to FL’s CFO and executives • Identified incremental distribution options through the construction of pro-forma P&Ls and analyzing product sourcing analytics• Optimized in-store and regional perimeter tactics by leveraging a 52-week zip-code cluster analysis and multi-variable regression• Calculated incrementality for various tortilla chip bundles based upon findings from a product-level consumer basket evaluation• Refined FL’s existing tortilla chip coupon plan by pinpointing commodity and sub-commodity cross-category solutions