Capgenta is a consulting firm that helps banks, fintechs and corporates accelerate the growth of Working Capital Solutions, including supplier payment terms optimization, Supply Chain Finance and AR Finance. The firm’s principals have structured, sold and implemented over 100 such programs, helping corporates increase cash flow by $25+ Billion and reduce supplier costs by $1+ Billion annually. Our clients partner with us to leverage our domain expertise in product design, go-to-market… Show more Capgenta is a consulting firm that helps banks, fintechs and corporates accelerate the growth of Working Capital Solutions, including supplier payment terms optimization, Supply Chain Finance and AR Finance. The firm’s principals have structured, sold and implemented over 100 such programs, helping corporates increase cash flow by $25+ Billion and reduce supplier costs by $1+ Billion annually. Our clients partner with us to leverage our domain expertise in product design, go-to-market strategies, sales process optimization and program implementation. Our engagements are generally strategy development or staff augmentation where we perform sales, product, marketing and/or implementation roles as required. Projects typically involve one or more of the following:♦ Implementing payment terms optimization programs, including payment terms analytics, program design, procurement training and supplier negotiation support.♦ Developing differentiated positioning, messaging, target market optimization and cross-selling opportunities through a process and data driven approach♦ Identifying new products and solutions, including re-configuring existing products and pricing ♦ Optimizing sales processes around commercial teaching, structured solutions and client buying processes, including training and approaches for client Treasury and Procurement teams♦ Improving the performance of internal/external partner sales organizations by developing and presenting sales training content and tools♦ Identifying sales and product partners utilizing our network and knowledge of the market Show less

Calculum is a Fintech Data-as-a-Service (DaaS) company, leveraging advanced analytics and Artificial Intelligence (AI) based systems to help companies improve their financial supply chains. Headquartered in Miami, the company empowers treasury organizations as well as credit and procurement teams, unlocking working capital, reducing risk of supply chain disruptions for corporates, and their trading partners.

PrimeRevenue is a leading provider of working capital solutions, including Supply Chain Finance, Dynamic Discounting and Receivable Finance. The company processes over $250 Billion in transactions annually in 18 currencies and over 80 countries. Responsible for Working Capital Solutions sales processes & tools, solution design, commercial delivery and thought leadership. Accomplishments included:♦ Sales & Go-to-market strategies – developed and implemented new… Show more PrimeRevenue is a leading provider of working capital solutions, including Supply Chain Finance, Dynamic Discounting and Receivable Finance. The company processes over $250 Billion in transactions annually in 18 currencies and over 80 countries. Responsible for Working Capital Solutions sales processes & tools, solution design, commercial delivery and thought leadership. Accomplishments included:♦ Sales & Go-to-market strategies – developed and implemented new positioning/messaging and consultative sales process to shift positioning from a provider of supplier early payment tools to Working Capital Solutions. A key component of this effort was developing and implementing sales processes which leveraged commercial teaching, working capital analytics and custom business case development. This enabled my team to establish “trusted advisor” client relationships, gain stakeholder alignment and win business against much larger competitors. Key client wins included KraftHeinz, Conagra, Lowe’s, Whirlpool and Michelin. ♦ Solution Design & Delivery - developed solution design and implementation methodologies to translate client objectives into tailored solutions, delivering cash flow gains to clients averaging nearly $100 Million per Billion dollars in spend. Included developing diagnostics to assess client working capital practices, analytics to determine optimized payables/receivables and identifying business process changes required to sustain working capital efficiency♦ Thought leadership, - Named “Pro to Know” by Supply & Demand Chain magazine, authored white papers on working capital management best practices, quoted in multiple publications including The Wall Street Journal, The Financial Times, CFO Magazine and Treasury & Risk. Show less

As PrimeRevenue’s Chief Operating Officer and Co-Founder I was responsible for overseeing the sales, marketing, finance, legal, human resources and operations functions of PrimeRevenue through its startup and growth phases.This included business plan development, recruiting management team members, raising Series A and B financing, launching initial products, securing bank partners, winning early clients and helping those clients generate hundreds of millions of dollars in operating… Show more As PrimeRevenue’s Chief Operating Officer and Co-Founder I was responsible for overseeing the sales, marketing, finance, legal, human resources and operations functions of PrimeRevenue through its startup and growth phases.This included business plan development, recruiting management team members, raising Series A and B financing, launching initial products, securing bank partners, winning early clients and helping those clients generate hundreds of millions of dollars in operating cash flow through reducing working capital requirements. Early client wins included Big Lots, Sainsbury and Volvo. Show less