Leading operations, sales, marketing, partnerships and finance at Black Ore. Black Ore is transforming financial services with AI. Our flagship platform, Tax Autopilot, offers end-to-end 1040 tax prep automation for CPAs & tax firms, so that they can focus on advising their clients and growing their practice.

Investing in B2B SaaS, Fintech & AI start-ups. Supporting founders on Go-to-Market, Operations, Finance & Capital Raising

Built and scaled operations for Ramp's new accounting channel. Also led growth product initiatives and partnered closely with Head of Sales to drive all things ops & GTM for Ramp, the fastest software / fintech Company to hit $100M in run-rate revenue

Invested across Emerging Software, Fintech, Data & Analytics and eCommerce. Executed Advent Tech's first growth equity investment, completed Advent's first U.S.-based SaaS take-private and executed on Advent's first SPAC to take our largest investment in GPE XII public (billions in unrealized gains as of Feb 2023)Investments / Transactions Include:- Thrasio (Series C Growth Investment, $1B+ TEV) - eCommerce- Forescout (Take Private, $2B TEV) - Cybersecurity Software- Assembly (Majority Recap, $1B+ TEV) - eCommerce Software- CCC Intelligent Systems (SPAC IPO, $7B TEV) - Vertical Software (Insur-tech)

Covered payments, wealth tech, market structure, HCM software, insur-tech and integrated software / payments vendors. Executed on Goldman's largest activism defense mandate (at the time) creating a successful outcome for management, completed multiple successful sell-side transactions and tech capital raises. Led UChicago recruiting for 4 years.Selected Transactions Include:- Activism Defense of ADP (NASDAQ: ADP) Against Bill Ackman - HCM Software / Payroll- Sale of Ipreo to IHS Markit (NYSE: INFO) - Investment Software & Data Analytics- Sale of Evercommerce to Silverlake - Integrated Workflow Software / Payments- IPO of AssetMark (NYSE: AMK) - Wealth Management Software- Convertible Bond Offering for Envestnet (NYSE: ENV) - Wealth Management Software