Funded by Kleiner Perkins, Insight Partners, and Quiet Capital.Acquired by Calabrio, a Thoma Bravo company.Echo AI turns customer conversations into critical insights using generative AI. We handle millions of conversations for Ancestry, AT&T, CLEAR, and The Farmer’s Dog in any medium, at contact center scale, maintaining 95% accuracy, and generating executive-level insights with our teams of agents/LLMs/SLMs that spin up to analyze each conversation. Our insights are used to automatically segment customers by behavior — triggering marketing upsells, nurture campaigns, and workflow automations. My role: sales-led & usage-based pricing, opex & margins, revops, gtm strategy, and running a successful m&a process.

Tales lets storytellers make books, comics, and games using generative AI and turn fans into co-publishers through shared royalties.Raised $3MM from Founder Collective, John Riccitiello (Unity), Scott Belsky (Adobe), Chris Carvalho (Roblox), Jason Bergsman (AGBO), Patrick Lee (Rotten Tomatoes), Jake Paul (YouTuber), Baron Davis (NBA), Larry Chu (Goodwin), Elizabeth Yin (Hustle Fund), Ed Lu (Fandom).Designed a top-rated consumer app and optimized the user experience using data-informed systems and experiments; publishing technology that a/b tested story openings, analytics that predicted churn, and merchandising systems to target fan preferences – elevating early user adoption (D1 retention from 10% to 60%) and monetization (ARRPU from $5 to $80) within 12 mos.Pioneered royalty tracking that split IAP/subscription economics with influencers and implemented automatic lookalike segmentation to transform user behavior into profitable paid user acquisition, resulting in $1.5 CAC with a 1-month payback.Directed creator GTM strategy using contact scraping, data enrichment, email marketing automation, data-driven marketing sites, content marketing, creator contests, and customized/interactive pitches using generative AI; driving a waitlist of over 50,000 creators.Created submission workflows to curate over 100,000 story chapters, asset workflows to produce millions of art assets, and task tracking workflows to manage hundreds of contractors — producing content at 96% less than the market rate.

Raised $5MM led by Foxconn to create the “Supercell for story-driven games”. Produced game engines and asset pipelines on the Unity platform that could produce HOPA (Hidden Object Puzzle Adventure), 3D interactive fiction (Telltale with automated camera and character staging), and RPGs in an accessible format.

Social party games and personality tests to introduce similar people (Match.com meets gaming). Designed #1 debate/polling app on Facebook (MyPolls), #2 ranked social game for user-generated content (Pictograph), and a “Sims for Pets” freemium game (Animal Party) with 7 million players and an advertising budget of $50,000. Achieved traction of over 10 million users but lacked the economics to sustain a business.

Largest 1st-time fund with $2Bn in committed capital focused on investments within media, entertainment, and consumer businesses. Targeted investments requiring $100MM-$400MM in equity. Elevation was led by:* Bono: lead singer and co-founder of U2* Fred Anderson: the former EVP and CFO of Apple* John Riccitiello: former President of Electronic Arts* Roger McNamee: co-founder of Silver Lake & Integral Capital* Bret Pearlman: former Senior MD of Blackstone* Marc Bodnick: founding principal of Silver LakeManaged all aspects of the investment evaluation process, including financial modeling, industry analysis, business strategy and due diligence, term sheet negotiation, and exit strategy; Representative deal includes the merger of BioWare/Pandemic followed by a $1Bn sale to Electronic Arts as their largest acquisition to date.

Developed robust financial models including M&A, Leveraged Buyout, Dividend/Recap, Net Asset Value, PIPE investment, and OpCo/PropCo for large West Coast clients including TPG, KKR, Apollo, H&F, SLP, and Francisco Partners.Evaluated, negotiated, and performed complex joint ventures of distressed office, multifamily, industrial, retail, and entertainment centers on behalf of MSREF, a collection of opportunity funds that has $57Bn in AUM.