A Greater Sum Ventures (GSV) Company. PropertyTek is a suite of cloud-based property management software solutions and internet listing services, serving independent landlords, small to midsize property management companies, and off-campus student housing providers.

Oversee transformational strategy & operations for Guaranteed Rate’s title platform comprised of Attorneys’ Title Guarantee Fund and Ravenswood Title.

Data Operations• Built and led a team of 11-professionals responsible for growing and maintaining a modernized, automated, and comprehensive commercial real estate listing database. Grew database to over 70,000 listings accounting for 600MM square feet across 10 cities and 3 asset classes. • Developed ongoing proactive and reactive metric-based maintenance strategies to ensure the accuracy of the database monitoring data age, data quality, listing completeness, and statistical outliers. • Defined requirements and product managed a variety of data-oriented development projects including the creation of a new data entry interface that improved analyst efficiency by 6x, implementation of multiple customer API integrations, and conception of a multi-tiered data ingestion model that probabilistically determines the accuracy of the data to display the most up-to-date information increasing listing count by over 40%. • Sourced and integrated 8 major data relationships resulting in automation of approximately 80% of all buildings on Truss. • Created playbook and collateral for new market launches. Successfully executed 7 market launches to-date. Sales Operations & Inside Sales• Streamlined sales operations and created an inside sales function by developing a lead qualification process and deploying marketing automation for a multi-channel drip campaign. Within three months of deploying these strategies, conversion rate from onboard-to-lease increased by 3% and total pipeline value increased by more than 2.4x. Customer Success• Established Customer Success team which included the creation of multi-channel support processes, a robust enterprise SaaS customer training curriculum, and comprehensive account management practices.

• Built and led a team of 4-professionals responsible for all inorganic growth initiatives including strategizing, sourcing, execution and integration of mergers, acquisitions, strategic partnerships, and strategic investments. Acted as the primary liaison to Uptake’s senior leadership and executive team for all corporate development activities. • Led sourcing, execution, due diligence, and integration of the acquisition of a $12M equipment dealer workflow application software suite. Project managed a cross-functional team to successfully integrate the company including the execution of an operational integration plan, a re-platforming initiative, and a pricing and sales adjustment resulting in a 30% increase in revenue.• Originated and executed 15 sales channel partnership agreements with top-tier global consulting firms, private equity firms, investment banks, and insurance companies resulting in over 50 qualified sales leads to date.• Executed and integrated 5 product partnership agreements resulting in enhanced feature and functionality development for the Uptake platform. Partners included 3rd party data providers, infrastructure upgrades, and integration partners.• Created and led a repeatable process for quarterly strategy planning and aggregated into a quarterly company-wide roadmap. • Created framework for Uptake’s value-based SaaS pricing strategy and deployed across rail, construction, and mining verticals.

• Created a comprehensive database to efficiently aggregate data and generate performance metrics. Tool now used to monitor customer performances and differentiate the company’s strategy to potential customers. • Built a revenue model based to better project cash flows. Model to be used in future budgeting and fundraising processes.

• Prospected, evaluated, and monitored early-stage investment opportunities for an early-stage venture capital fund focused on technology companies. Conducted due diligence and prepared investment memorandums for potential Series A stage investments.• Researched strategies for future portfolio investments and wrote a white paper about trends in the mobile video advertising space.

• Underwrote and closed over $190MM of secondary market acquisitions by constructing property cash flows, analyzing market risks, projecting fund level expenses, modeling promote/fee structures, and gaining internal approval. Transactions included limited partnership acquisitions, fund recapitalizations, joint venture replacement capital, and various forms of rescue capital.• Identified an opportunity to improve asset management practices; developed a proprietary database to aggregate data and generate performance metrics/trends on 35+ real estate private equity funds. Trained 8-person team and implemented throughout organization. Tool used to monitor portfolio- and fund-level performances and differentiate the company’s strategy to investors.

• Led underwriting processes for over $120MM of complex real estate acquisitions including traditional equity deals, CMBS debt acquisitions, discounted note purchases, and mezzanine loan originations.• Created a distressed asset management strategy and served as sole analyst on the 3-person team. Group completed $70MM+ of loan workouts, recovering $30MM+ of equity (~10% of fund commitments). • Built a new framework to more quickly underwrite complex multi-property CMBS debt securitizations. Enabled team to cut underwriting hours in half, facilitating four transactions totaling $90.4MM at a purchase price equal to a 48% discount to par. • Supervised the operations of 20 extended stay hotels. Increased net asset value by ~$7MM by addressing occupancy issues, revenue management strategies, 3rd party management decisions, and capital expenditures.