Helping fintech and emerging technology companies that are in growth mode.

Focus Areas: Sales, Success, Fund Raising

The Towny mobile marketing platform is designed for local business owners to tap into their authentic hometown appeal to bring in new customers, reward loyal customers, and compete more aggressively with the big box stores and giant online retailers.

ALLOY Partners provide UX / design, development, and GTM strategy for digital products (web and mobile) and digital/physical hybrid products (IoT). Our client history spans a wide range of industries: Technology, Insurance, Healthcare, Finance, Consumer products, Real Estate and Government, from startups to the Fortune 50. We help established companies and select startups launch products and transform existing ones using innovative design, technology, and marketing. We have built brands, launched companies, and helped sell products and services worldwide and bring that experience to work everyday.

Short-term executive tasked with re-engineering the go-to-market strategy for post-series A in order to accelerate customer adoption. Included optimizing pricing, determining product packages, reorganizing and training sales team, coaching sales, recruiting additional sales people, fixing product process by implementing product owner role, and financial modeling to validate plan and gain board of directors support. Emergent strategy required a significantly smaller staff.

Negotiated initial investment on behalf of primary investor. Served in an advisory role and in a non-voting board role through Series A. Advised on investment, valuation, go-to-market strategy, recruiting, and key hires.

Advisor to founding team on funding, marketing, monetization strategy, management, and M&A. Funded in 2014, AskU built university-based communities designed to help navigate the opaque bureaucracy of higher education. AskU communities had superior SEO to university's own websites on covered topics and answered more than a million questions. AskU shut down in the fall of 2015.

Internal Consultant tasked with designing a repeatable sales system that would generate sales without the founder functioning as the primary salesperson. Over the 6 months: handled sales from lead to close, redesigned sales process to dramatically reduce sales cycle time from 4 months to 3 weeks, implemented an outbound lead generation system that created predictable results, and generated sales at more than 2x the historical rate.

InFlo was a self-funded startup focused on building operational software for independent insurance agencies.

Optimized the monetization strategy for bank intellectual property platform. Managed sales, marketing and operations teams. Developed outbound sale strategy, expanded email marketing through organic and purchased sources, conversion optimization, recruited and hired, developed M&A plan, and contributed to product roadmap vision. Built revenue projection system that produced accurate revenue projections.

CBANC was spun out from Q2Ebanking in March of 2013.

Part of founding team. Headed up sales and lead generation. Grew to 13 employees and sold equity interest to other founders.

Tasked with making 120 small and medium business IT support franchise locations more profitable while reducing closures. During tenure, system-wide revenue more than doubled. Championed move to managed services model with recurring revenue. Delivered training and coaching through monthly initial training (converted one week onsite to two weeks onsite), monthly system-wide training, quarterly and annual training events, and monthly 'pacesetter' group (top performers). Coached and consulted franchises on improving financial performance through sales (Sandler training), marketing (personal network, referral and direct mail), optimizing pricing (built pricing and profitability calculator), operational best practices, standardized expenses (rewrote chart of accounts to standardize system-wide) and recruiting. Created FDD Item 19 (operational projections and proforma). Built projection system that also served as an early warning tool. Built internal system to simplify re-billing, turning a 2 week process into 1 day of work.

Managed turnarounds of underperforming locations. Selected to manage The Princeton Review's Middle East Master Franchisor that operated 6 sites with 23 employees and led the operation's first profitable year. Certified as a "Master Trainer" to train teachers in the LSAT, MCAT, GMAT, GRE, SAT, and ACT.