Selected Works
A focus on complex data systems, AI-driven automation, and Fintech innovation. Turning operational complexity into intuitive, scalable experiences.
Mydoh
What it is: A family finance app serving 300K+ parents and youth, helping families teach kids money management.
Target users: Parents and their children (typically ages 8–18)
- •Increased activated users by 200%, driving more funded accounts and completed onboarding
- •Boosted account funding rates, leading to higher transaction volume early in the lifecycle
- •Strengthened parent-child engagement, increasing ongoing usage and retention
Lease AI
What it is: An AI-powered tool that reads and structures commercial lease agreements into clear, usable data.
Target users: Commercial real estate operators, landlords, brokers, and tenants
- •Turned complex leases into structured, digestible insights
- •Reduced manual review time
- •Improved clarity around key lease terms and obligations
Newsly
What it is: An investment intelligence platform delivering high-signal news for institutional investors like OMERS.
Target users: Institutional investors, portfolio managers, and investment analysts
- •Surfaced relevant, market-moving insights
- •Enabled faster decision-making
- •Increased engagement through personalized feeds
Series A Data Room
Legal & IP
8 filesFinancials
12 filesCap Table
4 filesOrganized: Legal & IP
Smart AI auto-sorted 2 files
Progress
Legal & IP Verification
Financial Statements
Cap Table Management
Eqwitty
What it is: A platform that streamlines the end-to-end investment process for founders and investors.
Target users: Startup founders, angel investors, and venture capital firms
- •Simplified fragmented workflows into one platform
- •Improved transparency and trust
- •Enabled faster, more efficient fundraising
Invoices
Drag document here
Portfolio Services
Bill to:
1847 Restaurant Row
San Francisco, CA, 94105
Invoice details:
| Description | Rate | Amount |
|---|---|---|
| Leasing AI | $2,500.00 | $2,500.00 |
| AP Automation | $3,200.00 | $3,200.00 |
| Newsly App | $1,800.00 | $1,800.00 |
| Eqwitty Platform | $4,500.00 | $4,500.00 |
| Mydoh Mobile | $2,100.00 | $2,100.00 |
Invoice Review
#RS-9942 • May 03, 2023
AI-Extracted Line Items
Invoicing
What it is: A digital invoicing and financial workflow tool for businesses.
Target users: Small business owners, freelancers, and operators
- •Reduced administrative overhead
- •Improved cash flow visibility
- •Simplified invoicing into intuitive workflows
YellO
What it is: A mobile health passport that enables patients to book vaccinations, track medical records, and securely own their health data.
Target users: Patients navigating fragmented healthcare systems, especially those managing vaccinations.
- •100+ user sign-ups during early MVP rollout
- •Defined a 0→1 product strategy across patient and provider experiences
- •Established a foundation for secure data ownership and sharing
Model
Zurich
What it is: A portfolio optimization model that uses data and constraint-based logic (ILP) to prioritize public assets.
Target users: Public sector asset managers and urban planners.
- •Maximizing impact and capital efficiency across large-scale real estate portfolios
- •Data-driven prioritization for public investment
- •Scalable framework for managing complex asset constraints