Institutionalizing growth-stage companies for profitability, IPO readiness and $100M+ exits. Bridging founder-led vision and enterprise-grade maturity — partnering with PE, VC and boards to drive P&L excellence, operational leverage and global scale.
Drove Mortgage Automator's growth to a nine-figure strategic partnership with BVP Forge. Led the transformation to a successful nine-figure value; 38% growth post-close.
$4M → $66M across multiple organizations. 81% ARR, 117% NRR, 30% customer expansion engineered — pricing, GTM and pipeline built to compound.
High-performance teams across 20+ functional areas and 5 countries — Canada, US, UK, Australia & NZ. 38% ops efficiency gains, cultures that outlast the founder.
Data science function built from zero. Agent pipelines, MCP servers, executive AI tooling — shipped personally, not purchased. Enterprise AI integration across the org.
Infrastructure scaled to process $66B+ in funded loan volume across 400+ private lenders. SOC 2 Type II, 360° CRM ecosystem, institutional-grade controls.
$110M BVP Forge partnership, pre-IPO readiness at Progressa, an exit at CCi, and DooleeNoted sold to a European acquirer. Each one closed.
HR tech venture delivering AI-powered people operations infrastructure. End-to-end platform for workforce compliance, onboarding and performance management — built from inception.
Full operating mandate across live-service gaming: P&L, org design, a platform migration that structurally improved margins, and an AI-native operations layer — agent pipelines, observability and executive tooling — built in-house.
Reporting to CEO/Board. Drove growth to a private-equity exit with BVP Forge — architecting an enterprise-grade organization across 10 departments spanning revenue, operations, reporting, people and compliance. SOC 2 Type II, HubSpot migration, +23% YoY sales, CaC down 42%. Category-leading platform: $66B+ funded loans, 400+ lenders.
Reported to CEO. Built and led cross-functional teams across operations, lending, sales, underwriting, collections and contact centre at a CB Insights Fintech 250 lender ranked #11 on Canada's Growth 500. Promoted in year 3 with an expanded mandate.
Led 5 global sites, 215+ FTE across sales, operations, customer success, shared services and HR. Promoted in the first year. Automated the business model end-to-end into SaaS, implemented Salesforce (+65% productivity), and stood up new lending revenue streams.
Director-level mandate supporting 190+ branches. Grew the division 64% and the portfolio by $25M+, lifted sales-per-FTE 66%, and rolled a national sales strategy across the entire branch network.
Led 350+ FTE globally across 5 sites and contact centres in Canada, the US and the Philippines — sales, service, account management and operations. Consolidated 100% of competitor vendor business into NCO, improving P&L 21% and growing the account $4M+.
Built a global talent-collaboration platform bridging South Asia, the Middle East and North America — top 64,000 websites worldwide at peak, ranked #3,478 in India — a seven-figure exit to a European acquirer.
Founder of a private real estate and lending firm. GLG advisor on SaaS and fintech strategy. Investor and advisor to six high-growth ventures.
CRO-grade GTM: pricing, pipeline and expansion motions engineered to compound. CLTV and NRR optimized, not chased.
Org design, SOPs, OKRs and EBITDA discipline. Cost structures rebuilt around what actually creates value.
PE partnerships, acquisitions, due diligence, pre-IPO readiness. Four transactions, each one closed.
Servant leadership with hard edges. Built and mentored teams across 20+ functions and 5 countries.
SOC 2 Type II, institutional-grade controls, ESG and board relations — enterprise maturity founders skip.
Salesforce, HubSpot, NetSuite, Workday, Power BI and the full stack — implemented and scaled, not just bought.
Working infrastructure, not slideware. Agent pipelines, MCP servers and decision systems shipped personally.
Fintech, SaaS, gaming, HR tech, BPO and real estate — same physics, a trained eye for where leverage hides.
A working AI engine built by Jeffrey — the same way he builds agent pipelines, MCP servers and executive tooling inside the companies he operates. Trained on the record above.
Why the best operators draw their revenue engine before they staff it — and automate it before they scale it.
READ → LeadershipBuilding companies that stand the test of time means designing for succession from day one.
READ → StrategyWhat changes when the executive team ships its own agents — and what stubbornly doesn't.
READ →He operates gaming companies — so this site ships an arcade. Step through the portal, pick your cabinet, and run a turnaround yourself.