Set the direction of the venture and lead its execution
Refine the ICP, pricing model, and product positioning
Lead pilots with independent RIAs, convert them to paid engagements, and build the go-to-market motion
Partner with the FutureSight product and engineering team to ship V1 and iterate on user feedback
Lead the seed raise, supported by FutureSight's network and traction
Recruit and lead the founding team, and establish the cultural foundation of the company

Previous founding experience at a venture-backed company
Demonstrated success in B2B SaaS go-to-market, including sales and customer engagement
Fundraising fluency, with the ability to develop investor narratives and close capital
Proven ability to attract, develop, and retain top talent
Clear-eyed understanding of the risks and demands of co-founding a venture-backed company
Direct exposure to WealthTech, AI agents/LLMs

Co-Founder & CEO – AI WealthTech

Key skills