Scale-up:
Empeq, Inc.
Small Enterprise:
KGI Financial
CASE STUDY 1:
The Challenge: Empeq had a specialized tool with real traction but needed to evolve it into a scalable enterprise data platform. The company faced an inflection point: align technical roadmaps with aggressive commercial growth targets across both global asset management clients and U.S. Department of Defense programs.
The Approach: As Fractional Head of Product and Data, the focus is on bridging engineering requirements with enterprise customer needs across commercial and federal verticals. That means managing the product and PMO organization, leading cross-functional teams on platform strategy, and maintaining the security posture required for active DoW contracts.
The Result: The engagement has established the product culture, prioritization frameworks, and data architecture required for sustainable growth. Key outcomes include recovery of 24,000+ hours of labor annually, over $2M in direct labor value delivered, and a unified data strategy across 86+ sources. The platform now supports both commercial energy and infrastructure organizations and the U.S. Air Force supply chain.
Start-up:
Stealth Fintech
The Partnership Model
Every engagement starts with a simple question: what's standing between your product and the next stage of growth? These case studies show how that question plays out across start-ups finding product-market fit, scale-ups building for enterprise demand, and established companies modernizing legacy platforms. The common thread is a hands-on partnership grounded in enterprise data strategy and platform leadership shaped at AWS and BlackRock.
CASE STUDY 3:
The Challenge: A seed-stage fintech company needed to move from a conceptual prototype to a validated product. There was no structured roadmap and no dedicated product leader to define the features required to secure enterprise pilots.
The Approach: Working directly with the founders, the engagement focused on validating core product assumptions through technical feasibility analysis and market research, then translating findings into a defined MVP and initial roadmap.
The Result: The roadmap enabled the team to secure three enterprise pilot programs within six months. The technical and product foundation built during the engagement supported a successful close of the company's initial seed funding round.
CASE STUDY 2:
The Challenge: KGI Financial needed to attract a tech-savvy audience through a mobile-first investing experience. The existing onboarding process had become a bottleneck for new client acquisition.
The Approach: The engagement centered on designing and developing a frictionless onboarding experience, with a target of getting new clients from download to trading in under ten minutes with instant access to model portfolios.
The Result: The project delivered over 200 user stories and upskilled 50 client executives on digital transformation. The application met all target adoption rates and successfully migrated the entire portfolio library to the new platform.