AI isn't magic. It's a complex technology that requires a disciplined engineering approach to be effective and reliable in a production environment. We build robust, scalable, and secure AI systems that you can depend on.
Operator-led, engineering-focused
We're a team of operators and engineers with deep understanding of the equipment finance industry. We're capital disciplined and believe that integration beats experimentation.
Why operational AI must be engineered properly
Why discipline matters
In an industry where precision and reliability are paramount, a disciplined approach to AI isn't optional. We prioritize governance, compliance, and risk management in everything we do, ensuring that our solutions are not only effective but also safe and sustainable.
Why integration beats experimentation
Standalone AI tools create more problems than they solve. We believe that the true value of AI is realized when it's deeply integrated into the core workflows of your business. Our focus is on practical, production-ready solutions that deliver measurable results from day one.
Leadership team

Founder & CEO
25+ years in equipment finance. Started in sales, was fortunate to be around amazing operators, and served as CEO from 2013 to 2023. Sat on the board of the ELFA. I built this company because I kept seeing AI demos that collapsed the moment they hit a real credit policy. My job is making sure everything we build actually moves your balance sheet.
Certifications
AI Fluency Framework & Foundations
Anthropic · Nov 2025
AI in Financial Services Professional Certification
Upstart · Nov 2024
CEO, 2013-2023
ELFA Board Member
P&L Operator

Chief Technology Officer
15+ years building production systems. I've seen what happens when AI gets deployed without proper engineering discipline. My focus is making sure our agents are reliable, secure, and actually work at scale. If it can't handle production load and edge cases, it doesn't ship.
Certifications
AWS Certified Solutions Architect
Amazon Web Services
Machine Learning Engineering
Stanford Online
Production Systems Engineer
AI Infrastructure Specialist
Security & Compliance Focus

Director of Implementation
10+ years in operations and process improvement. I've led automation initiatives that actually stuck because they were built with the people doing the work, not imposed on them. My approach is simple: understand the workflow, identify the pain points, deploy solutions that make people's jobs easier, not harder.
Certifications
Lean Six Sigma Black Belt
ASQ Certified
Change Management Professional
Prosci Certified
Operational Excellence Leader
Process Automation Specialist
Culture & Adoption Focus
Advisors

Strategic Advisor
Author of The AI-Driven Leader and founder of AI Leadership. Former Chief Growth Officer at Jindal Steel & Power, contributing to significant market cap growth. Co-founded The ONE Thing training company. Received the Siegfried Award for Entrepreneurial Leadership in 2025.
International Bestselling Author
Former CGO, Jindal Steel & Power
Siegfried Award Winner 2025

Strategic Advisor
Helps enterprise UX and product teams at PayPal embed AI into their products and workflows through research-driven innovation. Expert in redesigning workflows for AI adoption, applying human judgment to automation decisions, and ethical AI implementation.
AI Integration at PayPal
UX Research & AI Ethics
Thought Leader & Speaker
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