Advisor · Financial services and technology
Strategy, diligence, and investing across financial services.
13 years of consulting and solution strategy at FIS Capital Markets. Now advising fintech companies, investors, and private equity firms, and investing early in regtech, climate risk, and AI services.
Heavy lines are fields. Light lines are ways of working. Each dot is a piece of work, placed where the lines it drew on cross. A ring marks my own investment. A hollow circle is a note at an open crossing.
Ways of working
Work
- Work or project
- Includes my investment
Work
- Compliance obligation mappingInvestor and advisor
- Regtech channel strategyInvestor and advisor
- AI project sourcing for lending and creditAdvisory · 2026
- Regtech platform diligencePrivate equity diligence
- Venture investing: climate and AI servicesEarly-stage investing
- Neuro-symbolic AI for creditResearch · 2026
- Supply chain finance acquisitionFIS · Demica
- Partner program playbookFIS
Notes
- What breaks when the AI project list goes from 5 to 3010 Oct 2026 · Cambridge CCAF (2026), Gartner (2025), MIT NANDA (2025), and nCino and Wolf & Company surveys (2026). The failure modes and the response are my view, from work with lenders and credit firms. I am a partner of Strategy of Things, whose reference model this note draws on.
- A problem pattern in credit and compliance, and an approach built for it24 Sep 2026 · Public vendor, regulatory, and standards material. The pattern and my reading of the approach are my view. I invest in an early-stage regtech company in this field.
- Where compliance spend pays off at small banks24 Sep 2026 · CSBS, FDIC, and NCUA data; FinCEN and EU rule dates. The argument is my view. I invest in a company that works in this layer.
Now
September 2026
Updated 23 September 2026
- Advising fintech and regtech companies on segment, channel, and AI strategy.
- AI project sourcing for lenders and private credit firms, with a small firm that runs it as a service.
- Diligence support for private equity.
- Early-stage investing in regtech, climate risk, and AI services.
- Writing notes on how insight moves between fields.