Salesforce Enterprise Deployment
Executed full-scale Salesforce deployment, incorporating advanced DNS, domain authentication, and DMARC compliance to ensure robust email security and sender authentication. Built custom relational objects, fields, and page layouts for optimal data structuring. Conducted full-scale data migration with transformation logic, ensuring seamless integration into structured entries. Engineered real-time API integrations between Salesforce and client websites, email systems, and external data sources for automated workflows and deep system interoperability.
CRE Limited Partnership Fund
Structured a Delaware Limited Partnership tailored for commercial real estate investment, ensuring full compliance with Regulation D and Section 3(c)(7) of the Investment Company Act. Delivered an institutional-grade subscription package encompassing LPA, subscription documents, KYC/AML frameworks, cap table structuring, and a customized Form D filing. Advised on sophisticated waterfall structures, performance-based management fees, and cross-border fund compliance.
Multifamily Deal Flow
Developed and delivered enhanced, data-driven multifamily deal sourcing pipeline aligned with family office investment mandate. Leveraged predictive analytics and market intelligence tools to refine acquisition strategies. Designed customized waterfall models and fee structures to optimize investor alignment and financial returns. Consulted on fund structuring, syndication strategies, and capital call mechanisms to streamline investment execution.
CRE Joint Venture
Structured multi-tiered joint venture agreement, integrating tax-efficient entity formations and customized profit-sharing mechanisms tailored to each partner’s tax position. Developed governance model with clearly defined decision-making framework, capital contribution schedules, and dispute resolution clause. Ensured compliance with cross-border investment regulations regarding guarantor requirements.
MGMT Buyout & Integration
Advised on roll-up strategies for VC-backed acquisitions, facilitating the consolidation of multiple tech companies. Engineered stock option restructuring and equity conversion into parent company shares while mitigating dilution. Led enterprise-wide CRM integration and process automation, deployed excel tax modeling for due diligence, and executed company valuation assessments with scenario-based forecasting
Azure/GCloud/Windows Server Deployments & MGMT
Architected enterprise-grade cloud infrastructure, implementing high-availability virtual machines, user management, and granular role-based access controls across Azure and Google Cloud. Deployed serverless compute environments, marketing automation pipelines, and AI-driven data storage solutions for enhanced scalability. Developed automated OCR-based invoicing systems.
Startup Strategy & Deployment
Designed and executed end-to-end GTM and operational overhaul strategies for VC-backed startup acquisitions. Orchestrated multi-platform CRM migrations, Quickbooks bookkeeping solutions, and dynamic workflow outlines/automation. Led company valuations using excel models, created and implemented smart contract-enabled digital agreements, and structured scalable subscription-based revenue model.
Employee ERP Training
Executed customized ERP onboarding programs for financial advisor teams transitioning to highly regulated Fidelity custodial platform. Delivered personalized 1-on-1 executive training sessions and focus group workshops.
REACT/Angular Site Development
Engineered high-performance, scalable web applications using React and Angular frameworks, ensuring progressive enhancement and real-time state management. Optimized serverless deployment via Cloudflare Wrangler CLI, incorporating custom API gateways for seamless third-party integration. Conducted full-stack authentication and DNS security hardening for domain-linked applications.
Cross-Platform Data Migration & Reorganization
Designed and implemented a custom data structuring framework to migrate, cleanse, and normalize multi-source legacy datasets into Salesforce CRM. Built automated ETL pipelines with custom relational object mapping and AI-driven data integrity validation using Salesforce Einstein, ensuring a seamless transition across disparate systems while maintaining full audit trails and compliance logging.
HubSpot Strategy, Deployment & Training
Developed a custom HubSpot CRM architecture tailored for high-velocity sales team, integrating cross-platform data synchronization and automated marketing workflows. Configured custom dashboards with predictive analytics, enabling real-time performance tracking. Deployed domain-level email authentication (DKIM) for enhanced email deliverability. Provided interactive training schedules to maximize CRM adoption.
Tax Credit Underwriting
Executed tax credit structuring for VC-backed tech subsidiaries, optimizing eligibility for Canadian SR&ED credits through subsidiary reorganization. Developed payroll allocation models to maximize R&D tax incentives while ensuring compliance with CRA audit standards and CCPC entity requirements. Structured tax-credit-backed convertible financing mechanisms.
