References
Enclosed below are samples of work completed with prior organizations over the past
decade. These are just a sampling of the impact created within each of these organizations.
Should you desire to see more samples of work, please click here to request more information
D-Tools Payments Strategy
“Jeff was absolutely pivotal in our journey to implement a cutting-edge payments and embedded finance strategy. He spearheaded an extensive evaluation process of more than thirty vendors, ultimately securing unmatched unit economics and favorable commercial terms from two premier payment providers. His expertise and leadership were key to our success. I highly recommend his services to any SaaS company aiming to integrate or enhance payments within their platform.”
— Randy Sterns | CEO | D-Tools
Canopy Payments Strategy
"Jeff was absolutely instrumental in helping us navigate our new payments and embedded finance strategy. He led the charge on an evaluation of over thirty vendors and secured unparalleled unit economics and commercial terms from two leading payment providers. I highly recommend his services to any SaaS company looking to build or offer payments within their platform."
-- Larry Furr | Chief Product Officer | Canopy
Entrepreneur Magazine
Published Article
Published an article regarding why expense reports were dead in the SMB market and how to automate these functions via spend and expense management platforms.
ClearSpend Pitch Deck
Created entire pitch presentation for ClearSpend, an expense and spend management platform. Sent and reviewed by hundreds of venture capital and private equity organizations. Received multiple offers from both venture and private equity organizations.
10 Minute Lawyer Podcast
Did multiple podcast as Rocket Matter's CRO including the following topics:
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Why People Are Moving Away from ProLaw
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Rocket Matter Acquisition
Played an instrumental part in the acquisition of Rocket Matter by Greater Sum Ventures in May 2020. Was almost immediately promoted to be the GM of Payments for the new parent organization, ProfitSolv
LexCharge Acquisition
Was instrumental in the acquisition strategy of LexCharge by Rocket Matter. This strategic and key acquisition helped to accelerate the desire by private equity groups, like GSV, to acquire Rocket Matter and LexCharge as a combined unit.
ETA Transact Interview
Interviewed with Marla Ellerman of Mobile Marketing & Technology at Transact about our new product release, TouchSuite Firefly Retail.
Pensmore Acquisition
Created the first competitive payments integration into QuickBooks Desktop, QuickBooks Online, and QuickBooks Point of Sale. Became one of Mercury Payment Systems' largest channel partners and sold the business to American Bancard (dba TouchSuite) in 2015.