Akhil Lodha is the CEO and Founder of StratiFi Technologies, a company that provides an AI-powered platform to streamline investment workflows for wealth managers. With a strong background in quantitative finance, Akhil has over 12 years of experience in managing investment risk, having previously worked at Citigroup and led a $400M asset management firm. His academic credentials include a degree from the Indian Institute of Technology (IIT Bombay) and Carnegie Mellon University (CMU). Akhil’s vision with StratiFi is to unlock financial freedom by helping people secure their future.

Akhil Lodha

Acquisition-driven RIAs rarely struggle with deal flow.

They struggle with integration.

If onboarding a new firm takes days of manual reconciliation, growth eventually stalls.

Creekmur saved 50–200 hours per acquisition transition once risk alignment became systematic instead of manual.

M&A doesn’t break firms. Fragmented infrastructure does.

CEO at StratiFi - AI & Compliance for Wealth Management

M&A is a growth strategy — until onboarding becomes the bottleneck.

Creekmur Wealth Advisors nearly doubled acquisitions and advisors in one year. Their existing risk tools couldn’t keep up.

Before StratiFi:
- Poor interoperability across systems
- Manual portfolio risk reconciliation
- Time-intensive acquisition transitions
- Limited capacity to absorb new firms 
- Hours spent organizing data instead of advising clients

After centralizing risk and compliance with StratiFi, Creekmur now:
✅ Manages 6K accounts and $1B in assets from one dashboard
✅ Supervises 14+ advisors with ongoing risk alignment
✅ Completes client risk assessments in minutes
✅ Saves 50–200 hours per acquisition transition

Risk alignment is no longer a manual event. It’s an embedded workflow.

When acquisition velocity increases, infrastructure has to keep pace.

Read more at the link in the comments 👇

At scale, supervision has to be system-driven, not spreadsheet-driven.

Kingsview hit that inflection point at $8B AUM, 100+ advisors, and 30K+ accounts. With StratiFi Technologies Inc, they moved from manual drift reviews and paper RTQs to real-time oversight and a single dashboard.

Sharing the results below, plus the full case study.

At $8B AUM and 100+ advisors, spreadsheets stop being “good enough.”

Before StratiFi, Kingsview Partners relied on manual drift reviews and paper RTQs to supervise 30K+ accounts.

After implementing StratiFi:
✅ Identify portfolio drift 4x faster
✅ Supervise 100+ advisors from one dashboard
✅ Monitor 30K+ accounts in real time
✅ Eliminate compliance bottlenecks

When growth accelerates, manual oversight breaks.

Full case study at the link in our comments.

The SEC released its 2026 examination priorities on November 17, 2025.

For investment advisers, the focus is unmistakable: fiduciary duty, conflicts of interest, and whether your compliance program actually works.

Not whether it exists. Whether it works.

Here is what examiners will be testing:

→ Whether your investment advice aligns with clients' objectives, risk tolerances, and liquidity needs

→ Whether your firm is identifying and disclosing conflicts of interest that affect the impartiality of your advice

→ Whether trading activity demonstrates best execution

→ Whether your compliance policies are implemented, enforced, and monitored on an ongoing basis

The SEC is also examining how firms use and represent AI capabilities. But the core exam focus has not changed. It is still about fiduciary duty, suitability, and active supervision.

And this is where I see the biggest gap across our industry.

Many compliance teams today are reviewing accounts manually, pulling data from multiple systems, and running periodic reviews that leave gaps between each check. When an examiner asks, "How were you supervising this account between your last two quarterly reviews?", too many firms do not have a good answer.

This is the problem we built StratiFi to solve.

ComplianceIQ continuously monitors every account for Reg BI violations, mutual fund share class issues, cash and position concentration breaches, suitability gaps, and trading activity anomalies. Each flag comes with specific violation details, recommended actions, and the documentation a compliance team needs for regulatory review.

PRISM, our risk analysis engine, scores portfolio risk on a 1-10 scale using institutional-grade methodology, including Value-at-Risk metrics, concentration analysis, and factor exposures. When a portfolio drifts from a client's investment policy or risk tolerance, the system flags it in real time.

The SEC is telling firms that compliance programs need to demonstrate active, ongoing supervision. Not quarterly snapshots. Continuous oversight.

That is what the regulatory environment demands. And that is what we built.

What is the biggest compliance monitoring challenge your firm is facing heading into exam season?

#SECExam #ComplianceMonitoring #RIACompliance #WealthManagement #RegBI #ComplianceTech #RegTech

Wife & Mother of 7 | Venture Capital | Scientist | TOP 30 Patent Drafters | United States Patent Examiner | Violinist | Polyglot | STEM Children's Author | #1 LinkedIn Global Influencer in Innovation/IP Law

Kathryn Vatt is a scientist, former USPTO Examiner, and devoted wife and mother of seven, with over 25 years shaping the future of innovation. Recognized as one of the Top 30 Patent Drafters and Prosecutors and the #1 LinkedIn Global Influencer in Innovation/IP Law, Kathryn has built a career at the intersection of science, law, and business—helping inventors, startups, and global companies turn creativity into competitive advantage.

A graduate of the University of Pennsylvania (B.S. Biology) and Johns Hopkins University (M.S. Biotechnology), Kathryn is currently pursuing her Juris Doctor in Patent Law at the Franklin Pierce School of Law, one of the world’s leading IP programs. Her rare cross-disciplinary background gives her both the scientific insight and the legal strategy to protect ideas at the highest level.

At the USPTO, Kathryn examined thousands of patent applications, conducted exhaustive prior art searches, and made determinations that shaped industries and influenced global innovation. After leaving the Patent Office, she founded Vatt IP Management, where she develops bulletproof IP strategies, drafts airtight applications, and supports litigation teams in defending patents. She also mentors engineering and life science students through Arizona State University’s Edson Entrepreneurship + Innovation Institute and judges international startup competitions, nurturing the next generation of innovators.

Her entrepreneurial vision extends to her ventures:

My Startup Shield™, a founder-focused program that helps startups secure their innovations before they pitch. It protects ideas at the earliest, most vulnerable stage and positions founders to raise capital with confidence

My AI Examiner™, the world’s first proprietary patent search platform that combines examiner-trained AI Patent Examiners with Kathryn’s own human review. Unlike conventional tools, it doesn’t just search faster—it “thinks like an examiner,” offering inventors and startups clarity, precision, and strategy.

MyKidVentors™, a STEM-inspired children’s book series born from her seven children’s real “What if?” questions. Through these imaginative stories, she nurtures curiosity in the next generation, showing that every big invention begins with a single question.

For Kathryn, the same motherly instinct that guides her family fuels her professional mission: to protect, guide, and nurture startups with care, strategy, foresight, and integrity. She believes innovation doesn’t just start in labs or boardrooms—it starts in the curious minds of those brave enough to ask, “What if?”

Kathryn V.

OREOS FOR MOTHER’S DAY

At a small neighborhood shop, a man quietly changes lives.

He gives free food to kids who show him their grades...a reward not just for doing well in school, but for trying, for caring, for showing up.

In this video, one young boy steps up to the counter, offered the chance to choose anything he wants.

Today, he picks milk, bread, eggs...and cookies for Mother’s Day.
And the shop owner...touched by that choice...adds a bouquet of flowers for him to bring home.

Neither of them realizes that what just happened will be remembered for years.
Because kindness like that doesn’t end at the counter...it multiplies.

Every act of generosity plants a seed:
A child whose confidence blooms.
A parent who feels seen and loved.
A community reminded that humanity still shines bright.

So here’s to the everyday heroes: the ones who lift others quietly, who give without expecting anything in return.

You may never see the full impact of your kindness...but someone’s world is brighter because of you. 


------
If you enjoy my posts please follow me:
Kathryn V.
VATT IP Management
My AI Examiner™
My Startup Shield™
https://lnkd.in/gAERstmz
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FIRST TOGETHER


At Founder Chapel, we believe real leaders don’t climb alone.
They rise by lifting others.

In a world obsessed with rankings, valuations, and visibility, it’s easy to believe leadership means standing above everyone else. 

But the founders who build legacies understand something deeper:
Nothing meaningful is built alone.

Behind every breakthrough are unseen sacrifices, honest conversations, shared burdens, and people who stood steady when things felt uncertain.

True leadership isn’t about guarding the top spot.
It’s about making space on it.

Because titles fade.
Headlines move on.
Momentum comes and goes.

But character remains.
Stewardship remains.
The way you build...and who you build with...remains.

That’s why Founder Chapel exists.

Through our Learning Pods, founders gather not just to scale companies, but to sharpen judgment, strengthen conviction, and build with integrity alongside others who believe leadership is a responsibility, not a spotlight.

If you’re building something that matters and you want to build it with depth, wisdom, and community...we invite you to apply here → https://lnkd.in/gM9xz6qk

Founder Chapel: Build well. Lead faithfully. Rise together.
David Y. Jay Jin Katrena Drake

Three founders will leave my Arizona Tech Week event patent-pending.

We’re getting closer…

My Patent Pending Party™ at Arizona Tech Week (April 6–12) is coming up, and the response so far has been incredible. I’ve already had the chance to speak with some truly impressive founders and I’ve even started getting requests to bring the party to other cities 😊 

The event itself is shaping up to be something really special.

We’ll be hosting:
• A founder panel featuring raw, honest conversations about the entrepreneurial journey: the highs, the lows, the mistakes, and what founders would do differently knowing what they know now.

• An “Ask the Examiner” AMA session,  where you'll get to ask questions about patents, intellectual property strategy, and how the system actually works from an investor who spent fifteen years inside the U.S. Patent Office deciding which innovations got approved and which ones didn't. 

• A live patent hackathon, where three pre-selected founders will leave the party officially patent-pending. On me.

We’ll also have investors in the room, and we’ll end the evening with time for networking with founders, investors, and builders from across the ecosystem.

If you want a chance to be one of those three founders, there is still time to apply.

There are three Saturdays left this month, and I’m using those days to hold short 15-minute pitch sessions on Hubble.                                

The pitch session itself is the application process.

You get 15 minutes:
• 5 minutes to pitch what you’re building.
• 10 minutes for me to ask questions the way an investor with an IP strategist lens would.

From those conversations, I’ll select three founders to be invited to my Patent Pending Party™ during Arizona Tech Week.

And don’t worry...you don’t have to live in Arizona to apply.

If you’re selected, we’ll simply Zoom you in.

If you aren’t selected as one of the three, don’t worry.

You’ll either receive feedback on your pitch, or I may connect you with someone from my network of angels and VCs.

And you’re always welcome to come back and pitch again for the next party.

Ideas are everywhere.

Protected ideas are much more valuable.

If you want to pitch yours, you can book a Saturday slot here:
https://lnkd.in/g_jESdm3

Slots are limited.

Event details:
https://lnkd.in/g3dJgkzm


A special and heartfelt thank you to my sponsors, Edson Entrepreneurship + Innovation Institute at Arizona State University and Stearns Bank N.A. This event wouldn’t be possible without your support.

Open article: RSVP to A Patent-Pending Party #AZTechWeek | Partiful by partiful.com

RSVP to A Patent-Pending Party #AZTechWeek | Partiful

I’m honored to be returning for the second year in a row as a judge for Pitch the Pros® on April 10th in Greenville, SC.

As a former United States Patent Examiner I have spent more than 25 years helping founders and inventors protect what they build.

And I have seen how often founders focus on perfecting the pitch, raising capital, and gaining traction...only to think about protection later while losing ownership rights in the process. 

That is why this year, I am proud to personally offer a Protection Prize to the Top 3 presenters through moatly™.

Each of the top founders will receive dedicated intellectual property strategy support to help ensure what they are creating is properly protected. Not just celebrated. Not just visible. Protected.

Pitch the Pros® brings together a select group of founders, investors, and industry experts in an intentional setting. 

Ten founders will pitch live. The top three will also be invited to a private VIP evening featuring a Fireside Chat and networking experience with Daymond John of Shark Tank, along with dinner and live entertainment.

If you are building something meaningful and ready to step forward, I would love to see you there.

You can learn more here:
https://lnkd.in/eZyx78ge
Christopher Guerrera LSSMBB The Modern Inventor

Looking forward to supporting the founders who take the stage and helping them protect what they have worked so hard to create.

More than a thousand years ago, an army approached the gates of a Persian fortress.

Warriors gathered. Fear spread through the walls.

And then something unexpected happened.

A young woman rode out to meet them.

Her name was Gordafarid.

In the great Persian epic Shahnameh, written by poet Abul-Qâsem Ferdowsi, Gordafarid sees her homeland under threat. 

Warriors gather. 
Fear spreads through the fortress.
So she does something no one expected.

She fastens her armor.
Mounts her horse.
And rides into the battlefield herself.

Even her enemies were astonished. They had never seen such bravery from someone so young.

But Gordafarid was not written as a fragile figure or a symbol of tragedy. 

Ferdowsi portrayed her as a strategist as well as a warrior. When she realized she could not defeat her opponent by strength alone, she relied on her wit, delaying the enemy long enough to protect her people.

For many Iranians, Gordafarid has become a symbol of something timeless:
the courage of women.

Today, on International Women’s Day, I find myself thinking about that courage. 

Not just in ancient stories, but in the lives of women all around us.

Women who stand up.
Women who speak out.
Women who lead.
Women who lift others even when the path is difficult.

Because women have always done this.

One woman opens a door.
Another holds it open.
Another widens the path so others can walk through it.

We all rise when we lift each other.

Today I want to honor women everywhere.

And I want to dedicate this day especially to the women of Iran whose courage continues to inspire the world.

Your courage has reminded the world that the strength of women is one of the most powerful forces on earth.

Across centuries, from Gordafarid’s battlefield to the voices we hear today, one truth remains:

The courage of women cannot be extinguished.

Happy International Women's Day to all of the amazing women in the world 💐

DOLPHINS IN THE DESERT 🐬🌵

Today is the day, Arizona!!

I am so excited to be serving as a panelist and workshop speaker for Dolphin Tank with Springboard Enterprises.

For more than two decades, Springboard has been accelerating women-led, high growth companies with an extraordinary track record:

850+ portfolio companies
$36.4B+ in value created
225+ exits
26 IPOs

And today, Dolphin Tank is happening at Grand Canyon University.

This is not your average pitch event.
It is a true launchpad. Women founders receive real time, thoughtful feedback from investors and operators who genuinely care about growth, strategy, and long term success.

I am honored to join an incredible panel and lead a special session during the Founder Workshop from 3-5 PM focused on protecting what you are building before you pitch, scale, or raise.

Joining me on the panel:
• Mitzi Krockover, MD, CEO, Founder, Investor at WomanCentered and Women’s Health Council Member at Springboard Enterprises
• Azin Radsan van Alebeek, Co founder and General Partner at Emmeline Ventures
• Rory Bidinger, Community Development Officer at Stearns Bank N.A.

If you are a founder, investor, operator, or supporter of women entrepreneurs, this is where you should be.

And Arizona…it is not too late.
🔗 Dolphin Tank RSVP: https://lnkd.in/eQDSywgq

🦾 Founder Workshop (3 to 5 PM): https://lnkd.in/ei4XZGSW

Come support the founders who are bravely stepping forward to pitch what they are building.

There is something powerful about watching vision meet opportunity in real time.

Proud to support this right here in Arizona. 🌵🐬

There is something defining about walking into a room and realizing you may be the only woman there and deciding that you belong anyway.

I have felt that in government spaces. In investor meetings. In high level technical discussions. In rooms where expertise is tested before it is trusted.

What I have learned is this. Leadership is not about blending in. It is about standing grounded in who you are, even when the room was not designed with you in mind.

My path began internationally, where at 21 I cofounded a company in Pakistan and learned firsthand that leadership is rarely about position and always about responsibility, requiring conviction, cultural awareness, and resilience. I later served as a United States Patent Examiner, and went on to found and lead my own firm, invest in innovation, mentor founders, and raise seven children. 

Each chapter has shaped how I understand leadership, not as authority, but as stewardship.

As Women’s History Month begins, I am honored to join a panel at The New York Public Library on March 4th for a conversation on growth and leadership alongside remarkable women whose journeys are equally layered and powerful.

We will be speaking candidly about what it truly takes to build influence, the pivots, the pressure, the persistence, and the quiet strength behind the scenes that rarely gets highlighted.

If you are building something, a company, a career, a life, while trying to remain fully yourself, this conversation is for you.

Grateful to James Corry for creating space for this meaningful dialogue and for bringing together such an inspiring group of women. I look forward to sitting alongside Christina Mitine, Laura Kavanagh, Olga Alcaraz, and Rechelle Balanzat for this important conversation.

👉🏼 Join us this Wednesday: https://lnkd.in/gtz_23Eu

Sr. GTM Leader at AWS | Head of GTM at Women in AI | Agentic AI Strategy & Digital Transformation | Industry Speaker

I know what it feels like to be the only woman in the room. If you’ve ever navigated climbing the leadership ladder while authentically showing up, this conversation is for you.

As Women’s History Month begins, I’m honored to be a panelist for “Five Powerful Women: Their Journeys of Growth and Leadership” on March 4th hosted by The New York Public Library.   

I’m joining four resilient women to share our career journeys and dive into the real grit required to build influence in both the corporate and government sectors.

Huge thank you to James Corry for hosting this important conversation! See you soon, Kathryn V., Laura Kavanagh, Olga Alcaraz, Rechelle Balanzat. 

👉🏼 Join us this Wednesday: https://lnkd.in/gtz_23Eu

#WHM2026 #WomensHistoryMonth #LeadingTheChange #IWD2026 #GiveToGain #WomenInTech #NYPL #Leadership

Open article: Five Powerful Women: Their Journeys of Growth and Leadership by nypl.org

Five Powerful Women: Their Journeys of Growth and Leadership

Founders: if you are fundraising, you do not want to miss this event.

And if you can, make sure you are in Bettina’s room.

I am not just saying that because she is one of my dearest friends. Bettina is truly one of the most thoughtful, caring, and brilliant investors I know.

The level of care and intention she brings to every founder conversation is rare. 

She listens deeply, asks the questions that actually matter, and shows up for founders long before there is ever a deal on the table.

That kind of stewardship is something special in venture. 💛

Silicon Valley Angel Investor (Pre-Seed) + LP | AI + FinTech + DeepTech + B2B SaaS + Sports Media + CPG | Ex-GoPro + Semiconductors | Hubble Advisor + Boardy Deal Partner + Incubator Mentor | Skiing + BucketHat Lover

Are you #FundRaising?  Come join me, along with 100+ other VCs, Angels, FO's

I'm hosting a networking room at the VC Virtual Conf on March 31 hosted by Max Pog.    There will be 40+ breakout rooms & 6 hours of VC networking & insights.

If you’re interested in joining the discussion
Register here:   https://vcconf.com?172

See you on the 31st... 
I'll probably be the only one in a #BucketHat

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The Battle

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