Catalyze Growth Partners

Founding Head of Business Development

Pilot

Investor

Upgraded

Advisor

Founding Head of Partnerships and Revenue

I head up revenue for Upgraded, a profitability operations consultancy for Canadian SME tech companies. We help unlock hundreds of thousands of dollars in working capital for each client through four pillars:

1. Government Programs/Financing (the average mid-sized company leaves $86k/employee on the table)
2. AI Solutions/Automations (47% of white collar work is automatable)
3. Tech Savings/Rewards (we can help our average company save 20 to 50% on their tech spend)
4. Financing (~50% of founders regret their VC financing)

We are completely performance based. So:
1. If we don't think we can help unlock more than $100k, we don't take on a client. It's not worth our time.
2. We only make money if you do. 
3. Our interests are closely aligned because of this.

Founding Head of Revenue

Planswell

-Promoted to Sales Manager in May 2022
-Promoted to Interim Head of Sales from July to November 2022
-Met daily in leadership team meetings from July to November 2022
-Scaled team from 11 to 32 AEs in Q3 2022
-Led team to an EBITDA-positive monthly revenue record in September 2022
-Granted 5x my existing stock options for high performance in September 2022
-Oversaw 64% growth in revenues in under 3 months (~ >$500k to ~$800k MRR)
-Guided fully-ramped AEs to 108% attainment

Stepped away from role in November 2022 due to kidney cancer prognosis and treatment.

Sales Manager / Co-Head of Sales

Trained, coached, and managed 4 SDRs while continuing to maintain the same quota as the rest of the AE team.

Achievements:
-Top AE on team in sales for all 5 months of 2022 until next promotion.
-143% to quota in first half of 2022.
-113% to quota of SDRs on my team. 
-3 of 4 of my direct report SDRs promoted to AE.
-Won 4 of 5 monthly sales spiffs.
-Only AE on team to achieve President's Club in 2022 (120% to quota over >6 months).
-Promoted to Sales Manager in May 2022.

Senior Account Executive / Business Development Manager

Achievements:
-#1 on sales leaderboard in 7 of last 8 months as AE (of 15 AEs)
-118% to quota in 2021
-2nd on team (of 15 AEs) in sales for 2021
-Granted 20% more stock options for high performance in 2021
-1st on team with 10% more dials than next closest AE in 2021
-1st on team with 21% more talk time than next closest AE in 2021
-1st on team with 23% more demos booked than next closest AE in 2021
-1st on team with 11% more demos held than next closest AE in 2021

Account Executive

CIBC

Product lead on the Strategy, Projects, and Delivery team in Digital Business Banking at CIBC. 

I have been responsible for strategy and/or project delivery on digital business banking projects related to:
-Platform analytics
-Onboarding improvement
-Client outreach 
-Market research
-Marketing and sales enablement
-Workflow improvement
-Client feedback and net promoter score
-App decommissioning

Some of the accolades we have earned as a team while I have been with the bank include: 
-Bank Innovator of the Year from the Digital Finance Institute's Canadian Fintech and AI Awards 
-Best Bank for Cash Management (North America-wide in 2019) and Best Treasury and Cash Management Bank (Canada-wide, and winner for 6 of the past 7 years, including 2019, 2020, and 2021) from Global Finance Magazine

Senior Product Manager, Digital Business Banking

Citi

Consulted for Citi Ventures with a small team of Rotman MBA students.
Created a prototype of a marketplace enabling organizations to transact anonymized, corporate IoT data from smart cities projects. 
Heavy focus on data risk management, tech strategy and infrastructure, and data compliance. 
Earned top grades on project from panel of Citi Ventures employees and other fintech professionals and executives.

MBA Innovation Consultant

Oracle

Created and validated enterprise blockchain use cases for Oracle in the telecom industry.
Final product was hyperledger blockchain-enabled C2C and B2C marketplace allowing for mobile data trading, exchange, and payments.  

In an innovation case competition judged by a panel of industry experts and senior Oracle management, my team was awarded first place in the telco sector, and second place overall.

We were invited to author a White Paper on our use case for Oracle.

MBA Blockchain Consultant

Allegheny Holdings Ltd, A Real Estate Corporation

Analyzed, reported on, and consulted on entry and exit of real estate markets and properties, including analysis of: tenancy, rental, and leasing statistics; interest and mortgage rates; market pricing trends; and socio-political, zoning, taxation, and regulatory factors in the acquisition and sale of real estate (roughly 70% commercial; 20% land; 10% residential).
Responsible for sales enablement efforts in organization: liaised with brokers to set sale prices; provided value prop and market-related collateral to support property sales.
Led organizational change initiative aimed at reducing errors leading to suboptimal investments, and instituted new investment framework within organization.
Responsible for contracts and relationship management with construction contractors, facilities contractors, real estate brokers, and others.
A family corporation.

 Director, Operations and Research

Western University

Graduate Student Teaching Assistant

Global Affairs Canada | Affaires mondiales Canada

Based in Arequipa, Peru, while working on a business development consulting grant from the Canadian International Development Agency (now Global Affairs Canada), administered through Niagara College.

Directed and consulted on 4 projects: 
-Led change initiative to improve fundraising and related digital capabilities for a welfare provision charity; 
-Developed and project-managed a cultural tourism marketing plan and implementation for a large municipality;
-Created a multimedia educational partnership program for an underprivileged school, procuring donations of seed money, computers, and digital cameras; 
-Developed a home-stay tourism model and marketing plan for a rural community tourism not-for-profit organization.

Economic Development Consultant

Growth 📈 @ category-defining orgs | Working on a top-secret project 🤐 | MBA @ iE | Lean 6σ Green Belt | Cancer Survivor | Girldad | Per aspera ad astra 🌌

I am the Founding Head of Revenue at Upgraded, a tech-enabled working capital advisory for Canadian SME tech companies. We help our clients access hundreds of thousands of dollars in working capital through four pillars: government programs, AI solutions, tech savings, and financing. We are performance-based, meaning we only make money if our clients do.

I have over six years of experience in SaaS revenue generation, with a track record of exceeding quotas, driving growth, and leading high-performing teams. I have an MBA from IE Business School and a Lean Six Sigma Green Belt certification. I am passionate about helping tech entrepreneurs scale their businesses, avoid layoffs, and achieve their goals. I am also a cancer survivor, a girldad, and a lifelong learner.

👹Daniel Schloss

Arora Zbar LLP

I head the firm’s solicitor practice. I arrange and facilitate a wide array of real estate, business, and financial transactions. I advise entrepreneurs and businesses regarding contracts, corporate governance, and risk management.

Founding Partner

Zbar Consulting Corporation

Alongside the practice of law, I operate a business and communications consulting company. Zbar Consulting Corporation offers services to private businesses, non-profit organizations, and political/special issue campaign organizations. 

Zbar Consulting Corporation consults on:

- Business development 
- Communication strategy
- Organizational structure
- Public advocacy
- Policy development

Some of the platforms Zbar Consulting specializes in:

Nation Builder CRM – a powerful tool for political/special interest campaigns, allowing organizations to build and deploy websites integrated with backend database management

Call Hub – a low cost, fully scalable, distributed platform for organizations to engage an entire audience with live calling and text messages

Consultant

Zbar Law Corporation 

I started my own solo practice the day after I got called to the bar. 

As a sole practitioner, I operated Zbar Law through a virtual office with a physical presence on Broadway & Cambie in the heart of Vancouver.

I represented clients in a wide variety of matters including:

- Residential Conveyance / Refinance 
- Incorporation
- Contract Drafting & Negotiation
- Strata / Tenancy Disputes
- Court Order Enforcement
- Civil Litigation
- Wills & Estates

Zbar Law Corporation ceased operation as a law firm when I started Arora Zbar LLP.

Lawyer

DAVISON LAW GROUP

My primary role as an articling student was to assist senior counsel in preparing for and executing complex litigation, including drafting submissions, preparing witnesses, and assembling documents. I leveraged my strong attention to detail and analytical skills to research intricate legal situations and summarize findings to advise clients on the successful resolution of their legal issues. 

I managed numerous Small Claims files, including advocating for clients at settlement conferences, payment hearings, and applications. I also made multiple successful appearances before the British Columbia Provincial Court, Small Claims, Supreme Court, and Civil Resolution Tribunal.

Articling Student

Riley Park Community Association

Having been re-elected four times, my continued involvement with the RPHCA involves management of a multimillion dollar community centre with over 40,000 users. I play an active role on the executive board while living in Kamloops. This position on the executive board requires attention to detail, effective communication skills, and managing competing interests. 

My participation with the RPHCA is part of a lifelong commitment to volunteerism and to improving my community. I strongly adhere to my ethical values, which motivates me to work towards restoring fiscal and administrative transparency to the RPHCA. This effort includes working closely with lawyers in both litigation and mediation settings. 

•	Worked to restore fiscal and administrative transparency
•	Participated in renegotiation of Joint Operating Agreement with City of Vancouver
•	Organized programming and events for users
•	Managed social media and digital communication 
•	Organize, schedule and conduct meetings
•	Record and maintain record of minutes
•	Manage and deliver high quality recreation programs to 40,000 monthly users
•	Support and coordinate with local community and social service organisations

Director

Linwood Homes LTD

My role includes assisting Linwood's In-House counsel with various ongoing litigation. My primary functions are legal research, document preparation, and communication with opposing parties.

This opportunity affords me experience in the following legal fields: contracts, commercial real estate, business associations, creditor remedies, and intellectual property.

Litigation Assistant

Thompson Rivers University Community Legal Clinic

Thompson Rivers University recently opened the Community Legal Clinic (“CLC”), where I earned a position as the CLC’s first full time employee. I was also awarded the Dean’s course prize for excellence in Clinical Practice because of my ability to assist clients in an efficient and time effective manner. 

The CLC is extremely valuable to me as I gain exposure to a breadth of practice areas including contract law, estate law, and consumer protection. The CLC mentorship provides an excellent and challenging learning environment which allows me to practically apply my most valuable academic asset - legal research and writing.

Student Clinician

Thompson Rivers University Debate Society

By the end of the first month of law school, I founded the TRU Debate Society. My motivation to establish the Debate Society came from the immense improvement I saw in my academic, analytical and public speaking skills during my time debating at UBC. 

This role involves organizing debate practices, securing funding to attend tournaments, and promoting competitive debate on TRU campus.

Founder and President

Legal Services Society of BC (Legal Aid BC)

I continue to volunteer weekly with the Legal Services Society of BC providing chat support for the BC Family Law website. This opportunity affords me firsthand experience interacting with clients, discerning their legal issues, and suggesting solutions. 

To provide suitable and helpful information, I draw upon the analytical, communication and research skills gained from my academic and extracurricular activities. Family law provides me intellectual and personal fulfillment through working in the public interest, listening to individual’s issues, and using the skills at my disposal to help them.

Chat Support Agent- Family Law in British Columbia website

University of British Columbia Debate Society

Competitive debate developed my keen ability to form and present arguments in a short period while under pressure. I learned how to argue either side of an issue effectively and with equal force. I achieved noteworthy success at the Public Speech competitions because of my confident, tenacious, and persuasive speaking style. 

Noteworthy achievements and important projects:

•	Elected twice as the Chair of Debates by over 100 Society members
•	Organized and directed eight tournaments of between 50 and 300 individuals 
•	Created a merchandise line
•	Chaired a committee to modernize constitution and by-laws
•	Facilitated show debates
•	Trained others in public speaking

Chair of Debates

Real Estate Lawyer. Tech Enthusiast. Wine Connoisseur. 

My life revolves around developing legal expertise, embracing innovative technology, and maintaining a long-term vision. I have bottles in my cellar that I plan to drink in 30 years - right about when you'll be done paying off that mortgage. Like aging wine, buying real estate requires spotting long term opportunity, and immense patience.

My track record includes closing hundreds of deals - first time home buyers; seasoned real estate investors buying commercial real estate with complex private loans; and all manner of weird and wonderful one off deals. I help you navigate and manage the complexity and risk of your deal, on your terms. Do you have 1000 questions? Or do you want me to just get it done? I tailor my work style for each client, based on what you need.

Your real estate transaction is probably the biggest financial decision of your life. You deserve a lawyer focused on the only thing you care about: getting your purchase, sale, or refinance done.

I love finding innovative solutions without any regard for "how it's always been done", my only focus is how to get it done, for you, right now. I've coordinated 10 party commercial closings in a WhatsApp group chat and signed documents on the hood of a pickup truck at my client's job site. I once attended a client's wedding in Cancun, the week before their closing. They were busy with the wedding so I brought the documents to Mexico and got it done poolside.

You deserve a lawyer with a team of dedicated professionals, and a network of the best people in the business. I voraciously network with experts in their field to learn from the best. You benefit from my thirst for knowledge and my love for spotting opportunity. If I know someone who can help you, I'll connect you, and expect nothing in return.

I'm committed to transparency and value for your money. I conduct 95% of my work for a flat fee, agreed upfront. For maximum pricing transparency, I built www.pricemyconveyance.com, a dynamic pricing app for common transactions. For more complex needs, we'll agree on fees for each stage of the process, avoiding hourly billing wherever possible.

Additional to real estate transactions, I maintain the corporate minute books for ~200 BC companies -  primarily real estate holding companies. I am the managing partner of Arora Zbar LLP, where our team of 3 lawyers offer corporate and commercial litigation services. 

If you've read this far, let's chat, DM me here or on Whatsapp https://azllp.io/EZ_DM, or visit our website https://azllp.io/contact.

taplio

The Battle

👹Daniel Schloss

Eli Zbar

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?