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

40seas

Co-Founder and Chief Risk Officer

Tenzor Ltd.

Tenzor Ltd provides consultancy and interim management for corporate restructurings, financial and risk management, working capital, and supply chain strategy.

We work with mid-market and large companies, investors (including private equity), and financial institutions on  either interim or consulting basis.
The company is headquartered in Toronto, Canada and serve clients worldwide

President

Managing Director

Indigoblue Group of Companies

Providing strategic advice to the directors of IndigoBlue Mortgage Investment Corporation (https://www.ibmic.ca/) as part of the Advisory Board.

Advisory Board Member

TenzorAI

Our mission is to help suppliers, buyers and financiers extract maximum value from the vast and largely untapped supply chain data, including ERP, CRM, procurement integration, credit files, e-mails etc. We build highly customized intelligent engines designed to assist in informed decision making on credit, risk, and pricing in near real-time and return the highest possible value over both the short and long term.

President and CEO

SCF Capital

Managing Partner - Structured Finance

Key responsibility for deal structuring and development of financial products. Also responsible for a number of client/partner relationships and private equity strategy. The company was formed by a group of partners including John Sculley, former CEO of Apple. 

It specialised in financing of multiple layers of supply chain utilising cutting edge IT platforms and financial structures, and M&A activities utilizing supply chain.

Executive Director - Structured Finance

London Business School

The Sloan Fellowship is the premier master’s degree (10 month full time) for experienced senior managers. The program is offered in London Business School, MIT and Stanford business school. Graduated with Distinction (top 5)

Sloan Fellow

Eurohypo AG

Responsible for structuring/ origination of public finance transactions, combining global product responsibilities (leases, receivables, ECAs, various structured deals and PPP) and regional origination (Eastern Europe).

Director, Public Finance

Dell

Responsible for developing financing and risk solutions

Head of Financing and Risk, Regional Businesses and UK

Responsible for relationships and contractual negotiations with providers of financial and consulting services across EMEA.

Senior Procurement Manager  Financial Services and Consulting

Developed structured solutions to finance Dell’s sales thought Europe. Focus on securitization, various credit enhancements (including credit insurance), factoring, etc.

Head of Structured Finance Solutions - EMEA

Manage all credit and trade finance for Distributor business in EMEA

Credit and Trade Finance Manager -EMEA Distribution

Daiwa Capital Markets Europe Ltd

Mandate to develop client base, originate, structure, and execute deals across FSU, Eastern and Southern Europe and in a number of industry sectors.
•	Managed broad range of transactions, from marketing, to modelling, financial analysis, structuring and syndication.  Included: structured products – repos, synthetic convertibles, swaps etc, structured trade finance; M&A; LBO’s
•	Key role in credit analysis of transactions and in presenting and promoting investment opportunities and on-going business plans to syndicate members.

Associate Director- Principal Emerging Markets

Citibank

Produced fixed income, FX and sovereign research, developing market strategy and portfolio allocations for US and pan-European client base, dealing directly with investors and supporting internal trading desks.

Resident Vice President- Market Strategist

	Established the department to produce fixed income, FX, equities, macroeconomics research. 
	Developed and published a number of regular publications (including the Investment Strategy and Weekly Equities Review) as well as specific reports. Other internal projects for banks senior management included Emerging Market Strategy, target market studies, credit and strategic risk assessment. 
	Played a key role (for parts related to business in Russia) within the strategic planning task force, chaired by the Deputy Chairman of Citicorp.
	Provided all necessary support for local treasury, as well as other departments. Have being actively involved with investors, issuers, ECA (OPIC and US EXIM) and major international corporate clients.

Head of Research/Russia and CIS

Project Finance - Management Associate - Russia

Structuring, origination, and research experience across a wide range of financial institutions, combined with hands-on management experience within major corporate and significant consulting/interim management experience. Excellent management, analytical, and communication skills. Worked on multiple projects in both emerging and developed markets across the globe.  Strong focus on corporate restructuring and working capital management/financing. CFA charterholder, Sloan Fellow (with Distinction) from London Business School, and GPLLM (Global Professional Master of Laws) from the University of Toronto.

Specialties: All forms of working capital (receivables, payables, inventories) management, and financing. Corporate restructuring and turnaround. Operational Due Diligence. Developed and emerging markets.

taplio

The Battle

👹Daniel Schloss

Igor Zaks, CFA

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?