Fundingo

FUNDINGO is a loan management solution, created by industry experts and designed specifically for Alternative Lending companies. It streamlines the entire process of originating, underwriting, and servicing Alternative Loans and Merchant Cash Advances. 

Unlike a hodge-podge of outdated and unconnected systems, each handling only a single element in the funding process, the FUNDINGO solution helps firms attract and close more deals, accelerate the underwriting process, generate more pricing options, reduce errors, and ensure greater consistency. These funders also earn a more professional reputation among borrowers, brokers, and syndication partners.

The FUNDINGO solution, developed and created by CloudMyBiz, is built on the salesforce.com platform and can be closely integrated with a company’s CRM, finance, document management and other systems. The solution is supported by experts in MCA funding management and has been successfully implemented in leading firms across the U.S.

Founder & CEO

CloudMyBiz, Inc

Empowering businesses through the Cloud, with an emphasis on using Salesforce, to streamline processes and encourage more collaboration between departments, clients, customers and partners, linking all aspects of the company and reducing technology ownership costs.
 
As a Salesforce.com platform expert, I work with companies to drill down into current business processes and identify localized and company-wide challenges; then guide the Leadership teams to grow and drive operations, resulting in increased sales, productivity, and superior levels of customer service, ensuring companies receive a high return on their Cloud investment with ongoing optimal results.
 
Expertise: 
- Salesforce Development, Integration, Migration, and Workflow Automation 
- Operational Management
- Tactical Management and Leadership
- Business Process Automation
- Software Design

Founder & President

Infinity Capital Funding, Inc

Expert management of all operational phases: projects, relation management/consultations, sales, marketing, underwriting, analysis, HR, networking, Salesforce.com administration, and leadership organization.

Organize and direct internal sales department. Ensure leverage and growth of the company’s major sales accounts providing recruitment, processes support, and direction to new and existing loan brokers. Attend various industry trade shows & conferences nationwide, to network with partners and vendors.

Create and energize operational streamline for company through hands-on expert management of Salesforce.com. Customize and build Salesforce.com data model, business logic, and user interface. 

Orchestrate and custom-design full scale integration of Salesforce.com into application. Assemble, develop, and implement database, customize settings, measure, monitor, and enhance system performance/goals regularly.

General Manager & Salesforce.com Certified Administrator/Developer

Magidoff Sadat & Gilmore LLP

Integral team member of one of the finest CPA consulting firms in southern California. Consistently used consultation talents, expertise, and know-how to manage and develop the cost segregation department of the firm. Networked and developed pivotal commercial real estate relationships. Persistent in leveraging data to present greatest cash flow optimization strategies that coupled with CPA resources/audits.

Sales Consultant

Expert management of all operational phases: projects, relation management/consultations, sales, marketing, underwriting, analysis, HR, networking, Salesforce.com administration, and leadership organization. 

Tactical management and leadership addressing full-scale company operations and administration on a daily basis. Skillful leadership and administration of underwriting department operations and personnel. 

Organize and direct internal sales department. Ensure leverage and growth of the company’s sales accounts providing recruitment, processes support, and direction to new and existing Independent Sales Offices.

Specialties: Salesforce.com Certified Administrator | Management | Operations | Loan Underwriting | Project Management | Sales | Payment Processing | Merchant Services | Strategy | Technology | Software Design |

Henry Abenaim

Leading CRS' marketing strategy, demand generation, and outbound initiatives to drive growth, optimize brand positioning, and support sales efforts across key industries.

CRS is the single platform for all credit, fraud, and compliance needs, helping companies make powerful, accurate data-driven decisions.

Head of Marketing

Fetch Eyewear

Advising on product strategy, marketing, and growth initiatives, including the launch of the FETCH iL collection with its unique interchangeable lens technology.

Handcrafted eyewear and sunglasses at a fair price with a mission for animal welfare. FETCH Frames donates proceeds to pets' medical care, adoption, and other initiatives supporting animal welfare.

Advisor

Simplist

First senior growth hire (Joined at Series A). I led Simplist Technologies' marketing, partnerships and outbound sales efforts for both the B2C marketplace business, Simplist, and then the B2B SaaS business, Sonar. Partner with the two co-founders and fractional CRO on all revenue efforts.

Simplist Technologies is backed by FirstMark capital, Clocktower Technology Ventures, FIAT Ventures, Liberty Mutual Insurance and others.

Simplist (1/2022 -12/2023): 

Simplist is a digital mortgage marketplace committed to modernizing and simplifying the mortgage application. Simplist works with major national firms and established regional lenders to help prospective homeowners find mortgages as unique as they are.

https://www.simplist.com/

Sonar (8/2022 -12/23):

Sonar is a B2B SaaS mortgage offering that was launched as a standalone business after powering the origination of over $1.5 billion dollars in under two years for Simplist Mortgage, the consumer business in the Simplist Technologies, Inc. portfolio. Sonar's goal is to revolutionize the mortgage industry by providing cutting-edge infrastructure to companies of all sizes, from small brokerages to large lenders. Consumers expect fully digital and delightful experiences, and obtaining a mortgage should be no different. That's why we've created the world's first Mortgage Experience Platform that's ready to deploy right out of the box.

https://www.yoursonar.com/

Senior Director, Head of Growth

Block Renovation

First marketing hire (Joined at Series A). Partnered with Cofounders on all revenue marketing activities.

Block Renovation is backed by Softbank Vision Fund 2, NEA, Giant Ventures, Morningside, Lerer Hippeau, Rainfall Ventures, Obvious Ventures, Firstminute Capital, BoxGroup, and others.

Built and led the performance marketing, lifecycle, brand and outbound partnership teams (six team members). The teams are responsible for the full-funnel digital & offline acquisition and re-engagement / lifecycle marketing channels. This includes being responsible for our always-on lead generation campaigns, brand campaigns, content marketing campaigns, partnership campaigns, new product launches and new market launches.

I was also responsible for building financial forecasts based on different budget scenarios and partnering with cofounders on the P&L, optimizing Block’s media mix based on insights from experiments (geo, channel, stage of marketing & sales funnel), partnering with the analytics team to build an attribution model that is aligned with our business model, partnering with our product/engineering teams on landing page optimization/conversion rate optimization, partnering with our creative/brand teams to build new content & creative streams, and scaling the levers that drive meaningful business impact (customer LTV/CAC, increased AOV, project room mix, etc).

Channel responsibilities included: paid social, paid search, display, youtube, CTV/ OTT, OOH, direct mail, webinar/podcasts, seo, email (marketing and transactional), web push/sms, affiliate marketing, public relations, referrals, and partnerships.

Director, Growth & Partner Marketing 

GeistM

Reported to the Chief Operating Officer and led growth marketing acquisition efforts for all Home & Garden, Mobile App and Food & Beverage agency clients totaling $2.5M monthly revenue.

Managed a team of seven and defined key marketing priorities, roadmap for testing, and developed channel strategies to exceed monthly revenue targets and client LTV:CAC expectations.

Partnered with executive team to establish new company revenue streams; implemented affiliate monetization structure to track and account for all non-paid organic conversions from content, resulting in an additional ~$200K quarterly revenue in 2019.

Advised Business Development on new client onboarding, including minimum investment levels, fee structure, attribution tracking and performance KPI expectations to maximize revenue potential for the channel's efforts.

Worked cross functionally with Product and Engineering teams to integrate mobile app tracking features and API access from Paid Social networks within the company's proprietary technology platform.

Relevant Partner Engagements:

1. Leading Direct-To-Consumer US Based Mattress Startup: Drove 120% revenue and 80% conversion volume growth from 1H 2019 to 2H 2019, and expanded marketing efforts to include higher end mattress offering, furniture products and the UK market; leveraged content marketing strategy to drive scale for client’s higher price point products which increased ROAS metrics 70%.

2. Leading US Based Sports Bookmaker and Fantasy Sports Provider: Scaled client media spend investment 200% from 1H 2019 to 2H 2019 by expanding marketing efforts to five new states and promoting new online casino app offering.

Vice President, Growth Marketing

Director, Growth Marketing

Manager, Growth Marketing

Citizens Financial Group, Inc.

Technology, Media & Telecommunications (TMT) Group

Performed extensive due diligence in evaluating leveraged finance investment opportunities in TMT Industry for Middle Market and Mid-Corporate companies, including Left Lead, JLA and participant roles in transactions including LBOs, M&A, dividend recapitalizations, and refinancings.

Analyst, TMT

I am a results-driven B2C & B2B marketing leader with 8 years of experience (direct to consumer, consumer marketplaces, consumer fintech and fintech SaaS). 

I am full stack marketing leader that specializes in growth and product marketing and have also led and built teams for lifecycle and brand marketing functions.  I excel at recruiting and developing talented teams, prioritizing buyer needs, thoroughly measuring and testing campaigns as a hands-on team player, and collaborating on successful new product, company and geo launches with executive leadership. I have a proven track record of building strategies, teams, reporting, and processes from the ground up in close partnership with sales, technology, and product leaders.

My core values include a keen eye to user-centricity, data driven decision making and working alongside leadership teams that value scaling at positive unit economics just as much as hitting growth targets.

Open to new opportunities and can be reached at ronakmpatel8@gmail.com. Not looking for early stage founding marketer or solo Head of Marketing roles.

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The Battle

Henry Abenaim

Ronak Patel

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