Global Chief Operating Officer · PE-Backed SaaS & Tech · Global P&L, Growth & Enterprise AI Transformation · $100M+ Global Exits & IPO Readiness · Fintech Founder & Investor · Real Estate Developer.
Institutionalizing growth-stage companies for profitability, IPO readiness and $100M+ exits. Bridging founder-led vision and enterprise-grade maturity — partnering with PE, VC and boards to drive P&L excellence, operational leverage and global scale.
EXECUTIVE STATUS — LIVE
Drove Mortgage Automator to a $110M private-equity partnership with BVP Forge — architecting an enterprise-grade org across 10 departments. 38% growth post-close.
Scaled Progressa 1000%+ through an $84M funding round and pre-IPO readiness. $4M → $66M across orgs — 81% ARR, 117% NRR, 30% expansion, built to compound.
High-performance teams across 20+ functional areas and 5 countries — Canada, US, UK, Australia & NZ. 38% ops efficiency gains, cultures that outlast the founder.
Data science function built from zero. Agent pipelines, MCP servers, executive AI tooling — shipped personally, not purchased. Enterprise AI integration across the org.
Infrastructure scaled to process $66B+ in funded loan volume across 400+ private lenders. SOC 2 Type II, 360° CRM ecosystem, institutional-grade controls.
Three exits — $110M at Mortgage Automator (BVP Forge), $24M at CCi, and DooLeeNoted to a European acquirer — plus an $84M equity & loan funding round and pre-IPO at Progressa.
Full operating mandate across live-service gaming: P&L, org design, a platform migration that structurally improved margins, and an AI-native operations layer — agent pipelines, observability and executive tooling — built in-house.
EBITDA transformationHR tech venture delivering AI-powered people operations infrastructure. End-to-end platform for workforce compliance, onboarding and performance management — built from inception.
Founding & scalingReporting to CEO/Board. Drove growth to a private-equity exit with BVP Forge — architecting an enterprise-grade organization across 10 departments spanning revenue, operations, reporting, people and compliance. SOC 2 Type II, HubSpot migration, +23% YoY sales, CaC down 42%. Category-leading platform: $66B+ funded loans, 400+ lenders.
BVP Forge · Private-equity exitReported to CEO. Scaled revenue 1000%+ through an $84M funding round and pre-IPO readiness at a CB Insights Fintech 250 lender, ranked #11 on Canada's Growth 500. Built and led cross-functional teams across operations, lending, underwriting, collections and contact centre. Promoted in year 3 with an expanded mandate.
Pre-IPO · 1000%+ growthLed 5 global sites, 215+ FTE across sales, operations, customer success, shared services and HR. Promoted in the first year. Automated the business model end-to-end into SaaS, implemented Salesforce (+65% productivity), and stood up new lending revenue streams.
ExitDirector-level mandate supporting 190+ branches. Grew the division 64% and the portfolio by $25M+, lifted sales-per-FTE 66%, and rolled a national sales strategy across the entire branch network.
Division growthLed 350+ FTE globally across 5 sites and contact centres in Canada, the US and the Philippines — sales, service, account management and operations. Consolidated 100% of competitor vendor business into NCO, improving P&L 21% and growing the account $4M+.
Global P&LBuilt a global talent-collaboration platform bridging South Asia, the Middle East and North America — top 64,000 websites worldwide at peak, ranked #3,478 in India — a seven-figure exit to a European acquirer.
EU acquirerFounder of FurtadoFirm, a private real estate development and investment firm with a self-funded private lending arm. GLG Council Member and Guidepoint Advisor. Investor and advisor to six high-growth ventures. Public speaker and executive coach.
Capital & counselBack in 2001, Jeffrey designed and hand-built the entire web platform for National Interlock Systems, a U.S. ignition-interlock provider — and not just the Flash front end. He built the systems behind it: a secure portal where law enforcement, courts and parole officers could log in and pull device and vehicle data straight from the interlock, plus a central database with partner portals for the 80+ service centres across the country that installed and maintained the devices and synced their data up and down to it.
Then he ran it. Promoted to Program Manager, USA, he managed those centres and the national program end-to-end and sat across from government agencies to build partnerships and take market share. Same instinct that ships AI-native operations by hand today: if it can be built, he builds it — then he operates it.
▸ See the original on the Wayback Machine ↗Founders build the thing. I build the company around it.
I run the transition from founder-led momentum to enterprise-grade maturity — installing the systems, org design, controls and P&L discipline that turn early traction into something durable, fundable and ready for a strategic transaction or exit at institutional standard. I've done it as COO, CRO, CMO and CCO, often wearing several of those hats at once.
The structure, SOPs, OKRs and KPIs that let a company scale without breaking. At Mortgage Automator I designed an enterprise-grade organization across ten departments — spanning revenue, operations, reporting, people and compliance — so growth compounded instead of cracking the business.
Pricing, GTM, customer success and expansion engineered to compound — not a sales team hoping to hit a number. I've scaled revenue from $4M to $66M and grown one company 1000%+ through an $84M funding round, building the engine that makes the number repeatable.
Risk and compliance frameworks, a 360° reporting and data-science layer, and the board-ready discipline that private-equity and public-market investors require. This is the maturity founders skip — and the reason a company clears diligence instead of stalling in it.
I build the AI layer myself — agent pipelines, MCP servers, automated executive reporting and decision systems, shipped by hand, not bought as slideware. In the first ninety days I map the P&L, find where value actually leaks, and rebuild the operating cadence around what compounds. Working infrastructure beats decks.
Growth-stage companies — post-product-market-fit, pre-institutional — in fintech, SaaS, gaming and HR tech. Founder-led businesses preparing for a PE partnership, pre-IPO readiness or a strategic exit. Full-P&L mandates where one operator is trusted to own revenue, operations, people and technology end-to-end. That's the room where 25 years of pattern-matching pays off.
Jeff has a rare blend of operational discipline, strategic vision, and genuine leadership — the kind that elevates everyone around him.
Miranda DunsmuirSales Leadership · Mortgage AutomatorHe joined a rapidly expanding startup and skillfully professionalized each department sequentially, sustaining and accelerating our growth curve.
Mark FreedmanPrivate Lender · Wealth Management · FintechAn exceptional leader who leads with clarity, integrity, and a strong strategic mindset.
Sakshi AroraLoan Servicing & Customer Ops · Mortgage AutomatorHe nurtured a culture of collaboration and innovation and led CCi to unprecedented record sales and growth.
Dewey TruongCo-Founder, Ki Movement Studio · CCiHe more than doubled the revenue at CCi within a year — a rare and extraordinary individual.
Luisa NappoSVP Business Development, PDL Capital · CCiJeffrey is a true leader — extremely personable, consistently finding ways to motivate, achieve buy-in and follow through.
Adnan KhanFintech · SaaS · Payments · ProgressaThe most people-oriented, humble and honest leader I have ever had the privilege of working with and learning from.
Sabrina SalmeenProject Management · ProgressaIt is rare that you come across a manager like Jeff. I have yet to work under someone who is more a mentor than a boss.
Faraz RahmanOperations · Technology · ProgressaHis reliability, professionalism and attention to detail made him a natural leader — an asset to any organization.
Richard Antosik, MBA, ACCChief Client Officer & COO, The Talent CompanyFurther recommendations on LinkedIn ↗
CRO-grade GTM: pricing, pipeline and expansion motions engineered to compound. CLTV and NRR optimized, not chased.
Org design, SOPs, OKRs and EBITDA discipline. Cost structures rebuilt around what actually creates value.
Private-equity transactions, acquisitions, due diligence, major financings and pre-IPO readiness. Three exits and one major funding round.
Servant leadership with hard edges. Built and mentored teams across 20+ functions and 5 countries.
SOC 2 Type II, institutional-grade controls, ESG and board relations — enterprise maturity founders skip.
Salesforce, HubSpot, NetSuite, Workday, Power BI and the full stack — implemented and scaled, not just bought.
Working infrastructure, not slideware. Agent pipelines, MCP servers and decision systems shipped personally.
Fintech, SaaS, gaming, HR tech, BPO and real estate — same physics, a trained eye for where leverage hides.
Speaks at NPLA — the National Private Lenders Association — events (Arizona, Las Vegas) and industry stages on institutionalizing growth-stage lenders, AI-native operations, and scaling a company toward a transaction. Keynote clips, panels and executive commentary. Watch on LinkedIn ↗
Council member at GLG (Gerson Lehrman Group) on SaaS and fintech strategy, and an advisor through Guidepoint — plus board and angel roles across six high-growth ventures.
Writes and speaks on institutionalizing growth-stage companies — revenue as a system, organizations that outlast their founders, and what changes when the executive team ships its own AI. Published on LinkedIn and through GLG & Guidepoint.
Follow on LinkedIn →Hiring for a specific mandate? Describe it. The engine will tell you — from the record above — exactly where I fit, and honestly where I don't. Built by Jeffrey; grounded, not guessing.
Scaling a company toward profitability or exit, professionalizing a founder-led org, advising a board, or filling a C-suite seat where a full-P&L operator moves the needle — if that's the conversation, let's have it.
He runs gaming companies — so of course the site has an arcade. Six neon cabinets, real high scores you sign with your initials. Drop a coin.