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Case Studies

Operating proof across data-heavy SaaS businesses.

Selected examples of founder/operator, product, technology, data, and AI work across wealth-tech, financial data, cybersecurity SaaS, and enterprise software. These are written as public summaries and avoid confidential customer details.

Representative Work

From messy data and early workflows to products customers trust.

The pattern across the work is consistent: understand the market problem, make the data usable, build the product workflow, scale the team and platform, and keep the operating model connected to revenue, reliability, adoption, and customer trust.

01

Bootstrapping advisor intelligence into a wealth-tech SaaS platform

AdvizorPro and PlanPro grew from fragmented data workflows into a broader platform for advisor intelligence, prospecting, movement tracking, and market visibility.

Challenge

The market needed trusted advisor and firm intelligence, but the source data was fragmented, stale in places, inconsistent across systems, and difficult for customers to turn into action.

Actions

  • Co-founded and bootstrapped the business with customer revenue and disciplined product prioritization.
  • Connected product strategy, data operations, AI experimentation, engineering execution, and customer feedback into one operating cadence.
  • Built around workflow trust: entity quality, useful filters, market context, platform reliability, and customer-facing data corrections.

Outcomes

  • $0 outside funding while building a durable SaaS platform.
  • Consistent annual growth around 50%.
  • 99.996% platform uptime on AWS.
  • Public coverage and industry citations around advisor movement, RIA growth, ETFs, AI, and advisor intelligence.
Related context
02

Scaling a financial data platform through enterprise growth

At eVestment, Hesom joined early and helped the company scale into a major financial data platform before its acquisition by Nasdaq.

Challenge

The business needed to scale data products, enterprise workflows, engineering teams, reliability, and product delivery while serving demanding institutional customers.

Actions

  • Led senior technology work across financial data platforms and business-critical enterprise software.
  • Directed teams responsible for flagship product work, migration efforts, and complex platform delivery.
  • Operated through acquisitions, team growth, product scale, and increasing customer expectations.

Outcomes

  • Joined as the 17th employee and helped guide the company as it grew to 400+ employees.
  • Worked through revenue growth from $10M to $100M.
  • Contributed through six acquisitions and eventual acquisition by Nasdaq.
  • Directed teams tied to a flagship product generating $70M in revenue.
Related context
03

Turning fintech product execution into measurable user growth

At Wela, the business shifted from a consumer-oriented fintech model to a B2B SaaS platform for financial advisors.

Challenge

The company needed to move quickly from product ambiguity into a platform advisors could use, while controlling infrastructure cost and team investment.

Actions

  • Led technology, product, and operations as CTO and executive team member.
  • Built Benjamin, a SaaS-based platform for financial advisors, within six months.
  • Established the first product team and tightened cloud and delivery practices.

Outcomes

  • Scaled platform user base by 550%.
  • Reduced monthly AWS costs by 33%.
  • Reduced development budget by 50% while improving delivery capacity.
  • Supported a strategic shift from B2C to B2B SaaS.
Related context
04

Product and technology execution during SaaS growth pressure

At Apptega and SecurEnds, Hesom operated inside cybersecurity SaaS environments where product clarity, delivery cadence, architecture, and growth readiness mattered.

Challenge

The companies needed product and technology leadership that could support customer growth, executive reporting, architecture decisions, and stronger delivery practices.

Actions

  • Led product, development, implementation, QA, and technology teams across onshore and offshore environments.
  • Improved roadmap planning, Agile delivery, automation evaluation, infrastructure practices, and team development.
  • Prepared architecture, delivery process, and team structure for larger user and customer growth.

Outcomes

  • Helped grow Apptega revenue from $700K to $2.7M without additional technology investment during COVID-19.
  • Contributed to more than $1.5M in new sales and renewals.
  • Prepared SecurEnds product engineering for 10 to 20x user and customer growth after a $21M Series A.
Related context

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