KoinBX — Chief of Staff
Dec 2025 – Present
Following the acquisition of Assetworks AI, I transitioned into a Chief of Staff role at KoinBX — stepping up to drive cross-functional execution, organisational structure, and strategic operations across the merged entity.
Platform Migration
Orchestrated the 3.0 platform migration end-to-end post-acquisition, ensuring zero user churn and seamless transition of financial assets across the combined platform.
Organisational Systems
Engineered company-wide SOPs and accountability frameworks, introducing structured execution discipline across newly merged teams and aligning cross-functional workflows.
Investor Relations & Fundraising
Managed Investor Data Room and fundraising documentation, providing leadership with high-fidelity metrics and growth projections to support capital raise efforts.
Analytics & Tooling Stack
Collaborated with HR/Ops to implement Keka and analytics stacks (GA4, Sentry, Hotjar) for enhanced organisational visibility, user tracking, and operational efficiency.
Assetworks AI — Product Manager
Jan 2025 – Dec 2025
As the founding Product Manager at Assetworks AI, I owned the 0-to-1 product lifecycle — from concept validation through MVP launch — building an AI-powered financial insights platform for investors and analysts across multiple asset classes.
MVP Launch & Early Adoption
Successfully launched the MVP and acquired 1,500+ early adopters for the AI platform, validating product-market fit through rapid iteration and user feedback loops.
Financial Data Lake Architecture
Architected a financial data lake using Model Context Protocol (MCP) to integrate real-time market data, effectively bypassing LLM knowledge cut-off limits and delivering always-current financial insights.
Visual AI Reports
Spearheaded the shift from text-heavy AI outputs to Visual HTML Reports, improving readability and investment decision speed for analysts and portfolio managers.
AI Cost Optimisation
Optimised AI resource consumption via refined prompt engineering and token management, reducing API costs while maintaining output quality at scale.