Operator and two-time founder
I underwrote ~$6B in fund credit, ran a hospital AI pilot through 2,000 docs and built voice AI that took 2,000 calls.
At Silicon Valley Bank I was promoted in 6 months on a program that usually takes 2 years. Before that I managed a restaurant team of about 20. Now I’m building Dohos, voice AI for restaurant phone orders.
I was promoted in 6 months, then covered 20–40 fund clients at a time.
Associate, Global Fund Banking and Venture Capital. I wrote hundreds of credit memos and presented new facilities to the Chief Credit Officer’s committee.
The work
- Underwrote
- About $6B in credit facilities for PE and VC funds.
- Managed
- Credit on a portfolio of about $2.5B when I left.
- Changed
- Moved covenant compliance from a shared inbox to a SharePoint site that keeps the data next to its source files.
- March 2023
- Kept five key fund clients informed through the bank’s failure and helped credit work resume.
Portfolio at departure
~$2.5B
Average facility
- Clients at a time
- 20 to 40
- Promotion
- 6 months, not 2 years
- Credit memos
- Hundreds
- Approvals
- CCO committee
I ran a hospital pilot that processed 2,000 docs and saved ~300 hrs.
FormIQ, co-founded at Yale. Two months in orthopedics at Yale New Haven Health with 10 to 12 administrative staff. I led product and the technical build, and most of the executive presentation.
A document’s path before the pilot
- 01Fax arrivesA referral, an authorization, a form to sign.
- 02Routed by handStaff work out the patient and the doctor.
- 03Filled from the chartAn administrator types it up from Epic.
- 04SignedSent to the physician through DocuSign.
- 05Faxed backOne to two weeks after it arrived.
- Documents
- About 2,000
- Staff hours saved
- ~300, measured
- Users
- 10 to 12 staff
- Reached
- Final-stage procurement
I started on a restaurant floor with a team of 20.
I managed our family’s restaurant in Baltimore through college: ordering, kitchen, delivery and suppliers. I rebuilt phone-order coverage with VOIP and offshore staff. That phone line is where Dohos started.
- 202018 Pizza Boli’sTeam of about 20
- ~$6B2022 Silicon Valley BankCredit underwritten
- 2,0002024 FormIQDocuments in the pilot
- 2,0002025 DohosReal calls, live testing
I built Dohos to answer that phone. It has taken 2,000 calls.
Voice AI that takes restaurant phone orders, developed through Yale’s Tsai CITY startup program. I own the architecture, the order flow and call review.
The rule it runs on
Caller“Actually, make that two.”
- 01The model proposesIt hears “actually, make that two” and proposes the change.
- 02Code checksApplication code checks the menu, the options and the price.
- 03The caller confirmsAny material change needs a fresh confirmation.
- Real calls
- About 2,000
- Stage
- Live testing
- Voice detection
- Custom, in Rust
- Program
- Yale Tsai CITY
I write down what went wrong.
Two longer notes, both about mistakes: a phone line that took orders the kitchen could not make, and a buyer we tested too late.