02 · FinTech · B2B marketplace
Taxfyle
A tax services marketplace connecting clients with CPAs and Enrolled Agents.
CompletedRead the caseHow I manage products
Three cases, one way of working: align people on what users showed us, rank the bets, measure the result.
01
Stakeholder alignment
I align people on evidence, not opinions.
Roadmap and architecture presented to NYU Entrepreneurship Lab; automations adopted by 4 departments at Taxfyle.
02
Prioritization cadence
Findings become a ranked matrix, then a roadmap.
At Instant Care, interview findings became a prioritization matrix, a 12-month roadmap and a platform live with 30+ active users.
03
Metrics
Every change is tested against a number.
20+ features validated with A/B and usability tests; 45% less manual processing at Taxfyle.
04
Cross-functional work
Specs are written with the people who build.
PRDs and acceptance criteria with engineering and design; I owned QA, bug triage and release validation.
Evidence explorer
Seven product skills, each backed by specific work and linked to the exact step of the case.
Can I find the bet worth making?
Instant Care
B2C → B2Bnow live with 30+ active users
Pivoted from B2C to B2B so each partnership reaches many providers and patients.
Taxfyle
500+TXF users after launch
Positioned TXF as an early mover in automating tax document review for EAs and CPAs.
PunchNFIT
4PLG go-to-market for a 4-product wearable ecosystem
A Product-Led Growth strategy: the game is the low-friction entry point, then the device and ecosystem follow.
Do I learn from users before building?
Instant Care
3validated pains turned into features
50+ discovery interviews surfaced three validated pains, each answered by a product response.
Taxfyle
Error analysis found that early assistant answers had no traceability to a source.
PunchNFIT
Customer understanding: target segments, their needs, and drivers and barriers to adoption.
Do I choose well and ship?
Instant Care
20+features shipped from one prioritized roadmap
Turned interview findings into a prioritization matrix and a 12-month roadmap.
Taxfyle
Authored PRDs and acceptance criteria with engineering and design, then owned QA, bug triage and release validation.
Mosaico Social Lab
11+fintech projects turned into roadmaps and specs
Led fintech client projects, turning requirements into roadmaps, specs and API integration plans.
Do I prove it worked?
Instant Care
20+features validated with users
Every release iterated through A/B tests and usability tests on task time and pain points.
Taxfyle
45%less manual processing
Re-architected processes across Sales, Ops and Accounting.
Can I take a product to market?
Taxfyle
500+TXF users after launch
Launched TXF to EAs and CPAs as supply-side go to market for a two-sided marketplace.
Taxfyle
4departments now using them
Rolled out agentic sales and ops automations across departments.
PunchNFIT
A PLG funnel as the planned go-to-market motion, with partnership and licensing as supporting channels.
Can I ship AI people trust?
Taxfyle
~30 minsaved per person per day
A RAG assistant on n8n and a local LLM, validated against the company database, citing every source.
Taxfyle
30+automations adopted by 4 departments
Built agentic sales and ops automations with Claude Code, Cursor, n8n and HubSpot.
Instant Care
AI features build provider profiles for matchmaking and capture session data to improve patient recovery plans.
Do people follow the plan?
Taxfyle
$350K+saved
Led the vendor overhaul: SLA criteria first, then renegotiated contracts.
PunchNFIT
5areas led, each tied to a deliverable
Project Leader across strategy, GTM, wearable UX, roadmap and lifecycle.
Innovation Lab, University of Piura
50+ventures incubated
Built a university innovation hub from zero with 30+ industry mentors, running 25+ workshops.
NYU Tandon
20+capstone teams coached from discovery to MVP scope
Coach capstone teams on user discovery, PRDs and MVP scope.
The cases
02 · FinTech · B2B marketplace
A tax services marketplace connecting clients with CPAs and Enrolled Agents.
CompletedRead the case01 · HealthTech · 0 to 1
Led the B2C to B2B pivot for in-home health providers, turning 50+ discovery interviews into a prioritization matrix, a 12-month roadmap and a platform now live with 30+ active users.
ActiveRead the case03 · Wearables · GTM
A boxing fitness game and wrist wearable at the center of a biometric ecosystem.
ActiveRead the caseTell me who you are building for. A short call is enough to see where I can help.