Tech, Data, AI Leader & Portfolio Product Partner

Portfolio Product Partner working with 100+ operating companies and CEOs • Co-inventor of the first commercial AI platform (AP, Yahoo, NFL) • 30x revenue PLG architect • Trusted industry authority with millions of readers and 150K followers

My Demo Server•My GitHub•My LinkedIn

Recent Consulting Overviews:

Before moving to Banyan, I spent all of 2025 and half of 2026 consulting on AI, tech, product, data, and operations for startups, scale-ups, Fortune 500 companies, and Private Equity firms.

The Challenge: A PE-backed field service software company had spent a decade building a best-in-class workflow documentation tool for the trades industry. The path from workflow company to AI-driven data and insights intelligence platform required more than technology. It required a fundamental rethinking of what the product actually was, and what it could become.

The Framework: Drawing on experience transforming operational data into revenue-generating AI-driven intelligence at scale across automotive services, ag, and generative AI, this engagement defines the strategic, architectural, and organizational model for turning unstructured field asset data into measurable business outcomes powered by machine learning and AI.

Concrete Deliverables:

• Data Governance Framework & Policy
• Data & AI Architecture Blueprint
• Security, Privacy & Compliance Inventory
• 3-Year DataOps & AI Opportunity Roadmap

Broad and Deep Experience

Executive and Senior Leadership Roles:

• Portfolio Product Partner
• Chief Product/Technology Officer
• VP Product/Technology/Data/AI
• Head of Product/Data/AI Strategy & Implementation
• Operating Partner with PE/VC firms

Fractional & Consulting:

• Fractional C-suite leadership
• Product strategy & tactical guidance
• AI automation and digital transformation projects
• Due diligence support for PE/VC investments
• Revenue hypergrowth/scale-up and org turnaround initiatives

Where Product Meets Technology

• AI & Data Transformation: Led the strategic data & AI ops establishment for XOi (KKR portfolio company) including governance, architecture, and enrichment to transform company from workflow documentation tool to AI-powered field service data intelligence platform
• Revenue Growth: Drove 30x ARR growth ($2M→$60M) at Spiffy through product-led-growth (PLG) strategy and platform innovation
• AI Pioneer: Co-invented first commercial generative AI platform (patent US9519635B2) a decade before ChatGPT, enabling over 1 billion automated articles for AP, Yahoo, NFL and others
• Operational Excellence: Delivered 4x faster product delivery for Growers (2-3 months → 2-3 weeks) while managing 25-person product/engineering organization + offshore
• Technical Leadership: Strategist and inventor who still codes, leader and motivator who streamlines workflows
• Private Equity and Venture Capital Experience: Instrumental in PE/VC funding processes and post-funding stakeholder dynamics
• Strategic Exits: Led multiple successful exits, including private equity exit at Automated Insights through Vista Equity Partners, returning high multiple on investment
• Industry Voice: Recognized thought leader and expert columnist with platform reaching 1M+ tech professionals monthly via Inc Magazine, Built In, and Entrepreneurship Handbook

Leadership Experience

Current: Portfolio Product Partner, Banyan Software

Plug & Play product performance

• Partner directly with 40+ operating companies across several portfolios, working with OpCo CEOs and product leaders to assess product maturity and accelerate durable growth
• Build a shared library of product playbooks, frameworks, and tools designed to serve Banyan’s full portfolio of 100+ vertical B2B software businesses
• Shape a newly created role where product evolves across and into AI to drive retention, expansion, and long-term value

Operating Partner, Intrepid Media

AI & automation technologist

• Led strategic technical and operations consulting engagements for enterprise clients, PE/VC firms, and high-growth startups, unlocking $100M+ revenue opportunities via AI, automation, tech transformation, innovation ops, and product development strategy
• Led the strategic transformation of XOi (KKR portfolio company) from workflow documentation tool to field service data intelligence platform, with a focus on turning equipment and service data into measurable revenue outcomes via data products
• Confidential anonymized portfolio samples available on request: Data Strategy for Data-As-Product Development, A Framework of AI Product Strategies for Hypergrowth, A Playbook for Scaling Product Execution, A Methodology for OKR-Driven Roadmaps, Three Case Studies: Proven Execution from Product Idea to Business Outcome

2023-2025: Chief Product Officer, GROWERS

Post-acquisition turnaround specialist

• Rebuilt 25-person product/engineering organization in agriculture vertical
• Architected and delivered a comprehensive product ecosystem of mobile apps, web platforms, and API integrations
• Launched industry-first AI-powered loyalty platform serving 50+ retailers and 5,000+ farmers

2017-2023: Chief Product Officer, Spiffy

Hypergrowth product strategy and execution

• Architected product strategy for 30x revenue transformation ($2M→$60M ARR)
• Created 50+ revenue-generating products averaging 300% annual growth
• Scaled operations in vertical SaaS across consumer (1M+ users), enterprise (1,000+ customers), and technician platforms

2010-2017: Chief Product Officer, Automated Insights

AI innovation and enterprise scaling

• Co-invented and commercialized generative AI technology predating modern LLMs
• Scaled from pre-revenue startup to enterprise platform serving hundreds of clients
• Generated measurable client transformation: AP 10x story production, Yahoo 13M user personalization

References

“One of his greatest strengths is his ability to bridge the gap between highly technical concepts and business execution. He consistently translated complex data and infrastructure challenges into product-ready plans that leadership teams can understand, evaluate, and act upon. Perhaps most importantly, the work has already begun paying dividends.”

— Jeff Prince, CTO, XOi (a KKR portfolio company)

“Joe was an indispensable member of our executive team, bringing a strong, collaborative presence to every discussion and decision. He consistently balanced high expectations, tight timelines, and limited resources with grace and creativity.”

— Steven Valenscin, CEO, GROWERS (an ICL portfolio company)

“Joe’s contributions have been significant and touched every part of our relatively complex internal system that today supports a >$50M ARR business across 30 locations, 300 vans and 600 technicians.”

— Scot Wingo, CEO and Co-Founder, Spiffy (an Edison portfolio company)

Let’s Stay In Touch

I’m not currently taking on new roles or clients, but happy to connect and discuss prior experience.