Stephen D.

Zeblok's Cloud and Edge AI application deployment platform enables AI inferencing anywhere – rapidly provision thousands of Edge servers and deploy AI applications as APIs to all locations with one click. Raised capital, refined messaging, managed all financial and administrative tasks, helped develop marketing/sales collateral, and coordinated team.

• Raised Capital: Led campaign, including messaging, investor materials, market positioning, forecast model, managed meetings, follow-up, coached CEO on presentation delivery, business plan, and valuation.
• Accounting, Finance & Treasury: Developed and implemented finance infrastructure, oversight procedures, technology integration, liquidity management, payroll, budgeting, invoicing, collections, expenses, insurance, benefits, accounting, financial reportin
• Strategy & Marketing: Helped develop plan to scale Edge AI business, marketing/sales collateral; advised CEO on strategy, positioning, and innovation management.

Touchstone Group, LLC is a leading, independent, full-service placement agent that raises institutional and family office capital for private equity, venture capital, growth, and other illiquid alternative investment managers.

• Secured investments for Venture Capital and Private Equity managers from North American and European institutional investors, including pension funds, endowments, outsourced investment managers (OCIOs), asset management consultants, private banks, family offices, funds of PE funds, and wealth advisors.
• Founded funds placement firm, merged with Touchstone
• Packaged and articulated funds’ value propositions – strategy, team, track record, and competitive advantage – to meet institutional investors’ expectations
• Accompanied clients to all investor meetings and managed process from introduction through closing

Published sell side research and advised fund managers on 18 banks throughout Latin America.

• Conceived industry benchmark tool “DLJ Earnings Flash,” a unique and timely quarterly analysis
• Created “impairment ratio” Mexican bank solvency assessment, methodology, and metric following extreme sector dislocation (1994 Peso crash)

ABB is a technology leader in electrification and automation, enabling a more sustainable and resource-efficient future. The company’s solutions connect engineering know-how and software to optimize how things are manufactured, moved, powered and operated. Building on more than 130 years of excellence, ABB’s ~105,000 employees are committed to driving innovations that accelerate industrial transformation.

• Corporate and operating unit finance policy, balance sheet management
• Banking relationships, debentures

Advised on strategic and operational issues. Deloitte drives progress. Our firms around the world help clients become leaders wherever they choose to compete. Deloitte invests in outstanding people of diverse talents and backgrounds and empowers them to achieve more than they could elsewhere. Our work combines advice with action and integrity.

• Strategic: Mutual fund managers, financial software vendors, insurers, utilities
• Operational: Banks, brokerage firms, leasing companies