Companies usually hire me as an AI Consultant, AI Strategy & Innovation Partner for advisory and consultations for Business Process Automation. As a Chief Product Owner, I help turn ideas into products, hire the right people, and build delivery teams. Or as a Fractional CTO, I define architecture, select technologies, and lead engineering execution. Typical projects include AI agents, multi-agent orchestration systems, SaaS platforms, conversational AI with memory, AI companions, digital clones, sales agents, marketplaces, and AI-native web and mobile applications. Core Expertise • AI Agents & Workflow Automation (agentic systems, copilots, business automation) • Business Process Automation (ERP, CRM, HubSpot, Microsoft 365, OpenAI) • Conversational AI (voice, memory, digital personas) • AI Products (strategy, architecture, execution) • SaaS Platforms (operations, workflows, internal tools) • Marketplaces (creator economies, monetization systems) • AI Infrastructure (real-time systems, orchestration layers) • Web3 Systems (payments, tokens, utility design) Recent Products AI Digital Clone Platform - Callable A platform for creating AI-powered digital replicas of experts, founders, educators, influencers, and professionals. The system enables users to interact with AI clones through text and voice while preserving knowledge, communication style, and personality traits. Real-Time Robotics Brain Infrastructure - IronHeart.AI Conversational infrastructure for humanoid robots, kiosks, physical AI systems, and embedded devices operating in real-world environments. Low-latency conversation, interruption handling, contextual memory, multilingual communication, and edge deployment. AI Agent Marketplace for Wellness Industry [NDA] The platform combines conversational AI, voice interaction, appointment workflows, knowledge management, and subscription-based monetization. Agent-Based Data Intelligence Platform (NDA) Enterprise AI intelligence platform that allows organizations to interact with structured and unstructured data through AI agents. The system combines agent orchestration, MCP integrations, retrieval pipelines, workflow automation, and decision-support interfaces. AI Companion Platform - Amora Real-time AI companion ecosystem featuring voice conversations, persistent memory, emotional engagement systems, creator monetization, and AI-generated personalities. The platform enables creators to launch AI personalities for ongoing relationships with AI companions. AI Call Center Infrastructure & Sales Voice Agents [NDA] Conversational AI infrastructure for automated customer interactions, sales operations, inbound support, and call center automation. The system includes transcription, routing, analytics, conversation optimization, and multilingual voice interactions. AI-Powered Design Workspace & Proposal Automation B2B platform (VC Gallery) The platform combines project management, proposal generation, pricing automation, catalog management, financial tracking, and AI-assisted workflows into a unified workspace for managing complex design projects. Web3 AI Marketplace & Consumer Engagement Ecosystem - MAX44 AI & Beenachi Marketplace Web3-powered consumer platform combining AI agents, behavioral engagement systems, tokenized rewards, location-based interactions, and marketplace mechanics. The platform explores new models for user acquisition, consumer incentives, and AI-driven engagement. IoT Visualization & Industrial SCADA Platform – HyperVision The system provides operators, engineers, and plant managers with a centralized interface for monitoring production lines, industrial equipment, sensors, and operational processes across manufacturing facilities.

Are you looking for a hands-on technical partner to bring your MVP or product vision to life? I am a full-stack product builder who has led software and hardware projects from inception to launch across various industries, including FinTech, Healthcare, SaaS, eCommerce, Media, and Gaming. I’ve launched startups, scaled platforms, reverse-engineered undocumented systems, and stitched together backends that connect to a dozen APIs. Whether you're validating an MVP or need someone to own product and technical execution end-to-end, I can help. 🔧 What I Do • Architect and build full-stack products (Node.js, Java, React, Vue, etc.) • Lead MVP development from scratch • Design scalable backend systems and data workflows • Integrate 3rd-party APIs (Stripe, Plaid, Sila, Twilio, Flutterwave, etc.) • Deploy and manage infrastructure (AWS, Docker, monitoring) • Translate product vision into specs and lead delivery 💡 What I Bring ✅ 10+ years of experience building production software ✅ Deep focus on speed, clarity, and independence ✅ Track record across consumer apps, internal tools, and backend systems ✅ Comfortable solo or leading a team — across product, dev, and ops 🛠️ Tech Stack • JavaScript, Node.js, Python, Java • React, Vue.js, Angular • PostgreSQL, MongoDB, MySQL • REST APIs, GraphQL, WebSockets • AWS, Docker, Git, CI/CD • ETL pipelines, third-party integrations 💬 Testimonials • “After mis-hiring twice, I struck gold with Adam… He worked independently, made strategic decisions, and delivered clean, well-documented code.” • “He took over a failed 6-month project and delivered it to production — his development, product, and PM skills exceeded expectations.” • “Incredibly good problem solver. Goes above and beyond to deliver. Outstandingly hard working.” • “Understands the challenge of taking a product from idea to execution. A true asset.” If you're building something ambitious and need someone who can move fast and get it right, let’s talk.

Many business owners and founders are excellent at what they do but too often are drowning in everything else. Operations that made sense at $1M start breaking at $3M. A team that worked great with 5 people struggles at 15. And when it's time to grow, raise money, or sell those cracks become very expensive. I help owners fix that before it costs them. I bring an unusual combination to the table: I've run businesses from the inside as an owner and executive, including serving as VP and General Manager with full P&L responsibility and 9 direct reports in a middle market, family owned company. I currently work as an M&A advisor on transactions up to $25M. That means I see your business the way a buyer, investor, or growth partner would, not just the way an operator does. That perspective changes everything about where we focus and what we prioritize. What I do: Identify what's actually breaking — not just the symptoms, but the structural issues underneath them Build clean, scalable systems your team can follow without you babysitting every process Improve margins through smarter cost control, workflow redesign, and accountability structures Prepare businesses for growth events: a capital raise, a partnership, an acquisition, or a sale Step in as a Fractional COO when you need an experienced operator in your corner without the full-time overhead Coach individuals and leadership teams on performance, communication, and career trajectory Who I work best with: Owners of small and lower middle market businesses — typically $1M to $25M — who are stretched thin, hitting a growth ceiling, or getting ready for a major transition. If you're preparing to sell, bring on a partner, or simply build something that doesn't fall apart when you step away, that's exactly where I operate. You will find me direct, calm, and results focused. I don't disappear after the kickoff call but I stay involved until the work is actually done. If any of that sounds like what you need, let's talk.

Scaling Companies with Clarity Most founders, owners and CEOs hit a wall where growth stalls, meetings go in circles, and the leadership team feels busy but unaligned. The business becomes dependent on the founder — and freedom feels further away.

 That’s where I step in.

 I’m a Fractional COO and EOS® Integrator who helps founders and leadership teams scale with clarity, accountability, and confidence. I don’t just advise — I roll up my sleeves and help you implement EOS® so the business runs on systems, not chaos.

 💡 What this means for you:
 - Leadership team alignment — everyone rowing in the same direction.
 - Accountability — Rocks, Scorecards, and clear ownership.
 - Execution — Meetings that solve issues instead of wasting time.
 - Freedom — A business that grows without being founder-dependent.

 Ways to Work Together:
 - EOS® Diagnostic Workshop
 - Quarterly EOS® Facilitation - Leadership Accountability Coaching - Fractional COO / EOS® Integrator Retainer - Hourly/Ad-hoc 
I work best with founders and leadership teams who want to scale with less chaos and more clarity. If you’re ready to turn vision into execution, let’s connect.


Want to turn your startup dream into a multi-million-dollar reality? That's the kind of impact I deliver. With a track record of crafting over 150 winning business plans, financial forecasts, pitch presentations, and business strategies, and business optimization, I've directly facilitated millions in VC capital and powered many successful VC investments. I don't just write plans; I engineer funding. Here's how I can help you achieve similar results: For over 25 years, I've been the architect behind successful startups and established businesses, specializing in: Strategic Planning: Crafting comprehensive business plans, startup plans, feasibility studies, business strategies, business optimization, and investor pitch decks. Financial Mastery: Developing precise financial projections, pricing models, and strategies for sustainable growth. Market Penetration: Designing effective marketing and sales strategies and crafting compelling product/service specifications. Fundraising Expertise: Building VC-ready pitch decks and coaching founders through the capital-raising process. Operational Excellence: Enhancing and automating corporate business processes and providing crucial IT-related legal documents. Talent Acquisition: Writing effective job descriptions and assisting with candidate interviews. My Expertise Spans Diverse Industries: With an MBA and deep knowledge in Startups, SaaS, FinTech, Insurtech, Blockchain, Artificial Intelligence, Retail, and Real Estate Investment, I understand the nuances of your industry. Proven Success Stories: Transformed a struggling fast-food chain, boosting income by 125% and eliminating losses. Revitalized an IT services business in Atlanta, turning monthly losses into consistent profits. Founded and scaled Digital Analytica Inc., a global IT services company. As Founder and CEO of a Silicon Valley software company, secured major deals with Fortune 500 giants. Why Choose Me? *Silicon Valley startup veteran with a proven track record. *Trusted advisor to established corporations, including The Phillips Group. *Expert in creating high-impact analysis reports for Fortune 500 companies. *Recognized thought leader, serving as a judge for the InsureTech Innovation Rewards and a speaker at global events like Seamless. *MBA graduate with a focus on global business strategies. I will work with you "hand in hand" to develop your business strategies and write plans that provide positive results. My Core Services: *Service and product market assessment *Service and product pricing plan *Business Feasibility study *Business Plan *Marketing Strategy *Sales strategy *Business expansion strategy. *Financial forecasting *VC “Venture Capital” Pitch deck (based on a well-developed plan) *Branding ideas (Plus digital art / logo) *Value proposition *Vision & mission statements *Enhance your corporate business processes *Automate your corporate business processes *Provide IT related NDA and Non-Compete contracts (Plus more). *Write Job descriptions and help interview candidates *Feasibility study *Coach founders and management teams *Raising capital Let's collaborate to transform your vision into a funded, thriving business.

If your pipeline is inconsistent, your outreach isn't converting, or your sales team isn't hitting targets, I can help. I'm a B2B Sales Manager with 18+ years of experience helping SaaS companies, agencies, and B2B service businesses generate qualified leads, build predictable sales pipelines, optimize CRMs, and improve sales performance. With 55+ successful Upwork projects, $40K+ earned, and 3,600+ hours worked, I've helped clients strengthen their sales processes, coach SDR teams, improve conversion rates, and build scalable revenue systems. Results Delivered: ✔ Trained and coached 100+ SDRs and sales professionals ✔ Generated 100+ qualified meetings in 30 days for a B2B SaaS company ✔ Managed sales teams of up to 50 representatives and middle managers ✔ Supported sales cycles ranging from $10K to $200K+ ✔ Reduced CRM administration by 40% through automation and workflow redesign What I Can Help You With: • B2B Sales Management • Business Development • Lead Generation & Appointment Setting • SDR Team Leadership & Coaching • CRM Setup & Optimization (HubSpot, Salesforce, Pipedrive, Zoho & GoHighLevel) • Sales Process Design & Optimization • Pipeline Development & Forecasting • ICP Development & Outbound Prospecting • Cold Email & LinkedIn Outreach • Sales Automation (Apollo, Sales Navigator, n8n & AI Workflows) Industries: • SaaS • B2B Services • Technology • Agencies • Telecom • Education • Cybersecurity • Professional Services Whether you need someone to build a sales process from scratch, manage your sales team, optimize your CRM, or generate qualified opportunities, I bring the leadership and hands-on execution needed to help your business grow. Let's discuss your target market, sales process, and revenue goals—and build a sales engine that delivers consistent results.

Versatile and results-oriented accounting and finance executive offering comprehensive expertise as a Experienced Bookkeeper, Accountant, Fractional Controller/CFO, Financial Analyst, and Financial Modeler. Core Competencies: Bookkeeping, Accounting, Financial Planning & Analysis (FP&A) | Financial Modeling (3-statement, DCF, M&A) | Cash Flow Management & Forecasting | Financial Reporting & Compliance | Data-Driven Decision Support | Operational Efficiency & Cost Control. I am an accounting and finance professional with master's degree and certified accounting professional (equivalent to CPA, USA / CIMA, UK with national merit-AICWA). I am into in remote consulting since 2015 mainly focusing US/AU/UK/EU/CA markets. In digital space (since 2015), I have successfully completed several bookkeeping, accounting, finance and fractional professional service on a remote basis. Industry experience: Bookkeeping, Accounting, Financial Analysis, Valuation, DD, Fractional Controller/CFO.

Top Rated Virtual Assistant / OBM, Social Media & Marketing, Web & Brand, Bookkeeping Company We’re a US-based business support services company providing flexible, by-the-hour support across: - Virtual assistant and OBM services - Social media marketing & advertising (SMM) - Content creation - Web design, branding & creative services - Bookkeeping & back-office support - Fractional C-Suite leadership (CEO, CFO, CMO, COO) We specialize in supporting SMBs from $100k in annual revenue through 8-figure companies, helping founders and executives grow without the overhead of full-time hires. Our expertise - Virtual Assistant & OBM support: Admin, operations, scheduling, project management, team coordination, system implementation - Social Media Marketing & Advertising: Instagram, Facebook, Threads, LinkedIn, X, Pinterest, content creation, paid campaigns, reels, stories, highlights, influencer collaborations, AI-powered marketing strategies - Branding & Content Creation: Logo design, brand identity, guidelines, press/media kits, packaging, pitch decks, reports, white papers, and marketing collateral - Web Development & Digital: WordPress, Webflow, Squarespace, Wix, HubSpot, Shopify, CRM/CMS builds, landing pages, SEO, analytics, custom websites - Graphic & Print Design: Adobe Creative Cloud (Photoshop, Illustrator, InDesign, XD), Canva, digital and print-ready layouts - Email & Marketing Automation: Campaign strategy, design, copywriting, and automation in Constant Contact, Mailchimp, and more - Bookkeeping: Full-service bookkeeping, reconciliations, reporting, payroll support, financial tracking - Fractional C-Suite: Strategic leadership across CEO, CFO, CMO, COO roles Industries & clients We’ve served 600+ clients in the last 2 years with a 90%+ all-time retention rate. Trusted by names like the Almost 30 Podcast, Timbaland, RHW cast members, 305 Fitness, IMG NYC Real Estate, Anthropologie, East and Lane Photography, Girl Gone Bronde, Burncycle, and many more. Our team spans 43 states and brings experience in nearly every industry imaginable, with the ability to provide local knowledge and in-person support when needed. Why clients choose us on Upwork - Proven track record, with our average client growing 40% every 6 months - Top-tier US talent with a <0.01% acceptance rate for applicants - Flexible model with no minimum and no long-term commitments, scaling support to fit your needs - Practical, measurable results that make a difference for your business When you need high-quality business support but aren’t ready to hire full-time, we step in as the plug-and-play team that grows with you.

Fractional CMO/CRO, Sales Operations Consultant, and AI Visibility Agency Founder Verified, Top Rated Plus, 100% Job Success Score, with over $100M in client revenue generated over the last decade, and $60k in Upwork earnings. Before spending 3.5 years building my previous company (acquired in 2022), I was a top rated freelancer on Upwork ranked #1 for multiple keywords including Fractional CMO, Marketing Consultant, Sales Enablement, and Sales Automation. Since then, I've co-founded RevX (revenue operations partnership) and Position 0 (AI visibility agency). Both are best-in-class in their categories. WHAT I DO - Fractional CMO engagements covering GTM strategy, offer creation, brand positioning, marketing operations, revenue models, and end-to-end campaign oversight. - Sales Operations and RevOps build-outs including ABM, sales enablement, lifecycle marketing, pipeline architecture, and CRM/automation implementation. - Generative Engine Optimization (GEO) and AI Visibility through Position 0, a Scrunch Partner Agency for GEO. I created the P0 Protocol, our three-phase methodology for getting brands recommended by ChatGPT, Perplexity, and Gemini. CERTIFIED PARTNERSHIPS (Current) 1. ActiveCampaign Certified Partner: hands-on platform expertise. Configuration, automation, lifecycle marketing, and CRM build-outs without handing off. 2.Scrunch Partner Agency (via Position 0): for clients whose growth depends on AI search visibility. The P0 Protocol covers technical foundation (Build), third-party citation development (Broadcast), and measurement (Earn). Every engagement starts with a baseline AI Visibility Score and ends with a post-engagement score. The delta is the proof. ABOUT ME I excel at finding the balance between Human-2-Human marketing and systematic efficiencies. Past client work has included ABM, brand strategy, GTM, offer crafting, high-ticket sales, full lifecycle marketing operations, SEO content, marketing automation, and Fractional CMO/CRO engagements. My team and I are battle-tested across the Agency Services, Education, Hospitality, Internet Marketing, Professional Services, Retail, and Seminar industries. We've worked with clients all over the world including Australia, Canada, Hong Kong, Mexico, Singapore, and the UK. WHO I LOVE TO WORK WITH Business owners who value candor and results. Operators who are good at execution or have teams that are. Artists, creators, experts, and practitioners who have great products but feel "icky" when having to sell. Entrepreneurs who want a shark (with a heart) in their corner. WHO I MAY NOT BE FOR People who like fluff or prioritize vanity metrics. Anyone who thinks I'll be a silver bullet. Experts who can't trust the agreed-upon plan. Entrepreneurs with shiny object syndrome. If you're looking for an experienced and proven marketing and sales leader who has managed millions in marketing or designed the systems that have generated well over 100 million in sales, then we should have a chat. I'd love to help you and your business. TESTIMONIAL 1 "Stefan Fincias has a strong set of traits that can amplify any organization's reach and impact. He has the will to succeed anywhere and the resilience to win in any enterprise. Stefan is a marketing and sales maven with the unique ability to skillfully architect and execute campaigns to market and sell anything on any platform, to any audience from concept to completion. I'd recommend you stop reading this and connect with Stefan immediately." - Hunter M., Chief Marketing Officer TESTIMONIAL 2 "I've had the opportunity to work with Stefan in a few occasions and every time he always exceeds my expectations. He has a real eye for business and marketing strategy and can help with any project I threw at him. He's a real pleasure to work with and has always been a massive help. I look forward to working with Stefan in the near future." - Brian P., Director of Operations TESTIMONIAL 3 "I have worked with many bar-raising executives in my career. Not many of them compare with Stefan Fincias' abilities. Stefan combines his incredible talent from lead generation to communications skills with an extraordinary sense of strategy and timing. I have watched him over the years excel in anything he sets his mind to while bringing a tremendous amount of value to the table. If you are reading this and have the opportunity to work with Stefan or his business, you won't regret it." - Chris R., CEO

You shouldn't be hearing about financial problems at the deadline. You should be equipped to see them coming. Running a business across borders, or simply trying to get your finances truly under control, demands more than a bookkeeper. It demands a senior finance partner who handles the complexity so you can focus on growth. With 8+ years of experience supporting startups, SaaS companies, ecommerce businesses, consulting firms, professional service providers, and growing enterprises across India, the US, and the UAE, I help businesses stay compliant, investor-ready, and financially confident through strategic finance, accounting, taxation, and Fractional CFO services. Many clients engage me as an ongoing finance partner, helping them manage compliance, reporting, forecasting, cash flow, and strategic financial decision-making as their business scales. 🌐 India · US · UAE Tax & Compliance Precision compliance and tax planning across the jurisdictions that matter most. ▸ Corporate Tax Returns, GST Returns, TDS Compliance, Income Tax Filings, and VAT Compliance ▸ US Tax Compliance, State Registrations, De registrations, and Ongoing Multi-State Compliance ▸ Tax Planning & Tax Structuring for founders, consultants, startups, and international businesses ▸ Cross-Border Tax Planning, DTAA Advisory, Transfer Pricing (Form 3CEB), and International Income Structuring ▸ Relocation Tax Support and Global Income Planning for founders and professionals moving across jurisdictions ▸ Proactive tax risk assessment to identify compliance gaps before they become costly issues 📊 Accounting & Financial Management Financials your investors, lenders, and leadership team can actually rely on. ▸ Bookkeeping and Accounting Services using QuickBooks, Zoho Books, Xero, Tally Prime, Excel, and Google Sheets ▸ Accounts Payable (AP), Accounts Receivable (AR), Bank Reconciliations, and Month-End Close Processes ▸ Financial Statement Preparation, including Profit & Loss Statements, Balance Sheets, and Cash Flow Reports ▸ Management Reporting and Financial Reporting tailored for business owners and leadership teams ▸ Investor-Ready Financials built for fundraising, due diligence, and stakeholder reporting ▸ Process Automation and Workflow Optimization to improve efficiency and reduce manual errors 📈 Fractional CFO | Financial Modelling | Strategic Finance Senior-level financial leadership without the cost of a full-time CFO. ▸ Financial Modelling, Revenue Forecasting, Budgeting, and Rolling Forecasts ▸ Cash Flow Management and Financial Controls to improve profitability and business stability ▸ Scenario Analysis, KPI Dashboards, Pricing Models, and Strategic Decision Support ▸ Investor Reporting, Board Reporting, and Executive Financial Presentations ▸ Fundraising Readiness, Financial Due Diligence Support, and Investor Relations Assistance ▸ Strategic Finance Leadership for businesses preparing for growth, expansion, investment, or operational scaling Industries Served ▸ Startups & High-Growth Companies ▸ SaaS & Technology Businesses ▸ Ecommerce & DTC Brands ▸ Professional Services Firms ▸ Consultants & Agencies ▸ International & Cross-Border Businesses Why Partner With Me? ✔ 8+ years of experience across taxation, accounting, compliance, financial planning, and CFO advisory. ✔ Multi-jurisdiction expertise spanning India, US, and UAE regulations and reporting requirements. ✔ Proactive approach focused on identifying risks, improving financial visibility, and supporting long-term growth. ✔ Trusted finance partner for businesses seeking ongoing strategic support rather than transactional accounting services. ✔ Strong combination of compliance expertise and business-focused financial leadership. Whether you need tax compliance, bookkeeping, financial reporting, cash flow management, financial forecasting, investor-ready financials, or ongoing Fractional CFO support, I can help build a financial foundation that supports sustainable growth. Let's discuss your goals and create a finance strategy that works for your business.