We Bridge the Tech Gap for Small Business.

 

What we do

We partner with small business owners via the holding company model to dramatically grow the business together.

 

We:

  • Secure you liquidity for the full current value of your business.

  • Maintain material equity ownership for you in perpetuity.

  • Keep you on (if you choose) to run the business in partnership with us.

  • Scale your business with world-class technology and financial capabilities that would otherwise be outside of your reach.

Capabilities

 

Machine learning

 

Digital marketing

 

Inventory management

 

Supply chain optimization

Cybersecurity

 

Demand forecasting

 

Internet of Things

 

Data monetization

 

Artificial intelligence

 

Cloud computing

 

Labor optimization

 

Personalized pricing and promotions

Search engine optimization

 

Automation of repetitive tasks

 

Leveling the playing field for underserved traditional SMBs

 

Who we are

 

We are hybrids

Experienced investors, seasoned operators, and cutting-edge technologists. We are the first firm in the world to be dedicated to empowering small businesses with world-class technology capabilities and talent.

We are leaders

We have led and driven technological transformations at the highest levels across nearly every industry and for businesses small, medium, and large.

We are growers

We don’t flip companies or push out current leadership: as a holding company, we can be committed to long-term value creation and growth in partnership with small business owners.

 

The Team

AFSHEEN AFSHAR | FOUNDER & MANAGING PARTNER

  • Chief AI Officer & Senior MD at Cerberus (first such role in private equity.)

  • Interim Chief Data and Analytics Officer EVP at Albertsons (first such role at Albertsons.)

  • Chief Data Science Officer & MD at JPMorgan (first such role in major investment bank.)

  • Managing Director at Goldman Sachs.

  • MD at Stanford; PhD, MS in Electrical Engineering (AI/neuroscience) at Stanford; BSE in Electrical Engineering at Princeton.

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XENA UGRINSKY | FOUNDING PARTNER

SVP Analytics, Cloud, and Strategy at Booz Allen Hamilton Nat’l Practice Lead Partner EPM and Analytics at KPMG 20 years of enterprise scale advisory, transformation, and change management Deep experience in serving multi-nationals driving value with accelerated tech enabled transformation efforts.

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TZARAS CHRISTON | FOUNDING PARTNER

Senior executive in technology and advisory, most recently CEO of Aginity 20 years experience applying technology solutions to Retail, Healthcare, Financial Services B.S. University of Kansas

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MATT SATTLER | PARTNER

Global Head of Advanced Analytics for HSBC Corporate and Investment Bank

12+ years experience building products and services though methods such as AI, data science, and big data

HARSH AGARWAL | PARTNER

  • Head of Applied AI India at JPMorgan Chase

  • VP at Goldman Sachs

  • 10+ years experience delivering AI solutions to bring efficiencies to the workforce and creation of central data warehouses

ARIK OGANESIAN | PARTNER

  • Amazon Brand Accelerator co-founder and an ex-Amazon seller with successful exits

  • Proven experience driving business growth through consumer data insights and organizational transformations

  • Formerly cloud and Applied Data Science transformation lead, iOS native Solution Architect, CX Strategy and Analytics Consultant

LISA BELTON | PARTNER AND CHIEF OF STAFF

  • VP of Strategy and Planning at JPMorgan Chase

  • Former CFO of CortviewCapital Securities

  • 15+ years experience at financial services firms in program management, finance and strategy

Our Tech Advantage

Our proprietary technology capability enables us to integrate and analyze companies in a completely handsfree way

Broader Network

We have multiple credentialed professionals in our network whom we utilize to give scale and scope.

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Contact us.

info@pilotwaveholdings.com