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High-Level Strategic Fintech Software Advisory

Private Equity
Venture Capital

Assisting fintech companies in understanding the market and competitive landscape and helping to define the right solution, roadmap, services, alliances, and go-to-market strategy to bring differentiated value and create leadership.

Working with software companies to streamline their R&D and sales/marketing organizations for optimal performance.

Helping private equity and venture capital firms analyze the viability of their target software fintech companies, from product design to market fit.

Gerard Rafie

Founder & CEO

34+ years building and shaping the Fintech software industry

I served as Chief Sales and Marketing Officer and Chief Product Officer for Calypso Technology from 2005 to 2016.


As CS&MO, I designed a worldwide 1st class sales organization (in 17 countries) with an infrastructure that helped achieve excellent results and the highest new name acquisitions in our industry. 


As CPO, I have built and grown the worldwide Product Management organization that shaped the company's vision and direction. I was also 
tasked to streamline, develop and lead the following teams: Product Marketing, Pre-Sales, Quality Assurance, Help Desk, and Calypso University. 


I joined Calypso in 2005 from Murex S.A. At Murex, I served as the head of sales for the EMEA regions. I was responsible for the strategy and execution of developing new territories and increasing sales for the Murex solution. Before this role, I led a team to develop, market, and deploy the integrated treasury and risk solution. This development positioned Murex as the sole leader for an integrated derivative and treasury solution for banks. 


I also created KPIMinds LLC, a software development company developing web solutions; this allows me to be very hands-on in technology, building deep expertise in the latest software development tools.


I received an executive MBA from ESCP-Europe Business School (Paris) and a Bachelor of Engineering in Computer and Communication from the American University of Beirut.


I continue actively working on shaping financial technology markets through my publications on this site. 


I enjoy table tennis, hiking, reading, and programming.

For more information on how we can assist you, send us an email at

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