High-Level Strategic Fintech Software Advisory

 for
Private Equity
Venture Capital
&
Startups

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 info@fintekminds.com