TJ Paterick · Ponte Vedra Beach, Florida
Revenue and P&L leadership across SaaS, marketplaces and diversified businesses, with hands-on experience building operating systems and AI products.
01 · The short version
I am a commercial and operating executive. I led the Americas, Matterport's largest region, as company revenue grew from $46M to $111M through its Nasdaq debut, held P&L for enterprise and business services at Proof (Notarize) as it grew from $18M to $41M, owned the auction marketplace P&L at Xome and led merchant operations at Groupon after it acquired Swarm Mobile.
I have built and led teams of 100 plus across sales, customer success and operations. Today I lead capital initiatives, cross company operating priorities and executive reporting across a 17 company portfolio, with Finance and Marketing reporting to me.
When the business needs a system to scale, I build it: the reporting an owner needs, the lender pipeline a raise needs, the operating workbook that puts projects, debt and cash on one page. Then I run it, hand it off and move to the next gap. I also run Narraitive, where that approach becomes a product.
02 · Track record
Terra Innovations · VP, General Manager
Finance, capital, systems and marketing across 17+ entities in building, land, energy and hospitality.
Proof (Notarize) · SVP, Enterprise, Business Services and Strategic Partnerships
Inside and outside sales, customer success, product strategy and P&L for AI identity verification and fraud prevention. Built the strategic partnership channel: FedEx Office, Staples, Adobe Acrobat Sign and the Salesforce AppExchange.
Matterport · VP, Americas
Led the Americas, the company's largest region, through the $2.9B merger with Gores Holdings VI and the Nasdaq debut. Company revenue $46M to $86M to $111M, 2019 to 2021. Hardware to SaaS and digital twins.
Aila Technologies · Sales lead
Brought an iPad point of sale to market through Apple's channel, with Ingenico and Verifone payments and Shopify and Lightspeed integrations.
Xome (Mr. Cooper Group) · SVP, Real Estate Monetization
P&L for a residential auction marketplace. Moved it from REO toward investors and consumers.
Groupon · Sr Director, Merchant Operations
POS integrations and redemption partnerships. Before the acquisition, led the commercial engine at Swarm Mobile (about 90% of company revenue) and the Beacon go to market.
RetailNext · Director, Sales and Strategy and Insights
Acosta · Strategy analyst
03 · Capital
Every lender and investor process for a 17 company portfolio, led end to end: targeting, packaging, outreach, negotiation and the record behind it.
Led the Americas revenue organization at Matterport through its merger with Gores Holdings VI, announced February 2021: $2.9B pro forma equity value and up to $640M in proceeds, including a $295M PIPE from Tiger Global, Dragoneer, Fidelity, BlackRock funds and Lux Capital. Listed on Nasdaq as MTTR in July 2021. My team carried the largest region through the process.
A $650K SBA 7(a) plus owner equity package and investor deck for a physician led longevity practice: business model, five year operating model and lender package in a week. The same discipline at $650K and at $25M.
A $20M bridge on two energy assets, taken to regional and national banks. Recourse is the first question in every conversation, so it is answered before the deck goes out.
A $25M development facility across three projects, in process with multiple lenders at once.
A $25M investor fund with a preference and an exit premium, modeled and tested before counsel. A $10M project equity raise for a power adjacent data center site.
Decks, one page deal sheets, investment memos, gated data rooms and a 75 name lender CRM, so the next raise starts from a system, not a blank page.
The right lenders and investors for the asset, the structure and the recourse.
Deck, one page deal sheet, model and data room, built before the first call.
Sequenced, tracked, followed up. One log of every touch.
Recourse, pricing, structure and what to hold back for leverage.
One CRM, one log, and the lessons back into the playbook.
The hardest part of any raise is knowing who to call, what to send, in what order and what to hold back for leverage. That process is now a product spec.
04 · Partnerships and channels
At Proof (Notarize) I ran enterprise, business services and strategic partnerships. The channel programs below were the growth engine: national retail, document software and the CRM every sales team lives in. Earlier, the same playbook took an iPad point of sale through Apple's channel and Ingenico's payment network.
05 · What I build
Everything below was built by me, hands on, in Lovable, Excel, Claude and code. Names are changed where the work belongs to a company or client. Each card says what it is, why it exists and where it was used.
100+ counts working apps, sites, models, decks and specs, from prototypes to live products. Each card carries its stage.
Commercial scale and leadership through a public listing.
Read the case →P&L ownership and cross functional growth.
Read the case →Financial discipline and an operating process the team adopted.
Read the case →Structuring and running complex financing work.
Read the case →Product judgment and delivery speed.
Read the case →One screen for the person who has to decide.
One screen for a founder running 17+ entities: what changed, the cash consequence, the decision needed. Plan, actual and forecast on one line per project, with an exit horizon.
WhyMulti entity accounting could not produce one owner level view. This did.
Read the case →Two views of the same data. A detailed operator view and a one screen owner view.
WhyReplace spreadsheets passed around by email with one source.
Board ready quarterly view across business units with anomaly flags and an "as reported vs normalized" toggle.
WhySurface the story in the numbers before the meeting, not during it.
Standard division handouts (snapshot, operating model, execution plan, commitments) plus a pre work app with magic link login and PDF export.
WhyEvery VP shows up to the offsite with the same page.
Quarterly and monthly performance reports for a real estate portfolio, with properties tiered by outcome.
WhyInvestors want a standard format, not a new spreadsheet each quarter.
The front door, the pipeline and the model behind every raise.
75 lenders and investors, segmented by lane (energy, land, spec, equity). Stage funnel, touch ledger, weekly send queue, mail merge, and a view only version for the executive team.
WhyTwo raises running at once needed one pipeline and one record.
Read the case →Access gated investor pages with a return sensitivity calculator, tracked downloads and inquiry forms tied to a database.
WhyLenders and investors need a front door that is not an email thread.
12 to 15 slide institutional decks built as browser apps with presenter mode and keyboard navigation.
WhyA deck that lives at a link is always current and always on brand.
Interactive comparison of refinance, hold and sale paths for two energy assets, tied to the Excel model.
WhyLet the founder see the paths side by side before a lender did.
A 24 page memo on a power station acquisition: capacity market, three valuation scenarios, 36 month roadmap, tax strategy.
WhyA capital decision deserves a document, not a thread.
Model and brief for a $25M investor fund with a preference and an exit premium.
WhyTest the terms before the lawyers bill for them.
Product spec for a guided, stage aware lending process for small and mid market companies, built from both sides of the table.
WhyThe hardest part of a loan is knowing who to call, what to send and when.
How a multi entity company actually runs, written down and running.
A 30 tab operating workbook: project register, debt register, 13 week cash, maturity wall, lender deliverables, decision and exception registers, financial certifications. Plus a three page outline and a visual meeting map for leadership.
WhyOne place where finance, projects and capital meet across seventeen entities. Built it, ran it, handed it to the finance lead.
Operating cockpit for development: pipeline, forecast, risk, decision docket, with What / So what / Now what on every project.
WhyThe owner should open one screen, not nine tabs.
Inventory and architecture of every app, connector and system of record, the integration roadmap, and a clean sheet hub and spoke design.
WhyOne system of record and a defined domain for every other tool.
The gate and package operating teams submit to Finance once a property is under contract.
WhyFinance is in the loop the day a property goes under contract.
Rules, tiers and workbook for allocating holdco carry to projects and spec homes.
WhyProject margins are only real if overhead is in them.
Workbook for development manager to GC and self perform compensation models.
WhyIncentives should match the operating model, not the org chart.
9 box, 360 reviews, loaded cost and org structure in one tool.
WhyRedesign the org with the numbers, not the opinions.
Products that do the work, not chat about it.
Operating intelligence platform. Ingests a company's operating evidence, builds a governed company model, runs playbooks and keeps the record.
WhyI was the orchestration layer for a 17 entity company by hand. This is the layer as software.
narraitive.comA marketing team made of agents for small business owners. Brand memory, monthly content, launch campaigns, finished creative before approval.
WhyMost owners also run marketing and have no one to staff it.
Mobile first app for retail field reps. Pre visit attack plan, in store assistant, post visit audio turned into client insights. Multi tenant by client program.
WhyA field sales services company needed three AI tools by January, from manual files, no APIs.
Read the case →AI assistant for design selections in high end residential construction: selections, client reviews, documentation.
WhySelections are where builds lose weeks.
Deal alignment for enterprise sellers: buyer personas, MEDDPICC status, decision process, mutual action plans.
WhyFifteen years of running sales teams, written into a tool.
Shared agent inbox, knowledge base and customer portal with an AI copilot drafting replies from published articles.
WhyPrototype of support done right at small company scale.
In house AP agent that routes bills per entity to the right bookkeeper.
WhyBuild it with the team rather than buy it.
Front doors for businesses, ventures and one house on the marsh.
Marketing and investor relations site for a battery storage land origination practice. Contact forms and a gated capital programs section tied to a database.
WhyThe practice needed a public front door and a private one.
Physician led longevity practice site with published membership pricing, member channels and the 100 year health plan. Plus the business model, 5 year operating model, investor deck and SBA lender package.
WhyA venture with my father, a cardiologist. Business side of the house.
Real assets partnership site: investment discipline, strategies, investors, partners.
WhyTwo operators, one front door.
Direct booking site for a marshfront stilt house rental in St. Augustine.
WhyKeep the booking fee.
Luxury pool design studio site with an interactive tile and light configurator.
WhyLet the client see the pool before the quote.
AI surface and palette visualizer for pool, spa and outdoor projects with trade ready spec sheets.
WhyDesign confidence sells the upgrade.
Personal trainer platform: public site, client intake and waivers, trainer dashboard, client workout app with timers and history.
WhyOne trainer, no admin staff.
06 · How I work
01
Every brief, every report, every meeting starts here.
02
A plan is not done until it runs in a tool someone uses on Monday.
03
Blanks are shown, never estimated.
04
The workbook keeps the lineage. The owner gets one screen.
07 · Elsewhere
08 · Work with me
Full time executive roles: COO, CRO, GM or President of a business or a region. Revenue, P&L, capital and the operating system behind them.
Fractional operating leadership, operating reviews and capital readiness. I run the weekly operating review, the AI keeps the record.