The Situation:
MAXEX created a viable fix for persistent inefficiencies in mortgage capital markets through its digital exchange that enables lenders and investors to sell and buy loans. The platform was growing, but leadership was questioning how to earn a profit, build for the long-term and re-energize the startup..

Bill’s Approach:
Partnered directly with leadership to architect the company's next phase of growth. This entailed sharpening the company's market position, focusing on scalable resources, tightening governance and operations to meet partners expectations, and providing ongoing strategic counsel. This wasn’t about grabbing quick wins. It was about building a lasting company.

The Outcome:
MAXEX expanded adoption among institutional lenders and investors, elevated its credibility across capital markets, and improved its organizational focus. The company successfully transitioned from a high-growth platform into a market leader.

 The Lesson:
"The hardest shift for a founder isn't building the product. It's building the company around the product."