03 · My story
The whole thing, start to finish.
How we met, and what six months of working together looked like.
Founder story
From no security background to enterprise-ready
The League
Sheldon Growth by enterprise customers
A fintech CEO who knew almost nothing about cybersecurity — and had to get past the security teams of large brokerages to win the deals that mattered.
Unlocked first big enterprise deals!
Founder · Consumer-to-financial advisor hub
01 · Where it started
Pocket Finance — consumer-to-financial advisor hub
As the CEO of a fintech company I wanted sales, like every founder. I knew very little about cybersecurity.
I had no idea where to start, or how much work the right documentation would actually take.
02 · What I learned
Three things that changed how I see security.
Sheldon came in as a fintech CEO with no security background. Here is what shifted, in his own words.
“I wanted sales, like every founder. I knew little about cybersecurity — and no idea how much work the right documentation would take.”
01
Software alone is not enough
I thought once the software was set up we would be working efficiently. Having the right software matters — but having the right expert matters just as much.
02
A plan, before the big conversation
Big buyers bring their own security and compliance team. A clear roadmap matters more than a finished audit, and without one it costs you the prospect.
03
Security from day one
Build it into the business from the start. Bolting it on later means rebuilding what you already built — wasted time and effort.
04 · What I’m doing now
I can pitch confidently in any meeting now.
When we get asked, my team and I have a roadmap ready to walk through.
05 · Talk to me
How you can work with me.
I share resources, tech and insight with my community through my finance podcast, and give real-time mortgage advice. Happy to talk to founders facing their first enterprise security review.
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