In a trailblazing entrepreneurial journey, a former investment banking analyst channeled his expertise into a groundbreaking venture with the goal of transforming the private lending landscape with innovative technology that empowers lenders.

In 2014, I was at a career crossroads. My first job as an analyst at Morgan Stanley after graduating from Tulane was interesting, but I couldn’t shake the feeling there was something more purposeful out there for me.

Around that time, firms like Blackstone and Tricon Capital were making waves in the real estate world by acquiring single-family rental homes—and I noticed. I had a cursory interest in real estate; starting a company in the space seemed compelling.

My brother was making his own transition into real estate, buying distressed single-family homes. Watching him launch his business provided a tangible example of what was possible, and I began to think real estate might be the right path for me too. After some research, I decided to dive in.

Soon after making the leap, I discovered private lending. Unlike the large-scale institutional investments I was familiar with, private lending offered a unique intersection of real estate and finance that allowed me to apply my strengths in asset analysis and capital raising. It seemed like a perfect fit. I took the plunge again and launched my private lending business. I grew quickly, learned from my investments, and built connections in a way I never could in my old corporate job.

As my business scaled, I noticed technology was becoming a game-changer. Some newer private lending companies had proprietary technology that made their processes faster, more efficient, and scalable. These companies were pushing the envelope, and I realized that local lenders like me might fall behind if we didn’t adapt. I wanted my business to keep up, so I decided to build my own technology.

My vision for this system was clear: It needed to provide an exceptional experience for my customers. I wanted a platform that would allow me to focus on the bigger picture while maintaining a high level of accuracy and professionalism. The system I developed allowed me to build trust with my customers and signal that I was running a professional operation, setting me apart from other private lenders. I developed a reputation for reliability and professionalism.

Eventually I noticed other private lenders struggling with the same challenges.  Many were still relying on outdated methods and processes that hindered their growth and limited their ability to scale. This realization sparked a new idea: If my technology could help my business operate more effectively, it could do the same for others. I decided to offer the technology to other lenders. That’s how Baseline began.

Now my goal is to contribute to the growth and modernization of the entire private lending industry by providing the tools that enable other lenders to operate more efficiently, scale their businesses, and deliver exceptional service.