Helping Good Ideas
Become Great Businesses
And Do Some Good Along the Way
Six Startups. Many Lessons.
30+ Years Experience
Founder of multiple 5-15MM+ companies, disciplined decision maker in good and bad times.
Raised +100M In Capital
Over multiple entities in 1M to 30MM fundings from vendors, customers, angels, venture and private equity.
Exit Life Cycle
Facilitated mergers, trade sales and private equity transactions.
Enterprise Financial Services
Won an serviced multi-million doallar annual relationships with 25 of top 50 financial services firms
Business Model Innovator
Envisioned and executed on SaaS in the 90's and enterprise partnered business models
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Bob Miller, Always a Founder and CEO
So Many Amazing
Experiences
2017-2019
Private Client Resources (PCR)
Consultant (and eventually CEO) working with board and management to reimagine their 15-year-old value proposition and reporting technology. Successfully ran sale to PE and returned capital to 80 founding shareholders.
2012-2014
CoreOne Technologies
President and CTO after sale of Correctnet. Asset was sold to MarkIT IHS short thereafter.
1996-2001
CorrectNet Global Info Systems
Founder and CEO. Developed early internet technologies to build no-code secure websites (think WIX). Used to develop enterprise sponsored mass deployment strategies Schwab Advisors (400), Morgan Stanley Hedge Funds (225), NIST (Federal) (70) - thousands of sites before this was cool. Recapped and sold to VC.
1986-1994
Mynorca
Founder and CEO. Developed Mortgage Underwriting and Settlement system which was first to produce all mortgage documents via laser printing. Business grew to 40+ Savings Banks and Mortgage Companies. Sold to public company Hale Systems.
2019-2024
Private Client Resources (PCR)
CEO after sale leading development of a modern Custodial and Alternative Investment data Aggregation utility.
2016
ThinkRazor
Founder CEO SOC Compliance In a Box
Solution for SMB's. [Archive]
2015-2016
ThinkMantle
Took an industry break and worked with firms across cloud architecture, healthcare, logistics, distribution and fintech.
2001-2011
CorrectNet
Founder and CEO of VC backed firm. Created global data sharing utility for the fund administration businesses of 10 brand name global banks. Leveraged proprietary XML based big data technologies to manage over 6 peta bytes of data in 6 data centers in Caymans, Bermuda, Luxembourg, Guernsey, London and US.
1994-1996
IntraBode
Founder and CEO. Developed web development environment that leveraged business object modeling and code generation to automate secure web site creation. License deals with several companies including Sanderson (global app development). Formed the platform for Correctnet Global.
Current Projects
Onsystex
Enterprise Software
Engaging Bob was like hiring an entire team of marketing, investment, business development, technology and financial consultants - who actually got their hands dirty. In 6 weeks, we had a repositioned offering, new messaging, new collateral, new web site, a structured understanding of our market opportunity." The impact has driven 7 figure engagements and established us as leader in our space."
Tim Spells, Founder & CEO
Onsystex, Ltd.
OutcomeCatalyst
Fin-Tech
A very focused data play for helping institutional investment teams develop the next big investment idea. Working with an inspired and disciplined young founder to shape the brand and accelerate sales in global hedge funds, private equity and other firms.
They are Already Killing It. Working the Growth Curve.
Enterprise WealthTech
WealthTech
" We had thought about pricing and packaging for some time and developed a number of ideas. You really nailed it and brought the concepts to life validating and tweaking our direction with solid data, analysis and insights"
Chief Marketing Officer
AMANDA | CARES
A Purpose Driven Mission
I am very proud of the work I am doing to bring to market this year an inspired founders' vision to help the 130M people in the US suffering from Chronic Conditions (the number 1 cause of death in the USA) to have a place to find meaningful long-term relationships with people empathetic to the challenges of these conditions and the people that suffer from them.
Coming Mid '25
Rewired Earth
ESG Data, Reporting & Best Practices
Working to commercialize a massive global vision of standardizing reporting on businesses impact on the People, Planet and Profit initiative.
Coming Early 2025
FOOTBOZ
Inclusion, Wellness and Fitness
This will be the first AI-enabled, inclusiveness a priority, socially impactful, wellness and fitness focused experience for serious football fans of all genders. Yep, that's a mouthful of goodness. That is what we are going for. This one and the team behind it are about to change what being a football fan means. And I super excited to be a part of it.
Coming Just in Time for 2025 Premier League.
Guardian of Your Digital Legacy
A unique approach to building bespoke AI models for well-known creatives that encapsulate every aspect of their life's work into a powerful bespoke model optimized to protect, monetize and ensure their works make an impact on culture, future creators and their family legacy.
Coming Early '25
AI Screenwriter
An AI Enabled Creative Process
Founder is an inspired screenwriter and musician, and his big idea is to create an ethical AI screenwriting partner not an AI screenwriter machine. This is so in my wheelhouse helping not only message and build demand but also incorporate these values in the app.
Coming Early '25
AI Origin Stories
A Content Project
Today's generation of entrepreneurs and technologists are a tribe now born of AI, not merely those trying to bolt AI on to previous business models and problem-solving approaches.
This project is about exploring the how these worlds come together and the playbooks that can be used
Coming Early '25
fluen.ai
AI Enabled Accessibility
“We built an amazing AI enabled Video Translation and Captioning technology and quickly were gaining hundreds of new subscribers. But we were not satisfied with the rates of paid conversions, churn and growth. Bob brought us the tools and know how to better understand our subscribers and effect their experience across packaging, pricing and engagement. The changes are driving more paid adoption and lowering churn. His data-driven approach was a real eye-opener that has now positioned us for our first funding round."
Founder
Fluen.ai
S W E R V I N G
Really? Make a Movie?
This was random for sure. But helping a young writer/director from a storied NYC theatre family get is first film produced was both an amazing learning experience and proof that commercial sensibilities and creative energy are a powerful partnership. Creatives are epic founders. It is mega-personal.
Coming Winter '25 - Stay tuned.
A History of Technology and Business Model Innovation
Data Aggregation
Company automated the collection and reconciliation of global custodial (structured) and alternatives investment (non-structured) data for wealth and asset managers.
Privacy Tech
Company developed first global data sharing technology compliant with evolving privacy regulations such as GDPR and enabled a global data sharing business.
Big Data
Company delivered hosted data management for global financial firms on proprietary NoSQL architecture supporting peta bytes of data 10 years before big data.
SaaS Reporting
Company delivered secure SaaS web-portal technologies publishing ultra-sensitive client information to 500,000 investors and portfolio managers 8 years before fashionable.
Mass Customization
Company delivered mass-customization technologies that enabled business users to deploy 1000's of secure web portals in financial services in the earliest days of internet.
Rule Based Decisions
Company delivered loan underwriting automation platforms to 40 banks eventually processing over 200 Billion in loans annually years before commercially normal.
Articles & Publications
Across all my businesses, there run a few common innovation themes. From the earliest days low/no code options when others were coding, enterprise scale and, in all cases, a passion for security and more importantly privacy. Read on LinkedIN.
Models Ito assist WealthTech firms modernize their product pricing and packaging strategies. Article delves into innovative approaches focusing on buyer behaviors, adoption barriers, price/value satisfaction, and expanding in-client-base TAM.
There were times that this PCR venture looked shaky. Now it looks solid. It took vision, engineering, a cultural change and the ability to deal with finances. It took Bob Miller. Kudos to him.
With Addepar muscling in, original UHNW software force PCR hires new CEO, triples engineering staff, kills off asset-based pricing and seeks more RIAs
Wealth Management and Fintech Veteran Bob Miller from PCR Says Digitalization Is “A Real Thing” Driving the Industry Forward.
What I Think About Everyday ...
After My First Startup
