Optionality
Simon Leroux is a seasoned entrepreneur and investor with extensive experience in the technology and finance sectors. As the Founder and CEO of Optionality, Simon leads a Generative AI platform designed to assist M&A advisors in enhancing their assessment and deal-making processes. In addition to this role, Simon serves on the board of Local Logic and holds positions as Chairman of the Board at Multiforme Metal Inc, Private Equity Investor at Go2 Partners, and Advisor at Beeye. Previous achievements include co-founding Gazelle.AI, which was acquired by KKR, and holding various leadership roles at Bell Canada, where Simon managed significant P&L responsibilities and initiated transformative marketing strategies. Academically, Simon holds degrees from HEC Montréal and Queen's University in business and sales management.
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Optionality
Optionality is an AI Co-pilot for Trusted Advisors to help maximize their clients' business value or plan their exits. Top Bankers, Accountants, Consultants, VCs and PEs trust us to elevate their client engagements, break down silos and provide real-time insights that drive value. If you're a trusted advisor, this is how we can help you scale: 1. Real-Time Business Value Benchmarking: Collaborate seamlessly with clients to establish their enterprise value in real time, benchmark their leverage potential, and allocate more time to value-added, billable activities. 2. Customized Value-Creation Roadmaps: Build customized value-creation roadmaps that optimize strategies and explore optionality scenarios. Advisors can gain a competitive edge and foster client trust through more profound insights and better-prepared discussions. 3. Client-Focused Attention: Effectively track client progress and identify those who need immediate attention by staying ahead of clients' needs and goals, whether they want to expand, buy, or sell. We dedicate ourselves to revolutionizing how business advisors navigate their client engagements. Want to revolutionize your value-creation and M&A strategies? Let's explore to see if you're eligible to access your own AI Co-Pilot today. Optionality.ai/demo