Securities Industry Essentials (SIE)

Envestnet Institute On Campus

Bachelor of Business Administration - BBA

Associate of Arts and Sciences - AAS

Certified Personal Trainer

Underwriting SBA 7(a), private credit, asset-backed, and revolving credit transactions. Analyzing tax returns, P&Ls, bank statements, and debt schedules against DSCR, EBITDA, cash flow, and ownership/capital structure criteria.

- Built an internal credit analysis platform that automates EBITDA breakdown, DSCR scenario modeling, and bank statement health scoring (MCA detection, NSF/overdraft flagging, deposit trend analysis)

- Issue preliminary credit approvals and structure financing presentations in coordination with lending partners

- Manage and train a 2-person analyst team; own process design, QA, and deal pipeline from initial inquiry through lender introduction

- Built FinalDraft (finaldraft.dev) - an AI email tool that doubled the team's outbound capacity by automating contextual email generation

Senior Associate

- Led the founding BDR team in pipeline dollars added ($612,072), generating 16.5% of total pipeline for a 10-person team in Q4 2024

- Averaged 100+ outbound dials per day; launched multi-sequence email campaigns via Instantly.ai; sourced two closed deals before year-end

Business Development Representative

Helping CEOs get the right capital for their business

Associate

Most people spend 2-3 hours a day on email. AI tools cut that in half, but they all have the same problem: the output sounds like everyone else's AI.

I built ForthWrite to fix that. It's an AI email assistant that learns your writing style from your real sent mail and gets measurably sharper every week, automatically. No setup, no training sessions. It just watches how you write and gets closer to your voice over time.
The result: drafts you can send with minimal editing, that recipients think you actually wrote.

It lives inside Gmail and Outlook as a Chrome extension, so there's no new inbox to manage. Open a thread, click Generate Draft, review and send. A 40-email morning becomes a 10-minute review session.

Live at forthwrite.ai. Currently in launch stage with early users and organic Chrome Web Store traction.

Founder

Senior Associate @ New Frontier Funding | Founder, ForthWrite

Know about Curtis Boortz's work experience, education, bootcamps, certifications, and much more. Curtis Boortz