CHALLENGE
PorchPass, a PeakSpan Capital-backed platform revolutionising the manufactured home financing landscape, was entering a new phase of growth. With a proven product and a rapidly growing dealer network, the leadership team identified the need for a Head of Capital Markets to secure new capital partnerships and scale the funding base required to support the company’s next stage of growth.
The mandate was to appoint a relationship-driven capital markets operator capable of leading new partner acquisition from day one, while developing the forward-flow and institutional capital strategy required by a fast-scaling fintech platform.
Profile:
- A relationship-driven, sales-led leader with a track record of originating and closing new capital partnerships from the ground up.
- An established network across credit unions, community banks and institutional capital sources, with the ability to expand relationships across warehouse lenders, GSEs and insurance companies as the business scales.
- Experience operating within a private equity or growth-backed fintech environment, with the confidence to partner with founders, sponsors and boards through periods of rapid growth.
ACTION
Finatal partnered closely with Alberto Pina, CEO and Founder, and Tao Wu, SVP of Finance and Operations at PorchPass, alongside Justin Kelly, VP at PeakSpan Capital. Together, we calibrated the role and aligned on the scope, experience and leadership profile required by the business.
Led by Alex Hampton, Principal, working alongside our North America Office of the CFO practice, Our approach combined targeted outreach across Finatal’s network with focused market mapping of senior capital markets leaders from comparable growth-stage fintech and specialist finance platforms.
Within the first few weeks of the engagement, we delivered an initial shortlist and continued to present qualified candidates throughout the process, while maintaining close communication with the PorchPass and PeakSpan Capital teams.
IMPACT
Following a structured interview process involving the founder, executive team and sponsor, a Head of Capital Markets was appointed to lead the next phase of PorchPass’s capital growth.
The successful candidate brought significant experience across capital markets and specialist finance, with a track record of originating and closing forward-flow partnerships, building institutional capital relationships and partnering with founders and investors to support continued expansion.
TESTIMONIALS
Justin Kelly, VP, PeakSpan Capital:
“PeakSpan has partnered with PorchPass since 2024, and we’re excited about the future of the business as it continues to scale. The Head of Capital Markets was a hire we saw as critical to that next phase of growth, and having partnered with the Finatal team previously, we felt very comfortable engaging them again for this important search. They ran a disciplined process and brought forward candidates who understood both the sales-led nature of the role and the discipline required to operate in a sponsor-backed environment.”
Tao Wu, SVP of Finance and Operations, PorchPass:
“We had an initial idea of what we needed in a Head of Capital Markets, but Finatal helped us shape and refine that thinking as the search progressed. They provided valuable market intel that helped us better understand the talent landscape and what was realistically available for a role like this. That insight, combined with a disciplined process, gave us real confidence in the final hire.