Goliath is run by veterans of the leveraged finance, fintech, and commercial-credit worlds. Our underwriters have priced risk at Goldman, OnDeck, Square Capital, Brex, Bluevine, and Kabbage. We've built and sold businesses ourselves. When you talk to us, you're talking to people who understand what the money is for.
Founder & Chief Executive Officer
MBA, Wharton
David founded Goliath in 2009 after watching the post-financial-crisis credit market freeze leave thousands of viable American operators without working capital. He spent the prior eight years in Goldman Sachs' leveraged finance group, structuring middle-market debt facilities. He sets Goliath's overall direction and chairs the credit committee on deals above $1M.
President & Chief Operating Officer
MBA, Harvard Business School
Marcus leads Goliath's day-to-day operations, originations, and partner network across all 50 states. He has spent two decades inside non-bank commercial lending and is widely credited with building one of the first standardized broker-compliance programs in the industry. He sits on the board of two regional small-business advocacy groups.
Chief Credit Officer
CFA Charterholder · MBA, Columbia
Priya runs Goliath's credit policy and underwriting standards. She has personally underwritten more than $2 billion of commercial financing across MCA, term, and AR-backed structures. Her published work on bank-statement-based underwriting has been cited in trade journals and an amicus brief on the New York Commercial Financing Disclosure Law.
Chief Financial Officer
CPA · MBA, Chicago Booth
Sofia oversees Goliath's balance sheet, capital markets relationships, and finance organization. She built and managed the warehouse facility programs at two prior fintech lenders, totaling more than $3B in committed capacity. She is a frequent speaker at the Innovative Lending Platform Association on small-business credit market dynamics.
General Counsel & Head of Compliance
JD, Harvard Law School · AB, Yale
Rachel runs Goliath's legal and compliance function. She advises on state commercial financing disclosure regimes (California SB 1235, New York CFDL, Utah SB 183, Virginia HB 1027, Georgia SB 90, Connecticut SB 1032) and represents Goliath in industry-association responses to proposed federal rules including CFPB Section 1071.
Chief Technology Officer
MS Computer Science, Stanford
James leads Goliath's engineering, data science, and infrastructure organization. He built the bank-statement parsing pipeline that lets Goliath underwriters work from raw PDFs in minutes rather than hours, and he architects the credit scoring models that flag high-risk patterns at intake. He holds two pending patents related to NSF-pattern detection.
SVP, Sales & Origination
BBA, Babson College
Daniel leads Goliath's national origination team and ISO partner network. He has built and managed broker channels for three of the largest fintech commercial lenders, with personal involvement in more than 8,000 closed deals. He runs Goliath's quarterly partner conference and the firm's broker certification program.
Vice President, Underwriting
CFA Charterholder · MBA, Wharton
Aaliyah leads Goliath's industry-vertical underwriting playbooks, with deep specialization in restaurant, hospitality, and trucking credit. She authored the firm's restaurant-vertical underwriting handbook and trains the firm's analysts on bank-statement texture reading. She mentors through the CFA Institute's diversity, equity, and inclusion programming.
If you've underwritten a P&L, built and sold something of your own, or run capital markets at a non-bank lender — we'd like to talk. Send a note to admin@goliathinvestments.net.
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