Thomas Schmorleiz

Observer
DISC Type : ic

Director of Engineering at Carta

Waterloo, Ontario, Canada

Overview

Thomas Schmorleiz is a Director of Engineering at Carta and a Technical Advisor for Menlo Ventures, focusing on building an AI-native ERP for private capital. Based in the Kitchener-Waterloo area, he leads teams developing foundational AI and data infrastructure. He holds a Master of Science from the University of Koblenz and Landau.

Outside of his work in technology, Thomas participates in community activities and sports. He was part of the winning team in a local hobby Boule (lawn bowling) city championship, showcasing an interest in recreational and team-based games.

He is focused on building a "truly AI-native back office, " not just a "chatbot slapped on top of an existing product. "

Personality Overview

Curious

Value Driven

Assertive

They are generally strong communicators and are not easy to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They ask a lot of questions and rely heavily on information and collaterals.

Topics They Care About

AI-native ERP
He is leading the development of Carta's AI-native Enterprise Resource Platform for the private capital market, moving beyond fragmented tools.
Fintech Infrastructure
He emphasizes the importance of building complex, correct, and scalable financial infrastructure to handle the diversity of modern private capital.
Canadian Tech Scene
He is heavily invested in building out Carta's engineering hub in the Kitchener-Waterloo area, frequently speaks on the local talent, and is actively hiring there.

Media Appearances

Thomas has no verified media appearances

Work History

8-2024
Director of Engineering at Carta
8-2024
Technical Advisor at Menlo Ventures
12-2023 - 8-2024
Chief Technology Officer at Stealth Mode
6-2023 - 11-2023
Director of Engineering at Carta
12-2021 - 6-2023
Senior Engineering Manager at Carta

Education

2008 - 2012
Master of Science (MSc) from University of Koblenz and Landau

More Information

Social Presence :

Prographics :

Exp : 14 Location : Waterloo, Ontario, Canada Job Level : Mid-senior Designation : Director of Engineering at Carta
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Insights For Selling To Thomas

During A Call Or A Meeting

DO's

  • Ask them questions to understand their needs better while staying affable
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Help them understand the risk aspect fully while inspiring confidence

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t rely excessively on your relationship with them to win the deal
  • Avoid making offhand commitments

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Thomas is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Thomas

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Thomas move?

  • They like to analyze well and then make their decisions.
  • Can Thomas take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Thomas

Personality Compatibility


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