Fractional Executive Leadership & Advisory

Operator-grade strategy for the AI era — from the boardroom to the back office.

JDS Insights delivers fractional CEO/CFO leadership, AI-driven transformation, and deep real estate operational and financial expertise to family offices, real estate portfolios, and growth-stage MedTech companies.

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30+Years as an Operator & Executive
4Strategic Acquisitions Led & Integrated
JD·MBALegal + Financial Fluency in One Seat
C-SuiteCEO · CFO · COO · General Counsel Roles
Three Pillars

Where We Create Value

Most advisors bring a framework. We bring three decades of P&L ownership — and the modern toolkit to match.

AI Transformation

Hands-on adoption of AI across finance and operations — not slideware. We design, build, and run agentic workflows that compound daily.

  • AI-powered back-office automation (AP, reporting, reconciliation)
  • Agentic workflow design for finance & operations teams
  • Live KPI dashboards and AI-driven analytics
  • Vendor evaluation & AI tooling strategy
  • Team enablement and change management

Real Estate Operations & Finance

Deep operational and financial leadership across family-owned real estate portfolios and property businesses.

  • Accounting, treasury & cash management operations
  • Budgeting, forecasting & long-range financial planning
  • Business-process improvement & workflow automation
  • Banking relationships & payment controls
  • Vendor, property-manager & compliance oversight

MedTech Growth & M&A

Fractional C-suite leadership for medical device and health-tech companies — from seed stage through exit.

  • Fractional CEO/CFO leadership
  • M&A advisory, capital sourcing & investor outreach
  • Fundraising strategy — seed through Series C
  • Regulatory-aligned financial planning (FDA/CE)
  • Commercial launch & go-to-market economics
Engagements

Services

Flexible engagement models: fractional executive seats, project-based transformation sprints, and ongoing advisory retainers.

Fractional CEO / CFO / COO

Experienced executive leadership without the full-time hire — with real accountability for outcomes.

AI Transformation Roadmaps

Assess, prioritize, and implement AI across your operation — measured in hours saved and errors eliminated.

Real Estate Financial Operations

Modernize property accounting, treasury, AP workflows, and reporting for portfolios of any size.

Financial Modeling & Forecasting

Robust models supporting funding rounds, acquisitions, and long-term capital planning.

Fundraising & Capital Sourcing

Pitch materials, investor outreach, and deal support from seed rounds to growth capital.

Strategic Partnerships & M&A

Target identification, negotiation, diligence, and post-close integration — buy-side and sell-side.

Cash Flow & Burn Management

Practical runway extension and working-capital discipline while pursuing growth.

Board & Investor Communication

Clear KPI reporting and strategic narratives that build transparency and buy-in.

Contract & Deal Structuring

JD-informed negotiation of licenses, supply agreements, and commercial contracts.

Leadership

About Jay Schainholz

Jay Schainholz is a senior executive and advisor with more than three decades of hands-on leadership across manufacturing, medical technology, real estate, and family-office operations. He holds a JD from Columbia Law School and an MBA — a combination that lets him move fluidly between deal terms, financial strategy, and operational execution.

As President of a precision medical device manufacturer for 30 years, Jay built the company through four strategic acquisitions, two ERP transformations, complex licensing and supply agreements, and a successful transition to new ownership. He has since served as CEO of a surgical technology company, fractional CFO and co-founder of an AI-enabled IoT/SaaS venture, M&A and capital-sourcing director for mid-market MedTech transactions, and fractional CEO for a diversified family office with significant real estate holdings.

Today, JDS Insights brings that operator's perspective to a new frontier: helping family offices, real estate organizations, and growth companies harness AI to transform how their finance and operations teams actually work — pragmatically, securely, and with measurable results.

Credentials & Track Record

  • JD, Columbia Law School · MBA
  • 30 years as President, precision medical device manufacturer
  • CEO — surgical technology company
  • Fractional CFO & co-founder — AI/IoT SaaS startup
  • Director, M&A & capital sourcing — mid-market MedTech
  • Fractional CEO — diversified family office & real estate
  • CFO/COO — asset management firm
  • Partner — urban real estate development venture

Let's talk about what's next.

Whether you're modernizing a real estate portfolio's operations, bringing AI into your finance function, or preparing a company for its next stage of growth — the first conversation is free.

Schedule a Consultation