MATCHPOINT · MATCH BRIEF
Michael Lebor ↔ Bob Jones
Michael <> Bob — intro
2026-07-14T16:17:29.156Z
What to make sure you discuss
1. OverlapOffer: For the record — my brother is a CFO looking for a job.
Need: I'm looking to hire a CFO for MomentumAMP — insurance SaaS, NY-area or remote.
Counterparty offer meets need: "For the record — my brother is a CFO looking for a job." ↔ "I'm looking to hire a CFO for MomentumAMP — insurance SaaS, NY-area or remote.".
2. OverlapOffer: I can introduce when it is not awkward.
Need: We're also looking for agency partners who want a modern AMS and distribution.
Counterparty offer meets need: "I can introduce when it is not awkward." ↔ "We're also looking for agency partners who want a modern AMS and distribution.".
3. OverlapOffer: Happy to introduce operators who need help getting appointments.
Need: I'm trying to find a white-label fulfillment partner for advisor distribution — roughly 20k endpoints if packaged right.
One side can deliver on what the other seeks: "Happy to introduce operators who need help getting appointments." ↔ "I'm trying to find a white-label fulfillment partner for advisor distribution — roughly 20".
Michael Lebor shared digest
- I'm looking to hire a CFO for MomentumAMP — insurance SaaS, NY-area or remote.
- We're also looking for agency partners who want a modern AMS and distribution.
- We just launched a carrier-appointment assist workflow inside AMS.
- Happy to introduce operators who need help getting appointments.
Bob Jones shared digest
- For the record — my brother is a CFO looking for a job.
- I can introduce when it is not awkward.
- I'm trying to find a white-label fulfillment partner for advisor distribution — roughly 20k endpoints if packaged right.