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Matt Rothberg is the founder of MarginArc, a boutique AI consultancy that automates the back-office of legacy, owner-operated businesses — and underwrites the result like a deal. A former Cisco systems engineer with a Columbia MBA, he is an investor-operator at Montrose Legacy Partners, and built MarginArc's first AI product solo.

Matt Rothberg is the founder of MarginArc, a boutique AI consultancy that automates the back-office of legacy, owner-operated businesses — wholesale distributors first, independent insurance agencies second — and underwrites the result like a deal rather than a demo. He brings a rare combination to the work: he can build it, sell it, and measure it like an investor. A computer-science graduate and former Cisco systems engineer, he spent six years selling and engineering complex technology into the world's largest financial institutions at Cisco and World Wide Technology, including a firm-wide pricing and margin transformation — the origin of MarginArc's thesis that prices and processes set on gut feel leave money on the table. He built MarginArc's first product, an AI pricing engine, on his own. He holds a Columbia MBA and is an investor-operator at Montrose Legacy Partners, focused on the same lower-middle-market businesses MarginArc serves.

Matt Rothberg is the founder of MarginArc, a boutique AI consultancy that automates the manual back-office work legacy businesses retype all day — and underwrites the savings like a deal, not a demo. MarginArc serves wholesale distributors first and independent insurance agencies second, reselling proven automation engines and owning the high-value layer: the data-readiness diagnostic, the financial model, the ERP and agency-system integration, and the change management.

Matt brings a technical, commercial, and operator-investor combination that is unusual for this work. The technical half is a computer-science degree and years as a Cisco systems engineer, shipping complex technology into the world's largest financial institutions; he built MarginArc's first product, an AI pricing engine, solo. The commercial half is six years selling and engineering technology into demanding enterprises at Cisco and World Wide Technology — including a firm-wide pricing and margin transformation, the project that became MarginArc's founding thesis: prices and processes set on gut feel leave money on the table, and modern AI can finally capture the context that fixes it. The operator-investor half is a Columbia MBA and a seat at Montrose Legacy Partners, where he works on lower-middle-market acquisitions — the same owner-operated businesses MarginArc serves. His first company was a B2B IT-services firm that helped businesses modernize their technology; MarginArc is a return to that work, with AI. He measures technology the way an operator and an investor do — in cash, in labor you can't hire, in payback — not the way a vendor does, in features.