He was advising firms on capital-raising and strategic growth when he first met Kreeger and TAB chief operating officer Stephen Wasserman. The relationship built quietly until TAB needed someone with Saujani’s particular blend of treasury, capital markets, and commercial instinct to lead its first major institutional funding round. Saujani joined in 2023 as investment director. What followed reshaped both his role and the business.
From transaction to strategy
Closing that deal required Saujani to engage across every function – finance, underwriting, marketing – and in doing so, he found himself asking a different question altogether.
“Rather than look at what I was trying to deliver, it was taking a step back, saying what are we trying to deliver as a business?” he said. “I just kept on taking the next step up and without realising, in discussions with Duncan, we were suddenly like, hold on, what sort of role are you now doing? And it was this much larger, more strategic role.”
The shift was not planned. Each conversation pulled him further into the strategic picture – growth targets, technology investment, product development – until the role had effectively redefined itself. Today, when Kreeger has a new idea or is working through where the business is headed, it is Saujani who maps out the implementation – which teams are affected, what needs to change, how the strategy gets delivered.
What TAB does – and why it matters to brokers
TAB sits at the intersection of bridging finance and longer-term mortgage lending, and describes itself as a solutions-led business rather than a product-first one. Saujani is deliberate about the distinction.