Unconventional with Bill Tessar: Sean Morgan on Building Forecasa

Forecasa co-founder and CEO Sean Morgan sat down with Bill Tessar, CEO of CV3 Financial Services, for Episode 12 of the Unconventional podcast.

What they discussed

The conversation covers the full arc of building Forecasa, from identifying an untapped data opportunity in private lending to scaling a platform that now serves lenders, investors, and capital providers across the country.

Key topics included:

• From oil and gas to real estate and how building analytics platforms in energy markets prepared Sean for the fragmented data landscape in private lending
• Identifying the opportunity and why private lending was a market ripe for better intelligence
• Using data strategically to drive lending performance, not just reporting on it
• The mindset behind pattern recognition in fragmented markets and why the best lenders are investing in data capabilities
• Building a purpose-driven company from the ground up and what it takes to scale in a relationship-driven industry

Why it matters

Bill Tessar brings a lender's perspective to the conversation, which grounds the discussion in practical terms. The episode is a good listen for anyone interested in how data is reshaping competitive dynamics in private lending.