Shane Stoneman, Co-founder & COO at Levr.ai

Co-founder & COO Β· Levr.ai

Shane Stoneman

A top-ranked BDC lender who now runs the operating engine of Levr, from partnerships and product to the customers who depend on it.

BDC alumnusCFA Level II candidateSMB lendingOperationsGo-to-market
LinkedInCrunchbaseVancouver, British Columbia
11 yrsIn SMB lending and fintech
#1In Advisory Services in BC at BDC, FY2020
7 yrsAt BDC across four roles
CFA IIChartered Financial Analyst candidate

Shane Stoneman is the co-founder and COO of Levr.ai. He is the operator between a visionary CEO and an engineering team, the person who turns strategy into systems, partnerships into growth and a fast-growing user base into happy customers. His role has grown with the company, from Head of Partnerships to founding product manager to COO and co-founder.

Before Levr, Shane spent seven years at BDC, Canada's bank for entrepreneurs, originating small and mid-market business loans across technology, manufacturing and professional services. He started as a Client Relationship Officer in Victoria and was promoted to Commercial Account Executive after nine months. He built a small business portfolio and a referral network of accountants, lawyers and financial advisors, then moved to Vancouver to manage a mid-market portfolio and was promoted to Senior Account Executive within eight months.

As a Senior Account Executive he structured financing for growth-stage technology companies and delivered advisory services to business owners. He ranked first in Advisory Services in British Columbia in fiscal 2020 and second in fiscal 2021, and BDC recognized him as a Regional Tech Champion and a National Tech Vanguard for leading digital transformation initiatives across Western Canada. Clients noticed too: a commercial real estate advisor who worked with him on financing files recommended him for his professionalism, prompt advice and for making deals easy to move forward.

Shane holds a Bachelor of Science in Economics with a business minor and finance option from the University of Victoria. He is a CFA Level II candidate with the CFA Institute and earned the Google Project Management Certificate in 2022. That mix of credit training, finance and delivery discipline shows up in how Levr runs.

At Levr, Shane has led partnerships, product and operations through every stage of the company. As founding product manager he shaped the broker workspace that brokers use to collect client documents, prepare applications and submit to lenders. As COO he leads strategic partnerships, customer success and go-to-market. He helped make the broker platform free and brought partner communities such as Secure Broker and Business Broker HQ onto Levr, and Levr was named one of the 15 most promising software startups in British Columbia.

The people who work with him say the same things. A senior product designer on the team called him one of the most thoughtful and effective collaborators she has worked with: someone who thrives in ambiguity, brings clarity by introducing systems that reduce friction, and creates structure without slowing momentum. He takes the time to understand how design and engineering work, which makes him a rare cross-functional partner.

Shane is also one of Levr's most visible voices with brokers. More than 5,600 people follow him on LinkedIn, where he shares product launches, partnership news and what brokers tell him every week. When Levr made its platform free, he spent the week talking with users who could not believe it, and he still brings those conversations straight back into the product.

With 11 years in SMB lending and fintech, Shane knows what a lender needs to say yes and what a broker needs to get paid. He is based in Vancouver, British Columbia.

Experience

Career

Roles, dates and results, as listed on Shane's public profile.

Co-founder & COO Levr.ai

Head of Partnerships, then founding PM, then COO. Leads operations, partnerships and customer success.

Senior Account Executive, Mid Market BDC

#1 in Advisory Services in BC (FY2020), #2 (FY2021). Regional Tech Champion, National Tech Vanguard.

Commercial Account Executive, Mid Market BDC

Promoted to Senior within eight months.

Commercial Account Executive, Small Business BDC

Built a portfolio and referral network with accountants, lawyers and advisors.

Client Relationship Officer BDC

Promoted after nine months.

Expertise

What Shane knows cold

Credit and underwriting

Credit risk, credit analysis and deal structuring for SMB loans.

Operations

Systems that keep a fast-moving company aligned.

Partnerships

Lender, association and channel partnerships across North America.

Product management

Founding PM of the Levr broker workspace.

Credentials

Education and designations

BSc, EconomicsUniversity of Victoria. Business minor, finance option.
CFA ProgramCFA Institute, Level II candidate
Google Project Management CertificateCoursera, 2022

See it

The workspace Shane shaped as founding PM

Click through the real product, no signup needed.

Work with Shane and the team

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