We Deliver Proven Financial Strategies to Accelerate Growth and Improve Operations
About Us
We partner with CEOs, Boards, and investors to align financial strategy, technology adoption, and data-driven decision making to scale efficiently. Over the past 20 years, I’ve led $1B+ in transactions and advised Funds as well as innovative B2B companies on capital raises, exits, and operational transformations. My perspective comes from diligencing thousands of technology companies giving me a clear view of how to separate hype from what actually drives financial and operational outcomes.
Our Services
Strategic Finance
Improve reporting, investor communication, and capital markets outcomes with Fractional CFO / COO support.
Comprehensive capital markets support (debt, equity, M&A)
Due diligence preparation & data room optimization
Advanced financial modeling & KPI frameworks
Strategic valuation analysis
Targeted investor & acquirer outreach
Accelerate Growth
Accelerate revenue and scale your go-to-market execution with strategic leadership support.
Fractional Chief Growth Officer (CGO) partnership
Custom GTM strategy development
Revenue acceleration frameworks
M&A strategy and execution support
AI for Finance & Ops
Leverage AI and automation tools to improve decision speed, automate manual workflows, and streamline due diligence.
Creation of AI policy & procedures
Team member training on existing and new automation tools
Technology & AI tool evaluation and implementation
Automation of investment memos and investor reporting.
Contact Us
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