Case Studies

Vertical AI / ML  |  Seed Stage  |  Fractional CFO

Fractional CFO from pre-revenue, leading Finance, Legal, and Operations, and supporting GTM execution.

• Managed pre-seed and seed raises totaling ~$3M with investors including Acadian Ventures and DCM Ventures
• Sourced and helped close multiple six-figure ARR contracts, taking revenue from zero to one
• Built and run all forecasting, cash flow modeling, and actuals reporting
• Lead all financial, tax, legal, and people operations

Enterprise SaaS  |  Growth Stage  |  Fractional CFO

Worked with CEO and Executive team to optimize growth and profitability during a critical inflection point.

• Built a comprehensive financial model tied to corporate and product strategy
• Reclassified historical financials to GAAP and SaaS-based reporting standards
• Created scenario analysis and benchmarks by department that drove a 30% reduction in total spend
• Took the business from multi-million dollar annual cash burn to cash flow positive in 20 months — while maintaining a Rule of 40+ growth rate
• Assisted in hiring the core Finance and Accounting team, including VP of Finance
• Led systems strategy and selection for ERP, spend management, payroll, and revenue recognition

Enterprise SaaS  |  Seed Stage  |  Strategic Advisor

Advised CEO and Board on strategic partnerships, commercial agreements, GTM strategy, and financials & metrics.

• Advised on strategic partnerships, commercial agreements, and GTM strategy
• Built a metrics dictionary aligned with SaaS best practices and usage-based and subscription pricing model
• Supported expansion into India, Canada, and the United States
• Advised the board on strategic alternatives for future capital needs