Work with Me
I enable founders, CEOs, and executive teams to make informed decisions — by providing hands-on tactical financial support across every stage of growth.
Fractional CFO Ongoing financial leadership without the full-time cost. I own the numbers, run the reporting cadence, manage the forecast, and sit alongside you in the decisions that matter. This is the core of what I do.
Financial Infrastructure & AI Automation Most financial nightmares in growth-stage companies trace back to the foundation not being built correctly early on.
- Systems Setup & Assessment: Full assessment and overhaul of your accounting setup, tech stack, and monthly close process.
- AI-Native Systems: Implementing modern finance tools to automate reporting, eliminate manual data entry, and lower overhead.
Strategic Modeling & SaaS Metrics Models built to drive decisions, not just sit in a folder.
- Forecasting & Cash Flow: Operating models, scenario analysis, and cash runway planning.
- SaaS Metrics & Reporting: Building your historical and forecasted metrics, benchmarking against industry standards, and delivering monthly performance reporting you can actually use.
GTM Strategy & Monetization Connecting your sales motion directly to your financials.
- Pricing & Packaging: Partnering with you to design monetization models that scale.
- Revenue Operations: Operationalizing your pricing directly into your CRM (HubSpot/Attio), contracts, and billing systems so the metrics flow seamlessly.
- Capital Allocation: Helping you analyze different go-to-market strategies to maximize your return on capital.
Fundraising, M&A, & Exits End-to-end transaction support from someone who has executed over $2B in deals.
- Capital Raising: Pitch deck creation/review, narrative building, and process management for early-stage and growth rounds.
- M&A Strategy: Creating an M&A strategy that works with your overall corporate strategy, including market identification, buy vs. build, and valuation impact analysis.
- Sale / Exit Readiness: Strategic process guidance, hiring and managing bankers and legal advisors, bulletproofing your data room, buyer positioning, and actively managing the brutal due diligence processes to help you maximize your outcome.
How engagements work
Most clients partner with me on a monthly retainer basis. The scope scales to your needs—from ongoing strategic oversight to deep, hands-on involvement during a fundraise, systems build, or M&A event.
I'm not the right fit for every company. I work best with founders who are building ambitious startups and want a financial partner who gets into the trenches with them.