How I can help you

I design dynamic financial models mirroring real business operations, ensuring seamless updates with changing assumptions. My expertise spans budgets, strategic plans, and rolling forecasts, offering vital insights and liquidity management.

People I am looking for

- Tailored financial models for strategic forecasting - Cash flow models for liquidity visibility - Reporting packages for informed leadership - Fundraising support with robust financials - M&A analysis and synergy modeling - Fractional CFO for ongoing financial guidance

Experience & Cases

- Founders seeking financial partners - PE-backed companies needing robust reporting - Businesses preparing for capital raises - Healthcare and SaaS sectors - Companies in strategic transitions

- Scaled a beauty brand into Walmart - Built fintech's finance function for $20M raise - Managed $100M P&L in healthcare tech - Assessed financial viability for health providers - Developed investor-grade models for startups

How to contact

About

• Fractional CFO Engagements • Cash Flow & Working Capital Management • Fundraising & Investor Support • M&A & Strategic Analysis • Financial Planning & Forecasting • Financial Reporting & Variance Analysis

Cases & Experiences

• Advised high-growth startup on financial strategy, resulting in a successful Series A funding round. • Streamlined financial processes for a tech company, leading to a 30% increase in operational efficiency. • Assisted in a merger, providing due diligence and integration

Work Order

• We assist in gathering crucial financial data for informed decision-making. • Our team ensures seamless collaboration with stakeholders for effective financial planning. • We provide comprehensive analysis for strategic business growth. • Our services include optimizing financial processes to enhance profitability.

How to contact