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Former Investment Director at idacapital VC ($45M AUM) & Acceleration Program Coach (innovate21st)
Services
Forward-looking projections with cash-flows, income statement, and balance sheet. A one-time project ready for pitchdecks and investor meetings.
Ongoing engagement to track performance and update projections with actual financials. Depth scales with your stage and complexity.
Preparation of data rooms for investors and related investor relations services, tailored to specific funding rounds.
Acquisitions, spin-offs, and business valuations. Due diligence of targets, financial analysis of mergers, and fair value assessments.
For Startups
Straightforward transactions, lean operations. A focused CFO service that keeps your financials investor-ready without the overhead of a full-time hire.
Navigating pivots, investor negotiations, and business model shifts. Deeper involvement to model scenarios, compare against past performance, and speak the investor's language.
Whether your startup is just getting started or evolving through multiple pivots, the Digital CFO service adapts to your complexity — at a fraction of the cost of a full-time CFO on payroll. Many companies now prefer this monthly-contracted model for its flexibility and impact.
The CFO Effect
Revenue comes in, expenses go out, but there's no clear picture. Runway is a guess. Investors ask questions you can't answer with confidence.
Every coin finds its place. A 3-statement model connects revenue to cash flow to balance sheet. Your numbers become a story investors understand.
With clear projections and a CFO who speaks their language, investor meetings convert. Capital flows in. Each round builds on the last.
Financial discipline becomes your moat. M&A opportunities, strategic pivots, and sustainable growth — all backed by numbers that hold up under scrutiny.
Approach
Deep dive into your business model, unit economics, and growth drivers.
Tap to revealI start by mapping your entire business — revenue streams, cost structure, unit economics, competitive positioning, and what actually drives growth. No templates. Every model begins with listening.
Tap to closeBuild robust, investor-ready financial projections grounded in reality.
Tap to revealI build a full 3-statement model — income statement, cash flow, balance sheet — with scenario analysis so you can stress-test assumptions. Every number has a story an investor can follow.
Tap to closeStand alongside you in investor meetings, speaking their language.
Tap to revealI join your investor meetings and present the financials myself — fielding tough questions, explaining model dynamics, and giving founders the professional financial backing they need to close rounds confidently.
Tap to closeContinuously refine models as your business evolves and pivots.
Tap to revealBusinesses pivot, markets shift, investor feedback reshapes priorities. I update projections with actuals monthly, re-model scenarios, and keep your financial story current — not a snapshot that gathers dust.
Tap to closeNotes