Investment Professional
Former Investment Director at idacapital VC ($45M AUM) & Acceleration Program Coach (innovate21st)
Explore ServicesServices
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.
Approach
Deep dive into your business model, unit economics, and growth drivers.
Build robust, investor-ready financial projections grounded in reality.
Stand alongside you in investor meetings, speaking their language.
Continuously refine models as your business evolves and pivots.
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