Work with me

Need help growing your business? Leverage my unique finance and product management experience to scale quickly.

Read what my customers have had to say here.

I'm here to help you grow your business.

I do that by leveraging my eclectic set of experiences and skills. I have 25+ years of experience in finance and product management and a background as a former C-level banking executive, 3x startup founder, and Director of Product for a publicly traded company.

I specialize in strategies that help companies scale by attracting capital (through investors and lenders) & build better products (go-to-market/product development strategies).

Things I've helped companies do

Here are just a few of the things I've helped companies do:

I've worked with companies ranging from pre-revenue startups to Fortune 500 tech giants.

What I bring to the table

I'm here to help with:

Financial Management = Cash-flow analysis and management that will allow you to focus more on growing your business and less on running out of money.

Growth Strategies = Get help determining which products/services to invest in, and establish go-to-market strategies, and pricing structures.

Capital Acquisition = I work with you to get your business into a posture where it's ready to attract capital from investors and/or lenders. Plus, access my network of over 200+ investors and lenders.

Is this you?

If this sounds like you, we should talk about how I can help:

Click on the toggles to see more details about my various services:

Book a Consulting Power Hour

Launching a business and not sure where to start? 🚀

Need capital for your business but don't understand how investors or lenders think? 💸

Looking for go-to-market advice on the best way to take a new product to market? 📈

Schedule an hour-long Power Hour with me and get the help you need.

P.S. You can purchase more hours by increasing the quantity at checkout.

Schedule your Power Hour

My Investor-Ready Process

I've helped companies raise over $800M in funding, through investors or business loans.

Over the years I have developed a unique process that I call getting "Investor-ready."

As part of this engagement, I will become part of your team and help you in your fundraising efforts.

This includes:

  • Review your existing documentation to make it more investor-friendly.
  • Building you a new pitch deck, business plan, and set of financial projects (as needed; additional charge).
  • Helping you hone your value proposition.
  • Helping you establish a valuation for your business.
  • Helping you determine how much equity you should give to investors.
  • Identifying potential investors.
  • Develop scripts for reaching out to investors through various channels (email, phone, social media)
  • Introduce you to my network of over 200+ capital allocators (when appropriate).
  • Help you prepare to pitch investors.
  • Develop your data room (an online set of documents used in due diligence with investors).
  • Guide you in negotiations with investors.
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Business Plans & Pitch Decks

I've created business plans and pitch decks that have landed companies millions in funding.

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Fractional CFO/CPO

I work with most companies on a project or retainer basis. That's because it's hard to really move the needle in a business in a few hours or weeks.


Not sure if you are ready to work together? Or, have a question?

Use the button below to book a free consultation where we can get to know each other and see if I can add value to what you are doing.