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) & growing capital (go-to-market strategies).
Things I've helped companies do
Here are just a few of the things I've helped companies do:
- Increase net income growth by 10x. 🚀
- Helped companies raise over $800M in capital (experienced with both debt & equity fundraising). 💵
- Ideate, validate and build net-new, modern products that have earned me national awards. 🏆
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:
- I don't have enough time in the day to accomplish everything I need to.⏲️
- Finance isn't my strong suit. 📊
- I don't have the right contacts or network to drive toward closing a round of funding. 💸
- I don't have the right experience creating "investor-ready" documents. 📃
- I'm unsure what products to build, how to market them, or how to price them. 🎯
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.
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.
Business Plans & Pitch Decks
I've created business plans and pitch decks that have landed companies millions in funding.
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.