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.
I help companies scale by attracting capital (through investors or lenders) where I've done over $800M in deals.
See what my customers say about working with me.
Grab some time to talk through how I can help your business grow.
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). 💵
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:
✅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. 📃
Click on the toggles to see ways to work with me
Apply to be introduced to my network of capital allocators
I have over 200+ investors and lenders I can call on.
Apply to leverage my network here.
Get my Startup Funding Toolkit
🚀 Unlock the Capital You Need to Launch Your Dream Venture!
Do you have a groundbreaking idea, but need funding to propel it forward?
The Startup Funding Toolkit has everything you need to land investors.
You can get it here.
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.
Click here to book your Power Hour.
My Investor-Ready Process
'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, acting as a fractional CFO, and helping you in your fundraising efforts.
This includes:
- Review your existing documentation to make it more investor-friendly
- Build you a new pitch deck, business plan, and set of financial projects (as needed; additional cost)
- Helping you hone your value proposition
- Helping you determine how much equity you should give to investors
- Teach you ways to identify and network with 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
Timeframe - this is a one-month engagement that includes up to 4x one-hour calls and unlimited text support.
Click here to get started.
Business Plans & Pitch Decks
I've created business plans and pitch decks that have landed companies millions in funding.
Ready to order your documents. Click here.
Not sure if you are ready to work together? Or, have a question?
Grab some time with me to see if we are a fit for one another.