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.
Click on the toggles to see ways to work with me
Get my Funding Toolkit
Get everything you need to launch and finance the growth of your business!
Click here to get started.
Apply to be introduced to my network of investors and lenders
I have over 200+ investors and lenders I can call on.
Apply to leverage my network here.
Business Plans & Pitch Decks
I've created funding documents, business plans (including SBA approved) & pitch decks, that have landed companies millions in funding.
Ready to order your documents. Click here.
Fractional CFO services
📈I work with most companies on retainer basis. That's because moving the needle in a business in a few hours or weeks is hard.
-Capital Acquisition (debt and/or equity)
-Financial Planning and Analysis (FP&A)
-Financial Reporting (not tax reporting)
-Risk Management
-Cash Flow Management
Get started 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.
Things I've helped companies do
I've 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 50 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. 📃
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.