I'm here to help you scale your business

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 ways to work with me

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

Fractional Financial or Product services

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

I'll guide you through ideation -> validation -> securing funding -> building out your product or service -> launching into the market -> scaling 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.

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Startup Incubator Workshop

Are you a first-time founder getting ready to start your own business?

Did you know that 70% of all businesses fail?

I can help you take your business from idea to making money!

This package offers you the tools and guidance you need to navigate the exciting, yet challenging, journey of launching your first business.

What's included:

  • Idea Validation & Business Model Canvas Workshop: I'll help you refine your initial concept, identify your target market, and develop a clear business model using the Business Model Canvas framework.
  • Market Research & Competitive Analysis: Gain a deep understanding of your target audience, industry trends, and competitor landscape to position your business for success.
  • Legal & Business Structure Consultation: I'll advise you about legal and business structure best practices while connecting you with legal professionals to navigate business formation, legalities, and choose the most suitable structure (sole proprietorship, LLC, etc.).
  • Financial Planning & Budgeting: I'll build you a realistic financial plan, including projections and funding needs to ensure your business is financially viable.
  • MVP (Minimum Viable Product) Development Strategy: I'll help you craft a strategy and roadmap to build a minimum viable product (MVP) that allows you to test your concept with customers, gather early feedback, and start earning revenue.
  • Marketing & Sales Playbook: We'll build a go-to-market playbook to attract your target audience, develop persuasive messaging, and build a sales funnel.
  • Pitch Deck & Fundraising Assistance: I'll build you a business plan and pitch deck for use in effectively communicating your vision to help you secure funding if needed.
  • Mentorship & Ongoing Support: I provide ongoing virtual support to answer any burning questions you have.

Additional Considerations:

  • Develop a Brand Identity: We can help you create a brand name, logo, and messaging that resonates with your target market.
  • Website & Online Presence: Explore options for building a website or landing page to establish your online presence.
  • Connect with Resources: Provide access to a network of resources I've built up during my 25+ in business.
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Startup Accelerator Workshop (for revenue-producing companies)

Are you a founder ready to take your business to the next level?

Are you looking to grow your business beyond a side hustle?

I can help you grow your business to what you first hoped it would be!

This package offers you the tools and guidance you need to navigate the exciting, yet challenging, journey of scaling up your business.

What's included:

  • Growth Strategy Workshop: Identify bottlenecks in your current operations and develop a data-driven strategy to scale efficiently and sustainably.
  • Marketing & Sales Optimization: Analyze your current marketing and sales funnel, identify areas for improvement, and implement strategies to acquire new customers and increase revenue.
  • Team Building & Management: Learn best practices for building and managing high-performing teams to support your scaling business. Including how to best use contractors/freelancers.
  • Operational Efficiency & Automation: Identify opportunities to streamline processes, automate tasks, and improve overall operational efficiency.
  • Metrics & Reporting Dashboard Development: Implement a system to track key performance indicators (KPIs) and gain actionable insights to inform decision-making.
  • Funding & Investment Readiness Assessment: Evaluate your company's readiness for potential future funding rounds and explore different fundraising options.
  • Mentorship & Ongoing Support: Receive guidance from experienced business leaders who have helped companies scale successfully.

Additional Considerations:

  • Customer Relationship Management (CRM) Implementation: Explore CRM (Customer Relationship Management) tools to streamline your sales and customer service efforts.
  • Competitive Landscape & Market Analysis: Conduct a deep dive into the competitive landscape and identify new market opportunities for expansion.
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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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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.