My Services

I oversee all elements of Financial Planning, Budgeting, Financial Modeling, Investor Relations, and Value Creation Strategies

As a Financial & Strategic partner to Founders and Management, I play a leadership role defining, executing, and selling the long-term strategy and vision of their companies

What Can I Do for You?

Runway and Cash-flow Management

  • Managing cash flow to ensure the company can meet its short-term financial obligations

  • Recommending strategies to improve cash flow, such as optimizing the order to cash process

  • Identifying efficiency improvements by implementing cost control measures and monitoring expenses

Financial Evaluation and Analysis

  • Conducting financial modeling, scenario planning, and aligning financial strategy with business outlook

  • Analyzing financial statements and KPIs to assess the company's financial health

  • Company Valuations and comparable industry market analysis

Financial Strategy and Planning

  • Developing and implementing financial strategies to achieve long-term business goals

  • Creating budgets and financial models to guide decision-making with scenario considerations

  • Evaluating capital allocation and investment opportunities

Fundraising, M&A, and Investors

  • Assisting with fundraising efforts, including debt financing, equity financing, or seeking venture capital

  • Evaluating potential M&A opportunities and assisting with deal structuring and negotiations

  • Preparing and presenting financial reports to the management team and board