- Oversaw equity and debt financing for companies with valuations from $5 million to $50+ million, unlocking capital to scale growth in new markets and products.
- Implemented and integrated financial systems to streamline processes, including core accounting with QuickBooks Online, Xero, and other cloud-based systems such as Dext, Plooto, Expensify, Wagepoint, and A2X.
- Co-led business development and strategy to champion startups and emerging companies across North America, increasing aggregate value and revenues of client portfolio by 500%.
Focus areas: Startup Funding, Accounting, Xero, QuickBooks Online, Equity Raises, Debt Raises, Cash Flow Forecasting, Financial Modeling, Fractional CFO, Virtual CFO, Seed Fundraising, Pitch Decks, Corporate Income Tax, Financial Planning & Analysis (FP&A), Profitability Analysis, Mergers & Acquisitions (M&A), RFP Pricing, Financing, Capital Raising, P&L Forecasting, Budgeting, Revenue & Expense Projections, Forecasting, Startups, Fundraising, Financial Controls & Processes, Price Analysis, Cost Accounting, Valuation, Entrepreneurship, Strategy, Finance, Sensitivity Analysis, Interim CFO, Financial Reporting, Financial Reporting Dashboards, Key Performance Indicators (KPIs), Early-stage Funding, Early-stage Venture Capital, Series A, Series B, Three-statement Modeling, Pitch Deck Consultant, Software as a Service (SaaS), Travel, Revenue Projections