- Started a management consulting company that has grown to several associates covering over 500 early to mid-stage companies.
- Prepared screening materials, an illustrative financing proposal, and a management presentation to facilitate the financing for various startups.
- Engaged with over 300 clients to assist with fundraising by creating and revising presentations, financial modeling, capital structuring, and market and valuation analysis.
- Spearheaded over 50+ valuation models supporting corporate transactions and presented conclusions of analyses to senior executives, board members, and senior investment professionals.
- Advised pre-funded companies, including helping bring together fundraising materials like presentations, financial models, valuations, capital structures, and market research.
- Advised post-funded companies in a management consultant capacity assisting with seasonal interim CFO positions, directly interfacing with investors to scale the businesses.
Focus areas: Mergers & Acquisitions (M&A), Financial Modeling, Valuation, DCF Modeling, Auditing, Accounting, Deal Advisory, Valuation Modeling, Pitch Decks, Fundraising, Financial Planning & Analysis (FP&A), Revenue & Expense Projections, Controller, QuickBooks Online, Microsoft Excel, Venture Capital, SaaS, Business Models, Middle East, Early-stage Venture Capital, Startup Funding, Startups, Financing, Forecasting, Early-stage Startups, Three-statement Modeling, US GAAP, IFRS Financial Reporting, Cannabis, Excel Expert, Software as a Service (SaaS), Excel VBA, B2B, Investments, Family Office, Family Office Consultants, Interim CFO, Cash Flow Analysis, Fractional CFO