- Built a nimble firm from $0 to over $1 million in annual revenue in two years by helping innovative growth companies solve their most pressing challenges.
- Implemented techniques used by the FBI and CIA to solve complex problems for dozens of innovative growth companies generating $0 to $2+ billion in annual revenue.
- Designed and structured several single-purpose investment vehicles, including equity investments, secured mezzanine debt, and short-biased LP structure, using call-protected healthcare REITs.
- Acted as CFO for a revolutionary healthcare concept from 2020, helping it grow from $0 to $50+ million in annual revenue.
- Served as CFO for a niche healthcare consulting firm in 2019, helping it grow from $1 million to $10 million in annual revenue. Presented the CEO with term sheets from debt and equity investors exceeding $10 million.
- Served as CFO for a 20-month-old consumer electronics company as it grew from $26 million in 2018 revenue to almost $50 million in 2019. Secured $3.5 million in trade financing.
- Acted as the CEO and CFO for a restaurant concept that MSC purchased, turned around, and sold within three years for four times the purchase price and 45 times the equity contribution.
- Advised several startups on how to prepare for institutional fundraising. Researched competition, designed company strategy, wrote business plans and created pitch decks and detailed financial models.
- Recruited advisors, designed target investor lists, managed the investor funnel, conducted investor outreach, negotiated term sheets, created investor documents, and subscribed investors for several startups.
- Wrote a strategic plan and recommended a contract fundraiser that enabled an international nonprofit to increase its reserves from under $5,000 to over $200,000 and transition from a founder-funded model to a donor-funded model in around a year.
Focus areas: Interim CFO, Private Capital Markets, Tourism, Health & Wellness, Deal Structures, Market Research, Fractional CFO, Modeling, Team Management, Cannabis, Private Equity, Pitch Decks, Business Planning, Valuation, Capital Raising, CFO, Hedge Funds, Credit Investing, Investor Presentations, Private Company Valuation, Equity Financing, Value Investing, Investment Thesis, Venture Funding, Biotech, Seed Fundraising, Startup Funding, Three-statement Modeling, Forecasting, Startup Funding Consultant, Feasibility Studies, Management Consulting, Startup Consulting, Investment Memoranda, Real Estate Development, Healthcare, Health IT, Healthcare IT, Part-time CFO, Accounting, Biotechnology, ESOPs, Investment Analysis, Trading, Credit Analysis, Aircraft & Airlines, Air Freight, Investment Committee Advisory, Fundraising, Venture Capital, Data, Big Data, Data Analytics, Data Visualization, Power Query, Microsoft Power BI, Initial Public Offerings, SPACs, Special Purpose Acquisition Companies (SPAC), Cost-benefit Analysis, Specialty Healthcare, P&L Forecasting, Cash Flow Modeling, Balance Sheets, M&A Modeling, Lean Startups, Activity-based Costing, Pitch Deck Consultant, M&A (Sell-side), Security Products and Services, Cryptocurrency, Reverse Mergers, Equity Research Analysis, Comparable Company Analysis, Market Intelligence, Cost Modeling, Artificial Intelligence (AI), Bottom-up Analysis, Equity Investment, Hedge Fund Consultant, Financial Analysis, Finance Strategy, Valuation Modeling, Fundraising Consultant, DCF Valuation, Early-stage Startups, Financial Forecasting, Real Estate, Business Plan Consulting, Cash Flow Management, Financing, SaaS, Business Modeling, Software as a Service (SaaS), Angel/Seed Funding, Business Consulting, Due Diligence, Mergers & Acquisitions (M&A), M&A (Buy-side), Equity, Business Strategy, Business Models, REITs, Budgeting, Healthcare Services, Revenue & Expense Projections, Data Analysis, Financial Data Analytics, Revenue Projections, Compliance, Finance, Startups, Growth Capital Raising, Debt Raises, Excel 365, Fund Structure, Structuring of Funds, Fintech, Metrics, Financial Management, Term Sheet Advisory, Life Science, Investment Capital Raising, Financial Modeling, Models, Food & Beverage, CAPEX Budgeting & Inventory Management, Competitor Analysis & Profiling, Investor Relations, Early-stage Funding, Financial Reporting, Alternative Investments, Bonds, Equity Markets, Investment Ideas, Research, Wealth Management, Restaurant Operations, Due Diligence Consultant, QuickBooks Online, Deal Structuring, Electric Vehicles, Series A, Public Companies, Crowdfunding, Funding Process, United States, NetSuite, Capital Structure Analysis, Credit/Debt, Financial Data, Leveraged Finance, Excel Expert, Pricing Consultant, Business Development, Telehealth, Management, Operations, Banking & Finance, Technology, Scenario Analysis, Analysis, Target Pricing, Reporting, Gold, Investment Funds, Risk Modeling, Early-stage Startup, Consumer Products, Go-to-market Strategy, Growth Strategy, Loans & Lending, Investments, Stock Market, Go-to-market Plans, Health Insurance, Market Fit, Market Segmentation, Strategic Partnerships, Project Finance, CEO, Leadership, Quantitative Analysis, Quantitative Finance, Quantitative Risk Analysis, Break-even Analysis, Residential Real Estate, Microsoft 365, Financial Services, Microsoft Excel, Bloomberg, Fundraising Strategy, Pitch Preparation, Deal Analysis, Change Management, Mortgages, Healthcare Software, Commercial Real Estate, Limited Partnerships, Partnerships, Presentations, Financial Planning & Analysis (FP&A), Gambling, PowerPoint Design, Marketplaces, eCommerce, Growth, Risk Assessment, Cap Tables, Opportunity Identification, Pricing, Product-market Fit, IFRS Financial Reporting, Blockchain, Non-fungible Tokens (NFT), Web3.js, Digital Asset Management, Manufacturing, Clean Energy, Music, Esports, Crowdfunding Promotion, Financial Transformation, Project Management