Finance. Data. Strategy.

Profit-focused problem solving for tech leaders

Expert guidance in FP&A, investment prep, and growth optimization. Data-driven, strategy-minded.

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Finance, data, strategy. Unlocked.

Advisory for tech leaders.

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FP&A

Financial planning & analysis

Leverage financial analysis to: measure performance, forecast capital needs, identify overspending, pitch a compelling story to capital markets. Strong FP&A -> Confidence.

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Strategy

Growth optimization

Maximize profit and efficiency with: A) proven strategies to optimze ROAS in consumer go-to-market efforts, B) customer/product data analytics, C) SaaS Sales performance insight.

$2.5M

Annual ROAS gains for a $100M client by optimizing marketing for marginal ROI + Customer LTV differences

$40M

Annual savings for a $1B+ fintech via a key vendor negotiation

80%

Hours saved on monthly finance work for clients by moving to more scalable tools and processes.

9

Clients Advised

12

Years Experience

6

Stages involved: pre-seed, seed, A, B, D, IPO

empower client focus

Focus on High Impact Strategy

With so much time spent on data reconciliation and fixing spreadsheet errors, Paul’s clients had limited bandwidth for identifying real revenue opportunities and optimizations. They were leaving money on the table.
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