Growth, FP&A, and fundraising for tech companies.
Have helped Series A/B/D and public companies run repeatable FP&A processes to grasp cash runway, manage spend, and identify under/over performing areas of the business.
Efficient data rooms and pitch support for every funding round. Have supported Seed, Series A, Series B, and IPO raise preparation.
Built SQL-backed, live-updating models to derive a $100M revenue client's customer LTVs. LTV differed as much as 2.5x between segments. Understaning that changed product roadmap priorities and GTM targeting.
Used statistical methods to derive marginal ROAS and payback per marketing channel. This framework netted $200k of marketing value per month in one case and improved recurring revenue by 15% in another. Multiple clients, including series D 'SMB' company + a public consumer tech marketplace.
Helped a series C fintech grow a data-finance analytics team. Developed 3 junior analysts into top-tier hybrid analysts who then replaced a data team 3x their size while still meeting finance objectives.
Pinpointed a key customer friction point for a $1B+ revenue fintech that turned off ~60% of users attempting to use the service and recommended solutions to prevent churn, boosting revenue and profit.
For companies of all sizes, from pre-revenue to Series A to Series D. In the case of smaller companies, this often is a one-off project. in the case of larger companies, it is usually the starting point to ongoing finance support.
Helped an emmy-award winning content creator examine the drivers of performance within the Youtube Algorithm + planned a data-pulling system that requires 1 analyst instead of 12.
A founder will hire me to build a finance/analytics function from 0, or embed within an existing team to teach, expand, and optimize. I devote anywhere from 5 hours to 20 hours a week, depending on need.
I first dive deep into a single priority: building a financial projection, using data/analytics to maximize return on GTM spend, or tightening processes so that the founder and/or C-team feels confidence in the finance function and in the company's use of metrics.
We won’t get started unless there’s a clear, immediate need somewhere in the org, but the work usually doesn’t stop there. Clients pay me by the hour, with no long-term obligations.
