Dan Caligor, Finance Expert in New York, NY, United States
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Dan Caligor

Verified Expert  in Finance

Management Consulting Expert

Location
New York, NY, United States
Toptal Member Since
April 4, 2022

Dan is a seasoned advisor and consultant. He spent 10+ years in the strategy practices of Booz Allen Hamilton and BearingPoint, serving Fortune 1000 clients. Dan has held founding roles at five startups, including CEO, COO, and product and strategy leadership. He is the founder and president of Business Advisory Network, which advises leadership teams on strategic and operational topics. Dan authored and monetized several software patents and holds an MBA from Columbia Business School.

Education Highlights

Case Studies

Work Experience

President, Founder

2006 - PRESENT
Business Advisory Network
  • Provided advisory services and interim and fractional chief experience officer (CXO) staffing to privately held companies.
  • Oversaw the product strategy of a medical device as it evolved from MVP hardware to an integrated solution and then to an AI diagnostic software.
  • Led the product definition and development of a SaaS audio platform used for professional-grade remote recording sessions.
  • Managed the intellectual property of a startup, expanding a single patent into a family by authoring several continuations. Identified and realized monetization opportunities from patent infringement.
  • Played key roles in securing multiple rounds of venture funding for several companies.
  • Led product definition and FDA clearance for a software-only diagnostic medical device.
  • Supported the founder of a social venture incubator in institutionalizing capabilities and eliminating reliance on individuals, thus enabling succession planning.
Focus areas: Business Models, Product Strategy, Opportunity Assessments, Startups, Business Planning, Customer Economics, Unit Economics, Market Fit, Modeling, Market Sizing, Competitive Analysis, Financial Planning & Analysis (FP&A), Pitch Decks, SaaS, Chief Operations Officer (COO), Interim CFO, Go-to-market Strategy, Strategy, B2B, Business to Business to Consumer (B2B2C), B2B2C, Medical Devices, FDA Clearance, Seed Fundraising, Growth Strategy, Market Segmentation, Business Strategy, Small Business, Angel Investing, Pitch Deck Consultant, Fundraising Strategy, Healthcare IT, Revenue & Expense Projections, Fundraising, Healthcare, Pricing, Monetization, Management Consulting, Marketing Strategy, Strategic Marketing, Strategic Planning, Statistics, New Product Business Cases, Operational Assessments, Compensation Plans, Forecasting, Mentorship & Coaching, Business Cases, Financial Modeling, P&L Forecasting, Process Design, Due Diligence, Healthcare Software, CEO, COO, Pricing Strategy, Pricing Models, General Management, Medical Software, FDA, Business Model Strategy, Microsoft Excel, Microsoft PowerPoint, Microsoft Office, Team Leadership, Team Management, Leadership, Communication, Executive Coaching, Organizational Design, Sales Strategy, Growth Strategy Consultants, Market Research, Business Advisory, Growth

Head of Strategy and Special Projects, Board Member

2012 - 2020
MobileODT
  • Advised the co-founders of a global women's health company from kitchen table to international market presence. Advised on everything from funding strategy to team building to product definition.
  • Supported product strategy informing everything from hardware and software definition to pricing model. Supported and advised on issues related to machine-learning-based diagnostics.
  • Led strategic finance, including pro-forma financials and pricing; worked closely with a controller on financial reporting and investor materials.
  • Helped co-founders secure multiple funding rounds, including negotiation support, cap table analysis, projections, and pitch deck writing. Raised approximately $26 million.
  • Integrated the board from the company's formation in 2012 until 2020.
Focus areas: Medical Devices, Medical Software, Angel Investing, Pitch Deck Consultant, Fundraising Strategy, Healthcare IT, Revenue & Expense Projections, Fundraising, Healthcare, Pricing, Monetization, Strategic Planning, New Product Business Cases, Funding Strategy, Product Strategy, New Products, Product Sales, Forecasting, Mentorship & Coaching, Business Planning, Business Cases, Financial Modeling, Due Diligence, Market Sizing, SaaS, Healthcare Software, FDA Clearance, Market Segmentation, Business Strategy, Pricing Strategy, Pricing Models, Small Business, General Management, Business Model Strategy, Microsoft Excel, Microsoft PowerPoint, Microsoft Office, Team Leadership, Leadership, Communication, Executive Coaching, Organizational Design, Sales Strategy, Growth Strategy Consultants, Sales Operations, Business Advisory, Growth

CEO and Founder

2011 - 2016
SoundStreak LLC
  • Led the development of a SaaS offering enabling professional quality recording of remote artists, like artist in-home studios and production teams in another city. Managed all aspects of the product, from value proposition to features to pricing.
  • Spearheaded and raised an A Round of approximately $800,000.
  • Wrote and prosecuted a family of patents building on the work of the product's inventor, ultimately selling the patent portfolio for significant realized gains.
  • Guided B2B market entry, building awareness and proselytizing to key user bases.
Focus areas: General Management, New Products, SaaS, Angel Investing, Pitch Deck Consultant, Fundraising Strategy, Revenue & Expense Projections, Fundraising, Pricing, SaaS Product Management, Marketing Strategy, Strategic Planning, New Product Business Cases, Funding Strategy, Product Strategy, Product Owner, Mentorship & Coaching, Business Planning, Due Diligence, Business Strategy, CEO, Pricing Strategy, Small Business, Business Model Strategy, Microsoft Excel, Microsoft PowerPoint, Microsoft Office, Team Leadership, Team Management, Leadership, Communication, Business Advisory, Growth

Co-founder, COO, Board Member

2006 - 2010
EyeIC
  • Worked with the co-founder, an ophthalmologist, to define a software-only medical device based on a licensed patent, including all aspects of product definition, such as functionality and pricing.
  • Oversaw the product development team and FDA approval process.
  • Built the business infrastructure on an as-needed basis: financial forecasts, budgeting, etc.
  • Led the funding strategy from boot-strap to Series B, raising approximately $2.6 million. Collaborated closely with the co-founder on all aspects of the negotiation, preparing and managing all supporting materials, including pro-forma and cap table.
  • Co-authored two patents building on the company's original offering and shepherded them through the USPTO.
Focus areas: B2B, Business Planning, Business Strategy, Angel Investing, Pitch Deck Consultant, Fundraising Strategy, Healthcare IT, Revenue & Expense Projections, Fundraising, Healthcare, Pricing, Monetization, SaaS Product Management, Strategic Planning, Statistics, New Product Business Cases, Funding Strategy, Product Strategy, New Products, Product Owner, Mentorship & Coaching, Due Diligence, SaaS, Healthcare Software, Medical Devices, FDA Clearance, CEO, COO, Small Business, General Management, Medical Software, FDA, Business Model Strategy, Microsoft Excel, Microsoft PowerPoint, Microsoft Office, Team Management, Leadership, Communication, Executive Coaching, Organizational Design, Growth Strategy Consultants, Business Advisory, Growth

Director, Telecom and Content Strategy

2001 - 2006
BearingPoint
  • Led the strategy team focusing on opportunity assessment, business cases, and product definition for telecom and media clients.
  • Built business cases and proforma financials for over-the-top telephony and broadband services. Provided ongoing support to product owner through launch.
  • Assessed an MVNO (white-label cellular reseller) opportunity for a service provider.
Focus areas: New Product Business Cases, Operational Assessments, Financial Modeling, Opportunity Assessments, Business Planning, Unit Economics, Customer Economics, Market Fit, Modeling, Market Sizing, Competitive Analysis, Financial Planning & Analysis (FP&A), Pitch Decks, SaaS, Go-to-market Strategy, Strategy, B2B, Business to Business to Consumer (B2B2C), B2B2C, Growth Strategy, Pitch Deck Consultant, Revenue & Expense Projections, Pricing, Monetization, SaaS Product Management, Management Consulting, Strategic Planning, Statistics, Wireless Data, Telecommunications, Forecasting, Mentorship & Coaching, Business Cases, Process Design, Market Segmentation, Business Strategy, Pricing Strategy, Pricing Models, Business Model Strategy, Microsoft Excel, Microsoft Office, Team Leadership, Team Management, Leadership, Communication, Business Transformation, Executive Coaching, Organizational Design, Sales Strategy, Growth Strategy Consultants, Market Research, Sales Operations, Business Advisory

SVP, Internal Development, and Strategy

1999 - 2001
Global Wireless Holdings
  • Led the assessment of service offerings and geographic markets for a wireless data platform.
  • Managed the hardware and software product assessment portfolio.
  • Devised B-2-B-2-C service offering for stolen car recovery in Argentina, demonstrating that insurance companies could profitably offer 100% subsidy of installation through discounts.
Focus areas: New Products, Wireless Data, Opportunity Assessments, Startups, Funding Strategy, Business Planning, Customer Economics, Unit Economics, Market Fit, Competitive Analysis, Pitch Decks, Go-to-market Strategy, Strategy, B2B, Business to Business to Consumer (B2B2C), B2B2C, Growth Strategy, Small Business, Pitch Deck Consultant, Revenue & Expense Projections, Pricing, Marketing Strategy, Strategic Marketing, Strategic Planning, Statistics, New Product Business Cases, Product Strategy, Telecommunications, Product Owner, Forecasting, Mentorship & Coaching, Business Cases, Financial Modeling, P&L Forecasting, Business Strategy, Pricing Models, Business Model Strategy, Microsoft Excel, Microsoft PowerPoint, Microsoft Office, Leadership, Communication, Organizational Design, Sales Strategy, Growth Strategy Consultants, Market Research, Growth

Senior Associate

1993 - 1999
Booz Allen Hamilton
  • Led dozens of consulting projects serving Fortune 1000 companies, with a focus on telecom and tech industries. Functional topics included opportunity assessment, operational assessment and remediation, and business planning.
  • Assessed fledgling DVR makers like TiVo and Replay for acquisition by consumer electronics multinationals.
  • Negotiated in-vehicle navigation systems, including GPS, mapping and routing, and dispatch for major telecom providers.
  • Invented and prototyped a modeling technique to quantify the impact on a 500+ stock-keeping unit (SKU) product line of shifts in color and design.
  • Overhauled the advertising sales compensation structure to shift focus from unit volume to unit price.
  • Designed and implemented a systematic process for prioritizing research and development spending at telecom equipment manufacturers based on portfolio targets.
Focus areas: Product Strategy, Opportunity Assessments, Media, Business Planning, Unit Economics, Customer Economics, Market Fit, Modeling, Market Sizing, Competitive Analysis, Financial Planning & Analysis (FP&A), Pitch Decks, SaaS, Go-to-market Strategy, Strategy, B2B, B2B2C, Business to Business to Consumer (B2B2C), Startups, Seed Fundraising, Growth Strategy, Market Segmentation, Pitch Deck Consultant, Revenue & Expense Projections, Pricing, SaaS Product Management, Management Consulting, Strategic Planning, Statistics, Operational Assessments, New Products, Compensation Plans, Telecommunications, Product Sales, Forecasting, Mentorship & Coaching, Business Cases, Financial Modeling, P&L Forecasting, Process Design, Business Strategy, Pricing Strategy, Pricing Models, Business Model Strategy, Microsoft Excel, Microsoft PowerPoint, Microsoft Office, Team Leadership, Team Management, Leadership, Communication, Business Transformation, Organizational Design, Sales Strategy, Growth Strategy Consultants, Sales Operations, Business Advisory

Founding Director, Marketing and Sales

1991 - 1993
Viatel
  • Wrote the initial business plan for a ground-breaking international calling service and oversaw its evolution from a resale of third-party international calling cards to a facilities-based service provider.
  • Defined and priced discount international calling services to and from around 200 countries.
  • Established a network of in-country sales agents in around 20 counties, including terms, residual compensation structures, volume, and performance targets.
  • Reverse-engineered unit costs, especially international settlement rates, for long-distance wholesalers as part of price negotiations.
Focus areas: New Products, Product Strategy, Product Sales, Product Owner, Startups, Unit Economics, Customer Economics, Market Fit, Modeling, Pitch Decks, Go-to-market Strategy, Strategy, B2B, Growth Strategy, Small Business, Angel Investing, Pitch Deck Consultant, Fundraising Strategy, Revenue & Expense Projections, Pricing, Marketing Strategy, Strategic Marketing, Strategic Planning, Wireless Data, Telecommunications, Mentorship & Coaching, Microsoft Excel, Microsoft Office, Growth Strategy Consultants, Growth

Manager, Europe

1989 - 1991
Alexander & Associates
  • Managed the London office of a US consulting firm, serving US motion picture studios in the UK, German, French, and Italian markets.
  • Designed and supervised recurring primary research using Gallup Omnibus and created newsletters and custom reports on topics related to home video distribution.
  • Identified new revenue opportunities and untapped market segments for customers.
Focus areas: Marketing Research & Analysis
1987 - 1989

Master of Business Administration (MBA) in International Business & Marketing

Columbia Business School - New York, NY, USA

1982 - 1985

Bachelor of Fine Arts Degree in Film & Television

New York University – Tisch School of the Arts - New York, NY, USA

Finance

Funding Strategy, Pricing, Seed Fundraising, Revenue & Expense Projections, Business Advisory, Forecasting, Financial Modeling, P&L Forecasting, Due Diligence, Financial Planning & Analysis (FP&A), Finance Strategy, Pricing Strategy, Fundraising, Market Research

Output Software

Microsoft Excel, Microsoft PowerPoint

Industry Expertise

Telecommunications, Software, Small Business, Healthcare

Other

Business Models, New Product Business Cases, Startups, Product Strategy, New Products, Business Planning, Business Cases, Pitch Decks, SaaS, Go-to-market Strategy, Strategy, Medical Devices, Growth Strategy, Opportunity Assessments, Business Strategy, CEO, Angel Investing, Pitch Deck Consultant, Business Model Strategy, Management Consulting, Strategic Planning, Growth Strategy Consultants, Growth, Product Owner, Mentorship & Coaching, Customer Economics, Market Fit, Modeling, Google Workspace, Market Sizing, Competitive Analysis, Chief Operations Officer (COO), Interim CFO, B2B, B2B2C, FDA Clearance, Market Segmentation, COO, Pricing Models, Marketing Strategy, Unit Economics, Hardware, Business to Business to Consumer (B2B2C), Fundraising Strategy, Healthcare IT, Monetization, SaaS Product Management, Strategic Marketing, Team Leadership, Team Management, Leadership, Communication, Business Transformation, Executive Coaching, Organizational Design, Sales Strategy, Statistics, Operational Assessments, Wireless Data, Compensation Plans, Media, Product Sales, Process Design, Microsoft Office, Healthcare Software, General Management, Medical Software, FDA, Sales Operations, Marketing Research & Analysis

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