Dar Fazulyanov, Finance Expert in Los Angeles, CA, United States
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Dar Fazulyanov

Verified Expert  in Finance

Bio

Dar is a financial business leader with over 20 years of experience in eCommerce, healthcare, aircraft, software, blockchain, automotive, and airline industries. His expertise lies in M&A, pre-IPO, IPO, venture capital, and private equity deals. Dar holds an MBA with scholar honors from Tuck School of Business.

Career Highlights

CFO
Ampleo
Founder and CEO
Greener Equity

Education Highlights

Master of Business Administration (MBA)
Tuck School of Business at Dartmouth College

Case Studies

Expertise

  • 409A Valuation
  • Business Consulting
  • Cash Flow Forecasting
  • CFO
  • Financial Modeling
  • Mergers & Acquisitions (M&A)
  • Quality of Earnings
  • Valuation

Work Experience

CFO

2021 - PRESENT
Ampleo
  • Oversaw five M&A deals, quality of earnings audits, and IPO preparation for an eCommerce company.
  • Led the FP&A, M&A, and SPAC preparation for an aircraft company.
  • Managed the financial modeling and FP&A for a fire rescue company.
Focus areas: Mergers & Acquisitions (M&A), Pre-ICO, Pre-IPO, Quality of Earnings, Financial Planning & Analysis (FP&A), Software as a Service (SaaS), GAAP, IFRS Financial Reporting, Investor Reporting, Three-statement Modeling, Budgeting, Forecasting, Free Cash Flow (FCF), Cash Flow Forecasting, Finance Reports, Reporting, Accounts Payable, Accounts Receivable, Controller, Financial Statement Preparation, Investment Committee Advisory, Investment Memoranda, Pitch Deck Consultant, Pitch Decks, United States, Due Diligence, Leveraged Buyout (LBO), Small & Medium-sized Enterprises (SME), Revenue & Expense Projections, SAP Analytics Cloud (SAC), IFRS 15, Revenue Recognition, United Kingdom, Business Strategy, Venture Capital, Equity Research, Project Finance, Monte Carlo Simulations, Market Research, Early-stage Startups, Commercial Real Estate Finance (CREF), Business Models, Medical Software, Strategy, CFO, Operations, Software, Telemedicine, Growth, Performance, Blockchain & Cryptocurrency, Trading, Cryptocurrency, Bitcoin, Ethereum, Decision Support, Structuring, Series A, Cash Flow Management, Investment Analysis, Cash Flow Analysis, Construction, Financial Analysis, Investor Presentations, Growth Strategy, Fintech, Specialty Finance, eCommerce, Shopify, US GAAP, QuickBooks Online, General Ledgers, Cash Flow, Cash Management, Banking & Finance, Apple Keynote, Market Research Analyst, Business Plan Consulting, Saudi Arabia, Business Planning, Middle East, Environment, Account Management, Interim CFO, Fractional CFO, Part-time CFO, UK GAAP, Business Services, Policies & Procedures Compliance, Automation, Pricing, Seed Fundraising, Fundraising Strategy, RiskMetrics, Supply Chain, Consumer Products, Electronics, Organization, Key Performance Indicators (KPIs), M&A Due Diligence (Financial), Startup Funding, SaaS, Enterprise SaaS, Portfolio Management, Wealth Management, Pro Forma Financial Statements, Controllership, Virtual CFO, Comparable Company Analysis, Canada, Discounted Cash Flow (DCF), B2C, Apps, Business to Consumer (B2C), Asset Valuation, Certified Valuation Analyst, International Growth, Business Structuring, Consumer Electronics, Manufacturing, High-tech Startups, Automotive, Audit Management, Residential Real Estate, Agriculture, Waterfall Modeling, Oil & Gas, Infrastructure, Economic Analysis, Pricing Strategy, Sensitivity Analysis, Startup Growth Strategy Development, Technology, Operational Finance, Consumer Packaged Goods (CPG), Media, Tax Accounting, Film & Television, Fundraising Consultant, Private Equity, Investment Thesis, Mezzanine, Dashboards, Performance Analysis, Crowdsourcing, Crowdfunding Consultant, Crowdfunding, Kickstarter, Artificial Intelligence (AI), Machine Learning, Public Company Reporting, Public Companies, Audits, Target Operating Models, Corporate Governance, Corporate Finance, Reorganization, Sourcing, Cost Reduction & Optimization (Cost-down), Vendor Selection, Vendors & Suppliers, Paid Advertising, COO, Business Restructuring, Data Analysis, Competitor Analysis & Profiling, Financial Reporting, Employee Stock Options, Black-Scholes Model, Cash Flow Modeling, B2B, Profitability Optimization, Small Business Consultants, Retail & Wholesale, Variance Reporting, Internal Financial Reporting, Financial Reporting Dashboards, Startup Consulting, Crypto, Data Science, Blockchain, Monthly Close Process, Music, Music Publishing, Music Production, Education, Edtech Design, For-profit Education, Education Technology (Edtech), Chatbots, Compliance, Business Operations, High Net Worth Individuals (HNWI), Performance Improvement, Financial Services, Investments & Risk Management, Family Office COO, Advisory, Process Optimization, Business Technology, Social Networks, Late-stage Funding, M&A Strategy, Deal Sourcing, Term Sheet Negotiations, Property Management, Capital Raising, Limited Partnerships, Search Fund, Search Fund Expert, Term Sheet Advisory, Real Estate Development, Portfolio Analysis, Market Research & Analysis, Total Addressable Market (TAM), Competitive Analysis, Investment Banking, Investment Presentations, Data, Business Setup, Customer Acquisition Cost (CAC), Logistics, Reports, Sales Growth, Food & Beverage, Business Process Optimization, Process Mapping, Business Process Flow (BPF), Business Processes, Business Process Analysis, Communication, maxio, Business Process Management (BPM), Excel VBA, Bloomberg, Hedge Funds, Financial Controlling, Financial Controls & Processes, Internal Control, Excel Expert, Waterfall Methodology, Return Analysis, Psychology & Mental Health, Marketing, Management, B2C Marketing, Go-to-market Strategy, Product Launch, Valuation, Intellectual Property Valuation, Private Equity Valuation, Loans, Gaming, Controllership/Accounting, Energy, Building & Construction, Electricity, Operating Models, Data Analytics, Professional Services, Payroll & Benefits, Tax Planning, Web3, Capital Budgeting, Headcount Management, Inventory Management, Sales Forecasting, Expert Witness, Plastics, Foreign Exchange, Value at Risk, Acquisitions, Regtech, Business Consulting, Direct to Consumer (D2C), Leveraged Finance, ROI, Sales, Pricing Models, Pricing Plans, Due Diligence Consultant, eCommerce Analysis, Demand Planning, Data Modeling, Business Analytics, Business Intelligence (BI), Deal Structuring, Business Partnerships, Joint Venture Development, Revenue Modeling, BI Reports, Equity Research Analysis, M&A Analysis, Investment Ideas, Personal Finance, Islamic Finance, Islamic Banking, Scenario Analysis, Tobacco, Quantitative Analysis, Backtesting, Backtesting Trading Strategies, Investments, Data Collection, Crowdinvesting, Equity Crowdfunding, Regulation Crowdfunding, Financial Writer, Capital Markets, Copywriting, Stock Market, P&L Analysis, Logistics & Warehousing, Storage, Month-end Processes, Cost Modeling, Medical Devices, Billing & Collections, Invoicing, Bookkeeping, Xero Accounting, Lending, Market Models, Marketing Analytics, Investment Funds, Fintech Consultant, Trading Systems, Equity Offerings, Investor Relations, Monetization, Payment Gateways, Rewards, Luxury Goods, Excel 365, Balance Sheets, CAPEX, Profit & Loss (P&L), ICO, Mentorship & Coaching, Financial Forecasting, Microsoft Power BI, Refinancing, Transaction Advisory

Research Analyst

2023 - 2023
Australian Investment Firm
  • Researched, analyzed, and provided recommendations for a multi-billion renewable energy project.
  • Analyzed the Australian solar industry and battery pricing dynamics.
  • Assessed, analyzed, and provided recommendations for a potential investment in a renewable energy debt fund.
Focus areas: Venture Capital, Financial Modeling, Equity Research, Project Finance, Renewables, Renewable Energy, Pitch Decks, Forecasting, Valuation, Fundraising, Business Services, M&A Due Diligence (Financial), Wealth Management, Asset Valuation, International Growth, Business Structuring, Infrastructure, Economic Analysis, Pricing Strategy, Sensitivity Analysis, Technology, Private Equity, Investment Thesis, Performance Analysis, Vendors & Suppliers, Business Restructuring, Data Analysis, Competitor Analysis & Profiling, Cash Flow Modeling, B2B, High Net Worth Individuals (HNWI), Performance Improvement, Financial Services, Advisory, Late-stage Funding, Mergers & Acquisitions (M&A), M&A Strategy, Term Sheet Negotiations, Market Research & Analysis, Total Addressable Market (TAM), Competitive Analysis, Investment Banking, Investment Presentations, Data, Excel Expert, Waterfall Methodology, Return Analysis, Loans, Energy, Building & Construction, Electricity, Operating Models, Data Analytics, Acquisitions, Business Consulting, Leveraged Finance, ROI, Due Diligence Consultant, Data Modeling, Business Analytics, Deal Structuring, Business Partnerships, Joint Venture Development, Revenue Modeling, Equity Research Analysis, M&A Analysis, Investment Ideas, Scenario Analysis, Quantitative Analysis, Backtesting, Backtesting Trading Strategies, Investments, Data Collection, Financial Writer, P&L Analysis, Lending, Market Models, Investment Funds, Fintech Consultant, Excel 365, CAPEX, Profit & Loss (P&L), Mentorship & Coaching, Financial Forecasting, Transaction Advisory

Founder and CEO

2015 - 2021
WELL
  • Grew revenue to $1.5 million annual run-rate six months after the launch.
  • Created the largest network of over 1,000 physical, occupational, and speech therapists in California.
  • Designed and led the development of the HIPAA compliant on-demand marketplace platform.
Focus areas: Fundraising, Startups, Healthcare IT, Telehealth, Healthcare, Pitch Deck Consultant, Pitch Decks, United States, Forecasting, Revenue & Expense Projections, Revenue Recognition, Cap Tables, Business Strategy, Venture Capital, Market Research, Early-stage Startups, Business Models, Medical Software, Strategy, CFO, Operations, Software, Telemedicine, Growth, Performance, Blockchain & Cryptocurrency, Trading, Cryptocurrency, Bitcoin, Ethereum, Decision Support, Cash Flow Management, Cash Flow Analysis, Financial Analysis, Investor Presentations, Growth Strategy, eCommerce, US GAAP, QuickBooks Online, General Ledgers, Cash Flow, Cash Management, Banking & Finance, Apple Keynote, Business Plan Consulting, Business Planning, Seed Fundraising, Fundraising Strategy, Startup Funding, SaaS, Enterprise SaaS, Portfolio Management, Wealth Management, Pro Forma Financial Statements, Discounted Cash Flow (DCF), Apps, Business to Consumer (B2C), Consumer Electronics, Manufacturing, High-tech Startups, Audit Management, Startup Growth Strategy Development, CEO, Technology, Operational Finance, Film & Television, Fundraising Consultant, Dashboards, Performance Analysis, Crowdfunding Consultant, Crowdfunding, Audits, Corporate Governance, Corporate Finance, Reorganization, Sourcing, Cost Reduction & Optimization (Cost-down), Vendor Selection, Vendors & Suppliers, COO, Business Restructuring, Data Analysis, Competitor Analysis & Profiling, Financial Reporting, Employee Stock Options, Cash Flow Modeling, B2B, Profitability Optimization, Internal Financial Reporting, Financial Reporting Dashboards, Startup Consulting, Health, Crypto, Data Science, Blockchain, Monthly Close Process, Compliance, Business Operations, Performance Improvement, Process Optimization, Business Technology, M&A Strategy, Deal Sourcing, Term Sheet Negotiations, Capital Raising, Term Sheet Advisory, Market Research & Analysis, Total Addressable Market (TAM), Competitive Analysis, Investment Presentations, Data, Business Setup, Logistics, Reports, Sales Growth, Business Process Optimization, Process Mapping, Business Process Flow (BPF), Business Processes, Business Process Analysis, Communication, White Papers, Financial Controls & Processes, Internal Control, Psychology & Mental Health, Marketing, Management, B2C Marketing, Go-to-market Strategy, Product Launch, Intellectual Property Valuation, Loans, Controllership/Accounting, Operating Models, Payroll & Benefits, Tax Planning, Web3, Capital Budgeting, Headcount Management, Inventory Management, Sales Forecasting, Foreign Exchange, Value at Risk, Acquisitions, Regtech, Direct to Consumer (D2C), ROI, Sales, Pricing Models, Pricing Plans, eCommerce Analysis, Demand Planning, Business Analytics, Deal Structuring, Business Partnerships, Joint Venture Development, Revenue Modeling, Equity Research Analysis, M&A Analysis, Investment Ideas, Scenario Analysis, Quantitative Analysis, Backtesting, Backtesting Trading Strategies, Investments, Data Collection, Financial Writer, P&L Analysis, Month-end Processes, Cost Modeling, Medical Devices, Billing & Collections, Invoicing, Bookkeeping, Xero Accounting, Market Models, Marketing Analytics, Equity Offerings, Investor Relations, Monetization, Payment Gateways, Excel 365, Balance Sheets, CAPEX, Profit & Loss (P&L), ICO, Mentorship & Coaching, Financial Forecasting

Founder and CEO

2008 - 2015
Greener Equity
  • Bootstrapped to a $4+ million acquisition by Econ Partners, later acquired by Ryan.
  • Created one of the largest 409A valuation providers in the USA with thousands of valuations performed.
  • Acted as the exclusive 409A valuation provider for Carta with hundreds of valuations performed.
Focus areas: 409A Valuation, Valuation, Financial Modeling, Private Company Valuation, Real Estate, Investment Committee Advisory, Investment Memoranda, Pitch Deck Consultant, Pitch Decks, United States, Due Diligence, Leveraged Buyout (LBO), Small & Medium-sized Enterprises (SME), Forecasting, Revenue & Expense Projections, Revenue Recognition, Cap Table Formation, Cap Tables, Business Strategy, Venture Capital, Equity Research, Project Finance, Monte Carlo Simulations, Market Research, Early-stage Startups, Commercial Real Estate Finance (CREF), Business Models, Medical Software, Strategy, CFO, Operations, Software, Telemedicine, Growth, Performance, Blockchain & Cryptocurrency, Trading, Cryptocurrency, Bitcoin, Ethereum, Decision Support, Structuring, Series A, Cash Flow Management, Investment Analysis, Cash Flow Analysis, Financial Analysis, Investor Presentations, Growth Strategy, Fintech, Specialty Finance, eCommerce, US GAAP, QuickBooks Online, General Ledgers, Cash Flow, Cash Management, Banking & Finance, Apple Keynote, Market Research Analyst, Business Plan Consulting, Business Planning, Waste Management, Ecology, Environment, Account Management, Interim CFO, Fractional CFO, Part-time CFO, Business Services, Policies & Procedures Compliance, Automation, Pricing, Seed Fundraising, Fundraising Strategy, RiskMetrics, Supply Chain, Consumer Products, Electronics, Organization, Key Performance Indicators (KPIs), M&A Due Diligence (Financial), Startup Funding, SaaS, Enterprise SaaS, Portfolio Management, Wealth Management, Pro Forma Financial Statements, Controllership, Comparable Company Analysis, Discounted Cash Flow (DCF), B2C, Apps, Business to Consumer (B2C), Asset Valuation, Certified Valuation Analyst, International Growth, Business Structuring, Consumer Electronics, Manufacturing, High-tech Startups, Automotive, Audit Management, Residential Real Estate, Waterfall Modeling, Oil & Gas, Infrastructure, Economic Analysis, Pricing Strategy, Sensitivity Analysis, Startup Growth Strategy Development, CEO, Technology, Operational Finance, Media, Tax Accounting, Film & Television, Fundraising Consultant, Private Equity, Investment Thesis, Mezzanine, Dashboards, Performance Analysis, Crowdsourcing, Crowdfunding Consultant, Crowdfunding, Kickstarter, Artificial Intelligence (AI), Machine Learning, Public Company Reporting, Public Companies, Audits, Target Operating Models, Corporate Governance, Corporate Finance, Reorganization, Sourcing, Cost Reduction & Optimization (Cost-down), Vendor Selection, Vendors & Suppliers, Paid Advertising, Business Restructuring, Data Analysis, Competitor Analysis & Profiling, Financial Reporting, Employee Stock Options, Black-Scholes Model, Cash Flow Modeling, B2B, Profitability Optimization, Small Business Consultants, Variance Reporting, Internal Financial Reporting, Financial Reporting Dashboards, Startup Consulting, Health, Crypto, Data Science, Monthly Close Process, Music, Music Publishing, Music Production, Education, Edtech Design, For-profit Education, Education Technology (Edtech), Chatbots, Compliance, Business Operations, High Net Worth Individuals (HNWI), Performance Improvement, Financial Services, Investments & Risk Management, Family Office COO, Advisory, Process Optimization, Business Technology, Social Networks, Late-stage Funding, Mergers & Acquisitions (M&A), M&A Strategy, Deal Sourcing, Term Sheet Negotiations, Property Management, Capital Raising, Limited Partnerships, Search Fund, Search Fund Expert, Term Sheet Advisory, Real Estate Development, Portfolio Analysis, Market Research & Analysis, Total Addressable Market (TAM), Competitive Analysis, Federal Proposals, Grants, Investment Banking, Investment Presentations, Data, Business Setup, Customer Acquisition Cost (CAC), Logistics, Reports, Sales Growth, Food & Beverage, Business Process Optimization, Process Mapping, Business Process Flow (BPF), Business Processes, Business Process Analysis, Communication, Excel VBA, Bloomberg, Hedge Funds, Financial Controlling, Financial Controls & Processes, Internal Control, Excel Expert, Waterfall Methodology, Return Analysis, Marketing, Management, B2C Marketing, Go-to-market Strategy, Product Launch, Intellectual Property Valuation, Private Equity Valuation, Loans, Gaming, Controllership/Accounting, Energy, Building & Construction, Electricity, Operating Models, Data Analytics, Professional Services, Payroll & Benefits, Tax Planning, Headcount Management, Inventory Management, Sales Forecasting, Expert Witness, Litigation, Plastics, Foreign Exchange, Value at Risk, Acquisitions, Regtech, Business Consulting, Direct to Consumer (D2C), Leveraged Finance, ROI, Sales, Pricing Models, Pricing Plans, Due Diligence Consultant, eCommerce Analysis, Demand Planning, Data Modeling, Business Analytics, Business Intelligence (BI), Deal Structuring, Business Partnerships, Joint Venture Development, Revenue Modeling, BI Reports, Equity Research Analysis, M&A Analysis, Investment Ideas, Personal Finance, Islamic Banking, Scenario Analysis, Tobacco, Quantitative Analysis, Backtesting, Backtesting Trading Strategies, Investments, Data Collection, Crowdinvesting, Equity Crowdfunding, Regulation Crowdfunding, Financial Writer, Capital Markets, Copywriting, Stock Market, P&L Analysis, Logistics & Warehousing, Storage, Month-end Processes, Cost Modeling, Medical Devices, Billing & Collections, Invoicing, Bookkeeping, Lending, Market Models, Marketing Analytics, Investment Funds, Fintech Consultant, Trading Systems, Equity Offerings, Investor Relations, Monetization, Payment Gateways, Rewards, Luxury Goods, Excel 365, Balance Sheets, CAPEX, Profit & Loss (P&L), ICO, Fund Management, Mentorship & Coaching, Financial Forecasting, Microsoft Power BI, Refinancing, Transaction Advisory

CFO

2006 - 2008
S5 Wireless
  • Negotiated and raised $4 million in venture debt from WTI. Helped raise $20 million in venture capital.
  • Created processes and systems to manage finance, HR, procurement, payroll, and hiring for 40+ employees.
  • Performed forecasting, planning, budgeting, financial modeling, reporting, and financial statements and managed E&Y audits.
Focus areas: Accounting, Financials, Financing, Financial Modeling, Investment Memoranda, Pitch Deck Consultant, Pitch Decks, United States, Forecasting, Revenue & Expense Projections, Revenue Recognition, Cap Table Formation, Cap Tables, Business Strategy, Venture Capital, Monte Carlo Simulations, Market Research, Early-stage Startups, Business Models, Strategy, CFO, Operations, Software, Growth, Performance, Decision Support, Structuring, Series A, Cash Flow Management, Investment Analysis, Cash Flow Analysis, Construction, Financial Analysis, Investor Presentations, Growth Strategy, US GAAP, QuickBooks Online, General Ledgers, Cash Flow, Cash Management, Banking & Finance, Apple Keynote, Business Plan Consulting, Business Planning, Account Management, Interim CFO, Fractional CFO, Part-time CFO, Business Services, Policies & Procedures Compliance, Pricing, Seed Fundraising, Fundraising Strategy, RiskMetrics, Supply Chain, Electronics, Organization, Key Performance Indicators (KPIs), M&A Due Diligence (Financial), Startup Funding, SaaS, Portfolio Management, Wealth Management, Pro Forma Financial Statements, Controllership, Virtual CFO, Comparable Company Analysis, Discounted Cash Flow (DCF), Asset Valuation, International Growth, Business Structuring, Manufacturing, High-tech Startups, Audit Management, Waterfall Modeling, Economic Analysis, Pricing Strategy, Sensitivity Analysis, Startup Growth Strategy Development, Technology, Operational Finance, Tax Accounting, Fundraising Consultant, Private Equity, Dashboards, Performance Analysis, Audits, Target Operating Models, Corporate Governance, Corporate Finance, Reorganization, Sourcing, Cost Reduction & Optimization (Cost-down), Vendor Selection, Vendors & Suppliers, COO, Business Restructuring, Data Analysis, Competitor Analysis & Profiling, Financial Reporting, Employee Stock Options, Black-Scholes Model, Cash Flow Modeling, B2B, Profitability Optimization, Variance Reporting, Internal Financial Reporting, Financial Reporting Dashboards, Startup Consulting, Monthly Close Process, Compliance, Business Operations, Performance Improvement, Process Optimization, Business Technology, Late-stage Funding, M&A Strategy, Deal Sourcing, Term Sheet Negotiations, Capital Raising, Limited Partnerships, Term Sheet Advisory, Market Research & Analysis, Total Addressable Market (TAM), Competitive Analysis, Grant Accounting, Federal Proposals, Grants, Investment Presentations, Data, Customer Acquisition Cost (CAC), Logistics, Reports, Sales Growth, Business Process Optimization, Process Mapping, Business Process Flow (BPF), Business Processes, Business Process Analysis, Communication, Business Process Management (BPM), Financial Controlling, Financial Controls & Processes, Internal Control, Excel Expert, Marketing, Management, B2C Marketing, Go-to-market Strategy, Product Launch, Intellectual Property Valuation, Loans, Controllership/Accounting, Operating Models, Data Analytics, Payroll & Benefits, Tax Planning, Capital Budgeting, Headcount Management, Inventory Management, Sales Forecasting, Acquisitions, Regtech, Leveraged Finance, ROI, Pricing Models, Pricing Plans, Demand Planning, Data Modeling, Business Analytics, Deal Structuring, Business Partnerships, Joint Venture Development, Revenue Modeling, BI Reports, Equity Research Analysis, M&A Analysis, Investment Ideas, Scenario Analysis, Quantitative Analysis, Backtesting, Backtesting Trading Strategies, Investments, Data Collection, Financial Writer, P&L Analysis, Logistics & Warehousing, Month-end Processes, Cost Modeling, Billing & Collections, Invoicing, Bookkeeping, Xero Accounting, Lending, Market Models, Marketing Analytics, Equity Offerings, Investor Relations, Excel 365, Balance Sheets, CAPEX, Profit & Loss (P&L), Mentorship & Coaching, Financial Forecasting, Transaction Advisory

Associate

2004 - 2006
vSpring Capital
  • Assisted with deals such as the acquisition of MediConnect by Verisk for $350 million, Recon Dynamics (formerly S5) – which was acquired by Tricon –Senforce, DriveSafety, and Globalsim.
  • Sourced deals, conducted due diligence, negotiated terms, helped operate, and financed companies.
  • Contributed to the management of the boards of Cogito, DriveSafety, S5 Wireless, and Senforce.
Focus areas: Early-stage Venture Capital, Venture Funding, Investment Committee Advisory, Investment Memoranda, Pitch Deck Consultant, Pitch Decks, United States, Due Diligence, Leveraged Buyout (LBO), Small & Medium-sized Enterprises (SME), Forecasting, Revenue & Expense Projections, Revenue Recognition, Cap Table Formation, Cap Tables, Business Strategy, Venture Capital, Equity Research, Project Finance, Renewables, Renewable Energy, Monte Carlo Simulations, Market Research, Early-stage Startups, Commercial Real Estate Finance (CREF), Business Models, Strategy, Operations, Software, Growth, Trading, Decision Support, Structuring, Series A, Cash Flow Management, Investment Analysis, Cash Flow Analysis, Construction, Financial Analysis, Investor Presentations, Growth Strategy, Fintech, Specialty Finance, FIG, eCommerce, US GAAP, Cash Flow, Cash Management, Banking & Finance, Market Research Analyst, Business Plan Consulting, Business Planning, Waste Management, Ecology, Environment, Account Management, Consumer Products, Electronics, Organization, Key Performance Indicators (KPIs), Startup Funding, SaaS, Enterprise SaaS, Portfolio Management, Pro Forma Financial Statements, Controllership, Comparable Company Analysis, Discounted Cash Flow (DCF), B2C, Apps, Business to Consumer (B2C), Asset Valuation, International Growth, Business Structuring, Consumer Electronics, Manufacturing, High-tech Startups, Automotive, Waterfall Modeling, Oil & Gas, Infrastructure, Economic Analysis, Sensitivity Analysis, Startup Growth Strategy Development, Technology, Operational Finance, Consumer Packaged Goods (CPG), Media, Film & Television, Fundraising Consultant, Private Equity, Investment Thesis, Mezzanine, Dashboards, Performance Analysis, Crowdfunding, Public Company Reporting, Public Companies, Audits, Target Operating Models, Corporate Governance, Corporate Finance, Reorganization, Sourcing, Cost Reduction & Optimization (Cost-down), Vendor Selection, Vendors & Suppliers, Paid Advertising, Business Restructuring, Data Analysis, Competitor Analysis & Profiling, Financial Reporting, Employee Stock Options, Black-Scholes Model, Cash Flow Modeling, B2B, Profitability Optimization, Small Business Consultants, Retail & Wholesale, Variance Reporting, Internal Financial Reporting, Startup Consulting, Health, Education, Edtech Design, For-profit Education, Education Technology (Edtech), Chatbots, Compliance, Business Operations, High Net Worth Individuals (HNWI), Performance Improvement, Financial Services, Investments & Risk Management, Family Office COO, Advisory, Process Optimization, Business Technology, Social Networks, Late-stage Funding, Mergers & Acquisitions (M&A), M&A Strategy, Deal Sourcing, Term Sheet Negotiations, Property Management, Capital Raising, Limited Partnerships, Search Fund, Search Fund Expert, Term Sheet Advisory, Real Estate Development, Portfolio Analysis, Market Research & Analysis, Total Addressable Market (TAM), Competitive Analysis, Grant Accounting, Federal Proposals, Grants, Investment Banking, Investment Presentations, Data, Business Setup, Customer Acquisition Cost (CAC), Logistics, Reports, Sales Growth, Food & Beverage, Business Process Optimization, Process Mapping, Business Process Flow (BPF), Business Processes, Business Process Analysis, Communication, Excel VBA, Bloomberg, Financial Controlling, Financial Controls & Processes, Internal Control, Excel Expert, Waterfall Methodology, Return Analysis, Psychology & Mental Health, Marketing, Management, B2C Marketing, Go-to-market Strategy, Product Launch, Valuation, Intellectual Property Valuation, Private Equity Valuation, Loans, Gaming, Energy, Building & Construction, Electricity, Operating Models, Data Analytics, Professional Services, Capital Budgeting, Headcount Management, Inventory Management, Sales Forecasting, Litigation, Plastics, Foreign Exchange, Value at Risk, Acquisitions, Regtech, Business Consulting, Direct to Consumer (D2C), Leveraged Finance, ROI, Sales, Pricing Models, Pricing Plans, Due Diligence Consultant, eCommerce Analysis, Demand Planning, Data Modeling, Business Analytics, Business Intelligence (BI), Deal Structuring, Business Partnerships, Joint Venture Development, Revenue Modeling, BI Reports, Equity Research Analysis, M&A Analysis, Investment Ideas, Personal Finance, Islamic Finance, Scenario Analysis, Quantitative Analysis, Backtesting, Backtesting Trading Strategies, Investments, Data Collection, Crowdinvesting, Equity Crowdfunding, Regulation Crowdfunding, Financial Writer, Capital Markets, Copywriting, Stock Market, Logistics & Warehousing, Month-end Processes, Cost Modeling, Medical Devices, Billing & Collections, Invoicing, Lending, Market Models, Marketing Analytics, Investment Funds, Fintech Consultant, Equity Offerings, Investor Relations, Monetization, Payment Gateways, Rewards, Luxury Goods, Excel 365, Balance Sheets, CAPEX, Profit & Loss (P&L), Fund Management, Mentorship & Coaching, Financial Forecasting, Refinancing, Transaction Advisory
2002 - 2004

Master of Business Administration (MBA) in Finance and Business Management

Tuck School of Business at Dartmouth College - Hanover, NH, USA

1995 - 1997

Bachelor's Degree in Economics

Brigham Young University - Provo, UT, USA

Finance

M&A Modeling, M&A (Sell-side), M&A (Buy-side), Fundraising, Mergers & Acquisitions (M&A), Financial Planning & Analysis (FP&A), Financial Modeling, Valuation, Accounting, 409A Valuation, Venture Funding, Three-statement Modeling, Budgeting, Forecasting, Free Cash Flow (FCF), Cash Flow Forecasting, Controller, Private Company Valuation, Investment Memoranda, Due Diligence, Revenue & Expense Projections, Cap Table Formation, Equity Research, Project Finance, Market Research, CFO, Series A, Specialty Finance, FIG, Cash Flow, Cash Management, Pricing, Seed Fundraising, RiskMetrics, Startup Funding, Wealth Management, Pro Forma Financial Statements, Comparable Company Analysis, Discounted Cash Flow (DCF), Asset Valuation, Certified Valuation Analyst, Audit Management, Pricing Strategy, Operational Finance, Private Equity, Investment Thesis, Mezzanine, Crowdfunding, Corporate Finance, Cost Reduction & Optimization (Cost-down), Data Analysis, Financial Reporting, Cash Flow Modeling, Profitability Optimization, Internal Financial Reporting, Blockchain, Late-stage Funding, Capital Raising, Portfolio Analysis, Total Addressable Market (TAM), Customer Acquisition Cost (CAC), Return Analysis, Intellectual Property Valuation, Private Equity Valuation, Tax Planning, Capital Budgeting, ROI, Business Intelligence (BI), Revenue Modeling, Equity Research Analysis, Personal Finance, Islamic Banking, Crowdinvesting, Equity Crowdfunding, Regulation Crowdfunding, Lending, Market Models, Equity Offerings, Balance Sheets, Profit & Loss (P&L), Fund Management, Refinancing, UK GAAP, Payables

Output Software

Microsoft Excel, Apple Keynote

Data & Analysis Software

QuickBooks Online, Bloomberg, Xero Accounting, Intuit QuickBooks

Industry Expertise

Real Estate, Healthcare, IFRS 15, Venture Capital, Renewable Energy, Early-stage Startups, Software, Bitcoin, Construction, Banking & Finance, Ecology, Consumer Products, Electronics, High-tech Startups, Automotive, Technology, Public Companies, Retail & Wholesale, Health, For-profit Education, Education Technology (Edtech), Financial Services, Real Estate Development, Logistics, Food & Beverage, Energy, Building & Construction, Electricity, Professional Services, Litigation, Plastics, Capital Markets, Residential Real Estate, Agriculture, Oil & Gas, Film & Television, Music, Luxury Goods, Expatriation Tax

Geographic Expertise

United States, United Kingdom, Saudi Arabia, Middle East, Canada

Other

Quality of Earnings, Pre-ICO, Financials, Economics, Finance, Startups, Healthcare IT, Financing, Early-stage Venture Capital, Computer Science, Software as a Service (SaaS), GAAP, IFRS Financial Reporting, Investor Reporting, Finance Reports, Reporting, Accounts Payable, Accounts Receivable, Financial Statement Preparation, Investment Committee Advisory, Telehealth, Pitch Deck Consultant, Pitch Decks, Leveraged Buyout (LBO), Small & Medium-sized Enterprises (SME), Revenue Recognition, Cap Tables, Business Strategy, Renewables, Monte Carlo Simulations, Commercial Real Estate Finance (CREF), Business Models, Medical Software, Strategy, Operations, Telemedicine, Growth, Performance, Blockchain & Cryptocurrency, Trading, Cryptocurrency, Ethereum, Decision Support, Structuring, Cash Flow Management, Investment Analysis, Cash Flow Analysis, Financial Analysis, Investor Presentations, Growth Strategy, Fintech, eCommerce, US GAAP, General Ledgers, Market Research Analyst, Business Plan Consulting, Business Planning, Waste Management, Environment, Account Management, Interim CFO, Fractional CFO, Part-time CFO, Business Services, Policies & Procedures Compliance, Automation, Fundraising Strategy, Supply Chain, Organization, Key Performance Indicators (KPIs), M&A Due Diligence (Financial), SaaS, Enterprise SaaS, Portfolio Management, Controllership, Virtual CFO, B2C, Apps, Business to Consumer (B2C), International Growth, Business Structuring, Consumer Electronics, Manufacturing, Waterfall Modeling, Economic Analysis, Sensitivity Analysis, Startup Growth Strategy Development, CEO, Consumer Packaged Goods (CPG), Media, Tax Accounting, Fundraising Consultant, Dashboards, Performance Analysis, Crowdsourcing, Crowdfunding Consultant, Artificial Intelligence (AI), Machine Learning, Public Company Reporting, Audits, Target Operating Models, Corporate Governance, Reorganization, Sourcing, Vendor Selection, Vendors & Suppliers, Paid Advertising, COO, Business Restructuring, Competitor Analysis & Profiling, Employee Stock Options, Black-Scholes Model, B2B, Small Business Consultants, Variance Reporting, Financial Reporting Dashboards, Startup Consulting, Crypto, Data Science, Monthly Close Process, Education, Edtech Design, Chatbots, Compliance, Business Operations, High Net Worth Individuals (HNWI), Performance Improvement, Investments & Risk Management, Family Office COO, Advisory, Process Optimization, Business Technology, Social Networks, M&A Strategy, Deal Sourcing, Term Sheet Negotiations, Limited Partnerships, Search Fund, Search Fund Expert, Term Sheet Advisory, Investments, Market Research & Analysis, Competitive Analysis, Grant Accounting, Federal Proposals, Grants, Investment Banking, Investment Presentations, Data, Business Setup, Reports, Sales Growth, Business Process Optimization, Process Mapping, Business Process Flow (BPF), Business Processes, Business Process Analysis, Communication, Business Process Management (BPM), Excel VBA, Hedge Funds, White Papers, Financial Controlling, Financial Controls & Processes, Internal Control, Excel Expert, Waterfall Methodology, Psychology & Mental Health, Marketing, Management, B2C Marketing, Go-to-market Strategy, Product Launch, Loans, Gaming, Controllership/Accounting, Operating Models, Data Analytics, Payroll & Benefits, Web3, Headcount Management, Inventory Management, Sales Forecasting, Expert Witness, Foreign Exchange, Value at Risk, Acquisitions, Regtech, Business Consulting, Direct to Consumer (D2C), Leveraged Finance, Sales, Pricing Models, Pricing Plans, Due Diligence Consultant, eCommerce Analysis, Demand Planning, Data Modeling, Business Analytics, Deal Structuring, Business Partnerships, Joint Venture Development, BI Reports, M&A Analysis, Investment Ideas, Islamic Finance, Scenario Analysis, Quantitative Analysis, Backtesting, Backtesting Trading Strategies, Data Collection, Financial Writer, Copywriting, Stock Market, P&L Analysis, Logistics & Warehousing, Storage, Month-end Processes, Cost Modeling, Medical Devices, Billing & Collections, Invoicing, Bookkeeping, Marketing Analytics, Investment Funds, Fintech Consultant, Trading Systems, Investor Relations, Monetization, Excel 365, CAPEX, ICO, Mentorship & Coaching, Financial Forecasting, Microsoft Power BI, Transaction Advisory, Pre-IPO, SAP Analytics Cloud (SAC), Shopify, Infrastructure, Kickstarter, Music Publishing, Music Production, Property Management, maxio, Tobacco, Payment Gateways, Rewards

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