- Created a revenue forecast for a Series-C unicorn that raised $100+ million.
- Saved a $200M-to-300-million family office around $12 million by avoiding a bad investment.
- Re-designed a pitch deck and built a business plan for seed fintech to raise $3.5 million.
- Confirmed a $5+ billion global market size for a European startup and built all pitch materials like the model, valuation, forecast, pitch deck, and business plan.
- Consulted C-suite for GTM, growth strategy, capital raising, revenue forecasts, and business planning, preparing teams for investor meetings on short notice—a week instead of a month.
- Valued 100+ firm assets in 90% less time for the COO, CIO, and CEO of an $85+ million venture fund by developing a novel process and a tool for SAFEs and equity securities.
- Met 100+ management teams with $10 million to $1 billion in annual revenue, and the top recommendation went up 4x in 2021.
- Made go and no-go biotech investment recommendations to the founder of $1 billion equity manager in two weeks where top recommendation outperformed.
- Provided an FP&A underpinning case to the Supreme Court of Pennsylvania with a successful appeal.
Focus areas: Startups, Mergers & Acquisitions (M&A), Growth Consulting, Due Diligence, Growth Strategy, Launch Strategy, Product Launch, New Products, Early-stage Venture Capital, Venture Funding, Private Equity, Private Equity Consultant, Alternative Investments, Late-stage Funding, Fractional CFO, Pitch Preparation, Pitch Decks, Pitch Presentations, Voice of the Customer (VoC), Business Strategy, Customer Experience, Employee Experience, Financial Modeling, Revenue Modeling, Go-to-market Strategy, Business Modeling, Financial Statements, Business Models, Financial Planning & Analysis (FP&A), Forecasting, Revenue & Expense Projections, Fundraising, SaaS, B2B Sales Pipeline, B2B Partnerships, Go-to-market Plans, B2C, B2B2C, Competitive Strategy, B2B