Jeff Hopkins, Finance Expert in San Mateo, CA, United States
Jeff Hopkins

Finance Expert in San Mateo, CA, United States

Member since July 30, 2020
Jeff has advised and worked with over 40 early-stage venture capital-seeking and venture-backed companies, many as the interim CFO. He has authored CIMs and presentations for a $30 million consumer products company, $25 million staffing firm, $50 million media company, and an early-stage specialty finance firm. Jeff possesses an extensive and diverse financial and consulting background from over a dozen years working in investment banking, management consulting, and startups.
Jeff is now available for hire

Career Highlights


Case studies


  • Founder

    2018 - PRESENT
    Halo Finance, LLC.
    • Advised an entertainment startup through a successful series A equity financing while simultaneously converting from an LLC to a C-Corporation.
    • Developed departmental P&L budgets, tracked performance, maintained financial forecasts, and developed board presentation materials for clients.
    • Maintained cap tables, both online as well as creating pro-forma capitalization tables for various capital raising scenarios.
    • Developed a financial forecast including identifying additional future revenue streams and key performance indicators (KPIs) to track for an early-stage media company.
    • Advised the CEO and assisted in negotiations on a key new contract representing over 75% of revenue for a marketing services company.
    Focus areas: Financial Planning & Analysis (FP&A), Growth Capital Raising, Strategy, Finance Strategy, Cash Management, Financial Forecasting, CFO
  • Interim CFO Consultant

    2015 - 2018
    Keating Consulting Group, LLC.
    • Served as an outsourced CFO for 12 start-ups and consulted over a dozen more companies ranging from pre-revenue and pre-seed financing to high-growth companies raising series B financing.
    • Collaborated with the CEO of a SaaS startup to get an AR credit line in place, identified the type of credit line to pursue as well as potential lenders, organizing and attending meetings, evaluating terms, and recommending the resulting lender.
    • Provided guidance and leadership to other CFOs and served as the mentor to junior team members.
    • Spearheaded the firm's first M&A advisory project with a sell-side engagement in the sports industry.
    • Built a financial model for the firm's internal projections.
    Focus areas: Financial Planning & Analysis (FP&A), Board Presentations, Board of Directors, Cap Tables, Financial Forecasting, CFO
  • Associate

    2010 - 2015
    Daroth Capital Advisors, LLC.
    • Authored CIMs and presentations for a $30 million consumer products company, $25 million staffing firm, $50 million media company, $25 million manufacturing company, $25 million technical staffing company, and an early-stage specialty finance firm.
    • Compiled industry trends analysis, designed reports, and built the LBO model for multiple potential multi-billion dollar acquisitions.
    • Conducted a valuation study, in conjunction with a take-private transaction, used to inform the board's perception of value as well as providing the underpinning for the final pricing of the deal.
    • Created a marketing pitch presentation and analyzed potential targets for a new service offering.
    Focus areas: Discounted Cash Flow (DCF), Capital Raising, Valuation Multiples, Valuation, Confidential Information Memorandum (CIM), Pitch Decks, Financial Modeling, Mergers & Acquisitions (M&A)
  • Director of Research

    2007 - 2009
    Student Lending Analytics, LLC.
    • Managed all facets of client relationships, acting as the primary point of contact through the entire process from scoping and outlining projects to developing timelines, analyzing results, and making final recommendations.
    • Developed a firm’s objective lender evaluation system customizable by the school.
    • Designed and supervised initiatives to evaluate lender customer service using online surveys and a mystery caller program executed by a third-party vendor.
    • Staffed and managed a fluctuating group of up to eight interns.
    • Worked with outsource teams in India and Russia on research and web development projects.
    Focus areas: Student Loans, Higher Education, Online Research
  • Consultant

    2006 - 2007
    Deloitte Consulting, LLP.
    • Helped prepare client reports for the Compensation Committee members and management on a variety of topics and presented findings at Compensation Committee meetings.
    • Designed the long-term incentive plan, including establishing metrics and setting target levels of performance and payouts for $1.4 billion public financial services company headquartered in New York City.
    • Benchmarked employees’ compensation in market pricing analyses using SEC filings and surveys.
    • Assessed the financial performance of clients and comparator groups.
    Focus areas: Board Presentations, Board of Directors, Equity Compensation, CEO Compensation, Compensation Plans, Compensation, Executive Consulting
  • Research Manager

    2002 - 2006
    Equilar, Inc.
    • Recruited, staffed, and managed a staff of fourteen; led weekly staff meetings and served on the executive committee.
    • Served as the primary point of contact for all custom research requests, responsible for scoping and pricing such requests, developing and leading internal team research initiatives, and ensuring high-quality deliverables.
    • Participated in business development meetings to evaluate potential Equilar alliances.
    • Worked with cross-functional teams to survey client needs and implement enhancements to Equilar products.
    • Developed comprehensive training programs for the research team, educating new team members about the industry, expanding their financial and compensation structure knowledge, and illustrating how to update and maintain the company's products.
    Focus areas: New Product Development, Product Development, Business Research, CEO Compensation, Equity Compensation, Compensation


  • Master of Business Administration (MBA) Degree in Finance, Management, and Accounting
    2009 - 2011
    New York University - New York, New York, USA
  • Bachelor's Degree in Statistics and Economics
    1998 - 2002
    University of California - Berkeley, California, USA

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