Josh Bornstein, Finance Expert in Boulder, CO, United States
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Josh Bornstein

Verified Expert  in Finance

Management Consulting Expert

Location
Boulder, CO, United States
Toptal Member Since
July 1, 2022

Josh is an experienced early-stage venture investor, having sat on boards of SaaS and consumer startups in the US and India over the past 15 years. Josh worked closely with founders in multiple sectors, including vertical SaaS platforms, healthtech, fintech, audio infrastructure, no-code data science platforms, and consumer brands. Josh is willing to continue helping companies with hiring, product roadmap strategy, product-market fit, and growth.

Career Highlights

Consultant
Self-employed
Partner
Montane Ventures
India Lead
Footprint Ventures

Education Highlights

Bachelor's Degree
Claremont McKenna College

Case Studies

Work Experience

Consultant

2021 - PRESENT
Self-employed
  • Helped develop supply chain finance and fintech strategies for a large Asian bank.
  • Worked 1:1 with the co-founder and CEO of a healthtech startup to develop business and marketing strategies. Assisted the CEO in reporting and communication with the lead investor.
  • Collaborated with the CEO of a media-tech startup to help hire a senior sales team and develop a revenue model and the go-to-market strategy.
Focus areas: Strategy, Consulting, Startups, Communication, Financial Modeling, Microsoft, Fundraising, Go-to-market Strategy, Business Planning, Investor Relations, Investor Reporting, Recruiting, SaaS, COO, United States, Sales Strategy, Pricing, Monetization, Business to Business (B2B)

Growth Strategy Expert

2023 - 2024
Health Access LLC
  • Developed a comprehensive go-to-market strategy detailing different potential channel partners. Assisted the founders in changing their mindset to tackle multiple areas simultaneously rather than sequentially.
  • Collaborated with the founders to craft custom pitches for each potential channel partner.
  • Identified specific individuals within targeted organizations to approach for business development and potential partnerships.
  • Created a questionnaire to collect quick feedback from potential customers.
Focus areas: Growth Strategy, Healthcare, Business Strategy, Apps, Startups, Growth Hacking, Fundraising, Company Strategy

Market Analyst

2023 - 2024
Mayo Clinic - Media and Content
  • Developed a detailed understanding of client needs by speaking with different users and documenting diverse use cases and current pain points.
  • Completed an extensive evaluation of 25 different potential SaaS solutions.
  • Identified one SaaS platform solving the organization's pain points through a differentiated and unique solution.
Focus areas: Market Research, Market Research & Analysis, SaaS, Healthcare IT, Health IT, Enterprise SaaS, Hospitals, Innovation, Innovation Strategy, Business to Business (B2B)

Interim COO

2022 - 2023
Navya Network
  • Collaborated with the founders after a successful $12 million Series A funding round from Lightrock and Sony in early 2022. Provided strategic insights from customer feedback and devised go-to-market plans for the B2B SaaS product.
  • Developed strategies for 2nd opinions and in-clinic use cases at academic medical and community oncology centers. Connected with oncologists to understand clinician requirements. Aligned senior management teams on strategic and financial objectives.
  • Created cost models to forecast hiring needs and operational expenses for the clinical operations of 250 clinical analysts. Developed financial projections for internal unit heads and investors.
Focus areas: Board of Directors, Board Reporting, Collaboration, Product Roadmaps, New Product Rollout, Cross-functional Collaboration, Fundraising, Healthcare, Software as a Service (SaaS), United States, B2B, Digital Health, Product Design, Competition Research, Business Strategy, Sales Strategy, Pricing, Monetization, Company Strategy, Chief Operations Officer (COO), SaaS, B2B Partnerships, Operational Efficiency Improvement

Market Research Expert

2022 - 2023
Consumer Healthcare Products Association, Inc.
  • Worked with the client to develop a framework to evaluate potential alternatives and rate them and create a negotiating strategy to extend the current contract.
  • Provided a roadmap on how the client could maximize its negotiating leverage if they chose to extend their current partnership.
  • Presented to the industry organization's steering committee. The committee based its decision on the final presentation.
Focus areas: Market Research, Competitive Analysis, Total Addressable Market (TAM), Pricing Models, United States, Market Research & Analysis, Competition Research, Business to Business (B2B), Strategic Partnerships, B2B Partnerships

Partner

2016 - 2022
Montane Ventures
  • Invested in Hybrent, a software as a service (SaaS) platform for surgery centers, physician groups, and long-term care facilities with a strategy focused both on marketplace and SaaS.
  • Grew Hybrent from $0 to $7+ million annual recurring revenue (ARR) with $2+ billion US healthcare procurement. Serent acquired the company.
  • Invested in Sedemac, a company that will deliver $50+ million in revenue in 2022. Sedemac builds control solutions with software that realizes best-in-class fuel efficiency, emissions, and power delivery in electric vehicle (EV) applications.
  • Led Adori's Series A investment. A company with six patents on core audio infrastructure, solving persistent industry-wide problems—lack of monetization, measurement, and interactivity.
  • Hired Adori's sales and partnership team while helping develop the go-to-market strategy.
  • Invested in Remidio, a portable fundus camera that attaches to an iPhone, enabling screening of the retina without dilating the eyes for cataracts, diabetic retinopathy, refractive error, and glaucoma.
  • Helped Remidio pivot from India's market focus to the US focus. The company will hit $7 million in revenue in 2022.
Focus areas: Investing, Startups, Strategy, Mergers & Acquisitions (M&A), Growth, Board of Directors, Financial Analysis, Critical Thinking, Microsoft, Deal Sourcing, Due Diligence, Fundraising, Communication, Go-to-market Strategy, Business Planning, Investor Relations, Investor Reporting, Recruiting, Growth Strategy, Market Research, Competitive Analysis, Business Strategy, Market Research & Analysis, Go-to-market Plans, Fundraising Strategy, Early-stage Venture Capital, SaaS, Total Addressable Market (TAM), Business Development, Growth Strategy Consultants, Competitive Strategy, Pricing Models, Competitor Analysis & Profiling, Organizational Design, Key Performance Indicators (KPIs), Board Reporting, Stock-based Compensation, Employee Stock Options, Venture Capital, Pitch Decks, Healthcare, Software as a Service (SaaS), United States, B2B, Forecasting, Startup Consulting, eCommerce, Digital Health, Product Design, Competition Research, Sales Strategy, Pricing, Monetization, Innovation, Innovation Strategy, Company Strategy, Executive Coaching, Sales Growth, SaaS, Business to Business (B2B), Strategic Partnerships, B2B Partnerships, Operational Efficiency Improvement, Business Advisory

India Lead

2008 - 2015
Footprint Ventures
  • Invested in Wibmo, a fintech startup that provides technology solutions focused on India, Southeast Asia, and the Middle East, and assisted in developing the strategy beyond two-factor authentication.
  • Grew the revenue from less than $1 to $18 million. Accel and Intel Capital were co-investors, and in 2019 PayU acquired the company.
  • Led the several seed rounds of a fast-growing Indian beverage startup, Hector Beverages. The investors included Sequoia, Sofina, and Hillhouse.
  • Helped conceptualize, launch, and grow the Paper Boat brand and achieved a valuation up to 30x in three years and a $100 million run rate and profitability.
  • Assisted July Systems in developing a cloud-based, mobile application platform targeting locations where large groups of people congregate—hotels, stadiums, and shopping malls. Helped with strategy and positioning until being acquired by Cisco.
  • Collaborated with Canvera to conceptualize a full-stack solution for professional photographers. Worked closely with the founders growing B2B and B2B2C business from $0 to $10+ million in revenue. The company was then acquired by Printo.
Focus areas: Deal Sourcing, Due Diligence, Investing, Critical Thinking, Microsoft, Startups, Fundraising, Communication, Go-to-market Strategy, Financial Modeling, Business Planning, Investor Relations, Investor Reporting, Recruiting, Growth Strategy, Strategic Planning, Total Addressable Market (TAM), Growth Strategy Consultants, Competitive Strategy, Pricing Models, Competitor Analysis & Profiling, Organizational Design, Key Performance Indicators (KPIs), Board Reporting, Stock-based Compensation, Employee Stock Options, Venture Capital, Pitch Decks, Software as a Service (SaaS), B2B, Forecasting, Startup Consulting, eCommerce, Digital Health, Product Design, Market Research & Analysis, Competition Research, Business Strategy, Sales Strategy, Pricing, Monetization, Innovation, Innovation Strategy, Company Strategy, Executive Coaching, Sales Growth, SaaS, Business to Business (B2B), Strategic Partnerships, Operational Efficiency Improvement, Business Advisory

Manager, Corporate Planning

2003 - 2006
Infosys
  • Oversaw the 3-year business planning process and invested $19 million into new technology ideas.
  • Formulated a recruiting strategy for Infosys at the US universities and liberal arts colleges for positions based in Bangalore, India. The pilot recruiting plan received approval from the CEO, Nandan Nilekani. Then the project moved to HR and scaled.
  • Nominated for a one-year term to the company's management council as a member of the voice of youth, which was composed of nine high-performing employees under 30 years old.
Focus areas: Business Planning, Strategy, Financial Analysis, Microsoft, Communication, Financial Modeling, Recruiting, Growth Strategy, Strategic Planning & Execution, United States, Innovation, Innovation Strategy, Company Strategy, IT Services

Analyst

2002 - 2003
Barrington Associates (acquired by Wells Fargo)
  • Worked as sell-side advisory to Money Mailer LLC in its sale to Roark Capital for $55 million in May 2003.
  • Represented Robert Zarnegin—80% owner of the Peninsula Beverly Hills—in his attempted acquisition of The Beverly Hilton from Merv Griffin.
  • Performed rigorous M&A, financing, and valuation modeling, conducted comprehensive due diligence and prepared client and board presentations for industries like direct mail, outdoor consumer products, personal care products, and houseware products.
Focus areas: Mergers & Acquisitions (M&A), Due Diligence, Financial Analysis, Microsoft, Communication, Financial Modeling, Business Advisory
1998 - 2002

Bachelor's Degree in Economics-Accounting

Claremont McKenna College - Claremont, CA, USA

Finance

Due Diligence, Fundraising, Market Research, Forecasting, Pricing, Business Advisory, Mergers & Acquisitions (M&A), Financial Modeling, Total Addressable Market (TAM)

Industry Expertise

Venture Capital, Healthcare, Hospitals

Geographic Expertise

United States

Other

Financial Analysis, Investing, Startups, Strategy, Growth, Deal Sourcing, Consulting, Go-to-market Strategy, Business Planning, Growth Strategy, Competitive Analysis, Early-stage Venture Capital, Fundraising Strategy, Go-to-market Plans, Strategic Planning, Market Research & Analysis, Business Strategy, SaaS, Competitive Strategy, Competitor Analysis & Profiling, COO, Organizational Design, Key Performance Indicators (KPIs), Board Reporting, Stock-based Compensation, Employee Stock Options, Pitch Decks, Software as a Service (SaaS), B2B, Startup Consulting, Digital Health, Product Design, Competition Research, Sales Strategy, Monetization, Innovation, Innovation Strategy, Company Strategy, Executive Coaching, Sales Growth, Chief Operations Officer (COO), SaaS, Business to Business (B2B), Strategic Partnerships, Economics, Political Analysis, Critical Thinking, Education, Microsoft, Board of Directors, Communication, Recruiting, Investor Reporting, Investor Relations, Business Models, Growth Strategy Consultants, Liberal Arts, Strategic Planning & Execution, Business Development, Pricing Models, eCommerce, IT Services, B2B Partnerships, Operational Efficiency Improvement, Collaboration, Product Roadmaps, New Product Rollout, Cross-functional Collaboration, Healthcare IT, Health IT, Enterprise SaaS, Apps, Growth Hacking

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