- Engineered the pivot from an agency business model to a product-led growth technology platform.
- Guided the founding team through multiple fundraises, the most recent being $8 million.
- Initiated and implemented the OKR management methodology from top-to-bottom, including the use of 15five.com, Mixpanel, and Lean experimentation.
- Set up the investor relations strategy and due diligence rooms for multiple investor rounds.
- Helped the founders determine the engines of growth for the company, key metrics, and viral feedback loops through flywheel analysis.
Focus areas: Growth, Strategy, Fundraising, Accounting, Finance Strategy, Business Models, Management, HR Analytics, Marketing Strategy, Entry Strategy, CFO, Startups, Lean Startups, Financial Planning & Analysis (FP&A), Venture Capital, Investor Relations, Competitive Strategy, Pitch Decks, Go-to-market Plans, Financial Analysis, Financial Accounting, Entrepreneurship, Analysis, Team Leadership, Financial Modeling, Growth Strategy, Intuit QuickBooks, Slack, HubSpot, Airtable, Xero, Objectives & Key Results (OKRs), Team Building, Budget Modeling, Contract Negotiation, Turnaround Management, Seed Fundraising, Microsoft 365, Google Docs, Human Capital Strategy, Go-to-market Strategy, Cash Flow Modeling, Lean Product Development, Market Research, Team Development, Fintech, Three-statement Modeling, EBITDA, Revenue & Expense Projections, Forecasting, Business Strategy, Fundraising Consultant, Early-stage Venture Capital, Early-stage Funding, Investor Presentations, Pitch Deck Consultant, Cash Flow Consultant, B2C, Business to Consumer (B2C), Cash Flow, Profit & Loss (P&L), Key Performance Indicators (KPIs), Angel Investing, Angel/Seed Funding, Marketing Research, Total Addressable Market (TAM), Market Sizing, Market Research & Analysis, Valuation, Startup Fund Raising, Artificial Intelligence (AI), Competition Research, Competitive Intelligence, Interim CFO, Fractional CFO, SaaS, Software as a Service (SaaS), Business Planning, Early-stage Startups, Marketplaces, Marketplace Platforms, Consumer Marketplaces, Startup Funding, Information Memoranda, Investment Memoranda, Investment Thesis, Deal Structuring, Investment Presentations, Term Sheet Negotiations, Venture Funding, Storytelling, Corporate Treasury, Cash Flow Management, Mobile User Acquisition