- Developed the pricing strategy for a blockchain technology-based inventory management startup focused on the aerospace sector, enabling rapid change and improving market positioning.
- Established proposal supporting materials through in-depth reviews; created a unique financial model, unit cost analysis, and a financial analytics dashboard for a concierge medicine startup.
- Developed pitch materials and a financial model for a database technology partner focused on Oracle compliance and database tool consolidation, gaining multiple referrals through excellent client service.
- Provided exceptional, value-add strategic and financial consulting to 15+ businesses across diverse industries, markets, and verticals such as consumer AI, enterprise database tools, on-prem database solutions, healthcare digital marketing, and more.
- Helped startups and SMBs navigate volatility, uncertainty, complexity, and ambiguity (VUCA) to raise capital, enhance their business and financial strategy, and ultimately accelerate growth.
Focus areas: Fundraising, Emerging Technologies, Blockchain, Artificial Intelligence (AI), Financial Analysis, Finance, Financial Modeling, Growth Strategy, Finance Strategy, Business Models, Pitch Decks, Pitch Deck Consultant, Consumer Products, Healthcare, Financials, Three-statement Modeling, Leveraged Buyout Modeling, Go-to-market Strategy, Marketing, Market Research, Capital Raising, Seed Fundraising, Series A, Business Plan Consultant, Business Planning, Pro Forma Financial Statements, Pricing Strategy, Startups, Startup Consulting, Emerging Growth Companies, Change Management, Change Leadership, Financial Planning & Analysis (FP&A), Three Statement Operating Model, Venture Capital, Data Analytics, Market Research & Analysis, Medtech, Fundraising Consultant, Pitch Presentations, Business Strategy, Interim CFO, Pricing, Pricing Models, Marketplaces, Subscriptions, Pricing Consultant, Subscription Pricing, Software as a Service (SaaS), SaaS, Pricing Analysis, Early-stage Funding, Early-stage Startups, Business Modeling, Health, Psychology & Mental Health, Psychology, Revenue & Expense Projections, CFO, Financial Reporting, Financial Reports, Impact Investing, Investments, Investment Committee Advisory, Business Model Consultant, Annual Planning, Annual Operating Plans, Company Strategy, Entertainment & Leisure, Music, Music Streaming, Customer Success, Customer Analysis, Customer Lifetime, Customer Lifetime Value, Digital Marketing, Consumer Marketplaces, Consumer Branding, Management Consulting, Market Assessment, Research, Marketing Reports, United States, Technology Trends, Business Technology, Technology, Early-stage Venture Capital, Investor Presentations, Startup Growth Strategy Development, Content, Platforms, Financial Forecasting, Financial Strategy, Financial Planning, Due Diligence, Cross-border M&A, Public Companies, Tableau, Looker, Data Analysis, Data Analyst, Non-profits, Data Rooms, Oracle