CFO @ Surgo | Co-founder @ PocketGM | Experienced private equity investor | Consultant to successfully exited startups | Finance all-star
Through my career in investment banking, private equity, and hedge funds, have built financial models and analyzed the financial statements of hundreds of companies. I can help you build top quality financial forecasts and reports that will impress investors and empower you to make decisions for your business.
I have led businesses through successful capital raises, most recently a $7mm institutional round. I have experience building financial models and investor materials, running diligence processes, and advising in terms negotiation.