14 years managing money across 31 countries. Book me when something's stuck: a deal you can't read, financials that don't add up, a partner problem.
Fourteen years managing a family office portfolio across public and private markets, +20% annualized. I've sat on the money side of the table, so I can tell you how your raise looks from the other chair. Call me about: how much to raise and at what stage, which investors actually fit your business, term sheet red flags, what your projections need to show before anyone believes them, and how to prep for diligence before it starts. You get a straight verdict, not encouragement.
I review and rebuild financial models for a living: family office deal flow, buy-side review, fourteen years of it. Call me when your projections feel made up, your unit economics don't tell a story, you can't explain your own runway math, or investors keep poking holes in the model. I'll tell you what's broken, what's defensible, and what a skeptical reader sees in the first five minutes. Bring the spreadsheet, leave with a fix list.
I underwrite short-term rental and real estate revenue for investor clients: comp-based projections, seasonality, realistic occupancy, expense loads that don't flatter the deal. Call me with a listing before you buy, a property that's underperforming, or a pro forma someone handed you that smells optimistic. I'll run the numbers straight and tell you what the property earns in the world we live in, not the brochure.
Buy-side deal review is my core work: fourteen years evaluating acquisitions for a family office across 31 countries. Call me before you sign anything. I'll help you read the seller's financials, spot revenue that won't survive the handover, sanity-check the valuation, structure the diligence process, and name the questions you're not asking. Sellers welcome too: I'll tell you what a skeptical buyer will see. Some of the best money you'll spend is on the deal you don't do.
