Designed and managed venture-direct and co-investment initiatives for family offices, often serving as the interim 首席财务官 for clients' portfolio companies.
Served as the interim 首席财务官 for a sports, 媒体, and entertainment agency—leading a $52 million recapitalization and five acquisitions totaling $15 million.
Provided fundraising support and a go-to-market strategy for a seed capital fund in Silicon Valley who was looking to raise $50 million.
Served as the interim 首席财务官 for an edtech company, raising $8 million and rebuilding financial infrastructure for an incoming CEO, 包括kpi, 预算, 现金管理, board reporting and capital budgeting for growth initiatives.
Worked as a fractional 首席财务官 for a rapidly growing business intelligence and 替代数据 firm focused on 电子商务 platforms.
Developed a niche as a fintech expert, covering 750 startups for family office clients; sub-verticals include blockchain and distributed ledger technology, 替代数据, 人工智能驱动分析方法, 比特币/ cryptocurrency, 市场借贷, 资本市场, 投资众筹.
Built financial models for internal projections and fundraising efforts for 12 companies.