Ex startup founder & VC. MBA from Tuck, BA in Mathematics from Dartmouth. Focused on providing hands-on finance and transaction support to startup leadership teams.
Areas of focus:
- Fractional CFO / Head of Finance / FP&A (monthly book close, KPI tracking, cash flow mgmt)
- Cap table management and modeling
- Term sheet review and advisory
- Transaction management, interface directly with lawyers to inform and draft legal documents
- Equity compensation (benchmarking analysis, administration in Carta or other platform)
- Fundraising support (materials, deal structuring, data room mgmt, pitch advisory)
- M&A transaction support (materials, data room mgmt, deal structuring)
- Deal screening and diligence support (venture capital, angels, family offices)
Tech Stack:
- Carta, Mantle, Pulley, Shareworks
- Pave
- Quickbooks Online
- Stripe
- Gusto, Deel
- Docsend, Dropbox