Monica C.

🏦 35 Years CFO & JP Morgan Investment Banking Experience
🙌🏽 850+ Clients Helped - Startups to Established Businesses
💰 $150M+ in Funding Raised
🏆 3x Entrepreneur with a Successful Exit

"𝙃𝙚𝙮 𝙈𝙤𝙣𝙞𝙘𝙖, 𝙟𝙪𝙨𝙩 𝙬𝙖𝙣𝙩𝙚𝙙 𝙩𝙤 𝙡𝙚𝙩 𝙮𝙤𝙪 𝙠𝙣𝙤𝙬 𝙩𝙝𝙚 𝙞𝙣𝙫𝙚𝙨𝙩𝙤𝙧 𝙜𝙧𝙤𝙪𝙥 𝙬𝙖𝙨 𝙚𝙭𝙩𝙧𝙚𝙢𝙚𝙡𝙮 𝙞𝙢𝙥𝙧𝙚𝙨𝙨𝙚𝙙 𝙬𝙞𝙩𝙝 𝙩𝙝𝙚 𝙥𝙧𝙚𝙨𝙚𝙣𝙩𝙖𝙩𝙞𝙤𝙣, 𝙖𝙣𝙙 𝙩𝙝𝙚𝙮 𝙛𝙪𝙣𝙙𝙚𝙙 𝙩𝙝𝙚 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨! 𝙏𝙝𝙖𝙣𝙠 𝙮𝙤𝙪!!"

• Jay Lax, CEO of Avalon ABA

📞 Invite me to your job, and I'm happy to share thoughts on your business. I've done this hundreds of times - you'll walk away with something useful regardless of whether you choose to work together. ☺️ 📞

Here’s how I help:

✅ Financial Clarity for Established Businesses: If you're running a business with real revenues but no CFO, I'll help you understand your numbers, find what's quietly eating your margins, and make better decisions - without the cost of a full-time hire. I work with businesses doing $1M–$10M in revenue who need CFO-level judgment without the CFO price tag.

✅ Getting You Investor-Ready: If you're raising a round, I'll build the Financial Model, Pitch Deck, and Business Plan you need to tell a compelling story and get funded.

✅ Models That Work Twice: The financial model I build will serve two needs at once - giving investors a thoughtful, comprehensive set of projections, and giving you a living document you can use to run your business more effectively.

✅ Ongoing Fractional CFO Support: If you want to keep working together beyond the initial engagement, I'll act as your Fractional CFO - helping you navigate financial decisions, build forecasts you can actually run the business from, and stay on top of cash before it becomes a problem.

📈 Fund & Investment Vehicles: LP/GP waterfall models, SPV structures, and feeder fund financial frameworks for private equity and family office clients.

Why I’m worth talking to:

✅ I've done this hundreds of times before.
🔎 I'll understand your business model right away - you won't have to spend half the engagement explaining how it works.
🕵️‍♀️ I'll ask questions you probably haven't thought about. You may end up understanding your own business better just from our first conversation.
🚶🏽‍♀️ I've walked in your shoes as an entrepreneur multiple times. I know what it feels like to be running a business without a clear financial picture, and I know how to fix it. 📊 I work across the full spectrum of business - from pre-revenue startups raising their first round to established businesses doing $1M–$10M who need real CFO judgment without the full-time hire.