Select Clients

Select Outcomes

• Ramp.global:
  • Advised on strategic partnerships, commercial agreements, GTM strategy, and financials & metrics.
  • Created metrics dictionary aligned with best practices and incorporating the companies unique usage-based & subscription pricing model.
  • Assisted with company expansions into India, Canada and United States.
  • Advised board on strategic alternatives for future capital needs.
• datascalehr:
  • Managed pre-seed / seed raises of ~$3M, with notable investors Acadian Ventures, DCM Ventures and strategic angel investors.
  • Sourced and assisted with closing multiple six figure annual recurring contracts (0 to 1).
  • Contribute to GTM strategy & execution with pricing/packaging analysis, ICP development, content creation and pipeline building via outbound sales.
  • Manage all forecasting, cash flow modeling and actual results reporting.
  • Lead all financial, tax, legal, and people operations.
• TalentNet:
  • Built comprehensive financial model incorporating revenue by client, headcount and non-headcount spend across all departments. Tied corporate & product strategy to long-range plan.
  • Reclassified historical financial statements to be consistent with GAAP and SaaS-based reporting (COGs, S&M, R&D, G&A).
  • Created financial scenarios and provided benchmarks to reduce spend and reach profitable growth. Used benchmarks by category / department to help set targets by department and overall spend category. Resulted in 30% reduction in total spend, moving from multi-million annual cash burn to cash flow positive in 20 months while still maintaining industry-leading growth rate (Rule of 40+).
  • Advised on and supported hiring core Finance / Accounting team to support next wave of growth, as well as modern systems strategy (ERP, spend, payroll).
  • Led all budget vs. actual reporting and rolling forecast updates.
  • Provided valuation, partnership and acquisition guidance to CEO and shareholders.