Few founders have time or expertise to create clear, robust investor-ready financial packages.
Many investors lack the time or resources to evaluate/compare every company that interests them.
Due diligence becomes frustrating for everyone.
Slow or incomplete due diligence causes many deals to evaporate.
As a result, both companies and investors miss great opportunities.
We build the financial tools you need
Your pitch deck tells your business story - how you will succeed.
Your financial model tells your investment story - how you make money and where the risk lies.
We create financial models and tools that tell your unique story through numbers, to show that you know what you need to do and are making traction.
Tools are interactive for scenario testing and are designed to adapt as the business grows.
We train you on how to talk to investors in the language they understand.
Our products are easy-to-use for you and for investors
Financial forecasts of operating performance and capital requirements
Capitalization and valuation tools
Organization/strategy for funding
Coaching on financial strategy and terminology
Confidence in your ability to respond to investors questions
Be Ready for Investor Scrutiny
We make your financial potential stand out.
Most founders can project next year's performance.
We have the expertise to paint a picture of the next 5 years before you have the information you need to credibly do so.
Investors want to know that you understand and are focused on the activities that drive growth.
Having reviewed performance of hundreds of companies over decades, as both buyers and sellers of equity, we know which benchmarks matter most and what performance levels are reasonable to expect
Who we help
Startups that are raising their first outside funding. When early-stage founders raise capital, they contact us as experienced supportive advisors who will help coach them through the numbers and optimize their pitch. Services include custom earnings models, valuation analyses, market analyses and pitch refining – as well as CEO advice and education.
Early-stage investors, law firms and others who want a ready-to-use financial profile from target companies before recommending them. For example, startups often present financial data in difficult-to-adapt formats (Quickbooks, convoluted excel templates, etc.). We deliver clean GAAP-friendly financial analyses that can be manipulated and easily compared to other companies, adding clarity and reducing investment risk.
Experience and background
Financial: more than 25 years of experience preparing financial models, business plans, market analysis and valuation tools, mostly at JPMorgan and Oppenheimer. Provided global institutional sales & trading networks with investment recommendations based on strategies/events/trends and their impact on company valuations. Focused on healthcare, consumer products and media companies.
Entrepreneurial: launched and operated 2 startup companies in 6 years, while also providing financial advice to others through local mentorship programs. Built inroads to Seattle startup community.
Education: Stanford MBA, Colgate BA
Personal: relocated from New York to Seattle in 2008 .