About Us
Financial Services for Entrepreneurs
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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
- have more than 30 years of financial modeling experience in varied roles,
- analyst for launch of 3 subscription-based products
- equity analyst at JPMorgan and Oppenheimer and Equinox Capital
- investment advisor pitching global sell- and bayside traders with investment recommendations regarding corporate strategies, financial forecasts and industry trends
- Many years focusing on healthcare and consumer products.
- Colgate BA, Stanford MBA