| Pet Service Business |
Operations, Pricing, Financial Infrastructure |
Founder |
Streamlined operations, structured service offerings and pricing model, established financial foundation for physical expansion |
Bootstrapped |
| AI Healthcare Platform |
Financial Infrastructure, Operating Model |
Founder, SVP of Finance & Ops |
Built financial infrastructure for rapid scaling, developed operating model, completed accounting cleanup, established unit economics framework and board reporting cadence |
Series A |
| $15M DTC Beauty Brand |
Growth Strategy, Performance Marketing, Inventory Management |
Founders |
Drove profitable growth through optimized ad spend allocation, channel expansion strategy, and improved inventory planning |
Bootstrapped |
| $10M High-Growth Retailer |
Restructuring, Financial Operations |
Founder |
Led turnaround through OpEx reduction, SKU rationalization, cash flow management, accounting cleanup, and multi-retail expansion analysis including lender relations |
Seed |
| $100M DTC Jeweler |
Financial Operations, Strategic Planning |
Founder |
Completed accounting cleanup, restructured P&L, analyzed channel profitability and retail expansion opportunities to inform 5-year strategic plan |
Bootstrapped |
| $10M Omnichannel Food Brand |
Financial Operations, Channel Strategy, Inventory Management |
Founder, Venture Studio |
Completed accounting cleanup, analyzed channel and product profitability, supported wholesale expansion and improved inventory planning while optimizing contribution margin |
Series A |
| $15M DTC Consumer-Tech |
Cash Management, Lender Relations |
Founder |
Balanced growth objectives with lender covenants through cash flow management and spend optimization, managed lender communication and narrative |
Seed+ |
| $150M Beauty Brand |
Financial Planning, M&A Support |
Founder, CFO |
Partnered with CFO on financial planning and supported acquisition process from readiness through deal signing |
Series A |
| Venture Studio Portfolio |
Portfolio Management, Financial Reporting |
Partners |
Designed and led portfolio reporting and consolidation system, standardized metrics and enhanced board reporting across 4 portfolio companies |
N/A |
| Incubations |
Business Model Validation, Financial Strategy |
Venture Studio |
Served as Incubation CFO for Venture Studio, assessed business model feasibility, advised on pricing and profitability, guided post-launch growth strategy |
Pre-Seed |