Real businesses.
Real outcomes.
Identifying details are masked unless the client has approved a full case study.
$1B+
Capital raised & advised on across all engagements
24
Companies served · bootstrapped through Series D
15+
Years of finance & strategy experience
| Company / Industry | Focus Area | Stakeholder | Key Impact / Deliverables | Funding |
|---|---|---|---|---|
| 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 |