Managing Partner
2020 - PRESENT
NewTack Ventures
- 为AI/ML领域的新兴公司提供融资计划和市场策略方面的建议.
- 评估公司的退出方案,评估出售给第三方的知识产权,并与独立董事一起管理停工(员工终止).
- 开发SaaS报告基础设施和董事会报告工具.
- 曾在多家新兴科技公司担任兼职CFO, including NetSuite implementations and policy development.
- 与Comerica和SVB进行了多轮融资(种子轮和A轮)以及定期贷款和风险债务安排.
Focus areas: Corporate Development, M&A Strategy, M&A (Sell-side), M&A (Buy-side), M&A Modeling, M&A Valuation (DCF), NetSuite, Salesforce, Revenue Strategy, Revenue Modeling, Early-stage Funding, Funding Strategy, Fintech Consultant, Interim CFO
Strategic and Financial Consulting
2015 - PRESENT
Marin Analytic Consulting
- Worked with a marketing technology company on initiatives, including creating a business and financial model, handling negotiations with potential investors, and establishing go-to-market strategies (e.g.(构建了SaaS定价模型、客户合同文档等)。.
- 为一家风险分析软件公司的首席执行官和大股东提供战略选择方面的建议, 包括启动合并讨论,并与具有互补技术的公司完成详细的财务和战略分析.
- 为一家创新型B2B贸易信贷解决方案初创公司和投资者制定了一个商业规划方案,并发起了融资讨论.
- 创建一个借贷软件解决方案的联盟计划,以利用解决方案进入新的合作伙伴分销渠道.
- 向一家初创保险定价优化公司提供各种融资和战略选择方面的建议,最终将其出售给一家行业参与者.
- 为一家领先的金融服务技术公司,对营销技术领域的新兴市场参与者进行分析,该公司有意评估一项累积收购计划.
- 担任科技公司的临时首席财务官和战略顾问. Implemented ERP systems (Intacct, NetSuite, and Salesforce), developed SaaS reporting infrastructure, and created compensation plans for sales teams. Also created board reporting templates.
- 专注于为金融科技和市场科技领域的预测分析和人工智能/机器学习领域的成长型公司提供建议,制定技术产品化和创收策略.
重点领域:风险投资、营销技术(MarTech)、融资、财务规划 & Analysis (FP&A), Data Analysis, Technology, Startups, Go-to-market Plans, Financial Modeling, SaaS, Business Planning
Financial Officer
2008 - 2015
Red Vision Systems
- 完成了与风险投资者的两轮第二轮融资,并与银行进行了定期贷款和左轮银行融资.
- 为会计(Intacct)、人力资源(ADP)和客户关系管理(Salesforce)实施新的ERP系统.
- Developed and implemented new FP&A and reporting processes for the board, senior management, and operating leaders; including daily and monthly dashboards of identified KPIs as well as monthly performance and budget variance analyses.
- 管理与专业服务提供商的关系,包括银行、审计和法律.
- 领导人力资源、会计和企业发展团队.
- 建立并维护内部预测和外部筹款的财务模式.
- 执行了三次累积收购,以发展全国服务覆盖范围.
Focus areas: Budgeting, Mergers & Acquisitions (M&A), Pitch Decks, Fundraising, Data Analysis, Financial Modeling, Enterprise Resource Planning (ERP), Financial Planning & Analysis (FP&A)
Corporate Development and Strategy
2000 - 2007
Fair Isaac Corporation
- 制定战略案例,并管理上市公司和私营公司的收购和整合, totaling over $1.20亿美元的市值,并以大约400%的速度增长.
- 执行了几个非核心业务单位的出售,总价值超过1亿美元.
- 发起并管理4亿美元的可转换债券发行.
- 进行投资者路演,分享回购计划和分析师关系计划.
- 发起并管理竞争情报部门,监控行业/竞争对手问题.
- 曾担任被投资公司(Open Solutions Inc .)的董事会成员.) and LP representation (Azure Capital).
- Managed the strategic planning function, 包括对拟议进入新细分市场的分析.e., healthcare, retail, and insurance verticals).
Focus areas: Investor Relations, Pitch Decks, Valuation, Financial Services, Fintech, Financial Modeling, Fundraising, Strategic Planning
Business Partnerships
2000 - 2000
Oracle Corporation
- 发展和管理与技术合作伙伴的关系,并将主要合作伙伴发展到第三位(仅次于IBM和埃森哲).
- Opened alliance offices in the UK, South East Asia, South America, and Australia to support international growth.
- 与内部风险投资团队合作,为软件商业模式创造投资机会.
Focus areas: Software, Partnerships, Technology
Investment Banking and Strategy Executive
1985 - 1995
National Australia Bank
- Managed all elements of M&A transactions.
- Developed banks growth strategy.
- Implemented bank's venture investing program.
- Managed M&A team based in new office.
- 评估和执行银行在英国,新西兰和美国的收购.
关注领域:投资银行、企业发展、消费金融、战略、合并 & Acquisitions (M&A)