Services

My services are offered through a monthly retainer or pay by project. I will work with founders to design a package that meets business and budgetary goals.

Fractional Chief of Staff & Business Ops

  • Project management

  • System selection, implementation and ongoing management for the following:

    • People: Payroll, Human resources information systems (HRIS), job posting, applicant tracking system, benefits administration

    • Accounting, accounts receivable (A/R), and accounts payable (A/P)

    • Fundraising and investor relations

    • Equity management

    • Purchasing

    • Contract management

    • Video conferencing, IM, email, and file management

    • Inventory management

  • Coordinating legal documents with outside legal counsel with the goal to minimize legal spend

  • Managing and contracting outside IT administration

  • Material preparation and coordination for Board meetings

Fractional CFO & Finance Consulting

  • Financial planning and budgeting

  • Forecasting and cash runway models

  • NPV/ROI Models

  • Valuations both DCF and comparable transactions

  • Banking

  • Steamlining accounts payable and accounts receivables

  • Maximizing cost efficiencies

  • Managing overhead costs

  • Manage month-end accounting processes, book keeping, and monthly expense reconciliations

  • Annual taxes

  • Equity management, ESOP, and 409A valuations

Fundraising & Due Diligence Consulting

  • Financial projections (3, 5, or 7 year)

  • Data room content review, organization, and deployment

  • Fundraising tracking and investor relations

  • Capitalization table creation and review

Let’s work together.

Interested in working together? Fill out some info and I will be in touch shortly! We can't wait to hear from you!