David Koegler Email & Phone Number

As the senior leader in finance, I take the time to find out what the functional areas need and leveraging financial analysis and modeling, and provide support and strategies to execute actionable goals. I develop a strong working culture, which results in a well-oiled organization that optimizes P&L performance through cost, revenue and asset management. I have a reputation as a business enabler who nurtures top line growth and bottom line health. I have a solid and successful history sourcing and securing funding for startup organizations and managing portfolios of public equities, derivatives, hedge funds and other private equities investments. RESULTS:★ Key contributor to a successful $75.2M capital raise at Meakem Becker Venture Capital for first time-early stage venture capital fund and $300M capital raise at Tecum Capital Partners a SBIC mezzanine debt fund.★ I was a critical key contributor to several successful Preferred Stock financing rounds at both Forever and Niche.com★ Secured term loans and working capital line of credit and manage ongoing debt covenant compliance and reporting.Specialties: Strategic Financial Reporting, Budget Development, Treasury Management, Corporate Policy Development, Financing Agreements, Series A&B Funding, Equity Plan Management, Exit Strategies, Process Development, Technology Integration, Relationship Development, Financial Strategy, Due Diligence, Commercial Contract Negotiation, VC and PE Backoffice Administration, and Family Office Administration.

Listed skills include Accounting, Finance, Due Diligence, Financial Reporting, and 25 others.

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  Slippery Rock University Of Pennsylvania

  Business Administration - Accounting