Forterra is a leading provider of ground autonomy for the DoD and industrial applications. The Company provides the only productized autonomous vehicle system in the market – hardened and scaled, vehicle-agnostic, self-driving systems * Built out finance and accounting function to accomplish multiple achievements within a short period of time including raising $20M of debt, $75M of equity, introducing department budgeting, fixing the A/R and A/P, optimizing the ERP implementation and the CRM connection, 2022 & 2023 review, 2024 audit prep, 409A * Analyzed gross margins to capture the direct labor without time tracking, revenue recognition with ASC 606 for milestone billing, autonomy-as-a-service, multi-year contracts* Built a dynamic three-statement operating model, automating the process by extracting directly from Salesforce. Model includes subscription waterfalls, hardware purchases turning into fixed assets and fixed asset depreciation* Introduced annual and quarterly budgeting * Closed on $75M in Series B in July of 2024 with Moore, Hedosophia, XYZ and $20M debt in January 2024 * Project management for NetSuite module implementations: Analytics Warehouse (Deltek Costpoint data), Revenue Recognition, Fixed Assets and exploring Projects and Asset Tracking* Led the initiative alongside Operations / Production to fix the engineering parts requisition process to ensure that part purchases were being correctly expensed or capitalized

Second largest securities firm in Japan (~$7B market cap), 650 bankers advising companies on M&A and capital raising* Associate (2011-2014), Vice President (2015-2017), Director (2018-2023)* Chairperson of DC Gold (women bankers’ network), Top 50 Rising Dealmakers by Global M&A Network* Advised over a dozen growth phase companies, successfully completing M&A and capital raise transactions in enterprise software / B2B SaaS across PropTech, cybersecurity, HCIT and EdTech* Developed a new sector focus for the firm, forged long term relationships with the PE / Growth communities* Managed and executed various strategic transactions, including identifying, negotiating, structuring, overseeing due diligence and obtaining approvals to drive a transaction to completion* Performed scenario analysis to guide the CEO on strategic decisions, serving as key player in board meetings* Negotiated offers and crafted deals that satisfied the different priorities of the various stakeholders