Jeff Morgen Email & Phone Number

California, United States

Boutique consulting firm helping early-stage ventures execute success strategies and tactics, both as an investor and advisor.I work with business founders and leadership teams to drive revenue generation, margin improvement and corporate transactions, usually in a COO, CFO, or Consigliere role. My clients include emerging B2B and B2C ventures across.

Corte Madera, CA, US

First regional venture capital fund focused exclusively on Northern California’s Marin and Sonoma counties. I assist the General Partner of this dual-mission venture fund committed to deploying venture capital locally in order to generate investor returns and stimulate economic development, job creation and the startup ecosystems in Marin and Sonoma.

Mumbai, Maharashtra, IN

Advised ownership group of rapidly growing retail chain of plant-based fast food QSR outlets on corporate initiatives including accessing capital markets, expansion strategies and human capital planning.

Los Angeles, CA, US

Acted as Chief of Staff to CEO/Founder of leading wellness brand of gluten-free, soy-free, baked vegan cookies with goals of expanding operations and margin improvement. Efforts resulted in increased distribution to 2000+ retail outlets and successful launch of new e-commerce channels

Retained by ownership group of cannabis genetics company licensing proprietary strains to several best-selling consumer brands. Partnered with Executive Team to close 1st round of external capital.

Sausalito, CA, US

Served as interim Chief Financial Officer and advisor for leading online automobile concierge service during period of major industry shifts in product design, distribution models and consumer buying habits.

Oakland, California, US

Largest regulated cannabis direct-to-consumer logistics company in California.As the CEO, I was responsible for crafting and fostering a successful corporate culture, building operating workflows and delighting our corporate and consumer stakeholders on the cusp of recreational cannabis legalization in California. I managed the daily operations of Bay Area.

NY, NY, US

A workforce analytics company offering the world’s most advanced AI-driven analytics platform.As a Director, I provided governance, oversight and counsel regarding pricing strategy, organizational development and financing strategies. I worked closely with the Co-Founder and lead investors to bring in external capital and build a new C-Suite team as.

Albany, Oregon, US

Early stage venture developing revolutionary technology for the $10B+ automobile oil filtration industry.As the COO, I was retained to help rebuild the organization from the executive leadership team to the operational foundation including restructuring the go-to-market strategies and recapitalizing the venture through multiple rounds of equity and debt.

As Principal for my boutique consulting firm, I exclusively managed the family office and financial operations for a prominent Northern California family. On a daily basis I provided counsel & oversight to the family’s portfolio of angel investments, real estate holdings, and capital market securities. My responsibilities included managing legal affairs.

E-learning SaaS software company focused on government, risk, and compliance.As the COO, I was responsible for overseeing Sales Operations, Professional Services, Customer Support, and Finance departments. Sales Operations responsibilities included negotiation of key customer contracts, pricing oversight and annual remuneration plan establishment. Directed.

San Francisco, CA, US

Venture-backed digital photography startup focused on the $4B+ wedding photography market.As the VP-Finance, I managed a $20M+ operating budget with 500+ employees and contractors in 40 different markets attempting to build the first national brand in wedding photography. I was responsible the FP&A function including financial reporting, sales forecasting.

SaaS software development company focused on the corporate real estate sector with F100 clientele.As the VP Finance, I worked closely with the CEO to reconstitute the management team, revamp the product development roadmap and recapitalize the Company. I established and/or improved accounting functions and processes including business systems, financial.

Named one of “Five Technologies That Could Change Your Life” by Newsweek.As Chief Operating Officer, I was Employee #3 at this angel-backed startup that created a multimedia search engine utilizing proprietary P2P file sharing intellectual property. I oversaw the Editorial, Finance, and Business Development functions. I helped restructure our business.

E-learning SaaS software company focused on government, risk, and compliance.I was recruited by the nation’s largest employment law firm to help construct a business plan to secure seed funding. I joined the startup management team and had P&L responsibility for new corporate engagements including workflow design, project costing and training program.

$100M+ media replication firm serving major motion picture studios.As the Chief Administrative Officer, I had daily responsibility for Customer Service, IT, Human Resources, and Legal Affairs. I was part of the C-Suite team that scaled the company to a multi-state operation with 1,400 employees, resulting in enterprise exit in 2000.

Global film and music recording company (Cyrus, Pavarotti, Marley, U2).Part of management team for home video division company spun off from Netherlands-based media conglomerate. In addition to all financial administration responsibilities (inventory planning, budgeting, and royalty calculations), I oversaw product licensing and content acquisition in.

New York, NY, US

Bachelor Of Science - Business Administration

Master Of Business Administration