Fractional CFO services for early stage ventures- Build and manage the model- Support CEO and Board initiatives- Work across organizations with operations, product, growth and sales teamsBudgets - Cash Burn - KPIs - Unit Economics - Pricing - Customer Funnel - Board Engagement - Cap Table Management - Capital Raise Support

My technical expertise and passion for working with start-ups led me to BCG Digital Ventures where I 1) Built the firm’s internal investment capability 2) Managed the Investment Committee and oversaw investment, follow-on, and exit activity 3) Provided finance support to startups, including developing cap tables and financial modelsGiven the high velocity of investments, my role expanded into portfolio management, where I sat on 6 boards as an observer, reviewed and helped prep board decks, engaged with CEOs to address operational concerns, and worked with investors to raise capitalI saw a growing opportunity in the firm’s Climate and Sustainability practice area and worked closely with DV’s Green Ventures team - Completed 8 Climate-focused investments - Provided an investment lens for innovation offerings focused on ClimateI engaged a variety of cohorts that impact a company’s finance function - I managed cross-functional investment teams that included finance, accounting, tax, and legal experts - I collaborated with corporate leadership, startup founders, engineers, product managers, and designersI turned my learnings on corporate investment into a series of insights, becoming a global resource and topic expert on early stage financial and investment matters- Participated in sales calls with BCG clients- Advised BCG CCOs and MDPs- Co-developed innovation offerings- Supported venture build teams

I leveraged my financial modeling experience and knowledge of capital structures to develop bottoms up cash flow models. Educated founders and their boards on KPIs, cash needs, and raising capital

12 years at advisory firms and investment banks developing cash flow models underpinning valuations for public and private corporations and investment firms- Corporations // accounting and tax topicsBusiness valuations, 409a ESOP, intangible assets and goodwill, impairment, fairness and solvency opinions- VC, PE, and hedge funds // level 3 illiquid portfolio company investmentDEBT; mezzanine, convertible, termEQUITY; common, preferred, warrants, options