Specialist in working with scalable start-up ventures to develop viable business models and strategies, create investor-focused business plans and deliver effective angel/VC funding presentations. Provide strategic guidance to CEOs and founding teams on common start-up issues including: legal entity selection, equity agreements, valuations, financial projections, mergers & acquisitions and intellectual property.

Regional business advisor and access to capital specialist for SBDC centers across Northern California. Specializing in working with technology ventures, and other scalable entities, who are seeking start-up or expansion funding from angels, VCs, equity-crowd, SBIR/STTR or alternative SBA lenders. Typical client is seeking between $100,000 to $2,000,000. Assist start-ups and growth companies with strategy, business planning and financial analysis/projections. In conjunction with the SBDC network, function as a equity funding specialist advisor with VenturePad co-working space in Marin and Working Solutions in the greater Bay Area.

Adjunct faculty for the Executive MBA program instructing the Capstone course in the 18-month program. The Capstone course curriculum concentrates on practical skill development in business model ideation, enterprise-level strategic planning, financial forecasting and angel/VC funding. As part of the class, each MBA candidate creates a comprehensive, formal business plan for a new venture and does a formal investment pitch to a panel of potential investors.

Responsible for overseeing the leadership of full-service business accelerator serving early-stage green technology companies based in the greater San Francisco Bay Area. Accelerator services included co-working, expert mentoring, access to professional services and introductions to potential funding sources. Two-time event coordinator of the Green Technology Investment Showcase (GTIS) – a gathering of 100+ start-ups, angel investors and entrepreneurial thought leaders.

Instructed course titled Entrepreneurial Finance which focused on practical skill development in the areas of start-up strategy, business model development, business planning, angel/VC funding, intellectual property and financial forecasting.

Provide strategic advising services to CEOs of privately-held companies around the world. Primary company was mid-market, owner-led firms with revenues between $1M and $10M.