Growth Execution & Strategy for ScaleupsOptimal Impact is a growth advisory firm that aligns business operations to unlock purposeful, profitable growth for scaleups. We work with leaders who want to do good in the world. Our proven process balances margin and mission to create better outcomes through the Optimal Impact Growth Framework. Category leaders like Beddy’s, Jamberry, Purple, and Solcius have followed these principles to dramatically accelerate scalable growth. As a result, these businesses delivered more value for their customers, owners, and teams. Optimal Impact seeks to build independence by aligning teams, showing a standard of excellence, and training vital skills.

The SaaS HR-Technology leader for mobile time tracking and workforce productivity. * Helped a strong founding team accelerate recurring revenue growth to 100%+ * Implemented sales forecasting process that has improved both forecast visibility and sales execution * Brought an intense yet fun level of performance visibility to help build an ownership culture * Advised founders through successful funding via strategic transactions

Aqua-Yield is an ag-tech materials science company that delivers higher profitability and lower environmental impact for American farmers. The company's patented nanoparticles act as a catalyst to improve nutrient absorption into crops. The result is better crop yields, higher nutrient uptake, and reduction in fertilization usage. * Guided CEO in strategy to improve repeat sales rates by aligning product science with brand strategy and sales tactics * Upgraded to GAAP financial reporting in support of growth plans * Created daily sales performance visibility via online KPIs * Implemented sales forecasting process to improve forecast visibility and sales execution

* Invited by founding team to redefine the company, executing a Lean Startup strategy.* Championed strategy shift to focus squarely on alleviating suffering for the nation's 65 mil seasonal allergy sufferers with the PollenWise app.* Attained product-market fit in Q2-2020, 9 months after joining, with users consistently growing 20%+ per week and over 50% evaluating the PollenWise smartphone app as a must-have solution in managing their seasonal allergies.* Reoriented founders to cross-functional scrum team, resulting in reinvigorated executionand daily visibility to key shortcomings in app development, data integrity and sensor network uptime.* Led project to define the company's purpose, brand strategy and unique value proposition, bringing unity to the team and the messaging.* Guided team in closing a significant investment round with a strategic partner.

I led Operations at Solcius, guiding the company to address persistent quality issues that had caused revenue growth to stall. By moving from managing in silos to a comprehensive system of value delivery, we improved sales partner retention issues leading to 80% revenue growth for the year. I contributed to a great team as we pursued our vision of "Solar made simple." Solar has tremendous complexities from design, shading, and permitting to HOA issues, construction, net metering interconnection with the utility, and system activation. By leading a company transformation from command-and-control management to team-of-teams empowered execution, we began creating a culture of purpose, visibility and ownership. This culture change transformed us from sporadic to consistent excellence, strengthening our brand, channel partner relationships, and customer satisfaction.

RevRoad asked me to step into an interim role in 2017 to teach them and their portfolio companies how to execute Lean Startup strategy. Most startups fail because they try to scale prematurely before establishing a value proposition their customers consider "must-have". I guided them to systematically prove product-market fit with data. I also trained portfolio companies in implementing scalable GAAP financial reporting processes.

Executed a classic, "build the car while racing at 200 MPH around the track" scenario, managing transition from outdated small-company infrastructure to scalable big-company capabilities while simultaneously managing 1,000%+ y/y growth. Recruited to build financial infrastructure for $Billion scale, I recruited an entire new finance/accounting/tax/FP&A/treasury team and with them partnered to execute a legal entity restructuring, overhauled and streamlined financial reporting, implemented NetSuite ERP, established costing processes, defined GAAP-compliant accounting procedures and executed the company's first time financial audit with a top-5 firm.

PUTTING THE PIECES INTO PLACE: Quickly promoted from initial Outsourced CFO position to build finance, accounting, legal, and tax functions from the ground up, I implemented inventory accounting processes and teamed to scale manufacturing/shipping operations. I then reviewed customer metrics/feedback to identify improvement opportunities.► I steadily built a 15-person, cross-disciplinary finance team that partnered to add value across the organization.► Completed a stalled and badly behind-schedule MS Dynamics ERP implementation in 60 days.► While implementing inventory and costing processes, I created bill of materials (BOMs) for 2,500+ stock-keeping units (SKUs).GUIDING COMPANY THROUGH 1,000+% YOY GROWTH: I played a key role in transforming small company into a $200 million e-commerce/direct sales and manufacturing success with operations in 3 continents. ► I sponsored a systems initiative that enabled processing of 10,000+ orders per day while reducing errors/stock-outs 90%. ► By implementing NetSuite as an international accounting ERP system that integrated accounting, e-commerce, supply chain, and support processes, my team and I accelerated global expansion. ► I empowered Jamberry to drive further growth by leading a big-data analysis of sales and recruiting across all 43,000 US zip codes.POSITIONING COMPANY FOR SALE: Enabling this family-owned business to be sold to a private equity investor in 2015, I leveraged strong profitability and managed tight debt covenants. ► I was a leader in executing a major private equity transaction, yielding a major liquidity event for founders and employees.► By leading Jamberry to complete a Big-4 audit on schedule, I bolstered investor confidence. I also managed 2 independent Quality of Earnings studies.

I greatly improved financial reporting and operational performance of diverse organizations. To do so, I identified and capitalized on strong growth opportunities in the face of funding, operational, and other strategic challenges.

After founding the company, was Portfolio Manager and Chief Investment Officer. I devised the company’s business strategy, crafted the investment philosophy, and developed advanced financial/valuation models. While spearheading intensive research and capital raising efforts, I managed the P&L and made smart portfolio buy/sell decisions. ► By tailoring the service to high net-worth clients, I grew assets under management to $50 million in 30 months. In later years, I worked as an outsourced CFO, completing a series of contract engagements, stepping into financial/operational executive roles and advisory positions.

Founded the company with a vision of “the open platform for investment insight.” Designed and built the collaborative investment analysis platform. Led the company to early product-market fit through user feedback and testing go-to-market channels. While doing so, I led the software development team of 5 to implement lean/agile development methodologies and build the web applications on Google AppEngine.

I implemented high-impact strategies for $33 million venture capital fund focused on semiconductor, software, communications, and computing industries. Selected start up companies for investment, guided in strategy, capital formation, and growth. In what became a very challenging environment post the dot-com bust, we guided portfolio companies to successful exit events including sale to one company later acquired by Sun Microsystems and other that had a successful 2007 IPO in the alternative energy space.

Promoted to manage and supervise 12 Technology Analysts, I published research reports that provided buy/sell ratings and in-depth analysis for client holdings exceeding $500 million. To do so, I leveraged advanced financial modeling and valuation expertise.