
Clients
Testimonials and sample projects from recent clients
Testimonials

Mentoring First-time Founder in the Restaurant Tech space
Project
Advising founder on strategy, fundraising, pitch deck, personal branding, business model, team management and hiring.
Impact
Client developed network of investors and eventually closed a $1+ million Seed round. Launched MVP in 2023 and has expanded business to over 20 B2B SaaS clients in the NYC area. Built out team of 15+ people and opened new office in Suzhou, China.

Interim Financial Management of Series A Startup in the EV Charging space
Project
Joined team on a fractional basis after the unexpected departure of financial controller, the only in-house finance professional.
Impact
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Ensured consistent delivery of all finance processes including closing monthly books, reporting, invoicing, accounts receivable, and tax filings in the US and Canada
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Implemented automation tools and streamlined processes in key finance functions
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Reviewed existing finance and accounting practices and made recommendations on best practices to implement

Seed Round Pitch Deck for AI/Machine Learning Startup in the Industrials Space
Project
Created investor pitch deck from scratch and advised first-time founder on overall fundraising process
Impact
Client shared pitch deck with investors and received verbal commitments from multiple investors

Project Finance Pitch Deck for Battery Metals Startup
Project
Completely revamped content and formatting of fundraising pitch deck
Impact
Clear storyline and well articulated investment merits set client up for successful meeting with potential JV partner

Financial Model for Data Archiving Startup in Film & Television Space
Project
Created 3-statement model with full revenue buildup, deferred revenue waterfall and functionality for multiple scenarios
Impact
Client is able to see potential revenue and cash flow scenarios with user-friendly format that makes it easy to change assumptions in advance of their first fundraise.
