Technology
CFO for AI Software Company
- A plan to reabsorb the spinoff company was proposed, accepted, and executed
- A custom chart of accounts was implemented, including bridging the spending from the spinoff company back to unified accounting tallies
- An outsourced accounting firm was launched, all past spending and all financial transactions were coded into a Quickbook-based accounting system (with a custom front end), and systems (Bills.com and Expensify) were integrated to further automate and self-empower the employee base
- Contributed to the strategy formation and go to market plans, even acting as a product manager for a short period of time and providing impactful strategy and/or research briefs
- Created a detailed pro forma financial model, helped with putting together all the investor materials, developed a group of comparable companies for modeling and comparison
- Analyzed and advised on company valuation report used for financing and equity conversions
- Delivered a well-researched report on the top VCs, firm and partner, for EC’s next $70M financing in late 2022