From Investment Banker to Entrepreneur: Empowering Startups with Financial and Investment Expertise
Our Services
We provide expert CFO services to manage your finances and support your business growth.
Financial Strategy & Planning: Develop and execute financial strategies aligned with business goals, manage long-term planning, and assess performance to guide decision-making.
Budgeting & Forecasting: Create and oversee budgets, conduct financial forecasting, and ensure alignment with business objectives.
Accounting: Prepare and review financial statements with auditors and present insights to key stakeholders.
Risk Management: Identify and mitigate financial risks, implement internal controls, and oversee asset protection measures.
Treasury & Cash Flow Management: Manage capital structure, optimize cash flow, and oversee investments to ensure liquidity and support growth
We help you prepare for successful fundraising by crafting compelling materials, and targeting the right investors
Business Plan Development: Craft compelling business plans that align with investor expectations and showcase growth potential.
Investor Presentation: Design and optimize pitch decks tailored to engage and attract investors.
Investor Targeting: Identify and prioritize the most relevant investors, including venture capital firms, private equity, and strategic partners.
Capital Structure Optimization: Advise on the ideal mix of equity and debt to achieve funding goals.
Investor Communication: Draft and review outreach emails, investor updates, and other communication materials.
Our investment strategy focuses on identifying and supporting selected early-stage companies with strong business models and well-defined strategies.
As part of our capital raising services, we not only assist companies in preparing for successful fundraising but also, on occasion, offer the option to exchange our advisory fees for an equity stake in the businesses we advise.
This approach reflects our commitment to building long-term partnerships and aligning our achievements with the success of the companies we support
Schedule your appointment
Schedule a consultation to gain personalized insights tailored to your financial goals.
This initial exchange will allow us to better understand your unique challenges and assess how we can support you—whether it’s optimizing your financial operations or preparing for your forthcoming capital raise.
About us
With a career spanning investment banking and entrepreneurship, I bring a unique blend of financial expertise and hands-on operational experience help startups achieve their growth potential. At Rothschild & Co, JP Morgan and Deutsche Bank, I gained deep experience in capital raising, financial modeling, corporate structuring and strategic advisory, advising medium to large-cap companies and high-growth technology firms.
Building on this foundation, I co-founded Scalens, a Fintech company offering innovative tools for Investor Relations teams to enhance engagement with investors improve market intelligence, and align communication strategies with corporate objectives. At Scalens, I led finance, capital raising, and operations, further deepening my understanding of the challenges and opportunities startups face in scaling and raising capital.
Today, I leverage my expertise to provide financial and investment advisory services to early-stage startups and traditional companies, focusing on structuring financial operations, preparing for fundraising, and optimizing business models.
Contact Us
Interested in hiring our services? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!