My Back Story
I have lived on the corporate and investment sides of the fence, which has enabled me to understand the critical nuances of how companies need to balance invested capital with growth strategies. My experience includes working for startups that have raised more than $70 million in venture capital. I was invited to join as a founding member of an angel investment group in SE MA that brought together more than 35 LPs to fund Massachusetts-based technology startups. I have designed multimillion-dollar SaaS platforms on contract to serve a variety of markets, including investment banking and millennial investors who are part of a generational wealth transfer. I have also raised funding ($600,000) to sidecar private investment ($75K) for an accelerator.
I understand what it is like to work with smaller companies that are acquired by Fortune 500 companies like Adobe, having taken part in three M&A transactions totaling more than $750 million in the technology and consulting sectors. As part of establishing and growing a division within a publishing company, I completed a digital transformation. In 2.5 years, we shipped 5 products, and this startup division received Microsoft-approved vendor certification.
Recently, I was invited into a group of fiduciaries who are spearheading a movement called FIAT (Fiduciary in all Things). The role of the FIAT Steering Committee is to analyze, define, and provide the scope of what this FIAT idea can be. And being instrumental in the final planning and execution of the mission.. For more information on FIAT, please visit www.fiduciaryinallthings.com.
About
- I’m a problem-solver. I connect the dots in near real time to provide solutions for leaders seeking answers to challenges that can derail KPIs or fail to meet investor expectations.
- I can speak the language of strategy, investment, customer requirements, and technology to interface successfully with different levels of a company or their investors.
- As someone who has built and tested technology products from ideation—MVP—market, I know where the minefields exist that can disrupt a successful launch, causing a company and investors to lose precious time/money and a competitive advantage.
- I know where and how M&A transactions can either make millions of dollars or, more importantly, lose millions of dollars for investors.
Let's get this rolling!
Contact me to schedule an initial, FREE, 30 minute consultation so that we can determine how I can best serve you!